Sbi Holdings Inc Ord (SBHGF) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you very much for attending this SBI Holdings full-year results announcement. At the venue, we see dozens of people, and I understand that more than 110 people are participating online as well. Without further ado, let me start. So we have quite a big volume of documents, so I would like to go through numbers briefly. So consolidated performance. Pre-tax revenue, 1,896.6 billion yen, up 31.4%. Pre-tax income, 516.7 billion yen, 83% up. And the profit for the period, 430.5 billion yen. were up 127.6%, in which profit attributable to owners of the company, 427.6 billion yen plus 163.7%. Each of them are record highs. Especially the alloy has been my focus, 28.0%. Year on year, it's a big increase. Usually, the Japanese banking industry for FY2024 average was 7.25%. What about the U.S.? JPMorgan Chase, even JPMorgan Chase, 16.69%. Morgan Stanley, 16.52%. Goldman Sachs, 14.91%. The banks, big financial companies representing the U.S. market, compared to them, our ROE is better. So the comparison of consolidated performance with major securities groups. As I mentioned earlier, we have covered the numbers. The Nomura, 362.1%, Aloe, 10.1%. And the Daiwa, 175.3 billion, 10.3%. And the Seniko, 94.4 billion, 7.5% Aloe. And the Mitsubishi UFJ, 64.3 billion, 10% of Aloe. So 28% of our number is really a surprisingly good number. Looking at the Nikkei Index, the three largest securities and so on, this way of writing of conventional media But even the new medias and the conventional medias, all of them are using the internet. I'm wondering why Nikkei continues to write such stupid articles. The other day, I met with the commissioner of the FSA. I told him that we need to do something about it. It's so shameful. The net and real are now fused, and the business model, which d...