Retty Inc. · TSE:7356
Retty — Q3 FY2026/09 Earnings Presentation
34 slides from Retty's earnings presentation, August 2026
Slide 1: Retty 2026年9月期第3四半期決算説明資料
Retty 20265F9F HAS 3 DO-FHA AR AA Rettytastaret 2026428 FA ar 4—F : 7356
Slide 2: Ht 71S BESTA
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Slide 3: RettyO Sa
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Slide 4: EVYRRAEFI
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Slide 5: LAHAT ATC — USMRHOTLL13I0B AA, BHAI BAA (3 SAR
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Slide 6: 目次
目次 1. 2026年９月期第３四半期実績と通期業績見通し 2. 今後の成長に向けて 6
Slide 7: 目次
目次 1. 2026年９月期第３四半期実績と通期業績見通し 2. 今後の成長に向けて 7
Slide 8: 2026年9月期第3四半期 業績ハイライト
20265 9 AEA 3 U4 RBORR 3 OSH ROSLIS335 GAA, SRIRA3I8G RA, BRA CeL1130G AA, SRIRAI7TBAR, “a5, FROMBIRRT SY AT LRBOMERASBANSY 7 bY cP BEELTHELTWS, FY2026/09 Bit (ev) [J +k Ro < z 7 Bi Balt Sok a z che 335 88.3% 1,130 92.1% 1,603 70.5% eae ee 215 «79.4% = 764 AMC - |. _— _ mEBHEE 8 6A2% ité«<ia TO eee
Slide 9: SeelLoHe
SeelLoHe RBERIRY -EAORBLSS 3 DH299B AA (YoY94%) . HAV Va-—YavoREls36 BAB (YoY58%) tof Bsc LAR HEB (GA) 110 7 na e 88 106 300 ~ 36 250 200 150 100 50 2024/40, 2025/10, 2025/20, 2025/30, 2025/40, 2026/10, 2026/20, 2026/3Q eB CA ewAYUa— LaDy —RORFCAERVMG TORE Fe(s50 LlSatmilt CAE, MAVICBIL Tit WBS HEB
Slide 10: ユーザー・課金店舗数の推移
AA SESR EB 6AABROABNSESAR (HE+HS) SHER Cc HRRL ISSA Le. SESER (ME+HE) GER (fF) ARPU (#79 + PL#tLiit#/FR) * 6,892¢¢ 6,734 m0 OO BSR GE) 34,940 BERR (He) : 4.7464 500 SERA GER) :2052 BESR GER) : 1988t woo 1356 20g, 7,000 ~ 18.0 192 183 $ 389 6,000 HL 5. 5,000 15.0 = 4,000 3,000 10.0 2,000 1,000 5.0 oO
Slide 11: (| HEB
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Slide 12: FRBEMEORH
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Slide 13: (| RRAMRs cA ok SHMMNBORLE
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Slide 14: 2026年9月期 通期業績見通し
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Slide 15: RIB L er Tow
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Slide 16: (SIE REL ORM (B40 Ess L ORES! AR)
(SIE REL ORM (B40 Ess L ORES! AR) 5B 4 +R Os LitH366B HAD 5 687%%,. TARKC BH - VERARA CHM. MMB RFT SBAML TICES ND, (FERPA LIT ICR < KB, 0 EG+ ZH - VEAAOAN-B 87 % (3178/3668 FI) FASB OAR (FAA) D7ARB 2) BH) - BiEBH4 (8~9A) @ RAs 118 199 49 32% 54% RM+ 2H - SERA 317G0F) (87%) HO7AR6 11865 24-284 19985
Slide 17: BitORREXRY—-EAZORH
BitORREXRY—-EAZORH Bi O202647A Ichi Td, RAR. RATLH (CBR ICER LE TUS. RREREY-EARLAREG (BAA) SRAM (E+E) ARR (fF) 120 8,000 100 6,000 80 5,000 4,000 cd 3,000 2,000 40 1,000 20 0 2025/10 2025/11 2025/12 2026/01 2026/02 2026/03 2026/04 2026/05 2026/06 2026/07 ° 6,734 6,817 a 2,430 2,361 2310 2451 "~" 2,0
Slide 18: RY AFHEBAROHE
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Slide 19: 目次
目次 1. 2026年９月期第３四半期実績と通期業績見通し 2. 今後の成長に向けて 19
Slide 20: 2026年9月期の取り組み
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Slide 21: 2| CORMAIDARO AY Y HA.
