Septeni Holdings Co., Ltd. · TSE:4293
Septeni — Q2 2024 Earnings Presentation
55 slides from Septeni's earnings presentation, Aug 6, 2024
Slide 1: FY2024 Q2 決算説明会資料
2024125 A 2 + BA arstete *SEPTEN| ‘Ree RA 202478A6H RKSHETF—-_A: KOMI AYIA Copyright ©2024 SEPTENI HOLDINGS CO.,LTD. All rights reserved.
Slide 2: Notes on presentation of figures
2023年12月期より、IPプラットフォーム事業を非継続事業に組替表示しているため、収益、営業利益、Non-GAAP営業利益は非継続事業を除いた継続事業の金額を表示しております 2016年９月期より、従来の日本基準に替えてIFRSを適用しております 従来の「売上高」は参考情報として任意開示とする一方、IFRSに基づく指標として「収益」を開示しております デジタルマーケティング事業の大半を占める広告代理販売における収益は、マージン部分のみの純額計上となります 事業の実態をより適切に表現するため、「Non-GAAP営業利益」を任意で開示しております Non-GAAP営業利益とは、IFRSに基づく営
Slide 3: Summary
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Slide 4: FY2024/2Q consolidated results
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Slide 5: FY2024/2Q results (Jan-Jun) summary
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Slide 6: FY2024/2Q results (Jan-Jun) highlights by segment
O6 FY2024/2QRst (1-6A) /\T 74 b (see B Re A) ef SEPTENI @ VF 479 A243 YAS hy FFT VRE KY) BUI ss WW 2 13,146 +3.8% 45.5% @ SALI KEY AARMIHABEA (o£ 4) USS Non-GAAP @ F-8-VYa—y a RSU, waezizs 3,222 +0.0% 43.0% RAZHADCLARTRBI SY) Met 4 @ UXCSIAA OMELET Wt 933 -7.3% 40.6% @ FRCP CBRE h7AVAD RABLEDITS Non
Slide 7: 13,989 100.0% +3.1% 13,572 100.0% 11,288 80.7% +4.7% 10,778 79.4% 9,577 68.5% +6.5% 8,995
13,989 100.0% +3.1% 13,572 100.0% 11,288 80.7% +4.7% 10,778 79.4% 9,577 68.5% +6.5% 8,995 66.3% 1,767 12.6% -2.8% 1,818 13.4% 1,742 12.5% +0.3% 1,737 12.8% 772 5.5% +93.4% 399 2.9% 1,781 12.7% +3.6% 1,719 12.7% 2,210 15.8% ― -294 ― 4,005 28.6% +176.5% 1,448 10.7% 73,610 ― +10.5% 66,623 ―
Slide 8: FY2024/2Q results (Jan-Jun) year-on-year
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Slide 9: Business results
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Slide 10: 6,697 100.0% +3.0% 6,504 100.0% 5,306 79.2% +4.4% 5,080 78.1% 4,851 72.4% +3.3% 4,695
6,697 100.0% +3.0% 6,504 100.0% 5,306 79.2% +4.4% 5,080 78.1% 4,851 72.4% +3.3% 4,695 72.2% 493 7.4% +30.5% 378 5.8% 482 7.2% +23.6% 390 6.0% 157 2.3% ― -75 ― 520 7.8% +1,748.4% 28 23.9% ― ― ― -169 ― 516 7.7% ― -125 ― 34,788 ― +7.8% 32,277 ―
Slide 11: Quarterly trends
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Slide 12: Operating profit trends
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Slide 13: 1,232 1,370 1,424 1,400 1,374 1,310 1,392 +6.3% -2.3% 8 453 442 439 422
1,232 1,370 1,424 1,400 1,374 1,310 1,392 +6.3% -2.3% 393 408 453 442 439 422 443 +5.1% -2.1% 545 659 623 650 596 592 606 +2.3% -2.7% 294 303 349 308 339 296 343 +16.0% -1.6% 4,329 4,300 4,695 4,553 4,623 4,725 4,851 +2.7% +3.3% 2,878 2,892 3,248 3,154 3,149 3,227 3,334 +3.3% +2.7% 147 155 148 195 2
Slide 14: 2,000 1,800 1,600 1,400 1,200 1,000
2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 200 0
Slide 15: Digital marketing business
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Slide 16: -0.6Pt +0.2Pt
6,234 100.0% +4.3% 5,977 100.0% 4,948 79.4% +5.7% 4,682 78.3% 3,740 60.0% +3.3% 3,622 60.6% 1,223 19.6% +14.4% 1,070 17.9% 34,376 ― +7.9% 31,855 ― ― 18.1% -0.6Pt ― 18.8% ― 3.6% +0.2Pt ― 3.4%
Slide 17: Digital marketing business results
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Slide 18: Digital marketing business quarterly trends
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Slide 19: Digital marketing business results trends
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Slide 20: Strategic investment business
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Slide 21: 100.0% -10.2% 100.0% 79.6% -7.3% 77.1% 1.8% -0.1% 422 73.6% -11 — -31 20
515 100.0% -10.2% 574 100.0% 410 79.6% -7.3% 443 77.1% 422 81.8% -0.1% 422 73.6% -11 — -31 20 —
Slide 22: Business segment quarterly trends
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Slide 23: Medium-term plan
