Mercari Inc (MRCIF) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

It is time. So we would like to begin Mercari Inc's FI2026 four-year earnings briefing. I will be the MC today. My name is Takasu. Thank you. Today we have with us representative executive officer and CEO, Shintaro Yamada, as well as a guest executive officer, SVP of corporate, and CFO Sayaka Eda here with us today. They will take us through the full year briefing for FY2026. After the presentation, we will have a Q&A session for the media. And this session is estimated to finish at 4.45. Please refrain from recording and streaming the entire session. Mr. Yamada, please go ahead. Thank you for joining Merkari's FY2026 four-year earnings briefing. I'm Shintaro Yamada, Representative Executive Officer and CEO of Mercari. This is the agenda we will follow today. SVP of Corporate and CFO Eda will take you through the recent earnings. As for my part, I would like to start with a summary of FI2036 and the progress with respect to our midterm plan. This is our achievement in FY2026 of our consolidated business forecast. This fiscal year, mainly our marketplace business witnessed earlier than expected positive impact from improvements in our product's core experience, which led to two upward revisions in our forecast during the fiscal year. Ultimately, we booked 229.2 billion in revenue and 44.1 billion in core operating profit, exceeding our revised targets on both fronts, achieving record high results. Revenue grew 19% one-on-one, recovering to double-digit growth for the first time in three years. Next, moving on to the summary. We positioned this fiscal year as a year of preparation for FY2027, the final year of our midterm plan. We have endeavored to achieve top-line growth that leads to increased profits and to expand business centered around group synergy. So we have ...