Dentsu Group
Logotype for Dentsu Group Inc

Dentsu Group (4324) investor relations material

Dentsu Group Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Dentsu Group Inc
Q4 2025 earnings summary13 Feb, 2026

Executive summary

  • Fiscal 2025 organic growth slightly exceeded guidance, with Japan achieving 6.2% organic growth and record net revenue and operating profit, while international profitability improved due to restructuring.

  • Significant goodwill impairment loss of JPY 396.1 billion (including JPY 310.1 billion in Q4), mainly in Americas and EMEA, reduced goodwill balance by more than half.

  • Net loss attributable to owners widened to JPY 327.6 billion, driven by impairment losses; no year-end dividend for FY2025 and none forecast for FY2026 due to negative distributable profit.

  • New management structure introduced to accelerate transformation, with Sano appointed as next CEO; turnaround initiatives in US CXM and focus on CRM, AI, and data-driven solutions.

  • Major asset sale (Russia business) completed in July 2024; transfer of Dentsu Ginza Building in January 2026 expected to generate JPY 29.6 billion gain in Q1 FY2026.

Financial highlights

  • Full-year organic growth rate was 0.5%, with consolidated net revenue up 0.3% year-on-year to JPY 1,197.5 billion; underlying operating profit decreased 2.1% to JPY 172.5 billion, operating margin at 14.4%.

  • Statutory operating loss of JPY 289.2 billion and net loss of JPY 327.6 billion due to impairment; underlying net profit rose 0.7% to JPY 93.5 billion.

  • Underlying basic EPS: JPY 360.38 (+1.4% YoY); statutory basic EPS: JPY -1,262.04.

  • Net debt/EBITDA at 0.95x; cash and cash equivalents at year-end were JPY 295.2 billion.

  • Ratio of equity attributable to owners to total assets fell to 11.7% from 19.9%.

Outlook and guidance

  • FY2026 organic growth expected at 0%-1% overall; Japan 2%-3%, Americas -2%, EMEA and APAC around 1%.

  • Net revenue forecast: JPY 1,230.2 billion (+2.7% YoY); underlying operating profit: JPY 166.3 billion (-3.6% YoY); operating margin in the 13% range.

  • Group expected to return to statutory profitability with operating profit of JPY 152.6 billion and net profit of JPY 69.7 billion; basic EPS at JPY 268.50.

  • No dividend forecast for FY2026; focus on enhancing EPS and maximizing TSR.

  • Targeting 16% operating margin in FY2027 through profitability improvements.

Strategy to restore distributable profit?
What specific actions drive US CXM turnaround?
New CEO's top priorities for Dentsu?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Dentsu Group earnings date

Logotype for Dentsu Group Inc
Q1 202614 May, 2026
Dentsu Group
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Dentsu Group earnings date

Logotype for Dentsu Group Inc
Q1 202614 May, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Dentsu Group Inc. is a Japan-based company specializing in advertising, marketing, and communication services. The company provides a wide range of services, including media planning and buying, creative solutions, digital marketing, public relations, and data-driven marketing strategies. Dentsu serves clients across diverse industries, supporting brand development and customer engagement on a global scale. Its operations are structured through a network of subsidiaries and affiliates, including Dentsu Creative and Dentsu International. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage