ソフトバンクグループ株式会社 SoftBank Group Corp.
連結業績 補足データ Supplemental Consolidated Results Data連結業績概要 ■ Consolidated Results Summary
持株会社投資事業 ■ Investment Business of Holding Companies Segment
ソフトバンク・ビジョン・ファンド事業 ■ SoftBank Vision Funds Segment
SVF1 エグジット前の投資の内訳（公開／未公開別） ■ SVF1 Investments Before Exit by Public/Private
SVF2 エグジット前の投資の内訳（公開／未公開別） ■ SVF2 Investments Before Exit by Public/Private
SVF1&2 エグジット前の投資の内訳（セクター別） ■ SVF1&2 Investments Before Exit by Sector
SVF1 投資先一覧 ■ SVF1 Portfolio
SVF2 投資先一覧 ■ SVF2 Portfolio
SVF1&2 投資先の株式公開実績・予定 ■ Stock Offerings/Offering Plans for SVF1&2 Portfolio Companies
LatAm 投資先一覧 ■ LatAm Portfolio
ソフトバンク事業／AIコンピューティング事業 ■ SoftBank Segment/AI Computing Segment
その他 ■ Other
ソフトバンクグループ㈱単体の財務情報 Financial Information of SBG Standalone
NAVおよびLTVは本日決算プレゼンテーション終了後に掲載いたします。
NAV and LTV will be available after the presentation of Earnings Results Briefing today.
債務返済スケジュール ■ Debt Repayment Schedule
社債・コマーシャルペーパー明細 ■ Corporate Bonds and Commercial Paper Details
（百万円 | Millions of JPY） | FY2025 | FY2026 | |||||||||||
Q1 | Q2 | H1 | Q3 | Q4 | 年度 | Full year | Q1 | Q2 | H1 | Q3 | Q4 | 年度 | Full year | ||
売上高 | Net sales | 1,820,341 | 1,916,502 | 3,736,843 | 1,982,404 | 2,079,403 | 7,798,650 | 2,019,591 | 2,215,446 | 4,235,037 | ||||
売上総利益 | Gross profit | 954,653 | 1,005,580 | 1,960,233 | 1,024,880 | 1,031,026 | 4,016,139 | 1,053,634 | 1,143,423 | 2,197,057 | ||||
投資損益 | Gain on investments | 486,945 | 3,439,720 | 3,926,665 | 293,679 | 3,066,152 | 7,286,496 | 1,859,382 | -133,586 | 1,725,796 | ||||
持株会社投資事業 | Investment Business of Holding Companies | -256,548 | 620,546 | 363,998 | -200,620 | 54,733 | 218,111 | 1,382,212 | -303,875 | 1,078,337 | ||||
SVF事業 | SoftBank Vision Funds | 660,175 | 2,755,307 | 3,415,482 | 179,737 | 3,043,392 | 6,638,611 | 460,061 | 245,556 | 705,617 | ||||
その他 | Other | 83,318 | 63,867 | 147,185 | 314,562 | -31,973 | 429,774 | 17,109 | -75,267 | -58,158 | ||||
販売費及び一般管理費 | Selling, general and administrative expenses | -758,197 | -858,658 | -1,616,855 | -948,798 | -1,455,275 | -4,020,928 | -1,286,924 | -1,081,866 | -2,368,790 | ||||
財務費用 | Finance cost | -165,309 | -174,709 | -340,018 | -202,368 | -229,404 | -771,790 | -328,745 | -461,917 | -790,662 | ||||
為替差損益 | Foreign exchange gain (loss) | 143,270 | -122,106 | 21,164 | -115,772 | -176,401 | -271,009 | -146,065 | 220,293 | 74,228 | ||||
デリバティブ関連損益（投資損益を除く）| Derivative gain (loss) (excluding gain (loss) on investments) | 228,815 | -20,690 | 208,125 | 16,065 | -19,857 | 204,333 | -391,585 | -41,708 | -433,293 | ||||
SVFの外部投資家持分の増減額 | Change in third-party interests in SVF | -234,079 | -384,614 | -618,693 | 267,447 | -183,367 | -534,613 | -176,641 | -2,571 | -179,212 | ||||
その他の損益 | Other gain (loss) | 33,843 | 111,918 | 145,761 | 147,645 | -67,129 | 226,277 | 6,094 | -669,923 | -663,829 | ||||
税引前利益 | Income before income tax | 689,941 | 2,996,441 | 3,686,382 | 482,778 | 1,965,745 | 6,134,905 | 589,150 | -1,027,855 | -438,705 | ||||
純利益 | Net income | 564,144 | 2,756,210 | 3,320,354 | 413,100 | 1,898,522 | 5,631,976 | 518,987 | -1,060,635 | -541,648 | ||||
親会社の所有者に帰属する純利益 | Net income attributable to owners of the parent | 421,819 | 2,502,247 | 2,924,066 | 248,587 | 1,829,618 | 5,002,271 | 347,330 | -1,115,337 | -768,007 | ||||
営業活動によるキャッシュ・フロー | Cash flows from operating activities | -270,594 | 150,692 | -119,902 | 924 | -309,854 | -428,832 | -439,860 | -87,438 | -527,298 | ||||
投資活動によるキャッシュ・フロー | Cash flows from investing activities | -641,564 | 310,629 | -330,935 | -4,184,887 | 8,650 | -4,507,172 | -2,542,190 | -2,830,645 | -5,372,835 | ||||
財務活動によるキャッシュ・フロー | Cash flows from financing activities | 1,409,724 | 262,293 | 1,672,017 | 3,510,857 | 1,194,433 | 6,377,307 | 1,515,933 | 6,533,125 | 8,049,058 | ||||
FY2025 | FY2026 | |||||||||||||
（百万円 | Millions of JPY） | Q1 | Q2 | H1 | Q3 | Q4 | 年度 | Full year | Q1 | Q2 | H1 | Q3 | Q4 | 年度 | Full year | ||
投資損益 | Gain (loss) on investments | -256,548 | 620,546 | 363,998 | -200,620 | 54,733 | 218,111 | 1,382,212 | -303,875 | 1,078,337 | |||||
うち、資産運用子会社の投資損益*1 | Of which, gain (loss) on investments at asset management subsidiaries | 134,831 | 94,909 | 229,740 | 14,344 | 575 | 244,659 | 56,370 | -38,936 | 17,434 | |||||
販売費及び一般管理費 | Selling, general and administrative expenses | -19,140 | -28,487 | -47,627 | -34,547 | -43,022 | -125,196 | -27,051 | -38,372 | -65,423 | |||||
財務費用 | Finance cost | -146,581 | -149,752 | -296,333 | -155,264 | -193,995 | -645,592 | -281,853 | -387,478 | -669,331 | |||||
為替差損益 | Foreign exchange gain (loss) | 131,780 | -123,155 | 8,625 | -116,087 | -174,499 | -281,961 | -147,948 | 226,386 | 78,438 | |||||
デリバティブ関連損益（投資損益を除く）| Derivative gain (loss) (excluding gain (loss) on investments) | 228,468 | -20,550 | 207,918 | 8,907 | -24,302 | 192,523 | 53,733 | -314,064 | -260,331 | |||||
その他の損益 | Other gain (loss) | 41,083 | 80,418 | 121,501 | 49,530 | -998 | 170,033 | 72,524 | 140,870 | 213,394 | |||||
セグメント利益（税引前利益） | Segment income (income before income tax) | -20,938 | 379,020 | 358,082 | -448,081 | -382,083 | -472,082 | 1,051,617 | -676,533 | 375,084 | |||||
*1 資産運用子会社:SB Northstar
Asset management subsidiaries indicate SB Northstar.
ソフトバンク・ビジョン・ファンド事業 | SoftBank Vision Funds Segment
（監査前 | Unaudited）
（百万円 | Millions of JPY） | FY2025 | FY2026 | ||||||||||||
Q1 | Q2 | H1 | Q3 | Q4 | 年度 | Full year | Q1 | Q2 | H1 | Q3 | Q4 | 年度 | Full year | |||
投資損益 | Gain (loss) on investments | 726,837 | 2,809,331 | 3,536,168 | 374,988 | 3,080,715 | 6,991,871 | 255,783 | 85,447 | 341,230 | |||||
SVF1 | 517,379 | 852,568 | 1,369,947 | -623,976 | -695,670 | 50,301 | 384,272 | -3,862 | 380,410 | |||||
SVF2 | 114,453 | 1,917,772 | 2,032,225 | 1,009,984 | 3,811,535 | 6,853,744 | -80,098 | 89,256 | 9,158 | |||||
LatAm | 70,383 | 18,802 | 89,185 | -16,435 | -29,639 | 43,111 | -45,892 | 53 | -45,839 | |||||
その他 | Others | 24,622 | 20,189 | 44,811 | 5,415 | -5,511 | 44,715 | -2,499 | - | -2,499 | |||||
販売費及び一般管理費 | Selling, general and administrative expenses | -13,521 | -17,081 | -30,602 | -12,701 | -7,652 | -50,955 | -16,197 | -14,389 | -30,586 | |||||
財務費用 | Finance cost | -40,183 | -43,588 | -83,771 | -59,980 | -21,144 | -164,895 | -64,253 | -161,278 | -225,531 | |||||
SVFの外部投資家持分の増減額 | Change in third-party interests in SVF | -234,079 | -384,614 | -618,693 | 267,447 | -183,367 | -534,613 | -176,641 | -2,571 | -179,212 | |||||
その他の損益 | Other gain (loss) | 12,340 | 12,853 | 25,193 | 165,740 | 12,260 | 203,193 | 6,735 | 11,210 | 17,945 | |||||
セグメント利益（税引前利益）| Segment income (income before income tax) | 451,394 | 2,376,901 | 2,828,295 | 735,494 | 2,880,812 | 6,444,601 | 5,427 | -81,581 | -76,154 | |||||
*1 SVFによる当社子会社などへの投資に係る投資損益は、ソフトバンク・ビジョン・ファンド事業のセグメント利益において「投資損益」に含まれるが、連結上消去し、連結業績概要の「投資損益－SVF事業」には含まれない
Gains and losses on SoftBank Vision Funds' investments in shares in the Company's subsidiaries and others are included in the segment income of the SoftBank Vision Funds segment as "gain (loss) on investments" but are eliminated in consolidation and not included in "gain on investments" at "SoftBank Vision Funds" in the Consolidated Results Summary.
