Financial Results for Fiscal Year Ending March 31, 2026

May 12, 2026

Corporate Philosophy

With state-of-the-art IT technology, globally universal values and a sense of professionalism, Monex Group designs innovative ways of managing money and realizing individual self-fulfillment for an ever-changing future. Our ultimate goal is to optimize each person’s lifetime balance sheet.

Revised on Apr. 1st, 2021

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1. Highlights p. 3 - p.14
2. Consolidated Performance p.15 - p.45
3. Business Update p.46 - p.64

This is an English translation of Japanese presentation materials prepared in connection with the disclosure of the financial results of Monex Group, Inc. It includes information derived from the consolidated financial statements of Monex Group, Inc. which are prepared in accordance with International Financial Reporting Standards (“IFRSs”). This material is not intended to recommend or conduct solicitation for any product or service, etc.

This presentation material contains forward-looking statements that are based on our current expectations, assumptions, estimates and projections about our industry and us. These forward-looking statements are subject to various risks and uncertainties. Generally, these forward-looking statements can be identified by the use of terms such as "may" "will“ "expect" "anticipate" "estimate" "plan" and other similar words. These statements discuss future expectations, identify strategies, contain projections of results of operations or of our financial condition and state other "forward-looking" information. Our operations are subject to risks, uncertainties and other factors that could cause our actual results to differ materially from those contained in any forward-looking statement.

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Review of Commitment for FYE Mar. 2026

Steadily implemented the 4 commitments set at the beginning of the fiscal year. Laid a foundation for further growth.

  Commitment for FYE Mar. 2026  

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Growth Strategies

and Profitability

2

Growth Investment

3

Management that is more

conscious of cost of capital and stock price

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Pursuit of Group Synergies

*1 JPY and USD basis.

    Review    

Progressed as expected

Steadily executed; accelerating further this fiscal year

Implemented initiatives to reduce cost of capital

Foundation established; rolling out this fiscal year

                                Results                  

• TradeStation: achieved the highest annual revenue*1, launched TITAN X and MCP integration.

• Monex Securities: growth in new account acquisitions, achieved ¥10 trillion in asset under custody.

• Coincheck: Coincheck staking surpassed 400,000 users including 10,000 corporate accounts.

• Monex Asset Management: asset under management surpassed ¥1 trillion, Monex Activist Fund ranked No.1 among domestic active funds in performance.

• 3iQ: launched a fund with Further, a UAE sovereign wealth fund-backed investment manager, entered into a strategic alliance with Scotiabank.

• Investment in Westfield. (20%)

• Additional share acquisition of 3iQ. (97% as of Sep. 2025, 83% as of Mar. 2026) (3iQ’s CEO Pascal St-Jean also assumed the role of CEO at Coincheck Group)

• Acquisition of Next Finance Tech and Aplo by Coincheck Group.

• Business segment restructuring aligned with business portfolio optimization.

• Growth in asset management business.

• Continued ROE target, shareholder distribution policy, and progressive dividends.

• TradeStation×Monex Securities: comprehensive renewal of U.S. equity trading services.

• Coincheck×Next Finance Tech: partial internalization of staking infrastructure.

• Driving AI initiatives across the Group.

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