AGEHA Inc. (9330) Stock Price

Yohane is a company specializing in branding support focused on human capital management. The company handles everything from developing corporate philosophies and purposes to producing videos, websites, and various creative materials, and conducts activities to communicate the brand both internally and externally.

The company's primary customers are large enterprises with over 100 employees, with a cumulative track record of approximately 1,000 clients. Yohane generates revenue through contracted projects including strategy planning, production, research, training, and web marketing, and grows sales through cross-selling opportunities within existing clients and combinations of multiple services.

The business consists of a single "Branding Business" divided into two domains: (1) Corporate Support and (2) Recruitment Support. Corporate Support provides corporate branding, internal branding, and sustainability support, while Recruitment Support offers recruitment concept development, a proprietary survey tool called "Bizmil Survey," and production of recruitment-related videos, websites, and brochures.

The company's strength lies in its proprietary "Butterfly Model®" approach, which simultaneously aims to improve employee engagement and gain external recognition, providing comprehensive support from strategy through implementation to organizational adoption.

The company has set revenue and operating profit growth as its key performance indicators (KPIs), with deepening relationships with existing customers and increasing new orders as the core of its growth strategy. Specifically, it has established primary KPIs focused on expanding the number of customers with annual order values of 10 million yen or more and increasing the number of new customers. The company monitors these metrics weekly and reports them at management meetings. The evaluation period targets the fiscal year ending September 2025, and based on a track record of approximately 1,000 cumulative customers, the company aims to increase transaction values through cross-selling and upselling to existing customers.

Investment priorities are corporate support and recruitment support services, with particular focus on strengthening corporate communications and product/service marketing. The company's competitive advantage lies in its ability to provide end-to-end solutions—from concept development and strategy planning through creative production (video and web content) to internal implementation—leveraging its strength in video and rich content production to enhance customer engagement. The company targets large enterprises (100+ employees) and concentrates marketing resources on high-relationship customers to improve profitability.

For new market development and business expansion, the company is applying expertise gained in recruitment services to corporate support, identifying additional needs across customer organizations. The sales team will be strengthened primarily through mid-career hiring of experienced professionals, and the corporate branding team will be reorganized to handle large-scale projects. Additionally, the company plans to establish specialized teams for major events and introduce external art and technical directors to maintain and improve delivery quality as project volume increases.

Regarding technological innovation, the company is implementing RPA and AI tools for process standardization, systematization, and automation to improve productivity and profit margins. It is also leveraging proprietary research tools such as "Bizmil Survey" and other data platforms to enhance customer analysis capabilities and strengthen coordination between field operations and marketing to drive order acquisition. The company is strengthening information management and internal controls while capitalizing on external market opportunities—the internet advertising market (approximately 3.65 trillion yen in 2024) and video advertising market (approximately 724.9 billion yen in 2024, projected to reach approximately 1.15 trillion yen by 2028)—to expand its business.