Japan Experts, Extraordinary Performance, Astris Advisory Japan

Astris Advisory Japan

Japan Experts, Extraordinary Performance

Our Corporate Advisory service is designed to give clients access to a wider range of investors. These include Japan specialists as well as global investors. The goal is to help achieve a fair equity valuation.

Equity Bottom-Up

<ul>
<li>Strong finish to FY7/24 and positioned to grow – Q1-4FY7/24results were ahead of revised company guidance, demonstrating a positive combination of acquisitive growth, price hikes for new consultancy work, and improving utilization rates.</li>
<li>The company has unveiled its ‘VISION 2030’ medium and long-term plan, focusing on margin expansion to accelerate earnings growth through sustained price increases and leveraging investments into technology, whilst maintaining expectations of stable double-digit growth in the mainstay consulting business.</li>
<li>Overall, we believe INTLOOP’s earnings trajectory is set to improve, with management showing a strategic focus to raise profitability.</li>
</ul>


Strong finish to FY7/24 and positioned to grow – Q1-4FY7/24results were ahead of revised company guidance, demonstrating a positive combination of acquisitive growth, price hikes for new consultancy work, and improving utilization rates.
The company has unveiled its ‘VISION 2030’ medium and long-term plan, focusing on margin expansion to accelerate earnings growth through sustained price increases and leveraging investments into technology, whilst maintaining expectations of stable double-digit growth in the mainstay consulting business.
Overall, we believe INTLOOP’s earnings trajectory is set to improve, with management showing a strategic focus to raise profitability.


Intloop (9556 Jp) - Turning a Corner with Improving Earnings Visibility

<ul><li>Q1-3 FY7/24 results were in line with unchanged guidance. Gross margin increased from 22.9% to 24.0% YoY, a positive development as the company selectively raised consultant prices.</li><li>With the scope for further increases, we believe the company can achieve sustainable double-digit sales growth in the medium term.</li><li>Profitability is also set to improve via pricing as well as 1) scaling the newly-established strategic consulting subsidiary with high gross margins and 2) improving the sales mix by growing direct business with customers, as opposed to solely acting as freelancers and providing staff from business partners. </li></ul>

Q1-3 FY7/24 results were in line with unchanged guidance. Gross margin increased from 22.9% to 24.0% YoY, a positive development as the company selectively raised consultant prices.With the scope for further increases, we believe the company can achieve sustainable double-digit sales growth in the medium term.Profitability is also set to improve via pricing as well as 1) scaling the newly-established strategic consulting subsidiary with high gross margins and 2) improving the sales mix by growing direct business with customers, as opposed to solely acting as freelancers and providing staff from business partners. 

INTLOOP (9556 JP) - Preparing for Sustained Growth over the Medium Term

<ul><li>Addressing selling activity by organizational change – Q1-2 FY7/24 results demonstrated double-digit sales growth of 41.5% YoY via underlying growth at the parent business and acquisitive impact from DICS Holdings.</li><li>However, the overall pace of growth was lower than expected, with INTLOOP experiencing lower-than-planned productivity from newly hired sales representatives.</li><li>The company has addressed this by implementing a new and reinforced organizational structure in H2 FY7/24 by recruiting senior management (partner and managing director class) to drive sales activities as well as customer acquisition and increasing overall market coverage. </li></ul>

Addressing selling activity by organizational change – Q1-2 FY7/24 results demonstrated double-digit sales growth of 41.5% YoY via underlying growth at the parent business and acquisitive impact from DICS Holdings.However, the overall pace of growth was lower than expected, with INTLOOP experiencing lower-than-planned productivity from newly hired sales representatives.The company has addressed this by implementing a new and reinforced organizational structure in H2 FY7/24 by recruiting senior management (partner and managing director class) to drive sales activities as well as customer acquisition and increasing overall market coverage. 

Intloop (9556) - Recalibrating to Aim for Long-Term Growth

<div><div><div><div><ul><li>Business model transforming – INTLOOP is an upstream consulting services firm utilizing both freelance and in-house consultants primarily as a competitive ‘hybrid’ subcontractor offering</li><li>It has successfully sustained high double-digit sales growth and embarked on a strategic transformation to become a full-service consultancy.</li><li>This is being driven by bolt-on M&amp;A starting with the 58.3% acquisition of DICS Holdings in September 2023 and accelerated recruitment to grow its in-house consultant resources. </li></ul></div></div></div></div>

Business model transforming – INTLOOP is an upstream consulting services firm utilizing both freelance and in-house consultants primarily as a competitive ‘hybrid’ subcontractor offeringIt has successfully sustained high double-digit sales growth and embarked on a strategic transformation to become a full-service consultancy.This is being driven by bolt-on M&amp;A starting with the 58.3% acquisition of DICS Holdings in September 2023 and accelerated recruitment to grow its in-house consultant resources. 

Japan

INTLOOP Inc. offers professional services. The Company provides business strategy, business reform consulting, project management supporting, professional human resources supporting, temporary staffing, and other services. INTLOOP also offers information technology consulting services.

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Intloop (9556 JP)

Intloop (9556 Jp) - Turning a Corner with Improving Earnings Visibility

Overall, we believe INTLOOP’s earnings trajectory is set to improve, with management showing a strategic focus to raise profitability.

Astris Advisory Japan

INTLOOP (9556 JP) - Preparing for Sustained Growth over the Medium Term

Q1-3 FY7/24 results were in line with unchanged guidance. Gross margin increased from 22.9% to 24.0% YoY, a positive development as the company...

Astris Advisory Japan

Intloop (9556) - Recalibrating to Aim for Long-Term Growth

Q1-2 FY7/24 results demonstrated double-digit sales growth of 41.5% YoY via underlying growth at the parent business and acquisitive impact from...

Astris Advisory Japan

Initiating Coverage - Intloop (9556)

INTLOOP is an upstream consulting services firm utilizing both freelance and in-house consultants primarily as a competitive ‘hybrid’ subcontractor...

Astris Advisory Japan

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