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Earnings presentation135AVRAIN Solution,Inc.Information and Communications, Services and Others

2026年2月期第2四半期決算 説明会動画及び質疑応答(要旨)のお知らせ

第2四半期決算に関する質疑応答を公表し、売上債権の増加理由、通期予想の達成見込み、受注好調の背景、海外展開や工場稼働の進捗を説明した。8月末の受注残は1,126百万円で、下期の売上計上を見込んでいる。

Worth reading
34Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
1126
¥ million
Wording
Conditional
How definitive the wording is.

Contents of this document

Summary of Q&A2026年2月期 第2四半期6 items taken from the company’s own explanation
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
現時点で達成可能であると判断
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
  1. 売上債権増加の理由と回収リスク
  2. Impact of US tariff measures
  3. 通期業績予想の達成可能性
  4. 第2四半期の受注好調要因
  5. AIシステムの海外展開
  6. 継続顧客売上高と複数プロダクト・複数工場への拡大
  7. 工場建設・稼働の進捗
  8. Competitive advantages over other companies
  9. 東証プライム市場を目指す方針と未達条件
New initiatives
  • 海外展開に向けた販売エリア・拠点候補地の選定
  • AIシステムの第三者認証取得・言語対応の準備
  • 東京都内で賃借した工場の稼働準備
  • 設備・運用体制の構築
Key KPIsA metric the company considers important as a management benchmark.
  • Order backlog¥1,126 million
    As ofEnd of August 2025
Market Size / Share
海外の製造業市場規模は日本の10倍以上との認識。シェアの数値はNot disclosed
Orders received and order backlog
Order backlog
¥1,126 million
As ofEnd of August 2025
Contents of this document
ItemDetails
Document typeSummary of Q&A
Fiscal Period Covered2026年2月期 第2四半期
Self-assessment against the plan現時点で達成可能であると判断
Key KPIsIndicator name Order backlog / Value ¥1,126 million / As of End of August 2025
Orders received and order backlogOrder backlog ¥1,126 million / Orders received Not disclosed
Market Size / Share海外の製造業市場規模は日本の10倍以上との認識。シェアの数値はNot disclosed
Key points of the Q&A売上債権増加の理由と回収リスク, Impact of US tariff measures, 通期業績予想の達成可能性, 第2四半期の受注好調要因, AIシステムの海外展開, 継続顧客売上高と複数プロダクト・複数工場への拡大, 工場建設・稼働の進捗, Competitive advantages over other companies, 東証プライム市場を目指す方針と未達条件
New initiatives海外展開に向けた販売エリア・拠点候補地の選定, AIシステムの第三者認証取得・言語対応の準備, 東京都内で賃借した工場の稼働準備, 設備・運用体制の構築
Items this document does not state (23)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSegment resultsBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expenditures

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

売上債権の増加は、夏季休業前後に納品が集中して8月売上が増加したこと、製造業顧客の支払サイトが100日超となる商習慣や一部取引で顧客の支払条件に合わせたことによる。受注好調は、大阪営業所・名古屋営業所で受注を計上できたことと、第1四半期に見込んでいた案件の一部が第2四半期にずれて計上されたことによる。

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
2026年2月期第2四半期決算 説明会動画及び質疑応答(要旨)のお知らせ | VRAIN Solution,Inc. (135A) timely disclosure | Komori