SVF1 エグジット前の投資（当四半期末に保有する投資）の内訳 （公開／未公開別）|
SVF1 Investments Before Exit by Public/Private (Investments Held at the Quarter-end)（十億米ドル | Billions of USD） | 銘柄数 | # of investments | 投資額 | Investment cost (A) | 公正価 値 | Fair value (B) | 累計損益 | Cumulative gain/loss (B) - (A) | ||
合計 | Total | 51 | 38.3 | 40.0 | 1.7 | ||
公開投資先 | Public companies | 14 | 18.5 | 11.3 | -7.2 | ||
Coupang, Inc. | 1.4 | 4.0 | 2.6 | |||
DiDi Global Inc.*3 | 12.1 | 3.5 | -8.6 | |||
Grab Holdings Ltd | 1.7 | 1.2 | -0.5 | |||
AUTO1 Group SE | 0.5 | 0.6 | 0.1 | |||
Full Truck Alliance Co. Ltd. | 0.6 | 0.5 | -0.0 | |||
Relay Therapeutics, Inc. | 0.2 | 0.4 | 0.2 | |||
Delhivery Limited | 0.1 | 0.2 | 0.1 | |||
Brainbees Solutions Limited (FirstCry) | 0.2 | 0.2 | -0.0 | |||
Compass, Inc. | 0.2 | 0.2 | 0.0 | |||
PT GoTo Gojek Tokopedia Tbk | 0.7 | 0.2 | -0.6 | |||
Vir Biotechnology, Inc. | 0.1 | 0.1 | 0.0 | |||
Aurora Innovation, Inc. | 0.1 | 0.1 | -0.0 | |||
Energy Vault Holdings, Inc. | 0.1 | 0.1 | 0.0 | |||
Ginkgo Bioworks Holdings, Inc. | 0.4 | 0.0 | -0.4 | |||
未公開投資先 | Private companies | 37 | 19.8 | 28.7 | 8.9 | ||
投資損益計上額 | Gain/loss on investments recorded | |
Q2 FY2026 | FY2026 累計 | YTD |
-0.0 | 2.2 |
-1.4 | -1.9 |
-1.0 | -1.5 |
0.3 | -0.5 |
-0.3 | -0.2 |
-0.2 | 0.1 |
0.0 | -0.0 |
-0.0 | 0.2 |
-0.0 | -0.0 |
-0.0 | -0.0 |
-0.1 | 0.0 |
-0.1 | -0.1 |
0.0 | 0.0 |
-0.0 | 0.0 |
-0.0 | 0.0 |
0.0 | 0.0 |
1.4 | 4.1 |
*1 公開投資先は証券取引所および店頭市場で取引される株式を、未公開投資先は公開投資先に該当しない投 資先を指す。投資先の公開／未公開の区分は、FY2026 Q2末時点の状態に基づく Public portfolio companies are shares traded on stock exchanges or over-the-counter markets, while private portfolio companies are those not classified as public. The distinction between public and private portfolio companies is determined by their status as of the end of Q2 FY2026.
*2 各項目の金額は、単位未満を四捨五入しているため、内訳の計と合計は必ずしも一致しない
The total and the sum of the breakdown in the table may not match due to rounding each item to the nearest unit.
*3 店頭市場取引銘柄
Traded in the over-the-counter market.
SVF2 エグジット前の投資（当四半期末に保有する投資）の内訳 （公開／未公開別）|
SVF2 Investments Before Exit by Public/Private (Investments Held at the Quarter-end)☆: 共同出資プログラムの対象外の投資 | Investments outside of the co-investment program
（十億米ドル | Billions of USD） | 銘柄数 | # of investments | 投資額 | Investment cost (A) | 公正価 値 | Fair value (B) | 累計損益 | Cumulative gain/loss (B) - (A) | ||
合計 | Total | 279 | 111.0 | 136.4 | 25.4 | ||
公開投資先 | Public companies | 23 | 7.9 | 7.1 | -0.8 | ||
PayPay Corporation | 1.9 | 3.0 | 1.2 | |||
Lenskart Solutions Limited | 0.1 | 0.9 | 0.8 | |||
Symbotic Inc. | 0.2 | 0.8 | 0.7 | |||
☆ Meesho Limited | 0.2 | 0.8 | 0.5 | |||
☆ Swiggy Limited | 0.4 | 0.5 | 0.0 | |||
Ola Electric Mobility Limited | 0.4 | 0.2 | -0.2 | |||
Klarna Group plc | 1.7 | 0.2 | -1.5 | |||
SHEIN Global Holdings Limited | 0.2 | 0.2 | -0.1 | |||
Chime Financial, Inc. | 0.3 | 0.1 | -0.2 | |||
Ethos Technologies Inc. | 0.1 | 0.1 | -0.0 | |||
☆ Full Truck Alliance Co. Ltd. | 0.1 | 0.1 | -0.0 | |||
☆ JD Logistics, Inc. | 0.3 | 0.1 | -0.2 | |||
Recursion Pharmaceuticals, Inc. | 0.3 | 0.1 | -0.2 | |||
Capital One Financial Corporation | 0.1 | 0.0 | -0.0 | |||
☆ Dingdong (Cayman) Ltd | 0.3 | 0.0 | -0.3 | |||
Globalstar, Inc. | 0.0 | 0.0 | 0.0 | |||
☆ eToro Group Ltd. | 0.0 | 0.0 | -0.0 | |||
Beisen Holding Limited | 0.1 | 0.0 | -0.1 | |||
AInnovation Technology Group Co., Ltd | 0.1 | 0.0 | -0.1 | |||
☆ Better Home & Finance Holding Company | 0.5 | 0.0 | -0.5 | |||
☆ Seer, Inc. | 0.2 | 0.0 | -0.2 | |||
Keep Inc. | 0.2 | 0.0 | -0.2 | |||
Neumora Therapeutics, Inc. | 0.0 | 0.0 | -0.0 | |||
未公開投資先 | Private companies | 256 | 103.1 | 129.3 | 26.2 | ||
投資損益計上額 | Gain/loss on investments recorded | |
Q2 FY2026 | FY2026 累計 | YTD |
0.4 | -0.2 |
0.3 | -0.9 |
0.3 | -1.1 |
0.2 | 0.2 |
-0.1 | -0.2 |
0.1 | 0.3 |
0.0 | -0.0 |
-0.0 | 0.1 |
-0.1 | -0.0 |
-0.1 | -0.2 |
0.0 | 0.0 |
0.0 | 0.1 |
0.0 | -0.0 |
-0.0 | -0.0 |
0.0 | 0.0 |
-0.0 | 0.0 |
0.0 | -0.0 |
0.0 | 0.0 |
-0.0 | -0.0 |
-0.0 | -0.0 |
-0.0 | -0.0 |
-0.0 | -0.0 |
0.0 | 0.0 |
-0.0 | -0.0 |
-0.0 | -0.0 |
0.1 | 0.7 |
*1 公開投資先は証券取引所および店頭市場で取引される株式を、未公開投資先は公開投資先に該当しない投資先を指す。投資先の公開／未公開の区分は、FY2026 Q2末時点の状態に基づく Public portfolio companies are shares traded on stock exchanges or over-the-counter markets, while private portfolio companies are those not classified as public. The distinction between public and private portfolio companies is determined by their status as of the end of Q2 FY2026.
*2 各項目の金額は、単位未満を四捨五入しているため、内訳の計と合計は必ずしも一致しない
The total and the sum of the breakdown in the table may not match due to rounding each item to the nearest unit.
