Ureru Net Advertising Group Co.,Ltd.
9235・Growth Market・Services
D2C (Online Retail) Digital Marketing Support Business (Marketing Support Business)
Core segment centered on cloud and marketing support services for D2C operators
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment revenue (cumulative Q3 FY2026 (ending March 2026)) | ¥417 million | ¥451 million (same period of prior year) | ↓ |
| Segment profit/loss (cumulative Q3 FY2026 (ending March 2026)) | -¥8 million (loss) | -¥147 million (loss, same period of prior year) | ↑ |
| Year-on-year revenue growth rate (cumulative Q3 FY2026 (ending March 2026)) | 92.5% | - | ↓ |
| Segment revenue (full year FY2025 (ended March 2025)) | ¥662 million | - | — |
| Segment loss (full year FY2025 (ended March 2025)) | -¥103 million | - | — |
Business Details
This segment centers on Ureru Net Kokoku Co., Ltd.'s landing-page-focused cloud service "Ureru D2C Tsukuru," its performance-based marketing support service "Saikyo no Ureru Media Platform," Programmatic Advertising, and Cross-Border E-Commerce Support provided by Ureru Ekkyo EC Co., Ltd. Its main customers are D2C operators, primarily in health foods and cosmetics, and it leverages proprietary know-how as a competitive advantage. Although effects from the fraudulent order issue and the departure of a major client in the prior period continue to linger, the business is on a recovery trend as various countermeasures have been strengthened.
Recent Overview
Loss narrowed by ¥138 million year-on-year, with significant profitability improvement
In the cumulative third quarter of FY2026 (ending March 2026), revenue from the Marketing Support Business was ¥417 million (92.5% of the same period of the prior year), a decrease, but the segment loss narrowed significantly to ¥8 million from ¥147 million in the same period of the prior year. Following strengthened countermeasures against the fraudulent order issue, the marketing support service is on a recovery trend, and Programmatic Advertising continues to expand steadily. The cross-border EC subsidiary is progressing steadily through the phased implementation of cross-border TikTok live commerce initiatives in China. Additionally, as a subsequent event, in May 2026 the company acquired Adways' China and Hong Kong subsidiaries, gaining a business foundation in the Chinese SNS, EC, and live commerce fields.
Key Products
Growth Drivers
- Continued steady expansion of Programmatic Advertising
- Full-scale operation of Cross-Border E-Commerce Support (China TikTok live commerce initiatives)
- Gradual recovery of the marketing support service due to strengthened countermeasures against the fraudulent order issue
- Acquisition of business foundation and customer network in the Chinese market through acquisition of Adways' China and Hong Kong subsidiaries
- Continued growth in the internet advertising market (110.8% year-on-year in 2025)
- Strengthened competitiveness through investment in new feature development for "Ureru D2C Tsukuru"
Risks
- Risk of constraints on advertising expression and deterioration of advertising efficiency due to stricter regulation under the Act against Unjustifiable Premiums and Misleading Representations and the Pharmaceutical and Medical Device Act
- Risk of declining advertising efficiency due to algorithm changes on SNS platforms
- Continued revenue impact from deteriorating cost-effectiveness of advertising spend among certain major clients
- Risk of recurrence of the fraudulent order issue and delayed recovery of client trust
- Intensifying new entrants and major competitors in the internet advertising market
- Geopolitical risk and local regulatory risk associated with business expansion in the Chinese market
Last updated: October 27, 2025