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Sansan (4443) investor relations material
Sansan Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary10 Oct, 2025
Executive summary
Net sales increased 28.2% year-over-year to ¥12,283 million in Q1 FY2025, with strong growth across all segments and gross profit up 29.8% to ¥10,792 million; gross margin improved to 87.9%.
Adjusted operating profit surged 178.8% year-over-year to ¥578 million, with margin improving by 2.5 points to 4.7%, despite increased advertising expenses.
Net profit rebounded, returning to positive territory due to the absence of one-time stock compensation expenses and lower share-based payment expenses.
Both subscription and monthly recurring sales per subscription remained strong, with profit generation advancing even with growth investments.
Financial highlights
ARR exceeded ¥43.7 billion as of August 2025.
Ordinary profit was ¥528 million (vs. -¥329 million YoY); EPS was ¥2.36 (vs. -¥2.96 YoY).
Operating profit reached ¥527 million, compared to a loss of ¥325 million in the same quarter last year.
Total assets decreased to ¥43,726 million, down ¥4,257 million from the previous fiscal year-end; net assets declined to ¥14,970 million.
Gross profit margin improved by 1.2 points year-over-year, mainly due to operational efficiency in Bill One.
Outlook and guidance
Full-year forecasts for FY2025 remain unchanged, targeting net sales of ¥52,707–54,003 million (+22.0% to +25.0% YoY) and adjusted operating profit of ¥6,851–8,640 million (+92.7% to +143.0% YoY).
Medium-term policy aims for a 22–27% CAGR in net sales through FY2026 and an adjusted operating profit margin of 18–23% by FY2026.
Profit recognition is expected to be back-loaded, with 75% of annual profit planned for the second half due to front-loaded advertising spend.
Advertising budget for the year is set at ¥6.5 billion, with spending to be distributed evenly or slightly weighted toward Q4.
Bill One MRR per paid sub decline?
Share-based payment expense outlook?
Eight Business path to profitability?
Assess Q1 ad spend impact and future strategy
Bill One ARPU trend and growth drivers
Sansan's growth drivers and future sustainability
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Q2 202614 Jan, 2026
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