SVF1&2 Investments Before Exit by Sector (Investments Held at the Quarter-end)（十億米ドル | Billions of USD） | 銘柄数 | # of investments | 投資額 | Investment cost (A) | 公正価 値 | Fair value (B) | 累計損益 | Cumulative gain/loss (B) - (A) | ||
SVF1 | 合計 | Total | 51 | 38.3 | 40.0 | 1.7 | |
コンシューマー | Consumer | 14 | 10.6 | 29.0 | 18.5 | ||
エドテック | Edtech | 1 | 0.6 | 0.3 | -0.2 | ||
エンタープライズ | Enterprise | 4 | 1.3 | 0.7 | -0.6 | ||
フィンテック | Fintech | 6 | 2.4 | 0.5 | -1.8 | ||
フロンティアテック | Frontier Tech | 3 | 0.2 | 0.1 | -0.1 | ||
ヘルステック | Health Tech | 5 | 0.8 | 0.5 | -0.3 | ||
ロジスティクス | Logistics | 8 | 4.1 | 1.3 | -2.9 | ||
プロップテック | Proptech | 3 | 1.9 | 0.6 | -1.3 | ||
トランスポーテーション | Transportation | 7 | 16.4 | 6.8 | -9.6 | ||
投資損益計上額 | Gain/loss on investments recorded | |
Q2 FY2026 | FY2026 累計 | YTD |
-0.0 | 2.2 |
0.1 | 2.4 |
0.1 | 0.0 |
-0.0 | -0.0 |
-0.0 | -0.1 |
0.0 | 0.0 |
-0.0 | 0.2 |
-0.1 | -0.0 |
-0.1 | 0.3 |
-0.0 | -0.7 |
SVF2 | 合計 | Total | 279 | 111.0 | 136.4 | 25.4 | |
コンシューマー | Consumer | 42 | 7.0 | 4.3 | -2.7 | ||
エドテック | Edtech | 9 | 1.4 | 0.2 | -1.2 | ||
エンタープライズ | Enterprise | 86 | 67.8 | 104.5 | 36.6 | ||
フィンテック | Fintech | 35 | 8.7 | 7.8 | -0.9 | ||
フロンティアテック | Frontier Tech | 25 | 14.8 | 12.1 | -2.7 | ||
ヘルステック | Health Tech | 42 | 4.5 | 1.8 | -2.6 | ||
ロジスティクス | Logistics | 18 | 3.1 | 2.5 | -0.6 | ||
プロップテック | Proptech | 4 | 0.4 | 0.0 | -0.3 | ||
トランスポーテーション | Transportation | 9 | 3.0 | 2.9 | -0.1 | ||
その他 | Other | 9 | 0.3 | 0.3 | 0.0 | ||
0.4 | -0.2 |
0.2 | 0.3 |
-0.0 | 0.0 |
0.2 | 0.2 |
1.1 | -0.2 |
-1.2 | -0.6 |
0.3 | 0.3 |
-0.0 | -0.2 |
0.0 | 0.0 |
-0.1 | -0.0 |
0.0 | 0.0 |
*1 セクターはSB Investment Advisers (UK) Limited（SBIA）が合理的と考え決定した区分に基づき定義
Sector categorization is determined as considered reasonable by SB Investment Advisers (UK) Limited (SBIA).
*2 各項目の金額は、単位未満を四捨五入しているため、内訳の計と合計は必ずしも一致しない
The total and the sum of the breakdown in the table may not match due to rounding each item to the nearest unit.
2026年9月末時点。エグジット済みの投資を除く | As of September 30, 2026. Excludes exited investments. ■: 公開投資先 | Public companies □: 株式公開予定 公表済み | Stock offering plan announced
セクター | Sector 会社名（アルファベット順）|
Name (in alphabetical order)初回出資日 | Initial Investment Date
セクター | Sector 会社名（アルファベット順）|
Name (in alphabetical order)初回出資日 | Initial Investment Date
Consumer |
| FY2017 Q4 |
| FY2018 Q4 | |
Bytedance Ltd. | FY2018 Q1 | |
| FY2018 Q2 | |
Fanatics Holdings, Inc | FY2017 Q2 | |
Getaround, Inc. | FY2018 Q4 | |
GetYourGuide AG | FY2018 Q4 | |
Globalbees Brands Private Limited | FY2021 Q3 | |
Guazi.com Inc. | FY2019 Q1 | |
Klook Technology Limited | FY2019 Q1 |
- PT GoTo Gojek Tokopedia Tbk FY2021 Q1
Tabist Co., Ltd. (Prism Japan) | FY2018 Q4 | |
Edtech | Zuoyebang Education Limited | FY2018 Q3 |
Enterprise | Automation Anywhere Inc. | FY2018 Q3 |
Cohesity Global, Inc. | FY2018 Q1 | |
Globality Inc. | FY2018 Q3 | |
Improbable Worlds Limited | FY2017 Q3 | |
Fintech | Creditas Financial Solutions, Ltd. | FY2019 Q2 |
OakNorth Holdings Limited | FY2018 Q4 | |
Pollen, Inc. (C2FO) | FY2019 Q2 | |
VNLife Corporation Joint Stock Company | FY2019 Q1 | |
他2件 | 2 other investments | - | |
Frontier Tech | Brain Corporation | FY2017 Q2 |
CloudMinds Inc. | FY2018 Q4 | |
| FY2019 Q2 | |
Health Tech | CollectiveHealth, Inc. | FY2019 Q1 |
| FY2022 Q3 | |
Good Doctor Technology Limited | FY2019 Q3 | |
| FY2018 Q3 | |
| FY2017 Q2 | |
Logistics |
| FY2018 Q4 |
Logistics (cont'd) ■ Full Truck Alliance Co. Ltd. FY2018 Q1 GoBrands, Inc. (goPuff) FY2019 Q2
Loggi Technology International FY2018 Q1 Rappi, Inc. FY2019 Q1 REEF Proximity Aggregator LLC (Kitchen co) FY2023 Q1 ZUME, INC. FY2018 Q3Proptech ■ Compass, Inc. FY2017 Q4
WeWork Greater China Holding Company B.V. FY2017 Q3 Ziroom Inc. FY2019 Q2 Transportation ANI Technologies Private Limited (Ola) FY2019 Q2- Aurora Innovation, Inc. FY2020 Q4 Cambridge Mobile Telematics Inc. FY2018 Q4
- DiDi Global Inc. FY2018 Q4 Empiric Earth (Previously Nauto) FY2017 Q3
- Grab Holdings Ltd FY2018 Q3
計51件 | Total of 51 investments
セクター | Sector 会社名（アルファベット順）| Name (in alphabetical order) | 初回出資日 | Initial Investment Date | セクター | Sector | 会社名（アルファベット順）| Name (in alphabetical order) | 初回出資日 | Initial Investment Date | |
Consumer Animoca Brands Corporation Limited | FY2025 Q1 | Consumer (cont'd) | Vestiaire Collective S.A. | FY2021 Q3 | |
Baron App, Inc. (Cameo) | FY2020 Q4 | Vuori, Inc. | FY2021 Q3 | ||
Cerebral Inc. | FY2021 Q3 | Whoop, Inc. | FY2020 Q3 | ||
☆ ■ Dingdong (Cayman) Ltd | FY2021 Q1 | XPX Holdings Limited | FY2021 Q1 | ||
DSM Grup Danismanlik I.V.S.T.A.S (Trendyol) | FY2021 Q2 | 他2件 | 2 other investments | - | ||
eFishery Pte. Ltd. | FY2021 Q4 | Edtech | 360Learning S.A. | FY2021 Q2 | |
Embark Veterinary, Inc. | FY2021 Q2 | Atom Learning Ltd. | FY2021 Q3 | ||
Extend, Inc. | FY2021 Q1 | Eruditus Learning Solutions Pte. Ltd. | FY2021 Q2 | ||
Fetch Rewards, Inc. | FY2021 Q1 | Go1 Global, Inc | FY2021 Q1 | ||
Flipkart Internet Private Limited | FY2021 Q2 | GoStudent GmbH | FY2021 Q2 | ||
Get Together Inc. (IRL) | FY2021 Q1 | Happy_seed (Cayman) Limited (VIPThink) | FY2020 Q2 | ||
Global Car Group Pte. Ltd. (Cars24) | FY2021 Q2 | Paper Education Company Inc. | FY2021 Q4 | ||
InterFocus Cayman Ltd. (PatPat) | FY2021 Q2 | Socra AI Inc. | FY2021 Q1 | ||
| FY2020 Q3 | Sorting Hat Technologies Pvt. Ltd (Unacademy) | FY2020 Q2 | ||
Keli Network Inc. (Jellysmack) | FY2021 Q1 | Enterprise | 6Sense Insights, Inc. | FY2021 Q4 | |
| FY2019 Q3 | 7shifts Inc. | FY2021 Q4 | ||
Live Momentum Ltd. (StreamElements) | FY2021 Q2 | AccelByte Inc | FY2022 Q1 | ||
Manticore Games, Inc. | FY2020 Q4 | Adverity GmbH | FY2021 Q3 | ||
☆ ■ Meesho Limited | FY2021 Q1 |
| FY2021 Q1 | ||
Mmhmm Inc. | FY2021 Q1 | Aiquire Inc. (Pixis) | FY2021 Q3 | ||
Modern Clinics Inc. (Sprout) | FY2021 Q2 | AlphaSense, LLC | FY2024 Q1 | ||
Naver Z Corporation | FY2021 Q3 | Andela Inc. | FY2021 Q2 | ||
Oda Group Holding AB | FY2023 Q4 | Arkose Labs Holdings, Inc. | FY2021 Q1 | ||
Opus AI, Inc. | FY2024 Q3 | Attentive Mobile Inc. | FY2021 Q1 | ||
Papa Inc. | FY2021 Q3 | Behavox Ltd. | FY2019 Q4 | ||
PicsArt, Inc. | FY2021 Q2 |
| FY2021 Q1 | ||
