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TDSE's first quarter revenue decreased, but improvement measures towards business strengthening are underway.
TDSE <7046> announced its Q1 FY2025 (Apr-Jun '24) earnings on the 31st. Revenue decreased by 0.4% compared to the same period last year to 61.5 million yen, operating profit decreased by 14.6% to 32 million yen, ordinary profit decreased by 12.4% to 34 million yen, and net profit for the quarter decreased by 13.0% to 22 million yen. In the consulting business, there has been an increase in inquiries regarding LLM construction and utilization, and we are making progress in acquiring projects along with the market growth trend. As a challenge
TDSE Research Memo (8): Continue to pay dividends of 10.0 yen at the end of the period.
TDSE <7046> believes that it is important to enhance internal reserves to prepare for strengthening the management foundation and future business development, in addition to appropriate profit return based on the company's performance to shareholders. Accordingly, the dividend of surplus funds is determined comprehensively taking into account the company's performance, financial condition, dividend payout ratio, etc. The dividend of surplus funds from the company is based on the end-of-year dividend once a year, and matters related to the distribution of surplus funds specified in Article 459, Paragraph 1 of the Companies Act are stipulated by law.
TDSE Research Memo (7): although progress at present is weak, we aim to achieve a double-digit increase in revenue for the FY March 2025.
Performance trend 2. For the fiscal year ending March 2025, TDSE<7046> expects revenue of 28,370 million yen (+12.5% YoY), operating profit of 284 million yen (+4.6% YoY), ordinary profit of 284 million yen (+3.4% YoY), and net income of 196 million yen (-1.7% YoY). Considering the performance of the first quarter, the progress of the consulting business has been weak, and it was in a position to carry challenges in the first quarter, but there is time and a way to overcome them.
TDSE Research Memo (5): Consulting business has stable growth, while product business accelerates its growth.
■In TDSE <7046>'s medium-term management plan 2. In the growth strategy "MISSION2025" by business, the consulting business will steadily grow to revenue of 2.9 billion yen or more in the fiscal year ending March 2026, and the product business will accelerate its growth aiming for revenue of 0.4 billion yen or more. To achieve this, we plan to deploy the following growth strategies, but we believe that strengthening sales force and expanding sales channels will be the key to the success or failure of our growth strategy. (1) Further improvement of trust from consulting business customers, human resources
TDSE Research Memo (4): Aim to achieve revenue of 33-37 billion yen and operating margin of 10% or more for the fiscal year ending in March 2026.
■Medium-term Management Plan 1. The medium-term management plan "MISSION2025" of TDSE (7046) is a long-term goal (ending March 2029) of stable growth through consulting business, and aims to establish the product business as the second pillar and achieve revenue of more than 1 billion yen in the fiscal year ending March 2029. As the first phase, the medium-term management plan "MISSION2025 (fiscal year ending March 2024 to fiscal year ending March 2026)" was formulated. In "MISSION2025", the consulting business
TDSE Research Memo (2): Providing AI consulting and AI products.
Company Overview: TDSE <7046> is a consulting firm that aims to advance data-driven management for companies. They specialize in high-end consulting services such as data management diagnosis and analysis, AI product construction, and offer end-to-end services from consulting to system implementation. They have strengths in data analysis by experienced data scientists, among others. In addition, they utilize the know-how gained from consulting services to develop their own and introduce other advanced solutions.
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