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Mercari, First Half Net Income Increases by 43%, Oct-Dec Net Income Increases by 26%

Mon Feb 9, 2026 3:30 pm JST Earnings

4385 Mercari, Inc. 【IFRS】

Earnings Report

Mercari, Inc. <4385> [TSE Prime] announced its financial results (based on IFRS) after the market closed on February 9th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending June 2026 (July to December) expanded 10.5 billion yen, an increase 43.4% compared to the same period last year.

In the most recent three-month period, from October to December (2Q), the consolidated net income grew 25.8% from the same period last year, reaching 5.59 billion yen. The operating profit margin jumped from 14.4% in the same period last year to 19.2%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jul - Dec, 2023 92,386 7,821 8,025 4,550 27.9 44.9 Feb 13, 2024 IFRS
Jul - Dec, 2024 94,161 11,413 12,767 7,384 45.0 43.8 Feb 6, 2025 IFRS
Jul - Dec, 2025 106,255 19,779 19,795 10,586 64.3 ー Feb 9, 2026 IFRS
YoY +12.8% +73.3% +55.0% +43.4% +42.8%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Guidance ー ー ー ー － 0 Aug 5, 2025 IFRS
Jul - Dec, 2025 Results 106,255 19,779 19,795 10,586 64.3 0 Feb 9, 2026 IFRS
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2026 Prev 205,000 ー ー ー － 0 Aug 5, 2025 IFRS
Jun, 2026 New 215,000 ー ー ー － 0 Feb 9, 2026 IFRS
Revision Rate +4.9% － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 98,472 16,427 16,353 18,730 114.1 0 Aug 5, 2025 IFRS
Jan - Jun, 2026 Guidance 108,745 ー ー ー － 0 Feb 9, 2026 IFRS
YoY +10.4% － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 187,407 17,486 17,889 13,461 82.5 0 Aug 13, 2024 IFRS
Jun, 2025 192,633 27,840 29,120 26,114 159.1 0 Aug 5, 2025 IFRS
Jun, 2026 Guidance 215,000 ー ー ー － 0 Feb 9, 2026 IFRS
YoY +11.6% － － － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 49,237 7,066 7,183 4,451 27.1 14.4 Feb 6, 2025 IFRS
Jan - Mar, 2025 49,906 8,923 8,903 4,348 26.5 17.9 May 7, 2025 IFRS
Apr - Jun, 2025 48,566 7,504 7,450 14,382 87.6 15.5 Aug 5, 2025 IFRS
Jul - Sep, 2025 49,440 8,894 8,921 4,987 30.3 18.0 Nov 7, 2025 IFRS
Oct - Dec, 2025 56,815 10,885 10,874 5,599 34.0 19.2 Feb 9, 2026 IFRS
YoY +15.4% +54.0% +51.4% +25.8% +25.3%

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