Plenty Unlimited Inc. | FY2024 Q4 | Boomerang Commerce Inc. (CommerceIQ) | FY2021 Q4 | ||
Ripples Capital Limited (Kitopi) | FY2021 Q2 | CAST AI Group, Inc. | FY2025 Q1 | ||
Runway AI, Inc. | FY2024 Q2 | Cato Networks Limited | FY2023 Q2 | ||
SCA Investments Limited (Gousto) | FY2021 Q3 | CertiK Global Ltd. | FY2022 Q1 | ||
| FY2022 Q1 | Claroty Ltd. | FY2021 Q4 | ||
Sorare SAS | FY2021 Q2 | CoachHub GmbH | FY2022 Q2 | ||
Spotter, Inc. | FY2021 Q4 | Commerce Fabric, Inc. | FY2021 Q4 | ||
Tempo Interactive Inc. | FY2020 Q4 | Content Square S.A.S. | FY2021 Q1 | ||
The Upside Group Inc. | FY2020 Q3 | ContractPod Technologies Limited | FY2021 Q2 | ||
Trusty Cars Pte. Ltd. (Carro) | FY2021 Q2 | Copado Holdings, Inc. | FY2021 Q2 |
セクター | Sector | 会社名（アルファベット順）| Name (in alphabetical order) | 初回出資日 | Initial Investment Date | セクター | Sector | 会社名（アルファベット順）| Name (in alphabetical order) | 初回出資日 | Initial Investment Date | |
Enterprise (cont'd) | Databricks, Inc. | FY2024 Q3 | Enterprise (cont'd) | Remote Technology, Inc. | FY2022 Q1 | |
Digital Arbitrage Inc. (Cloudbeds) | FY2021 Q3 | RewardStyle, Inc. | FY2021 Q3 | |||
Eightfold AI Inc. | FY2021 Q1 | R Software Inc. (RapidAPI) | FY2021 Q4 | |||
Emergent Labs Inc. | FY2025 Q3 | SendBird, Inc. | FY2020 Q4 | |||
Esusu Financial, Inc. | FY2021 Q4 | Sender Inc. (Sendoso) | FY2021 Q2 | |||
Glean Technologies, Inc. | FY2024 Q2 | Sense Talent Labs, Inc. | FY2021 Q3 | |||
Guangzhou Tungee Technology Co., Ltd. | FY2021 Q2 | Shoplazza Corporation Limited | FY2021 Q3 | |||
Huice Group Holding Limited (Wangdiantong) | FY2021 Q2 | Sierra Technologies Inc. | FY2025 Q2 | |||
Icertis, Inc. | FY2021 Q3 | Skedulo Holdings, Inc. | FY2021 Q1 | |||
Improbable MV Limited | FY2021 Q4 | Smooth and Steady Inc. (Ekuaibao) | FY2021 Q2 | |||
InMobi Pte. Ltd. | FY2021 Q1 | Sobot Technologies Inc. | FY2021 Q4 | |||
Iyuno Sweden Holding I AB | FY2021 Q2 | Soul Machines Limited | FY2021 Q3 | |||
Job and Talent Holding Limited | FY2020 Q4 | Standard Cognition, Corp. | FY2020 Q4 | |||
☆ | Knight JV, LLC | FY2025 Q3 | TigerGraph, Inc. | FY2021 Q1 | ||
Labelbox, Inc. | FY2021 Q3 | Tines Security Services Limited | FY2024 Q4 | |||
LegalOn Technologies, Inc. | FY2022 Q1 | Travelperk, Inc | FY2023 Q3 | |||
Loop Now Technologies, Inc. (Firework) | FY2022 Q1 | Trax Ltd | FY2021 Q1 | |||
Mapbox, Inc.*1 | FY2024 Q3 | Treasure Data, Inc. | FY2021 Q1 | |||
MindTickle Inc. | FY2020 Q3 | Unifonic Inc. | FY2021 Q2 | |||
Minio, Inc. | FY2021 Q3 | Vastar Technology Cayman Holding Limited (Dianxiaomi) | FY2021 Q4 | |||
Movai Inc. (XMOV) | FY2021 Q4 | Vianai Systems, Inc. | FY2021 Q1 | |||
OnboardIQ, Inc. (Fountain) | FY2021 Q2 | Workboard, Inc | FY2021 Q1 | |||
OneTrust Inc. | FY2021 Q1 | Yanolja Co., Ltd. | FY2021 Q2 | |||
Oosto.ai | FY2021 Q2 | Z21 Labs Inc. (Observe AI) | FY2021 Q4 | |||
OpenAI Group PBC | FY2024 Q2 | □ Zaihui Inc. | FY2021 Q2 | |||
OP Invest AS (Gelato) | FY2021 Q2 | ZenBusiness Inc. | FY2021 Q3 | |||
Pantheon Systems, Inc. | FY2021 Q2 | Zenity Ltd. | FY2026 Q2 | |||
Patsnap Limited | FY2020 Q4 | 他1件 | 1 other investment | - | |||
Pax8, Inc. | FY2021 Q4 | Fintech | Advance Intelligence Group Limited (Advance.AI) | FY2021 Q2 | ||
Permutive, Inc. | FY2021 Q3 | Apollo Agriculture, Inc. | FY2021 Q4 | |||
Perplexity AI, Inc. | FY2024 Q1 | ☆ ■ Better Home & Finance Holding Company | FY2021 Q1 | |||
Plume Design, Inc. | FY2021 Q2 | bKash Limited | FY2021 Q3 | |||
Poolside, Inc. | FY2024 Q2 | Blockdaemon, Inc. | FY2021 Q2 | |||
Quantstamp, Inc. | FY2022 Q1 |
| FY2026 Q1 | |||
Quicko Technosoft Labs Private Limited (Whatfix) | FY2021 Q1 | CFT Clear Finance Technology Corp. (Clearco) | FY2021 Q1 | |||
Redis Labs Ltd. | FY2020 Q4 |
| FY2021 Q2 |
セクター | Sector 会社名（アルファベット順）|
Name (in alphabetical order)
初回出資日 | Initial Investment Date
セクター | Sector 会社名（アルファベット順）|
Name (in alphabetical order)
初回出資日 | Initial Investment Date
Fintech (cont'd) | ConsenSys Software Inc. | FY2021 Q4 | Frontier Tech (cont'd) | □ Guangzhou Xaircraft Technology Co., Ltd. (XAG) | FY2020 Q3 | |||
Digital Currency Group, Inc. | FY2021 Q3 | Helion Energy, Inc. | FY2024 Q3 | |||||
Digits Financial, Inc. | FY2021 Q1 | Keenon Robotics Co., Ltd. | FY2021 Q2 | |||||
Drivewealth Holdings, Inc. | FY2021 Q2 | Kigen (UK) Limited | FY2021 Q4 | |||||
Elliptic Enterprises Limited | FY2021 Q3 | Opentrons Labworks, Inc. | FY2021 Q2 | |||||
Envelop Risk Analytics Ltd. | FY2021 Q3 | QuEra Computing, Inc. | FY2024 Q3 | |||||
| FY2021 Q2 | SambaNova Systems, Inc. | FY2021 Q1 | |||||
☆ ■ eToro Group Ltd. | FY2020 Q4 | □ Shanghai Eigencomm Technologies Co., Ltd. | FY2021 Q4 | |||||
FalconX Holdings Limited | FY2022 Q1 | Shanghai Gaussian Automation Technology Development Co., Ltd. | FY2021 Q3 | |||||
Funding Asia Group Pte. Ltd. (Funding Societies) | FY2021 Q4 | Shanghai JAKA Robotics Ltd. | FY2022 Q1 | |||||
Human Interest Inc. | FY2021 Q2 | Silver Bands 4 (US) Corp.*4 | FY2024 Q4 | |||||
Infinity Stones Inc. | FY2021 Q4 | Silver Bands 7 LLC | FY2025 Q4 | |||||
Juspay Technologies Private Limited | FY2021 Q3 | Swell Energy Inc. | FY2022 Q2 | |||||
| FY2020 Q4 | Wiliot Ltd. | FY2021 Q2 | |||||
M1 Holdings Inc. | FY2021 Q2 | 他2件 | 2 other investments | - | |||||
□ Opay Limited | FY2021 Q1 | Health Tech | Abogen Therapeutics Limited | FY2021 Q3 | ||||
OurCrowd International General Partner, L.P. | FY2021 Q3 | AI Medical Service Inc. | FY2022 Q1 | |||||
| FY2021 Q3 | Aidoc Medical Ltd. | FY2026 Q1 | |||||
PrimaryBid Limited | FY2021 Q4 | Arsenal Biosciences, Inc. | FY2022 Q1 | |||||
Provable Inc. (Aleo) | FY2021 Q4 | Biofourmis Holdings Pte. Ltd. | FY2020 Q2 | |||||
Revolut Ltd. | FY2021 Q2 | Cityblock Health, Inc. | FY2021 Q2 | |||||
TabaPay, Inc. | FY2021 Q4 | Clarify Health Solutions, Inc. | FY2022 Q1 | |||||
Tractable Inc. | FY2023 Q2 | CMR Surgical Limited | FY2021 Q2 | |||||
Vivid Money Holdco Limited | FY2021 Q4 | Deep Genomics Incorporated | FY2021 Q2 | |||||
Zeta Investments Holdings Pte. Ltd. | FY2021 Q1 | Devoted Health, Inc. | FY2021 Q2 | |||||
Zopa Group PLC | FY2021 Q3 | Dewpoint Therapeutics, Inc. | FY2021 Q4 | |||||
他1件 | 1 other investment | - | ☆ | EDDA Healthcare and Technology Holding Limited | FY2020 Q4 | ||||
