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Investor Relations14 Oct 2025
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Kubell (4448) investor relations material
Kubell Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary8 Aug, 2025
Executive summary
Revenue for the six months ended June 30, 2025, rose 13.4% YoY to JPY 4,532mn, with Q2 FY2025 revenue up 11.5% YoY; EBITDA surged 84.7% YoY and operating profit rose 437.9% YoY, driven by cost-effectiveness and margin improvements.
Despite strong operational gains, a net loss attributable to owners of parent of JPY 14mn was recorded in H1, compared to a profit in the prior year.
The business shifted to a single Platform segment after discontinuing the Security segment at the end of 2024.
Major rebranding and integration activities included launching "TAXITA" and merging subsidiaries to accelerate BPaaS growth.
BPaaS business is the main growth driver, with segment integration and new management structure to accelerate group synergies.
Financial highlights
Q2 FY2025 revenue: JPY 2,297mn (+11.5% YoY, +2.9% QoQ); cumulative H1 revenue: JPY 4,532mn (+13.4% YoY); EBITDA: JPY 292mn (+55.2% YoY); cumulative H1 EBITDA: JPY 578mn (+84.7% YoY, 57.8% of full-year forecast).
Operating profit: JPY 70mn (+72.8% YoY); cumulative H1 operating profit: JPY 146mn (+437.9% YoY); ordinary profit: JPY 133mn (+705.6% YoY).
Gross profit: JPY 1,536mn (+7.0% YoY); gross margin stable at 66.9%.
Net loss attributable to owners: JPY 14mn in Q2, cumulative H1 at -JPY 14mn; basic EPS: -JPY 0.36.
ARR for Chatwork business reached JPY 7,088mn, with 822,000 paying IDs and ARPU of JPY 713.6.
Outlook and guidance
FY2025 revenue forecast revised to JPY 9,571–9,826mn (+13.0–16.0% YoY); EBITDA forecast raised to JPY 1,000–1,300mn (+17.3–51.7% YoY); operating profit to JPY 120–414mn (+23.9–328.2% YoY).
Net profit forecast: -JPY 236mn to JPY 41mn; EPS: -JPY 5.64 to JPY 0.98.
BPaaS expected to drive growth, with continued focus on new customer acquisition and productivity improvements.
Medium-term plan targets 30%+ CAGR in revenue and EBITDA margin of 10–15% by FY2026.
What drove the net loss despite strong operating profit?
What caused the slight ARPU decline for Chatwork?
Detail the BPaaS strategy post-subsidiary merger.
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Next Kubell earnings date
Q3 20257 Nov, 2025
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