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POPER Research Memo (9): Ensuring the growth foundation and preparing for future shareholder returns
POPER <5134> recognizes that returning profits to shareholders is an important management issue, but has not yet implemented any shareholder returns at this time. In the second period after listing, we are working to create a management foundation and revenue base for growth through business partnerships and M&A, and we can say that we are at the starting line for future growth. We are still in the stage of investing for growth to expand our revenue base, and we need to continue building up our internal reserves for a while.
POPER Research Memo (8): aiming to expand customer base and maximize ARPU for growth.
■The future outlook for POPER<5134> 2. Future growth strategy The future growth strategy aims to expand the customer base and maximize ARPU. It will expand its business scope to various revenue bases, including not only the cram school industry but also the hobby industry, such as English conversation, programming, sports clubs, music classrooms, and the school education industry, including after-school care and public and private schools, in addition to the cram school industry. The provided services include not only "Comiru" but also "ComiruAIR" and "ComiruHR" for users.
POPER Research Memo (7): Expand growth foundation through business partnerships and M&A, with a significant increase in revenue and profit expected for the fiscal year ending October 2024.
Future Outlook: 1. The performance forecast for the fiscal year ending October 2024 for POPER <5134> is expected to increase significantly in revenue and profit, with revenue expected to increase by 19.1% to 987 million yen from the previous fiscal year; operating profit is expected to increase by 68.8% to 62 million yen; ordinary profit is expected to increase by 86.3% to 61 million yen; net income in the current period is expected to increase by 83.4% to 48 million yen, which is in line with the initial financial estimates. The business collaboration with Tierra Com and the succession of the BIT CAMPUS business for supporting the management of cram schools will have an impact.
POPER Research Memo (4): Aiming to replace the core system through the expansion of Comiru's functions (2).
Overview of POPER <5134> business (2): a) Comiru's functions are classified into communication functions, business improvement functions, and student attraction and management functions, with a total of 15 functions. (Communication function) - Dedicated app & LINE collaboration: Enables direct communication of information and shared items from educational service providers to parents' smartphones through collaboration with dedicated apps and LINE. - Instructional reports and announcement templates: Enables faster documentation without sacrificing quality using templates, as compared to handwritten reports.
POPER Research Memo (2): Advancing mainland education DX with SaaS type business management platform "Comiru"
Company Overview 1. Company Overview POPER <5134> is committed to the mission of "smooth teaching" and provides SaaS-based business management platforms for educational institutions through "Comiru". By DXing with back-office operations in educational settings such as cram schools, we improve efficiency and increase the "teaching time" that instructors can spend with more students. We are the leading company in the industry for offering services to cram schools, and while promoting DX mainly for cram schools, we are improving
Poper: Announcements of individual stock: Publication of the summary of questions and answers from the second quarter earnings conference for the October 2024 term.
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