Frontier Tech | □ Agility Robotics, Inc.*2 | FY2025 Q2 | ElevateBio LLC | FY2020 Q4 | ||||
AI Lens Co., Ltd. (ThinkAR)*1 | FY2024 Q3 | Encoded Therapeutics Inc. | FY2020 Q1 | |||||
Classiq Technologies Ltd. | FY2025 Q1 | GoForward, Inc. | FY2020 Q4 | |||||
Cornami, Inc. | FY2021 Q3 | Hexagon Bio, Inc. | FY2021 Q1 | |||||
□ DayOne Data Centers Limited | FY2024 Q3 | Insitro, Inc. | FY2021 Q1 | |||||
□ Energy Global, LP*3 | FY2026 Q1 | Karius, Inc. | FY2019 Q4 | |||||
Enpal B.V. | FY2021 Q3 | Leyden Laboratories B.V. | FY2021 Q3 | |||||
FormLabs, Inc. | FY2021 Q1 | Lumicks Technologies B.V. | FY2021 Q1 | |||||
| FY2023 Q2 |
| FY2021 Q2 |
セクター | Sector 会社名（アルファベット順）|
Name (in alphabetical order)
初回出資日 | Initial Investment Date
セクター | Sector 会社名（アルファベット順）|
Name (in alphabetical order)
初回出資日 | Initial Investment Date
Health Tech (cont'd) Neuron23, Inc. FY2021 Q3 Proptech Clicpiso Holdco Global S.à r.l. (Clikalia) FY2021 Q4 Noah Medical Corporation FY2021 Q4 Lyra Technologies, Inc. (Block Renovation) FY2021 Q3
Paulus Holding Limited FY2025 Q1 Pacaso Inc. FY2021 Q2
Plexium, Inc. FY2021 Q4 Roofstock, Inc. FY2021 Q3
Proximie Limited FY2022 Q1 Transportation NetraDyne, Inc. FY2021 Q2
Quris Technologies Ltd. FY2022 Q1 ■ Ola Electric Mobility Limited FY2021 Q3
Recursion Pharmaceuticals, Inc. FY2024 Q3 Platform Science, Inc. FY2021 Q3
Repertoire Immune Medicines, Inc. FY2021 Q1 Rimac Group D.O.O. FY2022 Q1
RestoraMind, Inc. FY2021 Q4 Tier Mobility GmbH FY2020 Q3
☆ ■ Seer, Inc. FY2020 Q3 Voyager Group Inc. (DiDi AV JV) FY2019 Q4 Shanghai Fourier Intelligence Co., Ltd. FY2021 Q4 Wayve Technologies Ltd.*1 FY2024 Q4 Shenzhen XinJuTe Intelligent Medical Devices Co., Ltd. (Futurtec) FY2021 Q3 Zum Services, Inc. FY2021 Q3 Tessera Therapeutics, Inc. FY2020 Q3 他1件 | 1 other investment -
Umoja Biopharma, Inc. FY2021 Q1 Other 7wire Ventures Fund II, L.P. FY2021 Q1
Variant Bio, Inc. FY2021 Q3 Brex Technology Opportunities Fund (Master) I LP FY2021 Q4
Venn Biosciences Corporation (InterVenn) FY2021 Q2 Liberty 77 Capital LP FY2021 Q4
Ventus Therapeutics U.S. FY2021 Q4 MX Fund II GmbH & Co. KG (Merantix) FY2021 Q3
他4件 | 4 other investments - Night Sky Private Equity V Limited FY2021 Q2 Logistics Cargomatic, Inc. FY2021 Q3 Paradigm One (Cayman) Feeder LP FY2021 Q3
ezCater, Inc. FY2021 Q3 他3件 | 3 other investments -
Flock Freight, Inc. FY2020 Q3
Forto GmbH FY2021 Q2 計279件 | Total of 279 investments
☆ ■ Full Truck Alliance Co. Ltd. | FY2020 Q3 | ||
☆ ■ JD Logistics, Inc. | FY2021 Q1 | *1 FY2024にSBGの100%子会社よりSVF2へ移管した銘柄 | |
Misfits Market, Inc. | FY2021 Q2 | Transferred from a wholly owned subsidiary of SBG in FY2024. | |
NTEX Transportation Services Private Limited (ElasticRun) | FY2021 Q4 | *2 2026年11月5日に上場済み | |
☆ OFB Tech Limited | FY2021 Q2 | Listed on November 5, 2026. | |
Reibus International, Inc. | FY2021 Q3 | *3 Energy Global, LPの子会社であるSB Energy, Inc.において株式公開を予 定 | |
RightHand Robotics, Inc. | FY2021 Q4 | SB Energy, Inc., a subsidiary of Energy Global, LP, has filed to go public. | |
SendCloud Global BV | FY2021 Q2 | *4 ロボティクス関連投資を保有する中間持株会社（ロボHD） | |
ShipBob, Inc. | FY2020 Q2 | An intermediate holding company that holds robotics-related investments (Robo HD). | |
☆ ■ Swiggy Limited | FY2021 Q2 | ||
| FY2022 Q1 | ||
Veho Tech, Inc. | FY2021 Q4 | ||
Weee! Inc. | FY2021 Q4 | ||
Zipline International Inc.*1 | FY2024 Q3 |
SVF1＆2 投資先の株式公開実績・予定 | Stock Offerings/Offering Plans for SVF1&2 Portfolio Companies
ファンド | Fund | 会社名 | Name 株式公開日 | Offering Date (YYYY/MM/DD) | 公開方 式 | Format |
SVF2 | エグジット前の投資 | Investments before exit*1 | |
Seer, Inc. 2020/12/4 | IPO | |
JD Logistics, Inc. 2021/5/28 | IPO | |
Full Truck Alliance Co. Ltd. 2021/6/22 | IPO | |
Dingdong (Cayman) Limited 2021/6/29 | IPO | |
AInnovation Technology Group Co., Ltd. 2022/1/27 | IPO | |
Symbotic Inc. 2022/6/8 | De-SPAC | |
Beisen Holding Limited 2023/4/13 | IPO | |
Keep Inc. 2023/7/12 | IPO | |
Better Home & Finance Holding Company 2023/8/24 | De-SPAC | |
Neumora Therapeutics, Inc. 2023/9/15 | IPO | |
Ola Electric Mobility Limited 2024/8/9 | IPO | |
Swiggy Limited 2024/11/13 | IPO | |
eToro Group Ltd. 2025/5/14 | IPO | |
Chime Financial, Inc. 2025/6/12 | IPO | |
Klarna Group plc 2025/9/9 | IPO | |
Lenskart Solutions Limited 2025/11/10 | IPO | |
Meesho Limited 2025/12/10 | IPO | |
Ethos Technologies Inc. 2026/1/29 | IPO | |
PayPay Corporation 2026/3/12 | IPO | |
SHEIN Global Holdings Limited 2026/9/1 | IPO | |
Agility Robotics, Inc.*3 FY2026 Q3 | De-SPAC | |
Guangzhou Xaircraft Technology Co., Ltd. (XAG) TBA | IPO | |
Shanghai Eigencomm Technologies Co., Ltd. TBA | IPO | |
Zaihui Inc. TBA | IPO | |
Energy Global, LP*4 TBA | IPO | |
DayOne Data Centers Limited TBA | IPO | |
Opay Limited TBA | IPO | |
全部エグジット済みの公開投資 | Fully exited public investments*2 | ||
KE Holdings Inc. (Beike) | ||
Qualtrics International Inc. | ||
Berkshire Grey, Inc. | ||
Zhangmen Education Inc. | ||
WeWork Inc. | ||
Pear Therapeutics, Inc. | ||
IonQ, Inc. | ||
AutoStore Holdings Ltd. | ||
XtalPi Holdings Limited | ||
Metsera, Inc |
2026年9月末時点 | As of September 30, 2026
ファンド | | 会社名 | Name | 株式公開日 | | 公開方式 | | |
Fund | Offering Date (YYYY/MM/DD) | Format | ||
SVF1 | エグジット前の投資 | Investments before exit*1 | |||
Vir Biotechnology, Inc. | 2019/10/11 | IPO | ||
Relay Therapeutics, Inc. | 2020/7/16 | IPO | ||
AUTO1 Group SE | 2021/2/4 | IPO | ||
Coupang, Inc. | 2021/3/11 | IPO | ||
Compass, Inc. | 2021/4/1 | IPO | ||
Full Truck Alliance Co. Ltd. | 2021/6/22 | IPO | ||
DiDi Global Inc. | 2021/6/30 | IPO | ||
2022年6月13日に店頭取引市場に移 行 Transferred to the OTC market on 2022/6/13 | ||||
Aurora Innovation, Inc. | 2021/11/4 | De-SPAC | ||
Grab Holdings Ltd | 2021/12/2 | De-SPAC | ||
Energy Vault Holdings, Inc. | 2022/2/14 | De-SPAC | ||
PT GoTo Gojek Tokopedia Tbk | 2022/4/11 | IPO | ||
Delhivery Limited | 2022/5/24 | IPO | ||
Brainbees Solutions Limited (FirstCry) | 2024/8/13 | IPO | ||
Oravel Stays Limited (Prism) | TBA | IPO | ||
全部エグジット済みの公開投資 | Fully exited public investments*2 | ||||
NVIDIA Corporation | ||||
ZhongAn Online P & C Insurance Co., Ltd. | ||||
Ping An Healthcare and Technology Company Limited (Ping An Good Doctor) Guardant Health, Inc.
