Professional
Added to YB: 2026-04-20
Pitch date: 2026-02-28
4443.T [neutral]
Sansan, Inc.
+14.97%
current return
Author Info
No bio for this author
Company Info
Sansan, Inc. engages in the planning, development, and selling of cloud-based solutions in Japan. The company offers Sansan, a cloud-based solution that manages business cards and contacts, and company information, as well as sales history, enabling the sharing of this data companywide to increase net sales while reducing costs; Bill One, a cloud-based solution to receive and digitizes all invoices; Contract One, a digitally transforming solution; AskOne, a multichannel form that collects customer feedback from all touchpoints and supports continuous improvements in customer experience; and Eight, a business card app for contacts and career movements.
Market Cap
JPY 165.6B
Pitch Price
JPY 1.2K
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.48
P/E
59.08
EV/Sales
2.71
Sector
Software
Category
growth
Lakehouse Global Growth Fund Portfolio Holding: Sansan, Inc.
4443.T (holding update): Leading Japan cloud biz card mgmt, 83% mkt share, 9k customers. Q4: rev +25%, adj op profit +294% to 19% margin (vs 6% YoY). Core subs +12%, Bill One +39%, retention 93-95%. AI integration boosting margins & contract values. 2x fwd rev, 20x fwd P/E at all-time low vs accelerating growth.
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