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Continues investments to drive revenue growth; new businesses including debt collection bot are expected to contribute to mid- to long-term growth. The contribution from price revisions began in July for accounting purposes. Lax partnership is expected to contribute significantly from 2027 onward. The dividend policy will be based on capital allocation standards and return 20% of the previous year\u2019s operating cash flow.","jir_summary":"### Summary of the Earnings\nRobot Payment held a Q&A session for individual investors related to the FY2026 interim results for the second quarter. The discussion focused on the capital and business partnership with Lax, the investment plans for sales growth, and the timing of future contributions. The monetization schedule for the new business centered on debt collection robots, contributions from price revisions for Subpay and Billing Management Bot, and the anticipated expansion of contributions from 2027 onward.\n\n### Outlook and Investor Communication\nFor investors, the company reaffirmed its policy to continue investments aimed at accelerating sales growth, with the Lax partnership expected to contribute more significantly from 2027 onward. Costs are expected to front-load in areas such as sales, marketing, and onboarding, but support will be handled by Lax, so costs will increase in line with revenue. As part of capital allocation, 20% of last year\u2019s operating cash flow will be returned to shareholders.","jir_financial_highlights":"Contribution from price increases: Subscriptions Pay: just over 5 million yen, Billing Management Bot: just over 1 million yen (Contribution recognized in accounting from July)\nImpact on sales and profit (second half and next year): Second half: 6 months\u2019 worth of sales and profit; next year: 12 months\u2019 worth (Already reflected in the estimates)\nShare buyback \/ shareholder returns: Capital allocation standards target 20% of last year\u2019s operating cash flow to shareholder returns (Implemented: share buyback in February 2025)","jir_category":"","jir_hashtags":"#ROBOT_PAYMENT, #CapitalPolicy, #Partnership, #GrowthInvestment","jir_key_figures":"Contribution from Subpay + Billing Management Bot: total about 6 million yen\nSecond-half contribution period: 6 months; next year: 12 months\nShareholder returns under capital allocation: 20% of last year\u2019s operating cash flow","jir_meta_title":"Robot Payment \u2014 Growth investment continues with Lax partnership | Q2 FY2026","jir_meta_description":"Robot Payment has announced a capital and business partnership with Lax. Investments to drive revenue growth continue, with monetization from new businesses such as debt collection robots expected to expand from next year. Contribution from price increases begins in July, and shareholder returns target 20% of last year\u2019s operating cash flow.","jir_og_title":"Robot Payment: Growth investment and partnership strategy | August 2026","jir_og_description":"Robot Payment aims to expand sales through the partnership with Lax. This describes the timing of contributions from new businesses, impact of price revisions, and the shareholder return policy.","jir_og_image_url":"\/assets\/og\/company-general_ir.jpg","jir_chart_data_collection":"[]","ir_related_company":58937,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-107432","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n