2| CORMAIDARO AY Y HA. [RettyORAT SBR R xX N-bI—BPE] OBICLY, KEGATRASHDELT H yYbOA bE. RRRREOH SM SR IC RRL TW <, RettyOPx yb Fata Retty >» 2HBRAY b7-7 Ath” k 6,800 >» OAL -F-2KRE RRO’ + RET LOBE > BSA + MEATS 247 bee tei (7A Rats) BREET SABES W4 Oy beeER TOMO (fl) (Oe 1 fee 1 1 Att RR |) BAe RBDX |
Slide 22: 2| Fa aay
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Slide 23: AlIOMBIER Ac kSRBOBRE
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Slide 24: Eat
Eat
Slide 25: VRUAY MBN (GAT)
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Slide 26: VRIAY hGH)
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Slide 27: BKONBABZIOW CT. BHOKPISBLORAS COL FCDAL TSP?
&£< 63 CR BKONBABZIOW CT. BHOKPISBLORAS COL FCDAL TSP? ETHIE Clack <, UES ESE OBES + IVIL TOKENS, SHO AY bOI AREER HOLL CSV ED, BE ERR RDO AALS - BKOKP le BE CBRE SIBO THY, Fe ARADO TIRAY ATSIC BRL COS LBRAT SYED. ERAOSRIS, BRAMBI CORED VY NG bESK STON? ORs CEE CS CRO REEDS 6. REFS RE LEU, IHR YOWEE
Slide 28: RRS SRRERBReNRCTSYVa-yvary
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Slide 29: RBERIEVY—ECRAZORMGMOAR
RBERIEVY—ECRAZORMGMOAR iS sume ees REELURE Li. EM EBRSORS BERS ee SOME ABRIL OR BRS Belt, HARIL THOS ERLO ARBRE CBRERL iO ROLS SR Fo—VIERAIS = KERRI SHORE RTD OF Ch IAT EL CBE b74 7 rRH $4. EROSSAR WH Mb tht Ot att RettyD%y hPHREMMACASZ7TIY. AMMEOREUE<. AY bFHA RIC CHBRE, (AFLI VT LEN SO) Rettyk COR
Slide 30: Az hE OHE
Az hE OHE M+ 392 bH#B (AR) 700 Ea 0) = ea = “31, 106 14, 79 500 70 Mag 98 8g 76 rl 400 7 so 85 2% 37 By % gg 101 3130 oA * e 65 a 30 o a> On race, on 2 35 TT. 2022/10 2022/2Q 2022/3Q 2022/4Q 2023/1Q 2023/20 2023/3Q 2023/4Q 2024/10 2024/2Q 2024/3Q 2024/4Q 2025/1Q 2025/20 2025/3Q 2025/4Q 2026/10 2026/
Slide 31: RARE
RARE PRR Fla. AER? (BAP) . RRMREOHE 1,500 1,000 2016/97 2017/97 2018/95 2019/95 2020/9FA 202/9K4 2022/97 2023/9F8 2024/97 2025/97 = 2026/9F3Q ome SER mm (RAF TE 1 PREPARE, SE LR SRA LIME LA CHU ET. RRL BEY 2— ya YORE Co BOER, BCR — C2 OSE EBEIN SS FH HC HAtoriwtRosste lL THVET. Retty 32 ERIE APR EIB
Slide 32: Rettyにおけるサステナビリティ・ESGの取り組み
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Slide 33: 会社概要・株式情報
SH HE (20266 KE Bie At EH HEA 3895 | FT a3 — F TE) Retty#kst 24 RRBs AB2-10-1ERFHESAEW 2010115 3987 82%, RRA RSI A Amy 7356
Slide 34: Retty
Retty