Expansion into growth areas such as IoT/M2M, environmental energy and healthcare

「〔IoT Solutions Business〕In this business, demand for logistics DX remained strong, but sales were unchanged from the same period of the previous year as some projects were pushed into the second half. Solutions for smart cities increased significantly from the same period of the previous year, while internet security-related products and the livestock DX business also increased. As a result, net sales were ¥2.225 billion, up 21.5% year on year.」

「YEデジタルは今後も、畜産業界のDX推進を支えるサービスの提供を通じて、業務効率化と持続可能な畜産業の実現に貢献してまいります。」

「We have decided to establish LDX Technologies, a joint venture with FCCテクノ, on 1 July 2026. Through the development, implementation, operation and adoption support of logistics-related systems, we will promote the automation, visualization and efficiency of logistics within warehouses and factories and further expand our logistics DX-related business.」

「In the IoT Solutions Business, the Company is promoting expansion in the logistics DX field by accelerating sales of its MMLogiStation solution in the strong-demand market and through its business alliance with Toyota Industries Corporation. In livestock DX, it is seeking to increase orders through proposals using 2 new services designed to support the government's assistance for streamlining feed distribution. In smart cities, it is accelerating business development by strengthening sales efforts targeting priority customers and collaboration with partners.」

「In the IoT Solutions Business, the Company is promoting expansion of sales of the new logistics DX solution Analyst-DWC and of solutions through its business alliance with Toyota Industries Corporation. In livestock DX, it is seeking to increase orders through the launch of 2 new services, Milfee Order and Milfee Delivery, designed to support the government's assistance for streamlining feed distribution. In smart cities, it is accelerating business development by strengthening collaboration with partners and through other measures.」

「The Company also worked to expand the business in the smart-city field by pursuing project wins through stronger promotion and establishing the joint venture Machidia Co., Ltd. in August 2023.」

「In the logistics DX field of the IoT Solutions Business, the Company is working to expand the business and acquire customers by accelerating order acquisition while looking beyond the response to the logistics industry's “2024 problem” to future logistics automation.」

「The Company accelerated efforts to capture strong demand in the logistics DX field. In livestock DX, it stepped up sales activities in key regions with thriving livestock industries and examined applying its solutions to policies designed to streamline feed delivery and other operations. In smart cities, it sought to generate demand, including by approaching priority projects, and established the joint venture Machidia Co., Ltd. in August to expand the business.」

「In the IoT Solutions Business, the Company is seeking to expand the business by pursuing prime contracts following large projects already won in the strong-demand logistics DX field, and by capitalizing on growing customer demand in livestock DX and smart cities, supported by government and local-government assistance and subsidies.」

「In the Social IoT field, the Company worked to expand sales of AI and IoT solutions and expand the business, including by starting sales of new solutions, MMLogiStation and Milfee, addressing challenges in the logistics and livestock industries.」

「〔IoT Solutions Business〕Internet security-related products for the education sector and AI and IoT products for food processing declined from the same period of the previous year. New solutions for the livestock sector increased despite the impact of overseas supply constraints and higher feed prices, while the smart logistics business increased through expanded sales of new solutions to the logistics industry, where demand continues to grow. As a result, net sales were ¥2.750 billion, up 5.0% year on year.」

「In the livestock sector, sales increased from the same period of the previous year despite delays caused by supply constraints, while the smart logistics business also grew through expanded sales of new solutions. Meanwhile, internet security-related products for the education sector and AI and IoT products for food processing declined. As a result, net sales were ¥1.854 billion, down 2.7% year on year.」

「In this business, the smart logistics business increased, as did FA systems including remote monitoring and embedded development for medical equipment. However, internet security-related products for the education sector declined as demand under the GIGA School Initiative ran its course, and AI and IoT products for food processing also decreased from the same period of the previous year. As a result, net sales were ¥761 million, down 13.1% year on year.」

「In this business, FA system development, including remote monitoring, increased and AI and IoT products for food processing remained solid. However, internet security-related products for the education sector declined significantly as demand under the GIGA School Initiative ran its course, while embedded development for mechatronics equipment and IoT products for manufacturers also declined due to the impact of the company split and share transfer in July 2020. As a result, orders received were ¥4.086 billion, down 23.8% from the previous consolidated fiscal year, and net sales were ¥3.709 billion, down 30.3%.」

「〔IoT Solutions Business〕In this business, AI and IoT products for food processing increased and FA system development remained solid, but embedded development for mechatronics equipment and IoT products for manufacturers declined due to the impact of the company split and share transfer in July of the previous year. Internet security-related products for the education sector also declined as demand under the GIGA School Initiative ran its course. As a result, net sales were ¥2.619 billion, down 27.4% year on year.」

「The Group is working to expand its IoT Solutions (Social IoT) Business by introducing new solutions and services in areas such as agriculture and social infrastructure, while strongly promoting DX by leveraging its prime-contracting capabilities developed in the business sector.」

「In this business, embedded development for mechatronics equipment and IoT products for manufacturers decreased from the same period of the previous year, partly due to the impact of the company split and share transfer in July of the previous year. AI and IoT products for food processing and internet security-related products driven by ICT equipment installations in educational settings increased. As a result, net sales were ¥877 million, up 3.7% year on year.」

「In this business, AI- and IoT-related business, led by smart logistics, exceeded the previous consolidated fiscal year's level, while internet security-related products significantly exceeded the previous consolidated fiscal year's level due to increased demand for ICT equipment installations in educational settings. As a result, orders received were ¥5.360 billion, up 16.0% from the previous consolidated fiscal year, and net sales were ¥5.325 billion, up 20.3%.」

