Intage Holdings Inc. TSE:4326

INTAGE : Explanation Materials for Consolidated Financial Results for the year ended June 30, 20252925KB

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Financial results presentation for institutional investors and analysts Financial Results for the year ended June 30, 2025 INTAGE HOLDINGS Inc.

Securities code: 4326

August 8, 2025



Although results for the current consolidated fiscal year fell short of the revised forecast, sales and profit increased year on year due to the consolidation of DOCOMO InsightMarketing, INC. (DIM) and growth in existing businesses. Profit attributable to owners of parent increased significantly due to a gain from the transfer of the CRO business.

Consolidated Statement of Income



(Millions of yen)

Year ended June 30, 2024

Year ended June 30, 2025

Change from previous year

YoY

Full-year forecast

(Revised February 6)

Net sales

63,279

65,571

+2,291

+3.6%

68,000

Operating expenses

59,989

61,329

+1,340

+2.2%

-

Operating profit

3,289

4,241

+951

+28.9%

4,500

Ordinary profit

3,543

4,131

+587

+16.6%

4,500

Profit attributable to owners of parent

2,456

3,505

+1,048

+42.7%

3,750

EPS (yen)

64.47

91.83

+27.36

-

98.21

ROE (%)

7.8

10.7

-

-

-

Operating profit increased significantly, benefitting from business streamlining and measures to optimize costs including fixed cost reductions, in addition to the effects from the increase in sales. While management focused primarily on profits, investments were implemented as planned.

(Millions of yen)





Net sales

Costs and personnel expenses

Investment

Sales increased due to the consolidation of DIM and growth of existing businesses

The rate of increase was held to a level below the growth rate of net sales

Price increases in response to rising costs contributed to an increase in profits

Investments in the revamped SCI and other areas proceeded according to plan, around the same level as the previous year.

Other Overseas

Co CR (Other than Web)

CR-Web

Panel surveys

Net sales breakdown by product (Millions of yen)

24/6

25/6

Y/Y

Operating profit margin

Net sales

41,176

45,344

+10.1%

Operating profit

1,160

1,435

+23.7% 3.2%

(Millions of yen)

5,940

4,805

+24%

+6%

+41%

+12%

+15%

5,710

5,374

3,435

2,435

4,585

4,096

9,628

8,375

16,088

16,043

24/6

The consolidation of DIM also contributed, and sales in the CR-Web and CO segments increased significantly

CR (Other than Web) also performed strongly. Panel surveys remained around the same level as the previous year.

Overseas, dataSpring Inc. sales and other sales increased year on year.

Operating profit surpassed the previous year, absorbing investment costs, increased personnel expenses and upfront expenses from the launch of a synergy product with DOCOMO.

Financial Results Highlights



25/6

Other: Public-sector projects, RnI's CODE, etc.

Overseas: Sales from overseas subsidiaries (excluding healthcare)

Co: Communications area (i-SSP, Media Gauge, di-PiNK, etc.)

CR (Other than Web): Custom research through methods other than Internet surveys (such as qualitative research, offline survey, and outbound)

CR-Web: Internet surveys of custom research areas

Panel surveys: SRI+, SCI, etc.

* Sales from DIM, which was newly consolidated from this fiscal year, have been recorded across multiple products (CR-Web, Co, Other) shown under "Net sales breakdown by product" in the figure on the left.

Other Promotion

CRO

CR

Net sales breakdown by product

(Millions of yen)

24/6

25/6

Y/Y

Operating profit margin

Net sales

14,336

12,432

-13.3%

Operating profit

1,698

2,133

+25.7% 17.2%

Panel surveys

(Millions of yen)

-1%

324

+6%

4,969

3,811

3,712

4,688

2,577

2,751

575

2,780

577

24/6

+3%

CR and panel surveys achieved steady results that led the segment. Promotion finished at the same level as the previous year.

No sales were recorded for CRO in 2Q or later due to the sale of the business.

The strong performance of CR and panel surveys propelled operating profit beyond the previous year.

Financial Results Highlights



25/6

Other: Healthcare sales of overseas subsidiaries, etc.

Promotion: Sales from promotion-related business conducted by KYOWA KIKAKU, Ltd.

CRO (Contract Research Organization): Post-marketing surveillance, etc.

CR: Custom research mainly for pharmaceutical companies and medical device manufacturers

Panel surveys: SRI+, Impact Track, prescription DB, etc.

* As noted in the disclosure dated June 17, 2024 ("Notice of Company Split (Incorporation-Type Company Split) and Transferring Shares of a Newly-Incorporated Company by a Consolidated Subsidiary Company, and Recording of Extraordinary Profit"), effective September 2, 2024 the CRO Business was transferred to Alfresa Holdings Corporation.