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Slide 24: Medium-term management plan
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Slide 25: Medium-term management plan
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Slide 26: Medium-term targets (FY2024-FY2026)
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Slide 27: Growth strategy
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Slide 28: Medium-term plan overview
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Slide 29: Profit and cash flow policy
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Slide 30: Capital policy and shareholder returns
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Slide 31: Shareholder returns (FY2024 Q2)
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Slide 32: Shareholder return policy
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Slide 33: Shareholder benefit program
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Slide 34: Forecasts
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Slide 35: Earnings forecast
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Slide 36: EPS targets
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Slide 37: December 2024 forecast (consolidated)
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Slide 38: December 2024 forecast (Non-GAAP)
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Slide 39: Summary of results
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Slide 40: Forward-looking statements
このプレゼンテーション資料に記載された弊社の将来に関する意見や予測及び計画は、2024年 8 月 6 日現在の弊社の判断であり、その正確性を保証するものではありません 世界情勢の変動に関わるリスクやその他様々な不確定要因により、実際の業績が記載の予測と大きく異なる可能性があります
Slide 41: Appendix
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Slide 42: 30,307 100.0% 27,674 100.0% 31,000 100.0% 22,709 74.9% 22,106 79.9% ― ― 19,249 63.5%
30,307 100.0% 27,674 100.0% 31,000 100.0% 22,709 74.9% 22,106 79.9% ― ― 19,249 63.5% 18,171 65.7% ― ― 3,530 11.6% 4,016 14.5% 4,700 15.2% 3,441 11.4% 3,922 14.2% ― ― 1,207 4.0% 1,207 4.4% ― ― ― ― 4,182 15.1% ― ― ― ― - 483 ― ― ― 3,736 12.3% 3,736 13.5% 6,500 21.0% 140,670 ― 138,036 ― 150,000 ―
Slide 43: 6,592 100.0% 7,069 100.0% 6,504 100.0% 6,762 100.0% 7,340 0.0% 7,292 100.0% 6,697 100.0%
6,592 100.0% 7,069 100.0% 6,504 100.0% 6,762 100.0% 7,340 100.0% 7,292 100.0% 6,697 100.0% 5,361 81.3% 5,699 80.6% 5,080 78.1% 5,363 79.3% 5,966 81.3% 5,982 82.0% 5,306 79.2% 4,329 65.7% 4,300 60.8% 4,695 65.7% 4,553 67.3% 4,623 63.0% 4,725 64.8% 4,851 72.4% 1,076 16.3% 1,440 20.4% 378 5.8% 838 12.4
Slide 44: 100.0% 100.0% 100.0% 100.0% 100.0% 00.0% 515 100.0% 348 81.2% 353 81.5% 443 77.1%
428 100.0% 433 100.0% 574 100.0% 487 100.0% 463 100.0% 418 100.0% 515 100.0% 348 81.2% 353 81.5% 443 77.1% 392 80.5% 345 74.6% 352 84.3% 410 79.6% 377 88.1% 374 86.3% 422 73.6% 424 86.9% 391 84.3% 362 86.5% 422 81.8% -29 ― -20 ― 20 3.4% -31 ― -46 ― -9 ― -11 ―
Slide 45: Integrated report and note
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Slide 46: Group overview
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Slide 47: Sustainability
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Slide 48: ESG initiatives
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Slide 49: Social indicators
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Slide 50: Company history
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Slide 51: Group companies
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Slide 52: Digital marketing business
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Slide 53: Digital marketing business overview
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Slide 54: Strategic investment business
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Slide 55: Balance sheet
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