Se Holdings & Incubations Co., Ltd. · TSE:9478
Se Holdings & Incubations — Investor Presentation (June 2019)
29 slides from Se Holdings & Incubations's investor presentation, June 2019
Slide 1: SE Holdings & Incubations IR presentation
SE 19 3 19 6 _JASDAQ_
Slide 2: 19 3
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Slide 4: FY2019/3 consolidated results
19/3 18/3 7,312 6,713 +8.9 2,184 2,059 +6.1 1,645 1,522 +8.1 539 536 +0.5 482 436 +10.4 101 379 73.2 98 316 163 +93.5 125 111 131 429 69.3 4
Slide 5: IT e-Learning segment results
IT e-Learning 19/3 18/3 { 1Q 3,379 3,568 { E- 491 482 5
Slide 6: IT segment results
IT 19/3 18/3 { 1,222 1,152 128 98 { 6
Slide 7: Mobile segment results
Mobile 19/3 18/3 { 1,092 1,223 { 108 190 { 7
Slide 8: 19/3 18/3 { 1,265 { {
19/3 18/3 { 15 1,265 607 { 60 0 { 8
Slide 9: Balance sheet and M&A
19/3 18/3 M&A 5,658 6,313 655 4,695 3,909 +785 10,353 10,222 +130 2,590 2,529 +61 3,528 3,269 +259 6,119 5,798 +320 4,233 4,311 - ( 680) ( 477) 203 4,590 4,186 +403 9
Slide 10: 20 3
20 3 10
Slide 11: 1. 2. 3.
20 1. 2. 3. 100 11
Slide 12: FY2020/3 forecast
20 3 19/3 20/3 7,312 9,300 +27.2% 2,184 2,700 +23.6% 1,645 2,100 +27.7% 539 600 +11.3% 482 550 +14.1% 101 550 +444.6% 316 650 +105.7% 131 270 +106.1% 12
Slide 13: SE H&I group overview
100 SE SE H&I SE H&I 100 54 SE 100 SE IT 13
Slide 14: 14
14
Slide 15: Results trend FY2015 to FY2021
15/3 17/3 18/3 19/3 20/3 21/3 15
Slide 16: Medium-term targets
Oo 15/3 17/3 20/3 18/3 19/3 16
Slide 17: Business structure: Mobile, Online, IT
5 Mobile&Online Real Interface for IT SEM&O eZuz 25 ) INC 26 Online game SEM&O Gaiax Technology Information IT business support IT SE CRM 800Teleservices: 25 IT education&HR e-learning IT SE ) STI SE R-learning 29 17
Slide 18: Real E-Learning Company
UNITED MobileAFFILIATE Tech nol wl Real E-Learning Company 18
Slide 19: Mobile business history
1 14 60 Mobile 2005 288 2008 500 19
Slide 20: 1
1 20
Slide 21: Mobile affiliate business
Mobile Mobile AFFILIATE 26 \ 21
Slide 22: Smart-C Pocket Affiliate
1 Mobile Smart-C Pocket Affiliate DeNA 19/12 22
Slide 23: IT education STI business
2 IT 3Years 360 STI SE 20/3 18 11 23
Slide 24: Real E-Learning Company services
2345 Tech hnol wv — s . (SEMTAFILOFY UP OP Y ITS) iStudy ao 3Years @ SE plus fatnicton tL? Real E-Learning Company SHOEISHA IT 24
Slide 25: No.1 Non-FC
3 No.1 Non-FC 2 100 18 3 19 3 20 3 608 1,265 1,800 25
Slide 26: 800Teleservices CRM
800Teleservices CRM 4 25 26
Slide 27: SE Holdings & Incubations group companies
SE Holdings&Incubations SE H&I SE M&O INC SE Design STI SE Game Goose eZuz eCapital GVT 800TS SH 21LADY IP Online Mobile 27
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Slide 29: Investor relations contact
SE 03-5362-3707 ir@sehi.co.jp { 29
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