Upgrade to Pro — share decks privately, control downloads, hide ads and more …

COMPANY INTRODUCTION

Avatar for LENZ&Co. LENZ&Co.
August 27, 2025

COMPANY INTRODUCTION

Avatar for LENZ&Co.

LENZ&Co.

August 27, 2025
Tweet

Other Decks in Business

Transcript

  1. ϑΝΠφϯεͱΫϦΤΠςΟϒʹΑͬͯ اۀՁ஋Λ࠷େԽ͢Δ ©LENZ&Co. All Rights Reserved. CONFIDENTIAL 〒107-0052, KOWA BLDG.

    No.35 3F, Minato Ku Akasaka 1-14-14, Tokyo COMPANY INTRODUCTION -&/;$Pʛձࣾ঺հ Ver.1.0
  2. ©LENZ&Co. All Rights Reserved. CONFIDENTIAL *3(SPXUI.PEFM 6 PERάϩʔε ʢϒϥϯυՁ஋ˍࢢ৔ධՁ޲্ʣ ϒϥϯυྗͱ౤ࢿՈධՁͷ྆໘͔ΒPERΛҾ্͖͛Δઓུతࢪࡦ܈

    PER ʢࢢ৔ظ଴஋޲্ʣ த௕ظͷ੒௕Λݟਾ͑ɺࢢ৔ظ଴஋ΛઓུతʹߴΊΔϓϩηε اۀՁ஋޲্ઓུ PERͱEPSͷ྆໘͔ΒاۀՁ஋Λଊ͑ɺόϦϡΤʔγϣϯΛجʹকདྷ૾ͱ੒௕ઓ ུΛߏங EPS ʢఆৗऩӹྗ޲্ʣ ࣋ଓత੒௕Λ࣮ݱ͢ΔͨΊɺऩӹྗΛઓུతʹߴΊΔϓϩηε EPSάϩʔε ʢࣄۀ੒௕ˍࢿຊޮ཰޲্ʣ EPSͷ࣋ଓత੒௕ͱࢿຊޮ཰վળʹ޲͚ͨઓུతࢪࡦ܈ EPSάϩʔε ʢ ࣄۀ੒௕&ࢿຊޮ཰޲্ ʣ EPS ʢ ఆৗऩӹྗ޲্ ʣ PER ʢ ࢢ৔ظ଴஋޲্ ʣ PERάϩʔε ʢ ϒϥϯυՁ஋&ࢢ৔ධՁ޲্ ʣ ઓུ ʢ اۀՁ஋޲্ ʣ όϦϡΤʔγϣϯ͔Βٯࢉͨ͠ઓུΛ֩ʹɺ&14ͱ1&3ͷ྆໘͔Βকདྷ૾ͱ ੒௕ઓུΛߏங͠ɺ࣋ଓతʹاۀՁ஋ΛߴΊΔϞσϧ
  3. ©LENZ&Co. All Rights Reserved. CONFIDENTIAL $PNQBOZ1SPGJMF ʮΫϦΤΠςΟϒʯͱʮϑΝΠφϯεʯΛڧΈʹଟ͘ͷاۀΛࢧԉ͖ͯͨ͠ɺ ໊ͷύʔτφʔ͕཰͍ΔاۀՁ஋޲্ʹίϛοτϝϯτ͢Δ*3$3&"5*7&'*3. 7 جຊ৘ใ

    ձ໊ࣾ LENZ&Co. ೥ ઃཱ ୅දऀ ໦Լ ᠳଠʢ୅දऔక໾ʣ ॴࡏ஍ ˟ ϑΝΠφϯεͱΫϦΤΠςΟϒͰاۀՁ஋࠷େԽΛࢧԉ͢Δ *3$3&"5*7&'*3. ࣄۀ಺༰ ౦ژ౎ߓ۠੺ࡔ ୈڵ࿨Ϗϧ֊ ࣄۀ಺༰ ୅දऔక໾ʗύʔτφʔ ໦Լ ᠳଠ SHOTA KINOSHITA ໿ԯԁͷࢿۚௐୡΛσβΠϯΛج࣠ʹࢧԉɻ ࢧԉاۀ ΫϦΤΠςΟϒ ύʔτφʔʗΞφϦετ ௕୩઒ ᠳฏ SHOHEI HASEGAWA ݩ໺ଜͷηϧαΠυΞφϦετ ౰࣌࠷೥গͰΞφϦετࢼݧʹ߹֨ ࢧԉاۀ ϑΝΠφϯε ͳͲ ͳͲ
  4. ©LENZ&Co. All Rights Reserved. CONFIDENTIAL $PSQPSBUF)JTUPSZ 8 2020೥ 2023೥ 2024೥

