Hakuhodo DY Holdings Inc
Hakuhodo DY Holdings 1Q FY2027 Consolidated Financial Results Briefing Q&A
In the first quarter, the impact of the Middle East situation is not pronounced, but if it becomes prolonged there may be effects in the latter half. The decline in overseas business is led by weaker performance in China, Thailand, and North America, while Taiwan, Vietnam, and Indonesia are strong. Organic growth excluding exchange effects and BPO impact is about 3%; excluding digital holding group effects, about 3% as well. The full-year plan targets double-digit growth. Continue AI initiatives, efficiency improvements, and growth investment in the domestic market. The TV advertising market is not currently having a large impact, and recovery at Fuji TV could contribute to ad spots.
Key Figures
- Sales: Not available
- Operating income: Not available
- Overseas business revenue decline and profit decline factors: Not available
AI要約
Overview of performance and market environment
The first quarter does not show a strong impact from the Middle East situation, but if the situation persists, it may affect the second half onward. Overseas business is affected by weakness in China, Thailand, and North America, while Taiwan, Vietnam, and Indonesia are performing well. North America digital advertising trends and the timing of demand recovery in consulting will be key. Organic growth, excluding FX and BPO, is about 3%, and excluding Digital Agencies group effects, about 3% as well; the company aims for double-digit growth for the full year.
AI utilization and investment policy
Advance efficiency through AI-driven optimization of operations, enhancement of value proposition, and support for clients in AI adoption in three directions. Continue capacity investments tied to clients' performance to fuel growth in domestic areas. Deepen collaboration with digital agency partners to create value across the group. North American talent demand and cost management pose challenges; monitor sustainability of growth excluding FX effects.
Hakuhodo DY Holdings Inc
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