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Investor Relations14 Oct 2025
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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
Revenue/net sales grew 28.2% year-over-year, with all segments showing strong growth momentum from the previous quarter.
Adjusted operating profit surged 178.8% year-over-year, with margin improving by 2.5 points, despite increased advertising expenses from large-scale promotions.
Net profit rebounded significantly due to the absence of one-time stock compensation expenses that impacted the prior year.
Both subscription and monthly recurring sales per subscription remained strong, and profit generation advanced even with growth investments.
Financial highlights
Net sales reached ¥12,283 million, up 28.2% year-over-year; gross profit was ¥10,792 million, up 29.8%, with gross margin at 87.9%.
Adjusted operating profit was ¥578 million, up 178.8% year-over-year, with a margin of 4.7%.
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).
Advertising expenses increased by ¥1.081 billion, raising the sales ratio by 6.3 points, while personnel cost ratio fell by 2.5 points.
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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Next Sansan earnings date
Q2 202614 Jan, 2026
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