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Asia Investment Research Memo (3): For the fiscal year ending March 2025, a profit turnaround is expected through the sale of stocks and projects.
3. Conclusion of a Strategic Business Partnership (2) Growth Partners is an investment company engaged in investment and hands-on support services, dealing not only with venture investments but also with investments in publicly listed companies and buyout projects. In the formation of the fund that the company is planning, it aims to combine its operational skills with Growth Partners' expertise in selecting investment targets and providing hands-on support to investee companies to pursue the fund's performance.
Research Memo No.1: Introduction of Shareholder Benefits System
■Shareholder return strategy No. 1 <3562> announced its mid-term management plan "Evolution 2027", changing its shareholder return policy and indicating a significant enhancement of shareholder return. While aiming for stable dividends (with a target dividend payout ratio of 30%) in the past, the new direction is to maintain a "target dividend payout ratio of 30% and implement stable and continuous shareholder dividends regardless of annual performance volatility". A distinctive feature is to set the previous year's annual dividend per share as the minimum, ensuring consecutive increases in dividends.
No.1 Research Memo (8): Promoting a long-term vision and medium-term management plan aimed at 100-year enterprises.
■ No.1 <3562> 's mid-term management plan 'Evolution2027' directionality1. Positioning of long-term vision and mid-term management plan The company announced its desired state for 2030 'Vision2030' in April 2024. With the aim of forming a corporate body suitable for a hundred-year enterprise and establishing a solid management foundation, the management philosophy evolves towards 'the greatest force to energize Japan.' (expansion of business areas), realization of customer satisfaction and delight, new business utilizing IT.
No.1 Research Memo (7): The financial estimates for the February 2025 period are kept unchanged from the beginning of the period, with an expected increase in revenue but a temporary decline in profits.
■ Performance outlook for No.1＜3562＞ 1. The company's financial estimates for the fiscal year ending February 2025 remain unchanged. The consolidated revenue is expected to increase by 4.8% year-on-year to 14,100 million yen, operating profit to decrease by 24.3% to 930 million yen, operating profit to decrease by 24.8% to 915 million yen, and net income attributable to the parent company's shareholders to decrease by 35.3% to 573 million yen, expecting a decrease in profit despite increased revenue due to the impact of strategic growth investments. The favorable information security trends continue.
No.1 Research Memo (6): By realizing M&A and business partnerships, efforts are being made to expand business areas and strengthen the business foundation.
■No.1＜3562＞'s main topics 1. Active investment in growth through M&A (global strategy) On April 24, 2024, the company and Alexon each made OZ MODE※2, which engages in SES business※1 and software development contracting, and IT Engineering※2 subsidiaries, successfully entering the SES business as a new venture. This is the first investment in 'new business areas' aligned with the mid-term management plan 'Evolution 2027' and a growth area.
No.1 Research Memo (5): Progress is going smoothly against the financial estimates for the entire period.
■Overview of the financial results for No.1 <3562> 1. Overview of the first half of the fiscal year ending February 2025 The consolidated results for the first half of the fiscal year ending February 2025 show a revenue of 6,824 million yen, an increase of 3.7% compared to the same period last year, operating profit of 479 million yen, an increase of 1.0%, ordinary profit of 480 million yen, an increase of 2.5%, and net profit attributable to shareholders of the parent company (hereinafter referred to as net profit) decreased by 37.8% to 221 million yen, resulting in an increase in revenue and profit (excluding net profit). Progress is also smooth against the full-year financial estimates. Furthermore, net profit
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