Japan · Delayed Price · Currency is JPY LY Corporation Earnings Call Transcripts
Fiscal Year 2026
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Q3 saw double-digit revenue and profit growth excluding ASKUL, with strong gains in commerce and strategic segments. Fiscal 2025 guidance remains robust despite ASKUL's outage, and a 10%-15% EBITDA increase is targeted for fiscal 2026, supported by cost reductions and business expansion.
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Q2 FY2025 revenue rose 9.4% YoY to JPY 505.7B, with adjusted EBITDA up 11.3%. Strategic and commerce segments drove growth, while search ad revenue remained weak. AI agentization and mini app expansion are key future drivers.
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Revenue and adjusted EBITDA hit record Q1 highs, led by account ads and PayPay. Media and commerce segments grew, though search ad revenue declined due to client demand shifts. Strategic focus remains on AI, LINE app revamp, and capital efficiency.
Fiscal Year 2025
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Adjusted EBITDA rose 13.5% year-over-year, driven by growth in all segments and leaner operations. FY2025 targets high single-digit revenue and profit growth, with major investments in AI, digital platforms, and a JPY 150 billion share buyback. PayPay IPO preparations are underway.
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Q3 FY2024 saw 6% revenue and 17.5% adjusted EBITDA growth year-on-year, with strong performance in account advertising, PayPay, and commerce. Dividend was raised to JPY 7, and the BEENOS acquisition is set to drive future cross-border EC growth.
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Q2 2024 saw record revenue and adjusted EBITDA, prompting upward revisions to full-year guidance. Media, commerce, and strategic segments all posted strong growth, with PayPay and LINE services driving expansion. Shareholder returns remain a priority, supported by robust capital allocation.