1. Classys IR: What’s Happening?

Classys will hold an IR session on August 18th at 9:00 AM to announce its Q2 2025 earnings and explain key management updates. A Q&A session with investors is also scheduled.

2. Why is it Important?

This IR is the first official earnings announcement since the Iruuda merger, offering a crucial opportunity to assess the synergy effects. Furthermore, it’s anticipated to provide concrete information on the strategy and growth potential of the new subsidiary clinic business.

3. So, What’s the Likely Outcome?

Positive Scenario:

  • Continued solid performance in Q2, especially sustained growth in overseas sales and consumable sales, is expected to positively impact the stock price.
  • Clear presentation of Iruuda merger synergy effects and new business strategies will enhance investor confidence.

Negative Scenario:

  • Q2 earnings below market expectations or a slowdown in growth could negatively impact the stock price.
  • Highlighting uncertainties in the new business or intensified exchange rate volatility may dampen investor sentiment.

4. Investor Action Plan

Investors should carefully review the information presented at the IR and focus on the following key analysis points:

  • Q2 Earnings: Revenue and profit growth compared to market expectations, continued growth in overseas markets
  • New Business Strategy: Concreteness of subsidiary clinic business plans and growth potential
  • R&D Investment and New Product Development: Strategies for securing a competitive edge through continuous technological innovation
  • Response to Exchange Rates and Macroeconomic Factors: Strategies for addressing exchange rate volatility and potential global economic slowdown

It’s crucial to make investment decisions by considering the IR results and market conditions comprehensively.