Japan · Delayed Price · Currency is JPY Sansan Earnings Call Transcripts
Fiscal Year 2025
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Net sales grew 27.5% year-over-year, with strong gains in adjusted operating profit and recurring revenue. Despite a one-time loss impacting net profit, all major segments posted robust growth, and AI-driven initiatives are expected to fuel future expansion.
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Second quarter revenue rose 27.5% year-over-year, with adjusted operating profit up 58.4%. Bill One revenue surged 72.1%, and Sansan's stock revenue grew 16.0%. FY2025 guidance targets 27–30% revenue growth and a significant profit margin increase.
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Revenue grew 27.7% and adjusted operating profit rose 44.4% year-over-year, with strong gains in both core and new services. Segment performance was robust, and full-year guidance remains unchanged, with a continued focus on high growth and profitability.
Fiscal Year 2024
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Full-year revenue grew 32.8% year-over-year, with all segments posting profit growth and BILL ONE ARR surpassing targets. FY2025 guidance projects 27–30% revenue growth and significant margin improvement, supported by ongoing investment and new product launches.