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GMO Payment Gateway, Last Fiscal Year's Net Income Unexpectedly Increases, 7% Increase in The Current Fiscal Year, Increased Previous Year's Dividend by 20 Yen, This Fiscal Year to Increase Dividend by 26 Yen

Thu Nov 13, 2025 3:31 pm JST Earnings

3769 GMO Payment Gateway, Inc. 【IFRS】

Earnings Report

GMO Payment Gateway, Inc. <3769> [TSE Prime] announced its financial results (based on IFRS) after the market closed on November 13th (15:31). The consolidated net income for the fiscal year ended September 2025 increased by 16.7% from the previous period to 21.8 billion yen exceeding the previous forecast of 18.5 billion yen and resulted in an increase in profit, a complete reversal from the forecast for a decline in profit. For the fiscal year ending September 2026, the consolidated net income is expected to grow by 7.2% to 23.4 billion yen. This will be the third consecutive term of profit growth.

At the same time, the company increased the annual dividend for the previous term from 124 yen to 144 yen (compared to 124 yen in the prior term), and has decided to increase the dividend this fiscal year to 170 yen, an increase of 26 yen from the previous fiscal year.

In the most recent three-month period, from July to September (4Q), the consolidated net income increased 40.1% from the same period last year, reaching 6.24 billion yen. The operating profit margin rose from 28.9% in the same period last year to 36.7%.

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Actual Results

Historical Performance
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2023 63,119 20,312 20,636 13,475 177.7 89 Nov 13, 2023 IFRS
Sep, 2024 73,785 25,187 27,504 18,705 246.6 124 Nov 12, 2024 IFRS
Sep, 2025 82,499 31,340 31,911 21,829 287.8 144 Nov 13, 2025 IFRS
YoY +11.8% +24.4% +16.0% +16.7% +16.7%

Full Year Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2025 Guidance 83,377 30,225 28,722 18,511 244.0 124 Nov 12, 2024 IFRS
Sep, 2025 Results 82,499 31,340 31,911 21,829 287.8 144 Nov 13, 2025 IFRS
Revision Rate -1.1% +3.7% +11.1% +17.9% +17.9%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 40,757 15,314 15,752 9,849 129.9 0 May 14, 2025 IFRS
Oct - Mar, 2025 Guidance 44,131 18,070 17,348 10,890 143.6 0 Nov 13, 2025 IFRS
YoY +8.3% +18.0% +10.1% +10.6% +10.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2024 73,785 25,187 27,504 18,705 246.6 124 Nov 12, 2024 IFRS
Sep, 2025 82,499 31,340 31,911 21,829 287.8 144 Nov 13, 2025 IFRS
Sep, 2026 Guidance 93,235 37,639 36,119 23,406 308.6 170 Nov 13, 2025 IFRS
YoY +13.0% +20.1% +13.2% +7.2% +7.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 19,589 5,669 5,626 4,456 58.8 28.9 Nov 12, 2024 IFRS
Oct - Dec, 2024 20,295 7,254 7,587 4,564 60.2 35.7 Feb 12, 2025 IFRS
Jan - Mar, 2025 20,462 8,060 8,165 5,285 69.7 39.4 May 14, 2025 IFRS
Apr - Jun, 2025 20,245 8,130 8,186 5,738 75.7 40.2 Aug 8, 2025 IFRS
Jul - Sep, 2025 21,497 7,896 7,973 6,242 82.3 36.7 Nov 13, 2025 IFRS
YoY +9.7% +39.3% +41.7% +40.1% +40.1%

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