Japan · Delayed Price · Currency is JPY Marui Group Earnings Call Transcripts
Fiscal Year 2026
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EPS and operating profit saw double-digit growth, with record highs in both retail and FinTech segments. Outlook for 2027 projects continued growth in sales, profits, and dividends, supported by strong card membership and digital initiatives.
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Group transaction volume and profits reached record highs, with both retail and fintech segments exceeding pre-pandemic levels. Full-year guidance remains unchanged, and capital allocation focuses on growth, shareholder returns, and flexible buybacks.
Fiscal Year 2025
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By FY2031, targets include 35% main-card adoption, JPY 10tn in transaction volume and 12m new card enrollments. App expansion, nationwide Suki events, merchandise growth and higher digital investment are key levers.
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EPS and ROE reached decade highs, with strong profit growth in both retail and fintech segments. Outlook for 2026 is positive, targeting double-digit operating profit growth and continued capital returns, while addressing rising interest rates and optimizing store footprint.