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Hennge (4475) investor relations material
Hennge Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary7 Nov, 2025
Executive summary
Net sales rose 30.6% year-over-year to JPY 10.92B, driven by strong growth in the HENNGE One business, which accounted for 93.9% of total sales.
Operating income increased 76.7% year-over-year to JPY 1.79B, with margin improvement to 16.4%.
Profit attributable to owners of parent grew 64.2% year-over-year to JPY 1.36B, with net income margin rising to 12.4%.
Major advertising campaigns and brand-building activities, including partnerships with Ultra Heroes, were launched to boost recognition.
Employee headcount increased by 79, surpassing the target, though sales personnel recruitment lagged.
Financial highlights
Gross profit increased 34.3% year-over-year to JPY 9.45B, with gross margin improving to 86.5%.
ARR reached JPY 10,000,000,000, achieving the target set at the end of 2021.
SG&A expenses increased 27.1% year-over-year, mainly due to higher personnel, advertising, and business consignment costs.
Cash and cash equivalents at period end increased to JPY 7,319M from JPY 6,328M.
Basic earnings per share rose to JPY 42.40 from JPY 25.67 year-over-year.
Outlook and guidance
FY2026 net sales forecasted to rise 17.5% year-over-year to JPY 12.83B, with operating income expected to reach JPY 2.06B.
HENNGE One business projected to grow 17.8% year-over-year to JPY 12.09B in FY2026.
New goal set to achieve JPY 20,000,000,000 in ARR by FY 2029, with FY 2026 as a key preparatory year.
Long-term ambition to reach JPY 100,000,000,000 in ARR and a 50% operating margin by FY 2035–2037, requiring 20–30% annual ARR growth.
Basic earnings per share for the next fiscal year is projected at JPY 50.06.
Strategy for ARPU growth given single-feature plans
Timeline for M&A and geo expansion impact
TSE Prime market move: impact on brand and sales
Sales personnel recruitment challenges: plans
Impact of single feature plans on ARPU growth
TSE Prime Market move: brand enhancement strategy
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