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GMO Research&AI, Ordinary Profit Forecast for Last Fiscal Year Revised Upward to an Unexpected 30% Increase, Dividend Revised Upward by 24.94 Yen

Thu Feb 5, 2026 3:31 pm JST Revision

3695 GMO Product Platform,Inc. 【J-GAAP】

Guidance Update Report

GMO Product Platform,Inc. <3695> [TSE Growth] announced a revision to its performance and dividend after the market closed on February 5th (15:31). The consolidated ordinary profit forecast for the fiscal year ending December 2025 has been revised upward 86.7%, from the previous forecast of 173 million yen to 323 million yen (compared to 248 million yen in the previous period), turning to a 30.2% increase in the consolidated ordinary profit outlook.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the July to December period (second half) consolidated ordinary profit is expected to increase 2.8 times, from the previous forecast of 84 million yen to 234 million yen (compared to 160 million yen in the same period of the previous year), turning to a 46.3% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has significantly increased its planned year-end lump-sum dividend for the last fiscal year from the original plan of 34.58 yen to 59.52 yen (compared to 114.84 yen in the previous period).

Kabutan News

Guidance Update

Second Half Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Jul - Dec, 2025 Prev 3,485M 91M 84M 20M 4.5 34.58 Aug 7, 2025 J-GAAP
Jul - Dec, 2025 New 3,649M 226M 234M 166M 44.8 59.52 Feb 5, 2026 J-GAAP
Revision Rate +4.7% +148.4% +178.6% +730.0% +889.0%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Dec, 2025 Prev 6,654M 205M 173M 9M 2.0 34.58 Aug 7, 2025 J-GAAP
Dec, 2025 New 6,818M 340M 323M 155M 41.8 59.52 Feb 5, 2026 J-GAAP
Revision Rate +2.5% +65.9% +86.7% +1,622.2% +1,950.5%

Current Period Guidance

Second Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Jul - Dec, 2024
2,560M 165M 160M 111M 68.0 114.84 Feb 12, 2025 J-GAAP
Guidance
Jul - Dec, 2025
3,649M 226M 234M 166M 44.8 59.52 Feb 5, 2026 J-GAAP
YoY +42.5% +37.0% +46.3% +49.5% -34.1%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Dec, 2023
5,117M 440M 428M 307M 188.2 114.84 Feb 5, 2024 J-GAAP
Dec, 2024
5,025M 235M 248M 183M 112.1 114.84 Feb 12, 2025 J-GAAP
Guidance
Dec, 2025
6,818M 340M 323M 155M 41.8 59.52 Feb 5, 2026 J-GAAP
YoY +35.7% +44.7% +30.2% -15.3% -62.7%