    2025೥ ୅දͷ໦Լͷ ݸਓࣄۀձࣾ ͱͯ͠ઃཱ ௕୩઒ͱग़ձ͍ ෳ਺ͷҊ݅Λ ڞಉͰࣥߦ ௕୩઒Λύʔτφʔ ͱͨ͠৽ܦӦମ੍ɺ ຊ֨తࣄۀ֦େ΁ ϝϯόʔ֦ॆʹ൐͍ ໊ࣾΛมߋάϩʔε ϑΣʔζ΁ ໦Լ͕ࡀʹͳΔ೥ʹલ৬ͷ໾һΛୀ೚͠ɺ ੒௕Λ໨ࢦ͢ϕϯνϟʔاۀΛΫϦΤΠ ςΟϒ໘͔Βࢧԉ͢ΔΔͨΊʹಠཱ ਓࠞΈ͕ۤखͳ໦Լ͕௝͘͠ࢀՃͨ͠Πϕ ϯτͷަྲྀձͰ௕୩઒ͱग़ձ͍ɺ໦Լͱ͸ ҟͳΔࢹ఺ɺܦྺΛ࣋ͭ௕୩઒ʹऒ͔ΕΔ ݄͔Βຊ֨తʹ௕୩઒ΛؚΊͨ৽ܦ Ӧମ੍Λߏங͠ɺ*3Λى఺ͱͨ͠اۀͷࢧ ԉΛ։࢝ɺ૊৫Խʹ޲͚ͨಈ͖Λຊ֨Խ ݄ʹॳͷਖ਼ࣾһΛܴ͑ೖΕ݄Ͱओཁ ͳϝϯόʔ͸໿ਓن໛ʹɺͦΕʹ൐͍ࣾ ໊ΛؚΊͨϦϒϥϯσΟϯάΛ࣮ࢪ ໦Լͷݸਓ঎ళͱͯ͠׆ಈ ࢢ৔ͷχʔζΛड͚ͯࣄۀԽΛຊ֨Խ ໦Լͷݸਓࣄۀձࣾͱͯ࢝͠·Γɺݱࡏ͸গ਺ਫ਼ӶͰࣄۀΛల։͢Δ૊৫΁ 1ਓ 2ਓ 3ਓ ओཁϝϯόʔ਺ ٸ֦େ ໿20ਓ
  5. ©LENZ&Co. All Rights Reserved. CONFIDENTIAL ߦಈࢦ਑ʢʣ 16 ΑΓਂ͘ɺಎ࡯͢Δ ৗࣝΛ͍ٙɺపఈతʹߟ͑ൈ͘͜ͱͰݟ͔ͭΔ֩৺తͳΠϯαΠτ͕ͦ͜ɺ ࢲͨͪͷ͢΂ͯͷఏҊͷى఺Ͱ͋ΓɺΫϥΠΞϯτͷະདྷΛಈ͔͢ݪಈྗ

    Ͱ͢ɻ 01 ੹೚Λڞʹෛ͏ɺ֮ޛΛ΋ͭ ΫϥΠΞϯτͷະདྷΛࠨӈ͢Δҙࢥܾఆʹ͓͍ͯɺ౰ࣄऀͱͯͦ͠ͷॏ੹ Λڞʹഎෛ͏ɺ֮ޛΛ࣋ͪ·͢ɻ 03 ࡉ৺ʹඳ͖ɺେ୾ʹࣔ͢ ਐΉ΂͖ະདྷͱ੒ޭ΁ͷಓےΛࡉ৺ʹඳ͖ɺ৺Λಈ͔͞ΕΔΑ͏ͳɺ໌֬ Ͱྗڧ͍͋Δ΂͖࢟Λɺେ୾ʹࣔ͠·͢ɻ 02 ୭ΑΓ΋ಈ͖ɺഎதΛݟͤΔ มֵ͸ɺ୭͔͕ධ࿦͍ͯ͠Δ͚ͩͰ͸ܾͯ͠ى͖·ͤΜɻઓུΛޠΔ͚ͩ Ͱͳ͘ɺࢲ͕ͨͪઌਞΛ͖ͬͯ୭ΑΓ΋ಈ͖ɺഎதΛݟͤ·͢ɻ 04
  6. ©LENZ&Co. All Rights Reserved. CONFIDENTIAL ߦಈࢦ਑ʢʣ 17 ฏқʹɺඒ͘͠఻͑Δ ෳࡶͰ೉ղͳاۀՁ஋޲্ઓུΛɺ৺Λಈ͔͢ฏқͳݴ༿ͱચ࿅͞Εͨඒ ͍͠ΫϦΤΠςΟϒʹΑͬͯɺΫϥΠΞϯτࣗ਎΋ؾ͍͍ͮͯͳ͍Ձ஋Λ

