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How definitive the wording is.Contents of this document
Summary of Q&AThird quarter of the fiscal year ending July 20263 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥14 100 million actual for the fiscal year ended July 2025
Gross Profit Margin
RateBusiness model capable of achieving a gross profit margin of more than 50%
What the company explained in this material
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
- Revenue level for operating profitability and high-margin businesses: The company explained that it achieved ordinary profitability on revenue of ¥1.4 billion in the fiscal year ended July 2025, with a 75% contribution margin on aircraft sales.
- Defense drones and domestic production: The company aims to establish a system for the development, manufacture and supply of domestically developed unmanned aircraft in cooperation with partners.
- Positioning of the domestically developed unmanned aircraft platform: The company explained that this initiative extends its existing industrial infrastructure inspection technologies and capabilities for field implementation.
- Differentiation from industry peers: The company cited its experience implementing the entire process, from aircraft development and operation in specialized environments to data acquisition and image and AI analysis, as a key strength.
- Lowering of the full-year forecast: The company explained that project delays were the primary factor. Although some projects have effectively shifted into a different period, it is necessary to assess the likelihood of receiving orders, timing of revenue recognition and profitability for each project.
- Defense and military drones: Nothing has been specifically decided at this time. The company is considering the matter in light of social needs, laws and regulations, and other factors.
- Construction project progress management support service: Development of a national project undertaken for approximately 2 years has been completed, and the company expects to begin monetizing the service from July 2026.
New initiatives
- Building a domestically developed unmanned aircraft platform for disaster response, critical infrastructure and national security
- Establishing a system for the development, manufacture and supply of domestically developed unmanned aircraft through cooperation with related companies and relevant organizations
- Commercializing the construction project progress management support service from July 2026
Key KPIsA metric the company considers important as a management benchmark.
- Contribution margin on aircraft sales75 ％
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Third quarter of the fiscal year ending July 2026 |
| Net Sales | ¥14 100 million (actual for the fiscal year ended July 2025) |
| Gross Profit Margin | Rate Business model capable of achieving a gross profit margin of more than 50% / Year on year against the same period last year Not disclosed |
| Key KPIs | Indicator name Contribution margin on aircraft sales / Value 75 ％ / Year on year against the same period last year Not disclosed |
| Key points of the Q&A | Revenue level for operating profitability and high-margin businesses: The company explained that it achieved ordinary profitability on revenue of ¥1.4 billion in the fiscal year ended July 2025, with a 75% contribution margin on aircraft sales., Defense drones and domestic production: The company aims to establish a system for the development, manufacture and supply of domestically developed unmanned aircraft in cooperation with partners., Positioning of the domestically developed unmanned aircraft platform: The company explained that this initiative extends its existing industrial infrastructure inspection technologies and capabilities for field implementation., Differentiation from industry peers: The company cited its experience implementing the entire process, from aircraft development and operation in specialized environments to data acquisition and image and AI analysis, as a key strength., Lowering of the full-year forecast: The company explained that project delays were the primary factor. Although some projects have effectively shifted into a different period, it is necessary to assess the likelihood of receiving orders, timing of revenue recognition and profitability for each project., Defense and military drones: Nothing has been specifically decided at this time. The company is considering the matter in light of social needs, laws and regulations, and other factors., Construction project progress management support service: Development of a national project undertaken for approximately 2 years has been completed, and the company expects to begin monetizing the service from July 2026. |
| New initiatives | Building a domestically developed unmanned aircraft platform for disaster response, critical infrastructure and national security, Establishing a system for the development, manufacture and supply of domestically developed unmanned aircraft through cooperation with related companies and relevant organizations, Commercializing the construction project progress management support service from July 2026 |
Items this document does not state (24)
Operating profitOrdinary incomeNet incomeOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment 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 expendituresOrders received and order backlogMarket Size / Share
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.The main reason for lowering the full-year forecast was not the cancellation of projects, but the fact that the timeline from project development to order receipt and revenue recognition has become longer than initially expected. The company explained that, in new and overseas business areas, it is carefully assessing market potential, customer needs, profitability, target regions and sales methods, resulting in some projects for which revenue could not be recognized as initially anticipated.
How to read this page
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