Glory (6457) Investor presentation summary

Company overview and business model

• Provides cash automation solutions supporting digital transformation in retail, financial, and food & beverage sectors.

• Major products include coin/banknote recyclers, cash management systems, cloud POS, and self-service kiosks.

• FY2025 revenue was ¥339.5 billion, with 64% from overseas markets and an 8.8% operating margin.

• Employs 11,266 people and operates globally with production bases in Japan, China, and the Philippines.

• Recurring revenue ratio reached 46%, contributing to stable financial results.

Growth trajectory and market position

• Expanded from a financial market base into retail and food & beverage, achieving global sales over ¥350 billion.

• Overseas revenue has grown steadily, now exceeding 60% of total sales.

• Holds leading market share in Japan and significant presence overseas in cash automation and self-service solutions.

• Strategic acquisitions (Acrelec, Flooid, Showcase Gig) have strengthened new business domains.

Financial performance and segment analysis

• FY2025 revenue breakdown: Overseas ¥216.0B, Financial ¥37.0B, Retail & Transportation ¥57.6B, Amusement ¥21.0B, Others ¥7.7B.

• Regional revenue: Japan 36%, Americas 29%, EMEA 30%, Asia 5%.

• Overseas market achieved record-high revenue for seven consecutive years.

• Operating profit before goodwill amortization for FY2025 was ¥29.7B, down 29.2% YoY due to the end of special demand from new banknote issuance.