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GAtechnologies (3491) · TargetAdvanced

Margin improvement in the RENOSY marketplace business

First written in FY2021. 11 of 12 entries say "Advanced", first in FY2022-Q2. Latest entry: FY2026-H1.

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ProgressHeldSoftenedWorseAdvancedFY2022-Q2 – FY2026-H12022: 320222023: 420232024: 220242025: 220252026: 12026
Same theme, other companies
Improving RENOSY Marketplace profitability and marginsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

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  1. FY2026-H1AdvancedAnnual report

    「We also sought to maximize gross profit by expanding the product lineup and through other measures. In addition, we sought to ensure the quality of the Marketplace by focusing our acquisitions on high-quality properties.」

    In addition to expanding the product lineup, the company has added acquisitions focused on high-quality properties as a means of maximizing gross profit, pursuing both profitability and service quality.
  2. FY2025-H1AdvancedAnnual report

    「We also sought to maximize gross profit by expanding the product lineup and through other measures. As a result, the main KPIs progressed favorably: the RENOSY member stock was 558,996 people, up approximately 23% year on year; the number of owners was 22,201, up approximately 28%; and the number of subscription contracts was 38,110 units, up approximately 25%. As a result, the RENOSY Marketplace business recorded revenue of ¥106,895 million, up 27.9% year on year, gross profit of ¥16,602 million, up 36.8%, and segment profit of ¥6,212 million, up 39.4%.」

    By continuing to maximize gross profit through product lineup expansion, the RENOSY Marketplace increased gross profit to ¥16,602 million and segment profit to ¥6,212 million.
  3. FY2024AdvancedAnnual report

    「We also sought to maximize gross profit through various fee improvement measures, including promoting DX in property sales and expanding the product lineup.」

    By continuing margin improvement measures, gross profit for the RENOSY Marketplace business increased 34.8% year on year, while segment profit increased 34.5%.
  4. FY2024-Q2AdvancedAnnual report

    「We have sought to maximize gross profit through various fee improvement measures, including the promotion of Sale DX and expansion of the product lineup. As a result, the main KPIs were 456,000 RENOSY members※7, up approximately 29% year on year, 1,919 completed Purchase DX transactions※8, up approximately 26%, 738 completed Sale DX transactions※9, up approximately 37%, and 30,384 subscription contracts※10, up approximately 98%, indicating strong progress. The RENOSY Marketplace business reported revenue of ¥83,586 million, up 35.3% year on year, gross profit of ¥12,135 million, up 39.4%, and segment profit of ¥4,458 million, up 58.9%.」

    By continuing margin improvement measures, gross profit for the RENOSY Marketplace was ¥12,135 million and segment profit was ¥4,458 million.
  5. FY2024-Q1AdvancedAnnual report

    「As a market leader, we have continued to invest with discipline and sought to maximize gross profit through the promotion of Sale DX and expansion of the product lineup. As a result, the main KPIs were 422,000 RENOSY members※6, up approximately 25% year on year, 1,350 completed Purchase DX transactions※7, up approximately 44%, 525 completed Sale DX transactions※8, up approximately 65%, and 22,827 subscription contracts※9, up approximately 58%, indicating strong progress. The RENOSY Marketplace business reported revenue of ¥33,211 million, up 42.5% year on year, gross profit of ¥4,786 million, up 48.8%, and segment profit of ¥1,390 million, up 255.8%.」

    The company continued Sale DX, product lineup expansion and disciplined investment, resulting in gross profit growth of 48.8% and segment profit growth of 255.8% year on year.
  6. FY2023-Q3AdvancedAnnual report

    「As a result, the main KPIs were revenue growth of approximately 27%, gross profit growth of approximately 38%, 376,000 RENOSY members※3, up approximately 22% year on year, 3,811 completed Purchase DX transactions※4, up approximately 24%, 1,434 completed Sale DX transactions※5, up approximately 49%, and 16,962 subscriptions, up approximately 34%, indicating strong progress. The RENOSY Marketplace business reported revenue of ¥96,358 million, up 27.1% year on year, and segment profit of ¥4,489 million, up 39.5%.」

