INTAGE HOLDINGS Inc. (4326) Stock Price

Intage Holdings is a company specializing in data collection and analysis to support corporate marketing and business decisions. The company provides information to solve marketing challenges, centered on panel data continuously collected from consumers and retail stores, as well as research and analysis services for businesses.

Its main customers include consumer goods manufacturers, retailers, advertising companies, service providers, and healthcare companies such as pharmaceutical makers. The company generates revenue through both regular data provision and custom research projects. Intage further diversifies its revenue base through contract-based services including system development, business process outsourcing, and software sales.

The business is divided into three main segments. For consumer goods and services, it provides panel surveys, custom research, and communication support. For healthcare, it offers research on physician prescribing practices and consumer behavior, as well as promotion evaluation and retail sales data analysis. For business intelligence, it provides system development and operations, data center management, business improvement, and analytics support with AI in view.

Intage Holdings has launched its 14th Medium-Term Management Plan (three-year period) starting in fiscal year ending June 2024, with the vision "Transition to a New Portfolio as a Data + Technology Company—Creating New Value." The company aims for sustainable growth toward 2030, positioning revenue and operating profit as key performance indicators while also emphasizing profit per employee growth and ROE. Backed by a stable financial foundation, the company pursues both business investment and shareholder returns. For shareholder returns, the company has committed to progressive dividends with a payout ratio of 50% or higher as a target, combined with opportunistic share buybacks, balancing growth investment with capital returns.

The company differentiates itself by integrating its traditional offerings—Marketing Intelligence (panel data from consumers and retail outlets) and Business Intelligence (system development and operational improvement support)—into fused services. Domestic "base investment" is allocated to maintaining the No. 1 domestic position, improving productivity, and enhancing customer satisfaction, while "strategic investment" is prioritized for domain expansion and new business launches. The company's competitive advantage lies in providing continuous decision-making support rather than one-time surveys, leveraging years of accumulated data collection capabilities and analytical expertise.

For new market development, the company is strengthening collaboration with NTT Docomo and Docomo Insight Marketing, expanding into business areas beyond traditional marketing support through data integration and sales cooperation. Domestically, the company pursues domain expansion through partner collaboration, while internationally it plans to build a stable profitable structure centered on digitalization promotion and Asian operations. In healthcare, the company aims to enhance value delivery by evolving from customer operations support to problem-solving as a "decision-making partner," while in DX support, it targets becoming a "partner chosen for the next decade."

Regarding technological innovation, the company is accelerating the systematization of data collection, value creation, and utilization. It strengthens its analytical platform through data integration infrastructure development and collaboration with technology partners, supporting customer data utilization via contract-based services including system development, software provision, and business outsourcing. The company also prioritizes security compliance and corporate governance, contributing to a sustainable society through the preservation of data utilization environments.