KYODO PUBLIC RELATIONS CO., LTD.
2436・Standard Market・Services
Business
Kyodo Public Relations Co., Ltd. is a group company built around a long-established domestic PR agency founded in 1964, operating three segments: the core PR agency business, the influencer marketing business through VAZ Co., Ltd., and the AI/big data solutions business through Key Walker Co., Ltd. Its principal clients are the public relations and marketing departments of major domestic companies, and it provides a wide range of services spanning crisis management PR consulting, integrated communication strategy support, SNS influencer utilization, and support for in-house AI data development. Consolidated net sales for FY2025 (ending December 2025) were ¥8,554 million, with the PR business accounting for approximately 72% of the total. The company is listed on the Standard Market of the Tokyo Stock Exchange.
Business Model
The PR business relies on retainer contracts of six months or more as its pillar of stable revenue, supplemented by spot engagements and paid publicity. The influencer marketing business is an IP business model that monetizes creators through a combination of tie-ups, casting, real events, and commerce. The AI & Big Data Solutions business combines subscription revenue from SaaS offerings (ShtockData, CERVN) built on web-crawling technology with contracted development work.
Company Strengths
Founded in 1964, the company has one of the longest track records in Japan's PR industry and provides advanced consulting services including crisis management PR support in the event of scandals, press conference simulations, and manual creation. The PR business's operating margin for FY2025 (ending December 2025) remained at a high level of 18.4%, reflecting how its specialized expertise directly translates into profitability.
Consolidated net sales for FY2025 (ending December 2025) were ¥8,554 million (up 16.8% year on year), operating profit was ¥1,302 million (up 21.2%), and net income attributable to owners of parent was ¥863 million (up 64.1%). All three segments—PR, Influencer, and AI—achieved double-digit growth, confirming an improvement in the earnings structure whereby profit growth exceeded sales growth.
The equity ratio at the end of FY2025 (ending December 2025) improved to 62.8% (up from 58.8% at the end of the previous fiscal year), with cash and cash equivalents of ¥3,543 million. While proceeding with repayment of long-term borrowings (¥182 million), net assets expanded to ¥4,699 million, maintaining the financial flexibility to respond to M&A and new investments.
ENVALITH's Perspective
Performance Trend
Revenue expanded 52.5% over five fiscal years, from ¥5,610 million in FY2021 to ¥8,555 million in FY2025. Operating profit grew 3.4x over the same period, from ¥381 million to ¥1,303 million, with profit growth substantially outpacing revenue growth, reflecting continued improvement in the earnings structure. In Q1 FY2026 (ending December 2026) (January–March 2026), revenue was ¥2,346 million (up 15.2% year-on-year), operating profit was ¥458 million (up 24.4%), and quarterly net income attributable to owners of the parent was ¥268 million (up 24.8%), maintaining accelerating growth. External factors such as growth in total advertising spend and expansion of the internet advertising market provide tailwinds, while rising prices and uncertainty over trade policy remain downside risks. Against the full-year forecast (revenue of ¥10,000 million, operating profit of ¥1,600 million), Q1 progress rates stood at a solid 23.5% for revenue and 28.6% for operating profit.
Growth Strategy
Multi-axis growth strategy driven by AI adoption, diversification of proprietary IP, SaaS expansion, and expansion into Asia
Established the management-led AI promotion organization "AIC Center" to advance the sophistication and automation of PR operations in tandem with decision-making. Implementation of X integration and effect analysis functions in the PR operations tool "SAKAE," and the start of development of "SAKAE for Client," will strengthen the value provided to clients.
ShtockData and CERVN ranked No.1 overall in the market/competitive research category in BOXIL's document request rankings, and were certified No.1 in both new client acquisitions and annual sales amount. In Dataiku hands-on support, the company received the Excellence in Service Award from Dataiku, accelerating the capture of demand for client AI implementation and adoption support.
By launching and debuting the 11-member idol group "α＋ (Alpha Plus)," launching the cosmetics brand "Mel:See from classroom," and establishing the beauty fan community "Cosme Wota-bu," the company is diversifying its revenue base through the combined development of fan communities, events, merchandise sales, and commerce.
Concluded a strategic partnership with Wavenet Technology Co., Ltd. to promote integrated communication support utilizing AI and data analytics in the Asian market. This aims to expand geographic growth opportunities for the PR business.
A 1-for-2 stock split effective July 1, 2026 will lower the investment unit, aiming to improve liquidity and broaden the investor base. Concurrently, a share buyback (upper limit of 200,000 shares, total acquisition amount of ¥200 million) will be conducted from June to November 2026, advancing agile capital policy management.
Last updated: July 17, 2026