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GMO Payment Gateway (3769) investor relations material
GMO Payment Gateway Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue grew 11.8% year-over-year to ¥82.5 bn, driven by transaction volume and value growth across all payment segments.
Operating profit increased 24.4% year-over-year to ¥31.3 bn, with all business segments contributing to profit growth.
Profit attributable to owners of parent rose 16.7% year-over-year to ¥21.8 bn.
Dividend per share increased to ¥144, up ¥20 from plan, with a payout ratio of 50%.
Outperformed FY2025 operating profit target by 4.4%, setting a new milestone of ¥100.0 bn OP by FY2030 or FY2031.
Financial highlights
Gross profit rose 15.4% year-over-year to ¥55.5 bn.
Pre-tax profit increased 16.0% to ¥31.9 bn.
Basic earnings per share rose to ¥287.79 from ¥246.62 year-over-year.
Total assets increased to ¥406.8 bn, and total equity reached ¥116.2 bn.
Q4 revenue was ¥21.5 bn (+9.7% YoY), with Q4 OP at ¥7.9 bn (+39.3% YoY).
Outlook and guidance
FY2026 revenue guidance is ¥93.2 bn (+13.0% YoY), with OP guidance at ¥37.6 bn (+20.1% YoY).
Profit attributable to owners of parent is expected to reach ¥23.4 bn (up 7.2% YoY).
Dividend per share projected at ¥170 (payout ratio 55.1%).
Long-term OP target of ¥100.0 bn by FY2030 or FY2031, driven by market and share expansion, profitability improvement, and value-added domains.
- TimeTickerHeadlineOpen
- 5 FebMAA
2026 guidance projects modest growth as fundamentals recover and supply pressures ease. - 5 FebXFAB
2025 revenue up 7% to $873M; Q4 EBITDA hit by SiC one-off, 2026 outlook cautious. - 5 FebSPB
Net sales fell 3.3% but net income rose 19.5%; 2026 guidance reiterated. - 5 FebESS
Core FFO and same-property growth exceeded guidance, with strong liquidity and outlook. - 5 FebCOP
Earnings fell on lower prices, but production grew and $9B was returned to shareholders. - 5 FebHP
EBITDA beat, $1B+ revenue, net loss from impairment, and accelerated debt repayment. - 5 FebGBT
2025 revenue fell 3.5% at CER, but EBITDA margin and cash flow outlooks remain positive. - 5 FebGEVO
Scaling low-carbon fuel production with tech-driven growth and supply chain transparency. - 5 FebORLY
Record 2025 results, 6% sales and 10% EPS growth, with strong 2026 outlook. - 5 FebNOV
2025 saw strong cash flow and shareholder returns despite lower revenue and a cautious 2026 outlook.
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