Uber Technologies, Inc. Slack Technologies, Inc. 10x Genomics, Inc.
Opendoor Technologies Inc.
PB Fintech Limited (Policybazaar) Zomato Limited
View Inc. WeWork Inc.
One 97 Communications Limited (Paytm) SenseTime Group Inc.
DoorDash, Inc.
OneConnect Financial Technology Co., Ltd. Roivant Sciences Ltd.
*1 投資時に公開済みのものを除く
Excludes those already listed at the time of investment.
*2 全部エグジット時の情報を記載
All information reflects the status at the time of full exit.
*3 2026年11月5日に上場済み
Listed on November 5, 2026.
*4 Energy Global, LPの子会社であるSB Energy, Inc.において株式公開を予定
SB Energy, Inc., a subsidiary of Energy Global, LP, has filed to go public.
LatAm 投資先一覧 | LatAm Portfolio
2026年9月末時点。エグジット済みの投資を除く | As of September 30, 2026. Excludes exited investments. ■: 公開投資先 | Public companies ☆: 共同出資プログラムの対象外の投資 | Investments outside of the co-investment program
セクター | Sector
会社名（アルファベット順 ）|
Name (in alphabetical order)
初回出資日 | Initial Investment
Date
セクター | Sector
会社名（アルファベット順 ）|
Name (in alphabetical order)
初回出資日 | Initial Investment
Date
Consumer Goody Technologies, Inc. FY2021 Q3
Kavak Holdings Limited FY2019 Q3
Laika Universe Inc. FY2021 Q4
MadeiraMadeira Ltd. FY2019 Q3
Merama, Inc. FY2021 Q2
Petlove Cayman, Ltd. FY2020 Q1
Sorare SAS FY2021 Q2
Televisa-Univision FY2020 Q3
Wellhub, Inc. FY2020 Q2
Zapt Holdings Limited FY2021 Q4
他1件 | 1 other investment -
Edtech Achieve Holdings (Arco) FY2022 Q4
☆ ■ Afya Limited FY2020 Q2
UOL EdTech Cayman Ltd FY2020 Q3
Enterprise Barro Preto Holdings Limited (Blip) FY2024 Q3 Cortex Intelligence Ltd. FY2020 Q1
CRMBonus Holding FY2021 Q3
Gupy Ltd. FY2021 Q4
Incode Technologies, Inc. FY2021 Q3
JusBrasil, Ltd. FY2020 Q4
Omie, L.P. FY2021 Q2
Pipefy, Inc. FY2021 Q3
Rankmi Holdings Limited FY2022 Q4
Seraphim Holdings Ltd. (Gabriel) FY2021 Q3
Solidarium (Olist) FY2019 Q3
Unico Technologies Ltd (Acesso Digital) FY2020 Q3
☆ ■ VTEX FY2019 Q3
Fintech 2TM Holding Company Ltd FY2021 Q2 Asaas Ltd FY2024 Q3
Avenue Holding Cayman Ltd. FY2021 Q2
☆ Bancar Technologies Limited (Uala) FY2021 Q3 Betterfly PBC FY2021 Q1
Buk Holdings Limited FY2021 Q3
Contabilizei Company FY2020 Q3
Creditas Financial Solutions, Ltd. FY2019 Q3
Digital Currency Group, Inc. (DCG) FY2021 Q2
Gerupay Holding Limited FY2021 Q3
Grupo Bursatil Mexicano FY2022 Q2
Hashdex, Ltd. FY2021 Q1
Fintech (cont'd) ☆ ■ Inter & Co, Inc. FY2019 Q3
Knabble, Inc. (Toggle.AI) FY2024 Q1
☆ Konfio Limited FY2019 Q3
Kushki Group Holdings, Ltd. FY2021 Q1
☆ ■ Nu Holdings Ltd. FY2021 Q3
PayClip, Inc. | FY2019 Q3 | |
PayStand Inc. | FY2022 Q2 | |
Solfacil International Ltd. | FY2021 Q4 | |
Swile SAS | FY2021 Q3 | |
Terramagna Ltd. | FY2021 Q3 | |
The Badger Technology Company Holdings Ltd. (Bitso) | FY2021 Q1 | |
TRBL Ltd. - TRIBL Token | FY2021 Q4 | |
他1件 | 1 other investment | - | |
Health Tech | Alice Holding | FY2021 Q4 |
Logistics | Frete LLC | FY2021 Q3 |
Frubana Inc. | FY2019 Q4 | |
Jokr S.a.r.I. | FY2020 Q4 | |
Loadsmart, Inc. | FY2021 Q4 | |
Loggi Technology International | FY2019 Q3 | |
Nowports Inc. | FY2021 Q3 | |
Rappi, Inc. | FY2019 Q3 | |
Proptech | Loft Holdings Ltd | FY2019 Q3 |
McN Investments Ltd. (Habi) | FY2021 Q1 | |
QUINTOANDAR, LTD. | FY2019 Q3 | |
Transportation | Buser, Ltd. | FY2019 Q3 |
FHF Ventures Ltd. (Cobli) | FY2021 Q2 | |
Other | 12件（LP持分を含む） | 12 investments (including LP interests) | - |
計77件 | Total of 77 investments |
（監査前 | Unaudited）
（百万円 | Millions of JPY） | FY2025 | FY2026 | ||||||||||||
Q1 | Q2 | H1 | Q3 | Q4 | 年度 | Full year | Q1 | Q2 | H1 | Q3 | Q4 | 年度 | Full year | |||
売上高 | Net sales | 1,657,744 | 1,742,715 | 3,400,459 | 1,795,625 | 1,844,791 | 7,040,875 | 1,813,896 | 1,984,250 | 3,798,146 | |||||
セグメント利益（税引前利益） | Segment income (income before income tax) | 278,540 | 313,353 | 591,893 | 254,932 | 118,177 | 965,002 | 292,538 | 375,479 | 668,017 | |||||
減価償却費及び償却 費 | Depreciation and amortization | -183,135 | -188,628 | -371,763 | -193,161 | -210,677 | -775,601 | -197,895 | -204,764 | -402,659 | |||||
投資損益 | Gain (loss) on investments | 5,388 | -5,780 | -392 | 17,991 | -3,646 | 13,953 | 9,641 | 78,606 | 88,247 | |||||
財務費用 | Finance cost | -21,218 | -23,090 | -44,308 | -23,709 | -25,565 | -93,582 | -28,638 | -32,919 | -61,557 | |||||
その他の損益 | Other gain (loss) | 10,446 | 37,831 | 48,277 | -9,070 | -29,006 | 10,201 | 3,481 | -7,799 | -4,318 | |||||
AIコンピューティング事業 | AI Computing Segment
（監査前 | Unaudited）
（百万円 | Millions of JPY） | FY2025 | FY2026 | ||||||||||||
Q1 | Q2 | H1 | Q3 | Q4 | 年度 | Full year | Q1 | Q2 | H1 | Q3 | Q4 | 年度 | Full year | |||
売上高 | Net sales | 134,623 | 141,157 | 275,780 | 160,423 | 204,106 | 640,309 | 175,253 | 198,342 | 373,595 | |||||
セグメント利益（税引前利益）| Segment income (income before income tax) | -32,411 | -14,544 | -46,955 | -44,875 | -45,436 | -137,266 | -200,841 | -121,209 | -322,050 | |||||
減価償却費及び償却 費 | Depreciation and amortization | -24,414 | -24,423 | -48,837 | -26,558 | -31,730 | -107,125 | -36,774 | -34,961 | -71,735 | |||||
投資損益 | Gain (loss) on investments | 244 | 3,021 | 3,265 | 2,249 | 93 | 5,607 | 1,124 | 810 | 1,934 | |||||
財務費用 | Finance cost | -947 | -1,173 | -2,120 | -1,278 | -2,158 | -5,556 | -2,228 | -2,021 | -4,249 | |||||
その他の損益 | Other gain (loss) | 6,028 | 20,365 | 26,393 | -2,574 | 5,180 | 28,999 | 5,284 | -4,395 | 889 | |||||
*1 FY2025 Q3より新たな報告セグメントとして「AIコンピューティング事業」を設け、FY2025 Q2以前も新セグメントの数値を表示
A new reportable segment, the AI Computing segment, was established in Q3 FY2025, and figures for periods up to Q2 FY2025 have been presented on a consistent basis with this new segment.
