Glory Ltd. TSE:6457

Glory : FY2025 2nd Quarter Material for Investor Conference

Published

Source: MarketScreener

GLORY LTD.FY2025 Consolidated Financial ResultsInterim period — Six Months Ended September 30, 2025

FY2025 Interim period

1

Summary of Financial Results

Akihiro Harada, President

Financial Results

Yukiya Tanaka

Executive Officer

Executive General Manager, Management Strategy Headquarters

2

FY2025 Full-year

3

Financial Forecast

Yukiya Tanaka

Executive Officer

Executive General Manager, Management Strategy Headquarters

FY2025 Interim period

1

Summary of Financial Results

Akihiro Harada, President

Summary of Financial Results

Consolidated Financial Results

Six Months ended September 30, 2025

income

Sales 153.8 billion yen Operating

6.8 billion yen

Latest forecast (disclosed in August 2025): 5.3 billion yen

Results: 6.8 billion yen Variance: +1.5 billion yen

(11.0 billion yen before goodwill amortization)

YoY: -31.2 billion yen (-16.9%) YoY: -12.8 billion yen (-65.2%)

  • Overseas market: Sales were flat (YoY: +0.3 billion yen), while operating income showed signs of recovery (YoY: +2.1 billion yen.)

  • Domestic market: Sales and operating income decreased as anticipated, following last year’s surge driven by hardware replacements and system modifications related to the new banknote issuance.

Net sales exceed those for the fiscal year ended March 2023, before the strong demand associated with new banknote issuance.

Consolidated Financial Forecast for the fiscal year ending March 2026

Japanese GAAP

income

Sales 340.0 billion yen Operating

Previous forecast (disclosed in August 2025): 21.5 billion yen Latest forecast (disclosed in November 2025): 24.0 billion yen

Variance: +2.5 billion yen

24.0 billion yen

(32.5 billion yen before goodwill amortization)

YoY: -29.0 billion yen (-7.9%) YoY: -12.7 billion yen (-34.7%)

IFRS will be applied starting with the financial results for the fiscal year ending March 2026.

IFRS

profit

Revenue 340.0 billion yen Operating

29.5 billion yen

  • Overseas market: While the U.S. trade policy has had some impacts, the overall effect on our full-year financial forecast remains minimal.

  • Domestic market: Active capital expenditures by financial institutions are anticipated from the second half. Demand for self-service products in retail and transportation market is expected to remain strong.

Summary

4

Financial Forecast

Financial Results

Summary of Financial Results

  • Trends in sales and operating income

372.4

Sales

Operating income

369.0

51.1

340.0

255.8

+ ¥120.0 billion

222.3

226.9

222.5

227.3

235.7

36.7

224.1

217.4

226.5

24.0

17.9

+ ¥5.0 billion

1

0.5

14.2

10.

20.5

19.6

20.3

20.5

18.6

(billion yen) (billion yen)

Sales

400.0

350.0

300.0

250.0

200.0

150.0

100.0

50.0

0.0

FY2014 FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025

60.0

50.0

40.0

30.0

20.0

10.0

0.0

Operating income

(Forecast)

COVID/ Semiconductor shortage/ Component price increases/Security incident

Operating income declined

Normal fiscal years without extraordinary factors

Demand increased temporarily

due to the new banknote issuance in Japan

Looking back over the past decade, our true performance level was sales of just over ¥200 billion and operating income of around ¥18–20 billion. After overcoming the recent period of special factors, FY2025 saw expansion in both sales and operating income.

We have been pursuing organic growth, aiming for a scale of around ¥340 billion in sales and ¥24.0 billion in operating income (¥29.5 billion under IFRS).

Summary

5

Financial Forecast

Financial Results