Dentsu Inc. (JP:4324)
:4324
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Earnings Data
Report Date
Aug 19, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
70.5Last Year’s EPS
-307.87Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlighted meaningful underlying profit improvement, strong Japan performance, several strategic client wins, accelerated AI adoption and defined cost-reduction measures. However, organic group growth was muted (0.8%), APAC and parts of the Americas and EMEA businesses showed notable declines (APAC -7.5%, Americas -3.0%, Americas Creative -12.4%, APAC CXM -24.2%), and statutory profit strength was materially supported by one-off asset sales. Management reiterated guidance but emphasized macro and geopolitical uncertainty and a continued negative distributable profit position. Overall, positives in profitability, structural actions and technology initiatives are balanced against uneven regional performance and lingering balance-sheet and demand risks.Company Guidance
Group Revenue and Underlying Profit Growth
Consolidated net revenue increased 2.7% year-on-year to JPY 295.1 billion. Underlying operating profit rose 11.5% year-on-year to JPY 37.8 billion, driving an operating margin of 12.8% (up 100 basis points YoY).
Statutory Profit Boost from Asset Sales
Statutory operating profit increased 155.5% to JPY 65.0 billion and statutory net profit increased 540.5% to JPY 40.2 billion, largely driven by gains from the sale of the Dentsu Ginza Building (circa JPY 30 billion recorded in operating profit and circa JPY 22 billion in net profit) and other one-off disposals.
Solid Japan Performance
Japan delivered organic growth of 4.7%, marking 12 consecutive quarters of positive growth and 6 consecutive quarters of mid-single-digit growth. Japan operating margin improved to 30.8% (up 180 basis points YoY). Internet media posted double-digit turnover growth for the ninth consecutive quarter and digital transformation/nearly double-digit growth.
Client Wins and New Business
Notable global and regional client wins included Haineken (global media), Farmers Insurance (creative), i-Health (integrated media & creative AOR), MUFG (marketing strategy partner, Japan), Samsung Electronics Europe (CRM transformation across 16 markets), and Tapestry (media across EMEA, APAC and Japan).
Progress on Cost and Structural Initiatives
Group staff costs were reduced by JPY 5.9 billion; operating expenses reduced by JPY 1.8 billion. Planned structural actions: EMEA consolidation (7 clusters into 3) expected to deliver ~JPY 1.7 billion in annual cost reductions, and ANZ CRM divestiture expected to reduce ~JPY 2.5 billion in annual costs plus additional function-related savings.
AI and Technology Adoption
Dentsu Japan is using more than 4,500 AI agents and 1,300+ AI applications. Mugen AI Ads rolled out to 200+ companies delivering an average 1.5x improvement in advertising effectiveness. Dentsu.Connect has 1,900+ enrolled clients and Client IQ (chat-based AI agent) launched to speed internal expertise sharing and proposal creation.
Recognition and Awards
Industry recognition continued, including being named Network of the Year at ADFEST for the 10th time (fifth consecutive year), and awards across creative, sports and entertainment disciplines.
Reiterated Full-Year Guidance and Capital Plans
Management reiterated full-year guidance despite increased macro uncertainty. Distributable profit expected to improve by JPY 70–80 billion to circa negative JPY 160 billion, and nonconsolidated net assets projected to turn positive to around JPY 20 billion by year-end.
JP:4324 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
JP:4324 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 15, 2026 | ¥2988.50 | ¥3035.00 | +1.56% |
Feb 16, 2026 | ¥2952.50 | ¥2969.00 | +0.56% |
Nov 14, 2025 | ¥3281.00 | ¥3261.00 | -0.61% |
Aug 14, 2025 | ¥3213.00 | ¥3154.00 | -1.84% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Dentsu Inc. (JP:4324) report earnings?
Dentsu Inc. (JP:4324) is schdueled to report earning on Aug 19, 2026, Before Open (Confirmed).
What is Dentsu Inc. (JP:4324) earnings time?
Dentsu Inc. (JP:4324) earnings time is at Aug 19, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Dentsu Inc. stock?
The P/E ratio of Dentsu is N/A.
What is JP:4324 EPS forecast?
JP:4324 EPS forecast for the fiscal quarter 2026 (Q2) is 70.5.