（監査前 | Unaudited）
（百万円 | Millions of JPY） | FY2025 | FY2026 | ||||||||||||
Q1 | Q2 | H1 | Q3 | Q4 | 年度 | Full year | Q1 | Q2 | H1 | Q3 | Q4 | 年度 | Full year | |||
売上高 | Net sales | 33,184 | 38,310 | 71,494 | 39,917 | 39,237 | 150,648 | 39,470 | 43,796 | 83,266 | |||||
セグメント利益（税引前利益） | Segment income (income before income tax) | 72,431 | -8,274 | 64,157 | 178,060 | -570,533 | -328,316 | -765,194 | -603,914 | -1,369,108 | |||||
減価償却費及び償却費 | Depreciation and amortization | -7,298 | -7,556 | -14,854 | -7,766 | -8,544 | -31,164 | -8,484 | -8,835 | -17,319 | |||||
投資損益 | Gain (loss) on investments | 77,686 | 66,626 | 144,312 | 292,376 | -28,420 | 408,268 | 6,344 | -74,623 | -68,279 | |||||
財務費用 | Finance cost | -5,990 | -6,166 | -12,156 | -6,473 | -7,593 | -26,222 | -9,734 | -8,754 | -18,488 | |||||
為替差損益 | Foreign exchange gain (loss) | 9,177 | 549 | 9,726 | 1,274 | 422 | 11,422 | -121 | -660 | -781 | |||||
デリバティブ関連損益（投資損益を除く）| Derivative gain (loss) (excluding gain (loss) on investments) | 790 | -918 | -128 | 5,251 | 4,072 | 9,195 | -446,621 | 274,714 | -171,907 | |||||
その他の損益 | Other gain (loss) | 6,715 | 6,076 | 12,791 | -11,175 | -26,437 | -24,821 | -19,457 | -676,031 | -695,488 | |||||
*1 「その他」にはEnergy Global, LP、ロボHDおよび福岡ソフトバンクホークス（株）などの業績が含まれる。
"Other" includes the business results of Energy Global, LP, Robo HD and Fukuoka SoftBank HAWKS Corp., among others.
*2 報告セグメント「AIコンピューティング事業」の新設に伴い、FY2025 Q2以前の数値も同様に組み替え
Following the establishment of a new reportable segment, the AI Computing segment, figures for periods up to Q2 FY2025 have been reclassified accordingly.
債務返済スケジュール | Debt Repayment Schedule
（億円 | 100 millions of JPY） | FY2026 | FY2027 | FY2028 | FY2029 | FY2030 | FY2031 | FY2032 | FY2033 | FY2034 | FY2035 | FY2036 | |
合計 | Total = (A) + (B) | - | 19,067 | 41,985 | 11,235 | 18,407 | 22,196 | 17,894 | 10,892 | 7,883 | 2,173 | 699 | |
社債 | Bonds | ||||||||||||
国内債（シニア）| Domestic (Senior) | - | 300 | - | 5,150 | 11,700 | 9,300 | 5,000 | 10,000 | - | - | - | |
国内債（劣後）| Domestic (Subordinated) | - | - | 10,291 | - | - | - | - | - | - | - | - | |
国内債（ハイブリッド） | Domestic (Hybrid)*2 | - | - | 2,220 | - | 2,000 | 6,780 | - | - | - | - | - | |
外債（シニア） | Foreign currency-denominated (Senior)*3 | - | 2,111 | 3,869 | 4,735 | 4,707 | 4,739 | 11,567 | 892 | 7,883 | 787 | 699 | |
外債（ハイブリッド） | Foreign currency-denominated (Hybrid)*2*3 | - | 2,754 | - | - | - | 1,376 | 1,327 | - | - | 1,386 | - | |
(A) 小計 | Subtotal | - | 5,165 | 16,380 | 9,885 | 18,407 | 22,196 | 17,894 | 10,892 | 7,883 | 2,173 | 699 | |
タームローン | Term Loan | ||||||||||||
シニアローン | Senior Loan*4 | - | 13,902 | 9,339 | - | - | - | - | - | - | - | - | |
OpenAI参照ローン（SBG保証） | Loan using OpenAI shares (guaranteed by SBG)*5 | - | - | 15,735 | - | - | - | - | - | - | - | - | |
ハイブリッドローン | Hybrid Loan*6 | - | - | 531 | 1,350 | - | - | - | - | - | - | - | |
(B) 小計 | Subtotal | - | 13,902 | 25,605 | 1,350 | - | - | - | - | - | - | - | |
*1 2026年9月末時点のSBG単体における発行または借入残高（SBGが債務保証する借入を含む）。ただし、2026年10月に期限前償還した外貨建シニア債を除く。
各項目の金額は、単位未満を四捨五入しているため、内訳の計と合計は必ずしも一致しない。記載がない限り、金額は2026年9月末時点の為替レート（1米ドル＝157.35円、1ユーロ＝178.34円）に基づき換算
Outstanding balance of SBG stand-alone as of September 30, 2026, including borrowings guaranteed by SBG, but excluding foreign currency-denominated senior notes redeemed prior to maturity in October 2026. The total and the sum of the breakdown in the table may not match due to rounding each item to the nearest unit. Unless otherwise stated, figures are translated at September 30, 2026 exchange rates (USD = JPY 157.35, EUR = JPY 178.34).
*2 ハイブリッド社債:すべて初回コール日に早期償還するケース ｜ Hybrid bond: Assumes redemption on the first call dates.
*3 外債:スワップを締結しているものはスワップレートにて換算 ｜ Foreign currency-denominated bond: Translated using the contracted exchange rate where swap agreements apply.
*4 シニアローン:2024年9月付および2026年9月付の金銭消費貸借契約に基づくSBGの借入 ｜ Senior loan: Borrowings by SBG under the loan agreements dated September 2024 and September 2026
*5 OpenAI参照ローン（SBG保証）:2026年8月に契約締結した資金調達子会社におけるOpenAI株式を活用した借入（SBGが債務保証を提供） ｜ Loan using OpenAI shares (guaranteed by SBG): Borrowings by a financing subsidiary under the agreement entered into in August 2026 using OpenAI shares, with SBG as guarantor.
*6 ハイブリッドローン:2023年4月付および2024年10月付の劣後特約付金銭消費貸借契約に基づくSBGの借入。初回任意期限前返済日に弁済するケース
Hybrid loan: Borrowings by SBG under the subordinated loan agreements dated April 2023 and October 2024. Assumes repayment on the first voluntary prepayment dates.
社債・コマーシャルペーパー明細 | Corporate Bonds and Commercial Paper Details
（単位の表記がない場合 単位:百万円 | Millions of JPY; unless otherwise stated)
銘柄 通 貨
償還期 限
利率（ 年）
発行残高
B/S残高
Item
Currency
Maturity Date
(YYYY/MM/DD)
Interest Rate Outstanding Balance B/S Balance (p.a.)
コマーシャルペーパー Commercial paper
Mar 31, 2026 Sep 30, 2026 Sep 30, 2026
JPY ｰ ｰ 185,700 285,800 285,800
2027年1月満期ユーロ建普通社債 EUR | 2027/1/6 | 2.875% | €437mn | €405mn | 72,209 |
第60回無担保普通社債 JPY | 2027/4/23 | 1.799% | 30,000 | 30,000 | 29,980 |
2027年7月満期ユーロ建普通社債 EUR | 2027/7/30 | 5.250% | €211mn | €211mn | 37,521 |
2027年9月満期ドル建普通社債 USD | 2027/9/19 | 5.125% | $1,657mn | $1,657mn | 260,448 |
2028年4月満期ドル建普通社債 USD | 2028/4/15 | 6.250% | $466mn | $466mn | 73,184 |
2028年4月満期ユーロ建普通社債 EUR | 2028/4/15 | 5.000% | €1,054mn | €1,054mn | 187,660 |
2028年7月満期ドル建普通社債 USD | 2028/7/6 | 4.625% | $773mn | $773mn | 121,321 |
2029年1月満期ユーロ建普通社債 EUR | 2029/1/8 | 5.375% | €450mn | €450mn | 79,826 |
2029年4月満期ドル建普通社債 USD | 2029/4/10 | 6.500% | $500mn | $500mn | 78,124 |
第61回無担保普通社債 JPY | 2029/4/25 | 2.441% | 50,000 | 50,000 | 49,889 |
2029年7月満期ユーロ建普通社債 EUR | 2029/7/6 | 3.375% | €473mn | €473mn | 83,958 |
2029年7月満期ドル建普通社債 USD | 2029/7/8 | 6.750% | $400mn | $400mn | 62,572 |
第68回無担保普通社債 JPY | 2029/8/3 | 3.270% | - | 80,000 | 79,707 |
2029年9月満期ユーロ建普通社債 EUR | 2029/9/19 | 4.000% | €575mn | €575mn | 102,219 |
2029年10月満期ユーロ建普通社債 EUR | 2029/10/10 | 5.250% | €600mn | €600mn | 106,211 |
2029年10月満期ドル建普通社債 USD | 2029/10/22 | 7.625% | - | $400mn | 62,372 |
第58回無担保普通社債 (福岡ソフトバンクホークスボンド) JPY | 2029/12/14 | 2.840% | 385,000 | 385,000 | 382,814 |
2030年4月満期ドル建普通社債 USD USD-denominated Senior Notes due April 2030 | 2030/4/1 | 8.625% | - | $1,000mn | 155,730 |
EUR-denominated Senior Notes due January 2027
60th series Unsecured Straight Bond
EUR-denominated Senior Notes due July 2027
USD-denominated Senior Notes due September 2027
USD-denominated Senior Notes due April 2028
EUR-denominated Senior Notes due April 2028
USD-denominated Senior Notes due July 2028
EUR-denominated Senior Notes due January 2029
USD-denominated Senior Notes due April 2029
61st series Unsecured Straight Bond
EUR-denominated Senior Notes due July 2029
USD-denominated Senior Notes due July 2029
68th series Unsecured Straight Bond
EUR-denominated Senior Notes due September 2029
EUR-denominated Senior Notes due October 2029
USD-denominated Senior Notes due October 2029
58th series Unsecured Straight Bond (Fukuoka SoftBank HAWKS Bond)
銘柄 通 貨
償還期 限
利率（ 年）
発行残高
B/S残高
Item
Currency
Maturity Date (YYYY/MM/DD)
Interest Rate Outstanding Balance B/S Balance (p.a.)