    The company continued Sale DX, product lineup expansion and fee improvements to improve RENOSY Marketplace margins, disclosing gross profit growth of approximately 38% and segment profit growth of 39.5% year on year.
  7. FY2023-Q2AdvancedAnnual report

    「As a market leader, we have continued to invest with discipline, pursued efficient customer acquisition through digital marketing, and sought to maximize gross profit through the promotion of Sale DX and expansion of the product lineup. The main KPIs were 354,000 RENOSY members※3, up approximately 22% year on year, 1,597 completed Purchase DX transactions※4, up approximately 26%, 539 completed Sale DX transactions※5, up approximately 61%, and 15,378 subscriptions, up approximately 33%, indicating strong progress. As a result, the RENOSY Marketplace business reported revenue of ¥61,736 million, up 29.2% year on year, and segment profit of ¥2,816 million, up 48.4%.」

    The company continued Sale DX, product lineup expansion and disciplined investment to improve margins, resulting in segment profit growth of 48.4% year on year.
  8. FY2023-Q1AdvancedAnnual report

    「As a market leader, we have continued to invest with discipline and sought to maximize gross profit through the promotion of Sale DX and expansion of the product lineup.」

    To improve RENOSY Marketplace margins, the company continued to promote Sale DX and expand the product lineup, seeking to maximize gross profit.
  9. FY2022AdvancedAnnual report

    「Through the promotion of Sale DX and expansion of the product lineup, among other measures, the company improved its gross margin, resulting in gross profit of ¥16,519 million, up 61.4% year on year.」

    As measures to improve margins, the company promoted Sale DX and expanded the product lineup, resulting in gross profit growth of 61.4% year on year.
  10. FY2022-Q3AdvancedAnnual report

    「We pursued direct sourcing through seller DX, expanded our product lineup through the business integration with リコルディ and other initiatives, continued disciplined investment as the market leader, and implemented measures to improve fee rates. As a result, the main KPIs were GMV※3 of ¥89.88 billion, up approximately 48% year on year, 3,975 closed transactions※4, up approximately 44%, and approximately 300,000 members, up approximately 40%. Revenue reached a record high, while gross profit and segment profit also grew year on year.」

    The company continued direct sourcing, product lineup expansion and fee-rate improvements as measures to improve margins, resulting in year-on-year growth in gross profit and segment profit.
  11. FY2022-Q2AdvancedAnnual report

    「We have pursued direct sourcing through Seller DX, expanded the product lineup through the business integration with Ricordi and other measures, continued disciplined investment as a market leader, and implemented fee-rate improvement initiatives. As a result, the main KPIs were GMV※3 of ¥57.61 billion, up approximately 38% year on year, 2,479 completed transactions※4, up approximately 49%, and approximately 290,000 members, up approximately 35%. Revenue reached a record high, and gross profit and segment profit also grew year on year.」

    As measures to improve margins, the company implemented direct sourcing, product lineup expansion and fee-rate improvements, resulting in year-on-year growth in gross profit and segment profit.
  12. FY2021First statedAnnual report

    「We aim to improve margins through stronger direct sourcing from owners via DX from the perspective of the Group's sellers, expansion of the high-margin product lineup, and provision of ancillary services to RENOSY members, in addition to network effects from expanding market share.」

    Following the occurrence of low-margin transactions, the company identified for the first time its goal of improving margins through direct sourcing from owners, high-margin products, ancillary services for members and network effects.
Moved together

"Provision of an internally developed business support system to partner companies" moved the same way as this thread, in the same document, in 11 of its 12 moves.

111111111010★123456
  1. ★This thread
  2. 1Provision of an internally developed business support system to partner companies11×
  3. 2Increase in Renosy Membership and Maintenance and Improvement of the Closing Rate11×
  4. 3Providing one of Japan’s largest audiences and richest sources of information, together with an exceptional user experience11×
  5. 4Transition to SaaS and recurring-revenue businesses built on a transaction-based business11×
  6. 5Expansion of B2B services through the conversion of イタンジ株式会社 into a wholly owned subsidiary10×
  7. 6Expanding Existing Businesses and Entering New Businesses Through M&A and Business Alliances10×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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Margin improvement in the RENOSY marketplace business | GAtechnologies Co.,Ltd. (3491) | Komori