    ੈքʹ఻͑·͢ɻ 05 ᩦཉʹɺηϯεΛຏ͖ଓ͚Δ ࢓ࣄ͔ΒٵऩͰ͖Δ஌ࣝ΍εΩϧ͚ͩͰͳ͘ɺ࢓ࣄҎ֎ͷ࣌ؒͰಘΒΕΔ ܦݧΛָ͠Ή͜ͱͰɺηϯεΛຏ͖ଓ͚·͢ɻ 07 ܕΛ௒͑ɺܕΛ૑Δ جຊΛపఈతʹशಘ͠ɺͦΕΛҙࣝతʹյ͠ɺ΍͕ͯ͸ܕΛ௒͑ಠࣗͷՁ ஋Λ૑଄͢Δɺͦͷ੒௕αΠΫϧΛೳಈతʹઃܭ͠ɺڞʹ࣮ફ͍͖ͯ͠· ͢ɻ 06 دΓఴ͍ɺڞ૑͢Δ ΫϥΠΞϯτ΍஥ؒʹدΓఴ͍ɺܟҙΛ෷͍ଚॏ͢Δɺ࠷ળʹ޲͚ͨର࿩ ΛॏͶΔϓϩηεʹΑͬͯɺҟͳΔࢹ఺΍Ձ஋؍Λड͚ೖΕɺاۀ͕࣋ͭ ਅͷՁ஋Λڞʹ૑଄͠·͢ɻ 08
  7. ©LENZ&Co. All Rights Reserved. CONFIDENTIAL σʔλͰݟΔϝϯόʔͷঢ়گ 18 ग़਎ۀք 2025೥8݄࣌఺ ೥ྸߏ੒

    20୅ 30୅ 40୅ ฏۉ೥ྸ 33ࡀ 24% 24% 52% ৬छൺ཰ 17໊ ίϯαϧλϯτ σβΠφʔ ίʔϙϨʔτ 13% 58% 29% ͳͲ ηϧαΠυΞφϦετ IR୲౰ ܦӦίϯαϧ ϑΝϯυϚωʔδϟʔ σβΠφʔ ϓϩσϡʔαʔ ূ݊ձࣾ ITΤϯδχΞ ਓࣄ
  8. ©LENZ&Co. All Rights Reserved. CONFIDENTIAL ΫϥΠΞϯτͷاۀՁ஋ͷ࠷େԽʹ޲͚ͨటष͞ 19 σεΫτοϓϦαʔνͰ͸ͳ͘ ݱ஍΁ࢹ࡯ σʔλΛ෼ੳ͢Δ͚ͩͰͳ͘ɺݱ৔ʹ଍ΛӡΜͰ࣮ࡍͷঢ়گΛ

