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Quarterly ResultJul 30, 2026, 05:07 PM

PayPay Q1 Revenue +27% to ¥109.8B; Profit +83%; Raises FY Guidance

AI Summary

PayPay Corporation reported strong first-quarter financial results for the period ended June 30, 2026, with Total Revenue increasing 27% year-on-year to ¥109.8 billion and Profit for the period soaring 83% to ¥19.7 billion. Adjusted EBITDA reached ¥37.4 billion, exceeding guidance with a 34% margin. Following this performance, the company raised its full-year guidance for fiscal year 2027, expecting Total Revenue between ¥465 billion and ¥473 billion and Adjusted EBITDA between ¥149 billion and ¥155 billion. Additionally, PayPay announced the planned acquisition of a 70.2% stake in T&D Financial Life Insurance Company, aiming to expand its digital financial platform into the life insurance market.

Key Highlights

  • Total Revenue grew 27% year-on-year to ¥109.8 billion.
  • Profit for the period reached ¥19.7 billion, up 83% year-on-year.
  • Adjusted EBITDA surged 59% year-on-year to ¥37.4 billion, with a 34% margin.
  • Raised full-year Total Revenue guidance to ¥465-¥473 billion.
  • Raised full-year Adjusted EBITDA guidance to ¥149-¥155 billion.
  • Acquisition of 70.2% stake in T&D Financial Life Insurance Company announced.
  • Payment Segment Total Revenue reached ¥88.6 billion, a 25% year-on-year increase.
  • Financial Service Segment Total Revenue grew 44% year-on-year to ¥22.5 billion.
  • PayPay Monthly Transacting Users (MTU) reached 41.7 million, up 10% year-on-year.