ROBOT PAYMENT INC.
4374・Growth Market・Information & Communication
Payment
Core segment providing payment processing services for EC and subscription businesses
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (Q1 cumulative, FY2026 ending December 2026) | ¥529 million | ¥453 million (Q1 cumulative, FY2025 ending December 2025) | ↑ |
| Segment profit (Q1 cumulative, FY2026 ending December 2026) | ¥285 million | ¥219 million (Q1 cumulative, FY2025 ending December 2025) | ↑ |
| Recurring revenue (Q1 cumulative, FY2026 ending December 2026) | ¥520 million | ¥444 million (Q1 cumulative, FY2025 ending December 2025) | ↑ |
| Shot (one-time) revenue (Q1 cumulative, FY2026 ending December 2026) | ¥9 million | ¥9 million (Q1 cumulative, FY2025 ending December 2025) | — |
| Net sales (full year, FY2025 ending December 2025) | ¥1,987 million | — | ↑ |
| Segment profit (full year, FY2025 ending December 2025) | ¥972 million | — | ↑ |
| Number of accounts (AC) | 8,818 AC (end of FY2025 ending December 2025) | — | ↑ |
| ARPA (average monthly revenue per account) | ¥19,634 (end of FY2025 ending December 2025) | — | ↑ |
Business Details
Provides payment processing services centered on "Subsc Pay" for BtoC EC and BtoB business operators (merchant clients). Offers diverse payment methods including credit cards, convenience store payments, bank transfers, and bank payments in an integrated manner, with strengths in recurring billing and customer management functions specialized for subscription businesses. Recurring revenue accounts for the majority of sales, forming a structure in which revenue grows stably through the accumulation of merchant accounts and expansion of transaction volume from existing customers. "Subsc Pay Professional" has also seen steady growth in customer numbers, contributing to revenue expansion.
Recent Overview
In Q1 FY2026 (ending December 2026), net sales were ¥529 million and segment profit was ¥285 million, up 16.8% and 30.1% year-on-year respectively
For the Q1 cumulative period of FY2026 (ending December 2026) (January to March 2026), the Payment segment recorded net sales of ¥529 million (up 16.8% year-on-year) and segment profit of ¥285 million (up 30.1% year-on-year). Against the backdrop of the structural trend toward online commerce, existing customers' transaction volume and payment processing volume for "Subsc Pay" expanded, and new customer acquisition also trended favorably. Growth in the number of "Subsc Pay Professional" customers and continued revenue contribution from "1click Atobarai" also continued, with recurring revenue expanding significantly to ¥520 million from ¥444 million in the same period of the prior year.
Key Products
Growth Drivers
- Structural expansion of the EC and subscription service markets (Yano Research Institute forecast: EC payment market to grow to ¥49 trillion scale in FY2027)
- Increase in new customer acquisition for "Subsc Pay" driven by the shift of commerce online
- Increase in spread and fee revenue from expansion of existing customers' transaction volume and payment processing volume
- Accumulation of recurring revenue from expansion in the number of "Subsc Pay Professional" customers
- Improvement in ARPA through ongoing service feature expansion, enhanced marketing, and strengthened sales structure
Risks
- Risk of decline in recurring revenue due to rising merchant churn rate
- Slowdown in EC market growth and intensifying competition with rival payment processing services
- Risk of changes in contract terms with payment business operators such as credit card companies and financial institutions
- Risk of loss of merchant trust due to security incidents or system failures
- Pressure on profit margins from increased new customer acquisition costs (marketing and sales expenses)
Last updated: March 27, 2026