    ௚઀͔֬ΊΔ͜ͱͰɺ਺ࣈ͚ͩͰ͸ݟ͑ͳ͍࣮ଶΛ௫ΈɺΑΓ ਖ਼֬ͳཧղ΁ͱͭͳ͛·͢ɻ ܦӦਞ͔Βݱ৔·Ͱ ᩦཉͳώΞϦϯά ܦӦ૚ͷϏδϣϯ΍ઓུ͚ͩͰͳ͘ɺݱ৔Ͱಇࣾ͘һͷϦΞϧ ͳ੠·Ͱ෯޿͘ٵ্͍͛Δ͜ͱͰɺද૚తͰ͸ͳ͍ຊ࣭తͳ՝ ୊ͱ૊৫ͷڧΈΛநग़͠ɺཱମతͳશମ૾Λඳ͖ग़͠·͢ɻ ࢹ࠲Λग़ͨ͢Ίʹଥڠ͠ͳ͍ Πϯφʔ.5( ୯ͳΔ৘ใ੔ཧʹͱͲ·ΒͣɺҟͳΔࢹ఺ΛͿ͚ͭ߹͍ͳ͕Β ٞ࿦ΛॏͶɺ҆қͳ݁࿦ʹྲྀ͞ΕΔ͜ͱͳ͘ɺاۀՁ஋޲্ʹ ௚݁͢Δʮߴ͍ࢹ࠲ʯͱ࣮ߦՄೳͳํ޲ੑΛపఈతʹಋ͖ग़͠ ·͢ɻ ͲͷεϥΠυʹɺͲΕ͚ͩͷ৘ใू߹ೖΕ͍ͨ ͔ߟ͑·ͨ͠ʁ͜͜Ͱ͸ɺਪҠ·ͰݟͤΔඞཁ ͋ΔΜͰ͕͢ʁͦΕͱ΋ɺKPIͷஅ໘਺஋͚ͩ ͋Ε͹ྑ͍ΜͰ͔͢ʁ ·͊ଥ౰ઢͩ͠ɺΞ΢τϓοτٯࢉܕʹ΋ ͳͬͯΔ͚Ͳɺଟ෼͜Εམͱ͢ͱද໘తͳ΋ ͷʹͳΔͷͰɺΩϥʔΤοηϯε͕ཉ͍͠ͳɻ
  9. ©LENZ&Co. All Rights Reserved. CONFIDENTIAL ืूதͷ৬छ 20 IPOɾIRίϯαϧλϯτ ύʔτφʔɾϚωʔδϟʔͷࢦࣔͷԼɺΫϥΠΞϯ τاۀͷاۀՁ஋ͷ࠷େԽʹߩݙ͍͖ͯͨͩ͠·͢ɻ

    • ΫϥΠΞϯτاۀͷ੒௕ϙςϯγϟϧ΍ࣄۀઓ ུΛݴޠԽ͠ɺ౤ࢿՈ޲͚ͷࢿྉΛ࡞੒ɻ • ্৔ޙͷ*3ରԠʹ͓͚ΔɺΫϥΠΞϯτاۀ΍ εςʔΫϗϧμʔͱͷਐ௙؅ཧ΍Ҋ݅ਪਐΛα ϙʔτɻ த్ ۀ຿಺༰ εϥΠυσβΠφʔ ίϯαϧλϯτͱڠྗ͠ɺΫϥΠΞϯτاۀͷاۀ Ձ஋࠷େԽʹߩݙ͢ΔεϥΠυΛ࡞੒͍͖ͯͨͩ͠ ·͢ɻ ۩ମతʹ͸ɺίϯαϧλϯτ͕࡞੒ͨ͠ϝοηʔδ ΍ϥϑσβΠϯʹج͖ͮɺ౤ࢿՈʹ఻ΘΔΑ͏Ϗ δϡΞϧ໘ΛڧԽͨ͠εϥΠυΛ࡞੒͠·͢ɻ ύʔτφʔɾϚωʔδϟʔͷϨϏϡʔΛड͚ͳ͕Β ۀ຿ΛਐΊ͍͖ͯͨͩ·͢ɻ த్ ۀ຿಺༰ Ϗδωεϓϩσϡʔαʔ ελʔτΞοϓͷ੒௕ΛݗҾ͢ΔϏδωεϓϩ σϡʔαʔͱͯ͠ɺࣄۀ։ൃ΍ύʔτφʔγοϓɺ ϓϩδΣΫτਪਐͳͲɺϏδωεྖҬΛ෯޿͘୲౰ ͍͖ͯͨͩ͠·͢ɻ ۩ମతʹ͸ɺ৽نࣄۀɾαʔϏεͷاըͱ্ཱͪ͛ɺ طଘࣄۀͷάϩʔεࢪࡦͷཱҊͱ࣮ߦΛ͓೚ͤ͠· ͢ɻ·ͨɺύʔτφʔاۀͱͷΞϥΠΞϯεاըɾ ަব΍ɺΫϥΠΞϯτͱͷؔ܎ߏஙɺ֤छϓϩδΣ ΫτͷϚωδϝϯτ΋ॏཁͳۀ຿Ͱ͢ɻ த్ ۀ຿಺༰
  10. ©LENZ&Co. All Rights Reserved. CONFIDENTIAL ಇ͘؀ڥˍࣾ಺੍౓ 21 • ϑϨοΫελΠϜ੍ •

