Dentsu Group Inc
TSE:4324

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Dentsu Group Inc Logo
Dentsu Group Inc
TSE:4324
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Price: 3 350 JPY -1.9% Market Closed
Market Cap: 890.4B JPY

Dentsu Group Inc
Investor Relations

In the bustling world of advertising and communications, Dentsu Group Inc. stands as a formidable force, having its roots deeply embedded in the rich tapestry of Japan's media landscape. Founded in 1901, Dentsu has grown from its initial focus on news advertising into a global powerhouse in marketing communications. The company's journey is marked by strategic expansions and the relentless pursuit of innovation, including its significant acquisition of London's Aegis Group in 2012, which paved the way for Dentsu's global outreach. By integrating Aegis, Dentsu not only broadened its footprint but also enhanced its capabilities in digital and media services, setting the stage for a dynamic presence across over 140 countries.

Dentsu's revenue engine is fueled primarily by its comprehensive suite of services, encompassing advertising, media, and digital solutions. The company expertly crafts media strategies and creative content that resonate with consumers worldwide, driving brand visibility and engagement. Its business model revolves around delivering tailored communications strategies through both traditional avenues, like television and print, and modern digital channels, harnessing data and technology for precision targeting. By capitalizing on these dual capabilities, Dentsu not only drives results for its clients but also captures significant market share in the competitive advertising industry. The group's strategic emphasis on integrating creativity and technology exemplifies its commitment to adapting in an era where data-driven insights and innovative storytelling converge.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 14, 2025
AI Summary
Q3 2025

Growth & Margins: Organic growth for the first 9 months was 0.3%, in line with guidance, and the operating margin reached 13.0%, exceeding expectations.

Japan Outperformance: The Japan business delivered strong results, with 6.8% organic growth and an operating margin of 24.6%, prompting a raised outlook for this region.

International Weakness: International businesses continued to struggle with negative organic growth, particularly in APAC, but cost controls led to margin improvement in the Americas.

Upgraded Profit Guidance: Full-year underlying operating profit guidance was increased from JPY 141.6 billion to JPY 161.2 billion, with operating margin guidance raised to the 13% range.

Strategic Initiatives: Dentsu is accelerating its Media++ strategy, investing in AI and integrated solutions, and is considering comprehensive partnerships for its international business.

Cost Reductions: The company is on track with its midterm plan to achieve JPY 50 billion in cost reductions by 2027, with JPY 28 billion investment expected this year.

Dividend Status: The year-end dividend remains undetermined, pending clarity on profits, asset sales, and potential impairments in overseas businesses.

Key Financials
Organic Growth Rate (9 months)
0.3%
Operating Margin (9 months)
13.0%
Operating Margin (Q3)
15%
Underlying Operating Profit
JPY 111.0 billion
Group Net Revenue
JPY 851.3 billion
Operating Loss (statutory, 9 months)
JPY 7.4 billion
Net Loss (statutory, 9 months)
JPY 61.5 billion
Japan Organic Growth Rate (9 months)
6.8%
Japan Operating Margin (9 months)
24.6%
Americas Organic Growth Rate (9 months)
-3.4%
Americas Operating Margin (9 months)
22.7%
EMEA Organic Growth Rate (9 months)
-1.9%
EMEA Operating Margin (9 months)
7.9%
APAC Organic Growth Rate (9 months)
-10.1%
Internal Investment (FY)
JPY 12 billion
Cost to Rebuild Business Foundation (FY)
JPY 28 billion
Targeted Annual Cost Reduction (FY27)
JPY 50 billion
Earnings Call Recording
Other Earnings Calls

Management

Mr. Hiroshi Igarashi
President, Group CEO, Representative Executive Officer & Representative Director
No Bio Available
Mr. Arinobu Soga
Rep Execu Officer, EVP, Global Chief Gov Officer, Global CFO & Director
No Bio Available
Mr. Giulio Malegori
Global COO, Executive VP & Chief Global Client Officer
No Bio Available
Ms. Shirli Zelcer
Chief Data and Technology Officer
No Bio Available
Alex Bedier
Global Chief Information Officer
No Bio Available
Ms. Kate Stewart
Head of Investor Relations
No Bio Available
Ms. Alison Zoellner
Global General Counsel
No Bio Available
Mr. Jeremy Miller
Global Chief Communications Officer
No Bio Available
Ms. Miho Tanimoto
Global Chief Human Resources Officer
No Bio Available
Takaki Hibino
Executive Officer
No Bio Available

Contacts

Address
TOKYO-TO
Minato-ku
Dentsu Honsha Bldg., 1-8-1, Higashi-Shimbashi
Contacts
+81362176600.0
www.group.dentsu.com