Watanabe's questions to NOMURA HOLDINGS (NMR) leadership • Q1 2026
Question
Watanabe of Daiwa Securities inquired about the JPY 6.6 billion compensation for phishing scams, asking if the cost reflects all damages up to June and where it is booked. He also asked for the drivers behind the relative weakness in FICC and strength in Equities, requesting monthly performance trends.
Answer
CFO Hiroyuki Moriuchi confirmed the phishing compensation cost was estimated for all trades up to June 28 and is included in "other expenses." He explained that FICC performance was impacted by a lag in Japan's rates product in April, while Equities were strong due to successful risk management and significant performance from U.S. derivatives, with April accounting for nearly 40% of the quarter's equity revenue.