    ೖࣾ൒೥ޙʹ༗څ೔෇༩ • ՆقٳՋʢ݄ͷؒʹ࠷େ೔ؒ෇༩ʣ • ҭࣇٳՋ • հޢٳՋ • ࣾձอݥ׬උʢ݈߁อݥʗްੜ೥ۚʗޏ༻อݥʗ࿑ࡂอݥʣ • ر๬1$ି෇͓Αͼपลػثͷߪೖ • ΦϑΟεͷҜࢠ͸શͯϋʔϚϯϛϥʔ ಇ͘؀ڥ • ೖࣾ࣌ʹਪનਤॻΛଃఄ • ΢ΣϧΧϜϥϯν • ަ௨අશֹࢧڅ • ۀ຿ʹඞཁͳॻ੶ߪೖʢਃ੥ɾ૯຿Ͱߪೖ͠෇༩ʣ • ۀ຿ʹඞཁͳπʔϧͷΞΧ΢ϯτ෇༩ • ΦϑΟεʹ͓՛ࢠʗҿྉΛ഑ஔ • ϲ݄ʹճఔ౓ͷશࣾҿΈձͷձࣾෛ୲ • िճ·Ͱϝϯόʔͱͷϥϯν୅Λ શֹձࣾෛ୲ ࣾ಺੍౓
  11. ©LENZ&Co. All Rights Reserved. CONFIDENTIAL ୅දͷѫࡰ 22 ࢲͨͪͷݪ఺͸ɺϑΝΠφϯεͷʮ࿦ཧʯͱΫϦΤΠςΟϒͷʮײੑʯΛ༥߹ͤ͞Δ͜ͱʹ͋Γ·͢ɻͦΕ͸ ΫϥΠΞϯτʹରͯ͠ॿݴΛ͢Δ͚ͩͰ΋ͳ͘ɺࢿྉΛඒ͘͠ݟͤΔ͜ͱ͚ͩͰ΋͋Γ·ͤΜɻΫϥΠΞϯτ ͷϏδωεͱపఈతʹ޲͖߹͍ɺͦͷاۀʹ຾Δຊ࣭తͳՁ஋ͷݪੴΛݟ͚ͭग़͠ɺະདྷ΁ͷ੒௕ઓུΛʮ࠶

    ߏஙʯ͢Δ͜ͱͰ͢ɻ اۀͷະདྷΛɺҟೳऀͨͪͱڞʹ࠶ߏங͢Δɻ ͜ͷࠔ೉ͳϓϩηεΛՄೳʹ͢Δͷ͕ɺϑΝΠφϯεɺΫϦΤΠςΟϒɺ֤ྖҬͷઐ໳ੑΛ࣋ͬͨʮҟೳʯͷ ϓϩϑΣογϣφϧूஂͰ͋ΔࢲͨͪͷνʔϜͰ͢ɻ ࢲͨͪͷࠜఈʹ͸ɺ͍͔ͭ͘ͷ༳Δ͗ͳ͍ߦಈࢦ਑͕͋Γ·͢ɻද໘తͳ౴͑ʹຬ଍ͤͣɺৗࣝΛ͍ٙɺపఈ తʹߟ͑ൈ͘͜ͱͰ֩৺తͳΠϯαΠτΛ۷Γى͜͢͜ͱɻͦͯ͠ɺ୯ͳΔ֎෦ͷॿݴऀͰ͸ͳ͘ɺͦͷॏ੹ Λڞʹഎෛ͏౰ࣄऀͰ͋Δͱ͍͏֮ޛΛ࣋ͭ͜ͱɻ·ͨɺઓུΛޠΔ͚ͩͰͳ͘ɺ࣌ʹటष͍λεΫ΋཰ઌ͠ ͯҾ͖ड͚ɺطଘͷܕΛ৐Γӽ͑ΔͨΊͷߦಈΛ୭ΑΓ΋཰ઌͯ͠ى͜͢͜ͱɻ͜ͷ࢟੎͕ͦ͜ɺຊ࣭తͳ اۀՁ஋ͷ࠶ߏஙΛՄೳʹ͢Δ།Ұͷݪಈྗͩͱɺࢲͨͪ͸֬৴͍ͯ͠·͢ɻ ࣗ਎ͷઐ໳ੑΛ֩ͱ͠ͳ͕Β΋ɺͦͷڥքΛڪΕͣʹඈͼӽ͑ɺ஥ؒͱڞʹߴΈΛ໨ࢦͤΔํͱग़ձ͑Δ͜ͱ Λɺ৺͔Βָ͠Έʹ͍ͯ͠·͢ɻ ୅දऔక໾ / ύʔτφʔ ໦Լ ᠳଠ