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POPER
POPER (5134) investor relations material
POPER Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary17 Feb, 2026
Business overview and market position
Provides business management and communication platforms for education providers, with a focus on cram schools and expanding into lessons and school segments.
Main products include Comiru, ComiruAir, ComiruHR, ComiruPay, and BIT CAMPUS, offering features like parent communication, billing, attendance, and online class management.
Holds the No.1 domestic share in cloud-based business management systems for cram schools, with a strong recurring revenue model and low churn rate (0.6%).
Expanding market share across major, mid-sized, and private cram schools, aiming for 25% market share in the sector.
Diversifying into adjacent markets such as lessons, after-school care, and public/private schools to expand TAM.
Financial performance and growth
Net sales grew by 29.7% YoY to ¥1,389M in FY2025, with operating profit up 138.2% and net income up 65.9%.
Gross profit margin improved to 75.2% (+0.7pt YoY), supported by revenue growth and development efficiency.
SG&A expense ratio improved to 62.6% (-5.0pt YoY) through disciplined cost control.
Paid contract companies increased by 14.8% YoY, with a low churn rate and growing number of billed student IDs (+13.7% YoY).
ARPU declined due to more SMB customers but turned upward in 2H; ARR increased 9.4% YoY.
Strategic initiatives and future outlook
Shifting from labor-intensive custom development to scalable license and recurring revenue, with short-term margin pressure but long-term profitability.
Investing in infrastructure, security, and product features to support enterprise clients and market expansion.
Expanding ComiruPay and payment options to drive adoption, increase switching costs, and maximize LTV.
Building a community platform (ComiruDay) to deepen customer engagement, reduce churn, and drive referrals.
Targeting a ¥10B market cap by 2030 through organic growth, M&A, and shareholder returns.
FY26 profit decline: impact of revenue model shift?
Expand TAM beyond cram schools: strategy?
Back-office position: competitive advantage & data use?
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Next POPER earnings date
Q1 202619 Mar, 2026
POPER
Next POPER earnings date
Q1 202619 Mar, 2026
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Frequently asked questions
POPER Co Ltd is a Japan-based company that provides online education services and learning support tools. The company develops platforms and applications designed to connect students with tutors and educational institutions, offering scheduling, communication, billing, and performance tracking features. POPER primarily serves private tutoring schools and individual educators, aiming to streamline administrative tasks and enhance the learning experience. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
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