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Net Protections
Net Protections (7383) investor relations material
Net Protections Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary13 Feb, 2026
Executive summary
GMV for the nine months ended December 2025 reached ¥5,708 billion, up 19.3% year-over-year, with operating profit up 42.7% to ¥2,532 million and net profit attributable to parent up 56.3% to ¥1,584 million.
Operating revenue for the nine months was ¥18,959 million (+9.7% YoY), with all major business lines (B2C, B2B) contributing to growth, and B2B services showing the highest GMV and revenue growth rates.
B2B segment drove growth with GMV up 41.3% and B2C atone GMV up 56.8% year-over-year, supported by new and existing merchant activity.
Strategic partnerships with JCB and SMBC are expanding B2B reach, while B2C atone is broadening through new merchant integrations and payment service provider alliances.
Financial highlights
GMV (non-GAAP) increased 19.3% year-over-year to ¥570,826 million; operating revenue for the nine months was ¥18,959 million (+9.7% YoY), gross profit ¥9,092 million (+16.0% YoY), and EBITDA ¥3,857 million (+28.8% YoY).
B2B NP Kakebarai GMV rose 41.3% YoY to ¥2,545 billion; B2C atone GMV up 56.8% to ¥447 billion.
Operating margin improved to 13.4% from 10.3% YoY; net margin rose to 8.4% from 5.9%, with EPS at ¥15.95 (+53% YoY).
Total assets at December 31, 2025, were ¥90,506 million, up from ¥70,848 million at the previous fiscal year-end.
Cash and equivalents at period-end were ¥23,119 million, up from ¥14,098 million a year earlier.
Outlook and guidance
Full-year GMV forecast is ¥7,630 billion, with operating profit expected to exceed plan; progress rates for operating profit and net profit are 87% and 99% of full-year guidance, respectively.
Full-year revenue forecast is ¥25,400 million (+10.3% YoY), operating profit ¥2,900 million (+37.9%), net profit attributable to owners ¥1,600 million (+18.5%).
No change to previously announced full-year guidance.
Mid-term plan targets GMV over ¥1 trillion and operating profit of ¥4 billion by FY28/3, with a CAGR of 25% for operating profit.
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Next Net Protections earnings date
Q4 202615 May, 2026
Net Protections
Next Net Protections earnings date
Q4 202615 May, 2026
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Frequently asked questions
Net Protections Holdings Inc. is a Japan-based company specializing in buy now, pay later (BNPL) and payment processing services. The company provides post-payment settlement solutions for e-commerce, business-to-business (B2B) transactions, and subscription services, enabling consumers and businesses to make purchases without immediate payment. Net Protections Holdings serves a wide range of industries, including retail, digital services, and financial technology, offering secure and efficient payment infrastructure. Net Protections Holdings Inc. is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange (TSE).
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