「〔IoT Solutions Business〕In this business, embedded software development for medical equipment and other applications decreased from the same period of the previous year, while AI- and IoT-related business, led by smart logistics, exceeded the previous year's level. Internet security-related products also significantly exceeded the previous year's level due to increased demand for ICT equipment installations in educational settings. As a result, net sales were ¥3.610 billion, up 13.4% year on year.」

「In this business, software development for medical equipment decreased from the same period of the previous year, and internet security-related products also declined due to order delays in the education sector. AI- and IoT-related business, however, continued to grow steadily, led by smart logistics, which increased from the same period of the previous year. As a result, net sales were ¥2.239 billion, up 1.3% year on year.」

「〔IoT Solutions Business〕In this business, software development for medical equipment and internet security-related products decreased from the same period of the previous year, while sales of information equipment and FA system integration for warehouse logistics and production-line management increased. As a result, net sales were ¥846 million, up 1.9% year on year.」

「〔IoT Solutions Business〕In this business, internet security-related products declined, while IoT products such as MMEye, an AI image-inspection product for the food industry, MMLink, which connects various devices, and MMCloud, which provides data visualization via the cloud, as well as sales of information equipment and train operation management systems, increased. As a result, orders received were ¥4.621 billion, up 2.5% year on year, and net sales were ¥4.427 billion, up 5.6%.」

「〔IoT Solutions Business〕In this business, sales of train operation management systems, information equipment, internet security-related products, and software development for mechatronics equipment increased from the same period of the previous year. As a result, net sales were ¥3.182 billion, up 12.6% year on year.」

「〔IoT Solutions Business〕In this business, FA system integration for warehouse logistics and production-line management decreased from the same period of the previous year, while control systems for water treatment and industrial electrical equipment, sales of information equipment, software development for mechatronics equipment, and internet security-related products increased. As a result, net sales were ¥2.210 billion, up 8.5% year on year.」

「〔IoT Solutions Business〕 In this business, sales of power-generation monitoring systems and internet security-related products decreased from the same period of the previous year, while FA system integration for warehouse logistics and production-line management, software development for mechatronics equipment, and embedded software development increased. As a result, net sales were ¥830 million, up 13.3% year on year.」

「In this business, embedded product software development, construction of FA systems for warehouse logistics and production-line management, and internet and security-related products and the IoT and AI products used with them performed well, while sales of information equipment and software development for medical equipment declined. As a result, orders were ¥4.507 billion, down 7.8% from the previous consolidated fiscal year, and revenue was ¥4.193 billion, down 8.6%.」

「〔IoT Solutions Business〕 In this business, construction of FA systems for warehouse logistics and production-line management and embedded product software development increased from the same period of the previous year, while sales of information equipment, internet and security-related products and software development for medical equipment declined. As a result, revenue was ¥2.826 billion, down 13.1% from the same quarter of the previous year.」

「〔IoT Solutions Business〕In this business, construction of FA systems for warehouse logistics and production-line management, IoT/M2M application services and embedded product software development increased from the same period of the previous year, while sales of information equipment, software development for medical equipment and internet and security-related products declined. As a result, revenue was ¥2.037 billion, down 13.7% from the same quarter of the previous year.」

「In this business, internet and security-related products and construction of FA systems for warehouse logistics and production-line management increased from the same period of the previous year. However, in addition to the decline associated with the sale of Yaskawa Information Embedded Co., Ltd., software development for medical equipment, sales of information equipment and software development for mechatronics equipment decreased. As a result, revenue was ¥732 million, down 14.8% from the same quarter of the previous year.」

「For the consolidated fiscal year, although the business solutions business increased from the previous fiscal year, orders declined to ¥12.540 billion, down 5.4% from the previous consolidated fiscal year, and revenue declined to ¥12.484 billion, down 7.0%, due to the time required for customers to proceed to full-scale implementation in the IoT solutions business and the impact of the sale of Yaskawa Information Embedded Co., Ltd. in the previous fiscal year.」

「Against this backdrop, as the midpoint year of the medium-term management plan “Challenge for Excellence,” our group continued structural reforms, pursued increased orders by positioning the IoT and services businesses as growth drivers, and worked to establish a foundation for future growth. During the cumulative third-quarter consolidated period, although the business solutions business increased from the previous fiscal year, revenue declined to ¥8.978 billion, down 2.4% from the same quarter of the previous year, due to the time required for customers to proceed to full-scale implementation in the IoT solutions business and the impact of the sale of Yaskawa Information Embedded Co., Ltd. Operating profit was ¥100 million, down 74.2%, ordinary profit was ¥102 million, down 73.5%, and net income attributable to owners of the parent was ¥21 million, down 93.1%.」

「〔IoT Solutions Business〕In this business, internet and security-related products remained firm, but revenue declined due to the sale of Yaskawa Information Embedded Co., Ltd., as well as decreases in software development for medical equipment and construction of FA systems for warehouse logistics and production-line management compared with the same period of the previous year. As a result, revenue was ¥2.359 billion, down 23.5% from the same quarter of the previous year.」

「Against this backdrop, the Group is continuing its structural reforms in the midpoint year of the medium-term management plan, “Challenge for Excellence,” while seeking to expand orders by making IoT and service businesses the pillars of growth and working to establish the foundation for future growth.」

「In this business, while embedded product software development and software development for medical equipment declined, construction of FA systems for warehouse logistics and production-line management, IoT/M2M solutions and control systems increased.」

「To reliably address these needs, the Group began providing IoT services in collaboration with partner companies to support global product and equipment lifecycle management. It is also actively working to expand orders in the IoT field, including by providing predictive maintenance services using big data and AI.」

「To reliably address these needs, the Group began providing IoT services in collaboration with partner companies to support global product and equipment lifecycle management, as well as comprehensive cloud services for next-generation ERP. It is also actively working to expand orders in the IoT field, including by providing predictive maintenance services using big data and machine learning.」