Added to YB: 2026-10-14
Pitch date: 2026-10-11
4443.T [neutral]
Sansan, Inc.
-2.29%
current return
Author Info
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Company Info
Sansan, Inc. engages in the planning, development, and selling of cloud-based solutions in Japan. The company offers Sansan, a cloud-based solution that manages business cards and contacts, andonline activity, as well as meeting history, enabling the sharing of this data companywide to increase net sales while reducing costs; Bill One, a cloud-based solution to redefine the invoices; Contract One, a contract management AX solution; Eight, an app to share virtual card with anyone; and Sansan Data Intelligence, a data quality management solution.
Market Cap
JPY 278.3B
Pitch Price
JPY 2.0K
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.28
P/E
35.24
EV/Sales
4.36
Sector
Software
Category
growth
Sansan (4443): Q1 Earnings FY2026 (June 1, 2026 to August 31, 2026)
4443.T (earnings): Q1 progressed on track, with revenue up 20.1% and adjusted operating profit up 328% to ¥2.48B, though profit growth benefited from an advertising-heavy prior-year comparison. Core Sansan revenue growth slowed to 9.8%, while Bill One grew 34.4% and became profitable. Maintaining roughly 20% consolidated growth is important to justify the valuation; the key issue is whether second-half measures arrest Sansan’s slowdown and deliver the required margin build.
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