Asiaquest Co.,ltd. · TSE:4261

Asiaquest Co.,ltd — Q2 FY2022 Earnings Presentation

40 slides from Asiaquest Co.,ltd's earnings presentation, Aug 12, 2022

Slide 4: Company overview
2012 4 11 3-11-13 i-MARK ANNEX6 1-1-11 6 12-12 ANNEX KEI BL 2 https://www.asia-quest.jp/ 407,994 2022 6 276 2022 6 JHD PT.AQ Business Consulting Indonesia( ) AsiaQuest Internet Malaysia SDN. BHD.( ) Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved
Slide 10: IoT/AI market and workforce trends
4,200 132,190 2015 7,050 132,250 2016 10,121 132,909 2017 13,239 131,391 2018 17,107 129,743 2019 21,720 126,780 2020 Iot/AI 26,538 122,542 2021 32,656 117,524 (3rdPF) 39,793 111,527 2022 2023 47,849 104,619 2024 56,565 97,061 (2ndPF) 65,503 89,289 2025 2026 74,058 81,909 2027 Copyright © 2022 AsiaQ
Slide 11: DX and SIer industry structure
2 3 大手SIer AI, IoT, RPA , Cloud DX 中堅SIer ク UI/UX RPA IoT ラ AI 専専ウド専専業 SI 業業ベベ専業ン業ベベンンダダベン中小ンダダーーーシステムベンダーダーー Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved
Slide 15: Q2 results summary
2021 12 2022 12 2022 12 2Q 2Q 1,112 1,241 +129 +11.6% 2,663 46.6% 173 191 +17 +10.0% 338 56.4% % 15.6 0.2pt 12.7 177 194 +17 +9.8% 334 58.3% % 15.9 0.3pt 12.5 120 129 +9 +8.2% 231 56.1% % 10.8 0.3pt 8.7 Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved
Slide 16: Quarterly trends
234 234 208 209 194 168 148 211 208 209 207 195 FY2018 FY2019 FY2020 FY2021 FY2022 FY2022 1Q 2Q 3Q 4Q 1Q 2Q 1Q 2Q FY2021 FY2022 ※ Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved
Slide 17: Net sales trend
2,663 2,236 611 630 1,800 573 568 549 544 1,563 1,241 1,068 FY2018 FY2019 FY2020 FY2021 FY2022 FY2022 1Q 2Q 3Q 4Q 1Q 2Q 2Q 予想 FY2021 FY2022 ※FY2018 FY2019 Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved
Slide 19: Operating profit and margin trend
営業利益営業利益率営業利益営業利益率 450 15% 13.1% 150 19.0% 20% 12.7% 17.6% 350 338 15.5% 115 10% 13.8% 293 15% 100 95 250 12.0% 5.4% 85 191 78 75 5% 10% 150 1.2% 97 50 6.1% 0% 34 5% 50 -2.8% 19 -50 -30 -5% 0 0% FY2018 FY2019 FY2020 FY2021 FY2022 FY2022 1Q 2Q 3Q 4Q 1Q 2Q 2Q 予想 FY2021 FY2022 ※FY2018 FY2019 Copyrig
Slide 21: Balance sheet summary
2022 12 2021 12 2Q 1,972 2,009 +36 1,823 1,862 +38 149 147 2 1,061 917 144 562 502 60 499 415 84 911 1,092 +181 1,972 2,009 +36 1,489 1,468 20 46.2% 54.4% +8.2pt Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved
Slide 30: NTT West Group cloud migration
【NTT西日本グループさま】商談の数と規模に合わせ、提案・構築・運用をセットにしたソリューション・チーム提供 ■クラウド移行というチャンスと早期体制構築という課題 NTT西日本クラウド移行・新規構築商談グループ NTT Azure NTT西日本グループ提案 NTT西日本グループ構築 ■一気通貫のAWS精鋭チームを早期補強 NTT西日本グループ Microsoft Azure 運用 AWS NTT AWS AWS Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved
Slide 31: NTT West DX co-creation
【NTT西日本さま】多様なDX人材との共創が生み出すより良い社会システム構築をご支援 ■デジタル変革に向けた課題と専門家をつなぐ DX 共創拠点 LINKSPARK NTT NTT DX DX 共創ハブ拠点柔軟な共創による課題解決発散収束 DX の創発 ■アイディアを具現化する多様な専門家福岡大阪名古屋 DX NTT DX AI IoT EC UI/UX Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved
Slide 34: Income statement
2021 12 2022 12 2021 12 2Q 2Q 1,112,897 2,236,268 1,241,991 598,798 1,217,580 640,405 514,098 1,018,687 601,585 340,148 724,814 410,237 173,950 293,873 191,348 6,842 8,793 6,137 3,322 12,910 2,618 177,471 289,756 194,867 120,013 195,827 129,890 Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved
Slide 35: Balance sheet
2022 12 2020 12 2021 12 2Q 1,097,974 1,823,346 1,862,199 791,453 1,489,494 1,468,514 273,277 299,020 361,723 178,441 149,642 147,267 88,031 86,333 85,884 9,417 9,469 8,282 80,993 53,840 53,099 1,276,416 1,972,989 2,009,467 466,696 562,097 502,030 43,764 33,703 28,498 ― 3,749 830 1 103,924 94,017 97,
Slide 36: Cash flow and other data
2021 12 2022 12 2021 12 2Q 2Q 66,220 301,909 39,208 13,989 3,928 14,157 38,409 385,917 55,193 43,500 698,041 20,980 834,953 1,489,494 1,468,514 Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved
Slide 37: Company history
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 ４月当社設立国内企業向けに AWS※のAPNアドバンスド IoT/AIシステムコンサルティングパートナー開発を開始昇格 12月マザーズ（グロース）上場 Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved
Slide 40: Pure Challenge with You
AsiaQuest Pure Challenge with You —bHvsentk— SISA BidBs : 03-6261-2701 X-ILF ELA : ir@asia-quest.jp 7102-0072 RM AT AK AR BE3-11-13 8 FA tRi-MARK ANNEX 6F TEL : 03-6261-2701 FAX : 03-6261-2702

