Densan System Holdings Co. Ltd. · TSE:4072
Densan System — Q3 FY2025 Earnings Presentation
25 slides from Densan System's earnings presentation, November 2025
Slide 1: Presentation Materials for the 3Q FY2025 Results Briefing
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing Tokyo Stock Exchange Prime Nagoya Stock Exchange Premier Securities Code: 4072 Forward-looking statements contained in this document are based on current estimates and projections and include potential risks a
Slide 2: Table of Contents
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 2 Table of Contents ● 3Q FY2025 Business Results Highlights P3 ● 3Q FY2025 Business Results Quarterly Trends P4 ● 3Q FY2025 Business Results Financial Condition (B/S) P5 ● 3Q FY2025 Business Results Informatio
Slide 3: 3Q FY2025 Business Results Highlights
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 3 3Q FY2025 Business Results Highlights Unit: Millions of yen ● Net sales increased due to growth of the Google business. ● Each stage of profit increased due to the increase in sales. This was a significant i
Slide 4: 3Q FY2025 Business Results Quarterly Trends
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 4 3Q FY2025 Business Results Quarterly Trends Unit: Millions of yen ● Net sales increased steadily every fiscal year. FY2021 FY2022 FY2023 FY2024 FY2025 ● In 3Q, net sales increased by ¥3,047 million, or Net s
Slide 5: Financial Condition (B/S)
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 5 3Q FY2025 Business Results Financial Condition (B/S) Unit: Millions of yen ● Total assets at the end of 3Q increased by ¥11.6 billion from the end of ● About net cash the previous fiscal year. This was mainl
Slide 6: Cash Allocation Strategy
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 6 Cash Allocation Strategy All funds are allocated for strategic purposes Flow: Free cash flow Shareholder returns: Pay stable and continuous dividends based on First priority financial soundness. (Dividend fo
Slide 7: Information Services Segment Summary
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 7 3Q FY2025 Business Results Information Services Segment Summary Unit: Millions of yen ● Net sales amounted to ¥31,389 million, a 14.7% year on year increase. ● In SI and software development, system projects
Slide 8: Information Services Segment Quarterly Trends
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 8 3Q FY2025 Business Results Information Services Segment Quarterly Trends Unit: Millions of yen FY2021 FY2022 FY2023 FY2024 FY2025 ● 3Q sales grew significantly due to GIGA School Net sales introduction. ● Ac
Slide 9: Information Services Segment in Detail (Google Business)
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 9 3Q FY2025 Business Results Information Services Segment in Detail (Google Business) Unit: Millions of yen ● Google Workspace saw steady growth in the number of business partners. ● Net sales increased signif
Slide 10: Information Services Segment in Detail (BPO Business)
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 10 3Q FY2025 Business Results Information Services Segment in Detail (BPO Business) Unit: Millions of yen ● Net sales in 3Q amounted to ¥1,019 million, a 5.2% year on year increase. For the cumulative total up
Slide 11: Payment Agency Services Segment Summary
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 11 3Q FY2025 Business Results Payment Agency Services Segment Summary Unit: Millions of yen ● Sales increased in each service except remittance services due to steady growth in usage by customers that started
Slide 12: Payment Agency Services Segment Quarterly Trends
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 12 3Q FY2025 Business Results Payment Agency Services Segment Quarterly Trends Unit: Millions of yen ● Net sales increased by ¥363 million, or 6.3% year on FY2021 FY2022 FY2023 FY2024 FY2025 Net sales year, ma
Slide 13: Payment Agency Services Segment in Detail
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 13 3Q FY2025 Business Results Payment Agency Services Segment in Detail (Payment and Collection Agency Services / Online Payment Services) Unit: Millions of yen ● The number of large customers that began opera
Slide 14: Initial Plan for FY2025
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 14 Initial Plan for FY2025 Unit: Millions of yen ● Net sales are projected to increase by 10% or more due to growth in information ● Robust performance is likely given substantial market needs with respect to
Slide 15: FY2025 Key Measures
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 15 FY2025 Key Measures Transforming into a Value Creator ● DSK Transformation Transition to a service-based business. Expansion of stock ratio. Establishment of a new Business Design Planning and Promotion Hea
Slide 16: Shareholder Returns
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 16 Shareholder Returns Our basic policy will be to conduct stable and continuous distribution of profits based on a comprehensive assessment of our financial position and business performance, while retaining
Slide 17: Sustainability Policy
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 17 Sustainability Policy We will create new innovations through sustainability. Based on our Sustainability Policy, the Densan System Group considers diversity as an important management strategy because respe
Slide 18: Sustainability Policy: Women's Participation
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 18 Sustainability Policy Aiming to be a company where women can actively participate The Group company, Densan System Co., Ltd., has obtained the two-star Eruboshi Certification (Level 2) established by the Mi
Slide 19: Response to Achieve Management with Awareness of Capital Cost and Stock Price
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 19 Response to Achieve Management with Awareness of Capital Cost and Stock Price We will aim to further strengthen profitability while also steadily implementing measures to improve capital cost, including tim
Slide 20: Topics
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 20 Topics ● January 6, 2025: DSK We expanded our convenience store payment agency business with a contract for national tax collection agency services! We expanded our role as public infrastructure with a new
Slide 21: Topics
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 21 Topics ● June 2, 2025 DSHD, DSK Launch of EZASSIST FAX Order Automatic Reading to streamline fax order processing We will support the promotion of DX and improvements in operational efficiency in the manufa
Slide 22: Topics
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 22 Topics ● 2025/8/18 DSK Contracted by Kawasaki City to build, operate, and maintain a temporary childcare system Provided the Minnano Michishirube Special Childcare Reservation System, which is developed, ma
Slide 23: Topics
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 23 Topics ● 2025/9/10 DSHD, DSK We launched NIPPON WONDER FACTORY, a co-creation project for tourism and regional development. The mission of this project is to support people, goods, and money for regional de
Slide 24: Digital transformation of payment infrastructure using stablecoin
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 24 Topics Stablecoin Initiatives 2023/6 The revised Payment Services Act legally defines stablecoins as a means of electronic payment and allows them to be issued and distributed in Japan. 2025/8 Approved as a
Slide 25: Topics: NIPPON WONDER FACTORY
Densan System Holdings Co., Ltd. Presentation Materials for the 3Q FY2025 Results Briefing 25 Topics NIPPON WONDER FACTORY 2025/9 Launched NIPPON WONDER FACTORY, a co-creation project for tourism and regional development Providing one-stop solutions to issues related to people, goods, and money face
Densan System Holdings — Q3 FY2025 Earnings Presentation on 6ix