Densan System Holdings Co. Ltd. · TSE:4072
Densan System — Q2 FY2025 Earnings Presentation
20 slides from Densan System's earnings presentation, August 2025
Slide 1: Presentation Materials for the 2Q FY2025 Results Briefing
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q 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 2Q FY2025 Results Briefing 2 Table of Contents ● 2Q FY2025 Business Results Highlights P3 ● 2Q FY2025 Business Results Quarterly Trends P4 ● 2Q FY2025 Business Results Financial Condition (B/S) P5 ● 2Q FY2025 Business Results Informatio
Slide 3: 2Q FY2025 Business Results Highlights
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 3 2Q FY2025 Business Results Highlights Unit: Millions of yen ● Net sales increased steadily due to growth of the Google business and payment agency services. ● Operating profit increased year on year driven b
Slide 4: 2Q FY2025 Business Results Quarterly Trends
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 4 2Q FY2025 Business Results Quarterly Trends Unit: Millions of yen FY2021 FY2022 FY2023 FY2024 FY2025 Net sales ● Net sales increased steadily every fiscal year. ● In 2Q, net sales increased by ¥1,141 million
Slide 5: 2Q FY2025 Business Results Financial Condition (B/S)
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 5 2Q FY2025 Business Results Financial Condition (B/S) Unit: Millions of yen ● Total assets at the end of 1Q increased by ¥14.7 billion from the end of the previous fiscal year. This was mainly due to increase
Slide 6: Information Services Segment Summary
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 6 2Q FY2025 Business Results Information Services Segment Summary Unit: Millions of yen ● Net sales amounted to ¥19,560 million, a 7.4% year on year increase. ● In SI and software development, system projects
Slide 7: Information Services Segment Quarterly Trends
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 7 2Q FY2025 Business Results Information Services Segment Quarterly Trends Unit: Millions of yen Net sales FY2021 FY2022 FY2023 FY2024 FY2025 ● Quarterly net sales has grown steadily every year, except for 1Q
Slide 8: Information Services Segment in Detail (Google Business)
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 8 2Q 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. ● Although we received order
Slide 9: Information Services Segment in Detail (BPO Business)
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 9 2Q FY2025 Business Results Information Services Segment in Detail (BPO Business) Unit: Millions of yen ● Net sales in 2Q amounted to ¥974 million, an 12.3% year on year increase. For the cumulative total up
Slide 10: Payment Agency Services Segment Summary
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 10 2Q FY2025 Business Results Payment Agency Services Segment Summary Unit: Millions of yen ● Sales increased in payment and collection agency, online payment, and deferred payment services due to steady growt
Slide 11: Payment Agency Services Segment Quarterly Trends
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 11 2Q FY2025 Business Results Payment Agency Services Segment Quarterly Trends Unit: Millions of yen FY2021 FY2022 FY2023 FY2024 FY2025 Net sales ● In 2Q, net sales increased by ¥427 million, or 6.5% year on y
Slide 12: Payment Agency Services Segment in Detail
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 12 2Q 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 13: Initial Plan for FY2025
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 13 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 14: FY2025 Key Measures
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 14 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 15: Shareholder Returns
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 15 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 16: Sustainability Policy
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 16 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 17: Sustainability Policy: Women's Active Participation
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 17 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 18: Response to Achieve Management with Awareness of Capital Cost and Stock Price
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 18 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 19: Topics
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 19 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 20: Topics
Densan System Holdings Co., Ltd. Presentation Materials for the 2Q FY2025 Results Briefing 20 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
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