AsiaQuest Co.,Ltd. — Q2 FY2022 Earnings Presentation on 6ix

Asiaquest Co.,ltd — Q2 FY2022 Earnings Presentation

Slide 1: Pure Challenge with You

Slide 2: Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved

Slide 3: Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved

Slide 4: Company overview

Slide 5: Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved

Slide 6: IoT AI Web business areas

Slide 7: Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved

Slide 8: Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved

Slide 9: Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved

Slide 10: IoT/AI market and workforce trends

Slide 11: DX and SIer industry structure

Slide 12: DX

Slide 13: Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved

Slide 14: Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved

Slide 15: Q2 results summary

Slide 16: Quarterly trends

Slide 17: Net sales trend

Slide 18: Sales composition

Slide 19: Operating profit and margin trend

Slide 20: Operating profit change factors

Slide 21: Balance sheet summary

Slide 22: Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved

Slide 23: Medium-term outlook 2021-2025

Slide 24: 3D model, XR and LINKSPARK initiatives

Slide 25: Engineer hiring initiatives

Slide 26: Organization structure

Slide 27: Technology areas

Slide 28: IT and SIer market data

Slide 29: IoT AI and AWS strategy

Slide 30: NTT West Group cloud migration

Slide 31: NTT West DX co-creation

Slide 32: IoT beaconnect plus

Slide 33: Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved

Slide 34: Income statement

Slide 35: Balance sheet

Slide 36: Cash flow and other data

Slide 37: Company history

Slide 38: Management

Slide 39: Copyright © 2022 AsiaQuest Co.,Ltd. All Rights reserved

Slide 40: Pure Challenge with You