【SBI Global Asset Management】Q1 FY2027 Financial Results | Revenue: 1,282.3 billion yen (up 350.8% YoY)

Performance Overview

The consolidated financial results for the first quarter of FY2027 showed revenue of 1,282.3 billion yen (up 350.8% YoY), operating income of 266.3 billion yen (up 419.1% YoY), ordinary income of 270.1 billion yen (up 240.2% YoY), and net income attributable to owners of the parent of 138.9 billion yen (up 177.2% YoY), all reaching record highs. The group's assets under management expanded to approximately 14.0 trillion yen, driven by integration effects and favorable market conditions. The increases in revenue and profit are attributable to the growth in asset management business and improved profitability. While costs of revenue and selling, general and administrative expenses also increased, the higher revenue volume absorbed these costs, resulting in improved profit margins.

Financial Position and Outlook

Total assets amounted to 54,136 billion yen, an increase of 1,108 billion yen from the previous fiscal year, and net assets were 42,006 billion yen, up 80 billion yen. The capital adequacy ratio stood at 59.6%. The dividend forecast is undecided; however, an interim dividend of 9.50 yen was announced in July 2026, and the full-year dividend will be determined based on future earnings. The full-year consolidated performance forecast for FY2027 remains undecided and may fluctuate depending on market trends and asset management results.