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ROBOT PAYMENT, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 4%, Raises Record High Profit Forecast, Dividend Revised Upward by 2 Yen

Wed Nov 12, 2025 11:30 am JST Earnings

4374 ROBOT PAYMENT INC. 【J-GAAP】

Earnings Report

ROBOT PAYMENT INC. <4374> [TSE Growth] announced its financial results at noon (11:30) on November 12th. The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 613 million yen, an increase 61.3% compared to the same period last year.

In addition, the full-year forecast for ordinary profit has been revised upward 3.9%, from the previous forecast of 685 million yen to 712 million yen (compared to 480 million yen in the previous period), increasing the growth rate from 42.7% to 48.3%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the ordinary profit for the July to December period (second half) is expected to increase 9.0%, from the previous forecast of 300 million yen to 327 million yen (compared to 248 million yen in the same period of the previous year), increasing the growth rate from 21.0% to 31.9%.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 22 yen to 24 yen (compared to 15 yen in the previous period).

In the most recent three-month period, from July to September (3Q), the ordinary profit increased 54.1% from the same period last year, reaching 228 million yen. The operating profit margin rose from 20.7% in the same period last year to 26.1%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jan - Sep, 2023 1,603 181 181 125 33.5 79.0 Nov 14, 2023 J-GAAP
Jan - Sep, 2024 2,019 380 380 263 70.1 79.2 Nov 14, 2024 J-GAAP
Jan - Sep, 2025 2,395 602 613 426 115.3 86.1 Nov 12, 2025 J-GAAP
YoY +18.6% +58.4% +61.3% +62.0% +64.5%

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 1,639 301 300 179 48.5 22 Aug 12, 2025 J-GAAP
Jul - Dec, 2025 New 1,674 316 327 209 56.6 24 Nov 12, 2025 J-GAAP
Revision Rate +2.1% +5.0% +9.0% +16.8% +16.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 3,200 685 685 447 121.0 22 Aug 12, 2025 J-GAAP
Dec, 2025 New 3,235 700 712 477 129.1 24 Nov 12, 2025 J-GAAP
Revision Rate +1.1% +2.2% +3.9% +6.7% +6.7%

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 1,457 247 248 160 42.6 15 Feb 12, 2025 J-GAAP
Jul - Dec, 2025 Guidance 1,674 316 327 209 56.6 24 Nov 12, 2025 J-GAAP
YoY +14.9% +27.9% +31.9% +30.6% +32.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 2,213 229 229 148 39.4 0 Feb 14, 2024 J-GAAP
Dec, 2024 2,762 479 480 320 85.3 15 Feb 12, 2025 J-GAAP
Dec, 2025 Guidance 3,235 700 712 477 129.1 24 Nov 12, 2025 J-GAAP
YoY +17.1% +46.1% +48.3% +49.1% +51.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 714 148 148 103 27.5 20.7 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 743 99 100 57 15.2 13.3 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 747 159 161 111 30.2 21.3 May 12, 2025 J-GAAP
Apr - Jun, 2025 814 225 224 157 42.5 27.6 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 834 218 228 158 42.8 26.1 Nov 12, 2025 J-GAAP
YoY +16.8% +47.3% +54.1% +53.4% +55.8%

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