Komori
K

Kurashiru,Inc.

299AInformation and Communications, Services and OthersSmall cap
1,207JPY+0.1%
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Price history
¥1,207Latest+4.8%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

Kurashiru Group operates as a single-segment business centered on its platform business, guided by its corporate philosophy, BE THE SUN (become a presence that has a bright and significant impact on the world), and aims to create services that broadly support people. Its specific services include Kurashiru, a recipe video service; ResiChare, a reward-based marketing service in the purchasing sector; TRILL; and LIVEwith, a creator management service. Through these services, the Group generates advertising revenue, affiliate revenue, reward-based promotional revenue, livestreaming revenue and other income. Its video content combines in-house productions, including recipe videos supervised by in-house registered dietitians, with UGC through Kurashiru Shorts. Its apps have been downloaded more than 45 million times cumulatively, its social media accounts have a combined 12 million followers, and it offers more than 250,000 videos. The videos are distributed through the web, iOS and Android apps, YouTube, Instagram, X, LINE and other channels. The pillars of its medium- to long-term strategy are expanding its user base, broadening promotional support in the purchasing sector, advancing its vertical AI agent business, and strengthening the business through M&A. The Company was listed on the Growth Market of the Tokyo Stock Exchange in December 2024, launched a purchase-guaranteed retail media network in August 2025, changed its corporate name to Kurashiru, Inc. in October 2025, completed the acquisition of the VTuber business in January 2026, and established ATF株式会社.

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Key numbersShowing 8 of 19
PER
87.89How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
3.82How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
4.3%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥53bnShare price × number of shares. The value of the entire company.
Equity ratio
81.0%The proportion of assets funded by money that does not have to be repaid.
Operating margin
19.0%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
-36.8%The average annual growth in sales over the past three years.
What to watch next
Disclosure of progress in securing underlying demand and recurring revenue, including ARR and revenue recognition, through AI Supply Chain OS (the vertical AI agent business)
July–October 2026 (based on the next quarterly disclosure)Impact HighLikelihood Medium
Verification of reports that agreed ARR for the AI agent business has reached approximately ¥100 million, including the contract structure, recognition criteria and sustainability
Timing of disclosure and reflection in investor relations materials in June–July 2026Impact MediumLikelihood Medium
Confirmation of whether growth in MAU related to クラシルリワード and レシチャレ is translating into purchasing outcomes, including conversions and advertising/promotional revenue
Quarterly, to assess the concurrent trends in MAU and revenueImpact MediumLikelihood High
Growth in the number of partners, campaigns and transaction value of the purchase-guaranteed retail media network launched in August 2025
July–December 2026Impact MediumLikelihood Medium
Emergence of, or proposed mitigation measures for, the impact of platform dependence, including Apple and Google, and changes to distribution channels on growth KPIs
As needed, in connection with changes to terms of service or updates to system availability and service conditionsImpact MediumLikelihood Medium
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Who owns itTop holders total 86.8%
Listed holders 86.8%Everyone else 13.2%
LINEヤフー株式会社39.10%
Horie Yusuke (堀江裕介)17.05%
YJ No. 2 Investment Partnership15.45%
株式会社日本カストディ銀行 (Trust Account)5.70%
Suzuki Yuto (鈴木 祐人)2.26%
Nomura Trust and Banking Co., Ltd. (Trust Account)1.98%
The Master Trust Bank of Japan, Ltd. (Trust Account)1.70%
SBI SECURITIES CO., LTD.1.52%
2 other listed holders2.07%
Who owns it
HolderOwnership (%)
LINEヤフー株式会社39.10
Horie Yusuke (堀江裕介)17.05
YJ No. 2 Investment Partnership15.45
株式会社日本カストディ銀行 (Trust Account)5.70
Suzuki Yuto (鈴木 祐人)2.26
Nomura Trust and Banking Co., Ltd. (Trust Account)1.98
The Master Trust Bank of Japan, Ltd. (Trust Account)1.70
SBI SECURITIES CO., LTD.1.52
2 other listed holders2.07
This company's documents
Timely disclosures
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