6045 Rentracks explained its growth strategy centered on the ASP business and its overseas expansion policy in an IR interview. Expansion of the used construction machinery marketplace GROWTH POWER and the promotion of new businesses were identified as important growth drivers.
Rentracks has made performance-based advertising services its core business since its founding, while pursuing growth by diversifying its operations and concentrating management resources on the ASP business since its listing. According to its earnings presentation materials, it has approximately 4,500 major customers and around 100 new transactions per month, with substantial sales in fields including finance, real estate and automobiles.
The company operates a closed ASP network, building a high-quality network through partner websites admitted by referral and rigorous screening. Compared with conventional open ASP networks, it aims to maintain reliability and quality, with transaction transparency and stability cited as key characteristics.
Its growth strategy is to continue strengthening sales in the ASP business in line with market expansion, while emphasizing the promotion of new businesses, including overseas operations. In particular, the used construction machinery marketplace GROWTH POWER is growing rapidly and has attracted attention for supporting overseas transactions. Over the long term, the company aims to increase transaction volume from the current level of approximately ¥27 billion to around ¥100 billion.
In terms of the market environment, Japan's affiliate advertising market ranks third in the industry. The overall market was approximately ¥440 billion as of 2024 and is expected to grow to approximately ¥580 billion in 2027. The company is reported to be pursuing business expansion, including overseas operations, to capture this growth.