LEIFRAS Co., Ltd. · NASDAQ:LFS
LEIFRAS — IPO Roadshow (January 2025)
20 slides from LEIFRAS's IPO roadshow presentation, Jan 10, 2025
Slide 1: Investor Presentation January 2025
©2025 Leifras Co., Ltd. Strictly Confidential Investor Presentation January 2025 Issuer Free Writing Prospectus dated January 10, 2025 Filed Pursuant to Rule 433 of the Securities Act of 1933, as amended Relating to Preliminary Prospectus dated December 10, 2024 Registration Statement No. 333 - 2837
Slide 2: Legal Disclaimer
©2025 Leifras Co., Ltd. Strictly Confidential 2 L egal Disclaimer This free writing prospectus relates to the proposed public offering of the American depositary shares (the “ADSs”) representing the ordinary shares (“Ordinary Shares” or individually, an “Ordinary Share”) of Leifras Co . , Ltd . (“we
Slide 3: Forward-looking statements
©2025 Leifras Co., Ltd. Strictly Confidential 3 This presentation contains forward - looking statements that reflect our current expectations and views of future events, all of which are subject to risks and uncertainties . Forward - looking statements give our current expectations or forecasts of f
Slide 4: Offering Summary
©2025 Leifras Co., Ltd. Strictly Confidential 4 Offering Summary Exchange/Ticker Offering Type Security Expected Offering Size Expected Offering Amount Expected Offering Price Shares Outstanding Pre - Offering Underwriter Issuer Leifras Co., Ltd. NASDAQ / LFS Initial Public Offering Kingswood Capita
Slide 5: Agenda
©2025 Leifras Co., Ltd. Strictly Confidential 5 Market and Growth Strategy ☐ Industry and Market ☐ Opportunity ☐ Growth Plan Agenda Introduction ☐ Company Introduction ☐ Our Leadership Team Investment Highlights and Positioning ☐ Investment Highlights ☐ Positioning ☐ Segmentation and Service Lines F
Slide 6: Company Mission
©2025 Leifras Co., Ltd. Strictly Confidential 6 Company Mission Creating Value for Children: Enabling children to lead more fulfilling and abundant lives. Creating Value for Society: 1) Through our programs, preparing children to take on future leadership roles 2) Improve significant shortage of clu
Slide 7: Introducing Leifras
©2025 Leifras Co., Ltd. Strictly Confidential 7 76% 24% Introducing Leifras Tokyo, Japan Headquarters We are a growing sports education company that has expanded into regions all over Japan. USD 66M +21%YoY* FY23 Revenue Operating >4,500 schools >65,000 Sports school members Supporting >1,500 school
Slide 8: Our Leadership Team
©2025 Leifras Co., Ltd. Strictly Confidential 8 Our Leadership Team Leifras Management Team Kiyotaka Ito CEO Takamichi Kon Director Hitoshi Kawabata Director Daisuke Miyamoto Director Michio Nagatsu CFO • Founder • Over 23 years at Leifras • 37 years dedicated to education businesses • Previously, o
Slide 9: Our Leadership Team (continued)
©2025 Leifras Co., Ltd. Strictly Confidential 9 Our Leadership Team (continued) Independent Directors Audit and Supervisory Committee Nomination Committee Compensation Committee ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Mitsunobu Kawaharada Over 37 years of experience as a banker, including as a managing executive officer
Slide 10: Leifras Investment Highlights
©2025 Leifras Co., Ltd. Strictly Confidential 10 • Leadership, each with over 20 years of industry experience • Founder with 35+ years in youth education • Proven track record in strategic planning and business management Experienced Management Team • Employs primarily full - time coaches • Strong c
Slide 11: Our Leading Position in the Expanding Market
©2025 Leifras Co., Ltd. Strictly Confidential 11 Our Leading Position in the Expanding Market Leifras stands out as the largest player in domestic sports schools and is benefitting from: 1) A steadily growing Sports Instruction Market 2) A rapidly expanding Social Support Services Market According t
Slide 12: Business Segmentation and Services
©2025 Leifras Co., Ltd. Strictly Confidential 12 Business Segmentation and Services Sports School Business Over 4,500 schools in 41 prefectures. Social Business ● We operate >4,500 sports schools for 13 different sports e.g. soccer, baseball, basketball, etc. ● Target age: 3 - 15 years old ● The num
Slide 13: Japan's Sports Instruction Industry Growth
©2025 Leifras Co., Ltd. Strictly Confidential 13 Japan’s Sports Instruction Industry Growth The sports instruction services industry is a steady market The market is growing steadily. Source: China Insights Consultancy Limited Strictly Confidential Market size of Sports Instruction service Industry
Slide 14: Market Size of the Social Support Services Industry in Japan
©2025 Leifras Co., Ltd. Strictly Confidential 14 Market Size of the Social Support Services Industry in Japan Major types of businesses in the social support service industry include: school club outsourcing, daycare for children with disabilities, elderly health care, corporate event management, an
Slide 15: Global Opportunities and Strategies
©2025 Leifras Co., Ltd. Strictly Confidential 15 Global Opportunities and Strategies Exploring opportunities to expanding total addressable market For children not only in Japan but all over the world ＄ 4.2B Japan Global Market $99 billion in Asia Exploring expansion through organic growth and M&A T
Slide 16: Plans and Strategy for Growth
©2025 Leifras Co., Ltd. Strictly Confidential 16 Plans and Strategy for Growth » Expansion of coverage area » Increase average customer spending » Expand reach to junior high school students » Further expansion by taking advantage of current leading position. » The market is expected to expand furth
Slide 17: Strong Growth in Financial Figures
©2025 Leifras Co., Ltd. Strictly Confidential 17 2,849 4,811 2022 2023 Strong Growth in Financial Figures Each financial indicator is growing rapidly and strongly. Income from Operations (US$ ‘000) 1,037 2,719 2022 2023 +162.1% 54,559 65,934 2022 2023 Revenue (US$ ‘000) +20.8% +68.9% Net cash flows
Slide 18: Capital Allocation
©2025 Leifras Co., Ltd. Strictly Confidential 18 Capital Allocation Approximately 68.7 % of capital will be allocated to be invested in growth areas (including human capital) » 39.1 ％ for investing in full - time human resources » 21.1% for expanding our sports school business » 8.5% for expanding o
Slide 19: Conclusion
©2025 Leifras Co., Ltd. Strictly Confidential 19 Conclusion Experienced Management Team Full - Time Professional and Expert Coaches Strong Market Position and Rapid Growth Financial Strength and Healthy Cash ©2025 Leifras Co., Ltd. See offering documents for further risks and disclosures . There is
Slide 20: Contact Us
©2025 Leifras Co., Ltd. Strictly Confidential Contact Us Investor Relations IR@leifras.co.jp Underwriter banking@kingswoodus.com See offering documents for further risks and disclosures . There is no guarantee that any specific outcome will be achieved . Investments may be speculative, illiquid and