EUR-denominated Senior Notes due April 2030
66th series Unsecured Straight Bond
65th series Unsecured Straight Bond (Fukuoka SoftBank HAWKS Bond)
EUR-denominated Senior Notes due October 2030
USD-denominated Senior Notes due January 2031
59th series Unsecured Straight Bond (Fukuoka SoftBank HAWKS Bond)
62nd series Unsecured Straight Bond
63rd series Unsecured Straight Bond (Fukuoka SoftBank HAWKS Bond)
USD-denominated Senior Notes due July 2031
USD-denominated Senior Notes due July 2031
EUR-denominated Senior Notes due July 2031
69th series Unsecured Straight Bond
USD-denominated Senior Notes due October 2031
64th series Unsecured Straight Bond (Fukuoka SoftBank HAWKS Bond)
USD-denominated Senior Notes due April 2032
EUR-denominated Senior Notes due April 2032
EUR-denominated Senior Notes due July 2032
EUR-denominated Senior Notes due July 2032
USD-denominated Senior Notes due July 2032
EUR-denominated Senior Notes due October 2032
Mar 31, 2026 | Sep 30, 2026 | Sep 30, 2026 | |||
2030年4月満期ユーロ建普通社債 EUR | 2030/4/22 | 6.375% | - | €700mn | 123,688 |
第66回無担保普通社債 JPY | 2030/4/24 | 3.336% | 20,000 | 20,000 | 19,936 |
第65回無担保普通社債 (福岡ソフトバンクホークスボンド) JPY | 2030/5/2 | 3.340% | 600,000 | 600,000 | 595,256 |
2030年10月満期ユーロ建普通社債 EUR | 2030/10/1 | 7.125% | - | €500mn | 88,249 |
2031年1月満期ドル建普通社債 USD | 2031/1/10 | 6.875% | $600mn | $600mn | 93,644 |
第59回無担保普通社債 (福岡ソフトバンクホークスボンド) JPY | 2031/3/14 | 3.040% | 550,000 | 550,000 | 545,650 |
第62回無担保普通社債 JPY | 2031/4/25 | 2.900% | 20,000 | 20,000 | 19,941 |
第63回無担保普通社債 (福岡ソフトバンクホークスボンド) JPY | 2031/6/13 | 3.030% | 550,000 | 550,000 | 545,953 |
2031年7月満期ドル建普通社債 USD | 2031/7/6 | 5.250% | $1,305mn | $1,305mn | 204,302 |
2031年7月満期ドル建普通社債 USD | 2031/7/8 | 7.000% | $500mn | $500mn | 78,107 |
2031年7月満期ユーロ建普通社債 EUR | 2031/7/10 | 5.875% | €600mn | €600mn | 106,115 |
第69回無担保普通社債 JPY | 2031/8/4 | 3.886% | - | 10,000 | 9,954 |
2031年10月満期ドル建普通社債 USD | 2031/10/22 | 8.250% | - | $600mn | 93,506 |
第64回無担保普通社債 (福岡ソフトバンクホークスボンド) JPY | 2031/12/11 | 3.150% | 350,000 | 350,000 | 347,144 |
2032年4月満期ドル建普通社債 USD | 2032/4/1 | 9.250% | - | $4,500mn | 700,722 |
2032年4月満期ユーロ建普通社債 EUR | 2032/4/22 | 7.000% | - | €600mn | 105,971 |
2032年7月満期ユーロ建普通社債 EUR | 2032/7/6 | 3.875% | €425mn | €425mn | 75,275 |
2032年7月満期ユーロ建普通社債 EUR | 2032/7/8 | 5.750% | €450mn | €450mn | 79,639 |
2032年7月満期ドル建普通社債 USD | 2032/7/10 | 7.250% | $600mn | $600mn | 93,596 |
2032年10月満期ユーロ建普通社債 EUR | 2032/10/1 | 8.000% | - | €500mn | 88,243 |
銘柄 通 貨
償還期 限
利率（ 年）
発行残高
B/S残高
Item
Currency
Maturity Date (YYYY/MM/DD)
Interest Rate Outstanding Balance B/S Balance (p.a.)
67th series Unsecured Straight Bond (Fukuoka SoftBank HAWKS Bond)
EUR-denominated Senior Notes due July 2033
70th series Unsecured Straight Bond (Fukuoka SoftBank HAWKS Bond)
EUR-denominated Senior Notes due April 2034
USD-denominated Senior Notes due April 2034
USD-denominated Senior Notes due July 2035
USD-denominated Senior Notes due April 2036
4th series Unsecured Subordinated Bond
3rd series Unsecured Subordinated Bond
5th series Unsecured Subordinated Bond
USD-denominated Hybrid Notes Due 2061*6
EUR-denominated Hybrid Notes Due 2062*7
USD-denominated Hybrid Notes Due 2065*8
Mar 31, 2026 | Sep 30, 2026 | Sep 30, 2026 | |||
第67回無担保普通社債 (福岡ソフトバンクホークスボンド) JPY | 2032/12/8 | 3.980% | 500,000 | 500,000 | 495,137 |
2033年7月満期ユーロ建普通社債 EUR | 2033/7/10 | 6.375% | €500mn | €500mn | 88,380 |
第70回無担保普通社債 (福岡ソフトバンクホークスボンド) JPY | 2033/9/16 | 4.750% | - | 1,000,000 | 989,104 |
2034年4月満期ユーロ建普通社債 EUR | 2034/4/22 | 7.375% | - | €450mn | 79,461 |
2034年4月満期ドル建普通社債 USD | 2034/4/1 | 9.750% | - | $4,500mn | 700,693 |
2035年7月満期ドル建普通社債 USD | 2035/7/10 | 7.500% | $500mn | $500mn | 77,952 |
2036年4月満期ドル建普通社債 USD | 2036/4/22 | 8.500% | - | $500mn | 77,888 |
第4回劣後特約付無担保社債 JPY | 2028/9/15 | 2.400% | 30,100 | 30,100 | 30,047 |
第3回劣後特約付無担保社債 JPY | 2028/9/29 | 2.400% | 450,000 | 450,000 | 448,146 |
第5回劣後特約付無担保社債 JPY | 2029/2/2 | 2.480% | 549,000 | 549,000 | 546,248 |
第6回利払繰延条項・期限前償還条項付無担保社債（劣後特約付）（ハイブリッド債） 6th Unsecured Subordinated Bonds with interest deferrable clause and early redeemable option JPY (with a subordination provision) (Hybrid Bonds)*2 | 2058/4/26 | 4.750%*10 | 222,000 | 222,000 | 218,470 |
第7回利払繰延条項・期限前償還条項付無担保社債（劣後特約付）（ハイブリッド債） 7th Unsecured Subordinated Bonds with interest deferrable clause and early redeemable option JPY (with a subordination provision) (Hybrid Bonds)*3 | 2060/9/3 | 4.556%*10 | 200,000 | 200,000 | 198,344 |
第8回利払繰延条項・期限前償還条項付無担保社債（劣後特約付）（ハイブリッド債） 8th Unsecured Subordinated Bonds with interest deferrable clause and early redeemable option JPY (with a subordination provision) (Hybrid Bonds)*4 | 2061/4/22 | 4.970%*10 | - | 418,000 | 410,710 |
第9回利払繰延条項・期限前償還条項付無担保社債（劣後特約付）（ハイブリッド債） 9th Unsecured Subordinated Bonds with interest deferrable clause and early redeemable option JPY (with a subordination provision) (Hybrid Bonds)*5 | 2061/6/19 | 5.120%*10 | - | 260,000 | 255,432 |
2061年満期米ドル建ハイブリッド社債 USD | 2061/4/29 | 7.625%*10 | $900mn | $900mn | 140,385 |
2062年満期ユーロ建ハイブリッド社債 EUR | 2062/10/29 | 6.500%*10 | €750mn | €750mn | 132,538 |
2065年満期米ドル建ハイブリッド社債 USD | 2065/10/29 | 8.250%*10 | $1,100mn | $1,100mn | 171,431 |
合計 | Total | 11,386,805 |