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Other Disclosures299AKurashiru,Inc.Information and Communications, Services and Others

Frequently Asked Questions from Investors and Answers (June 2026)

In response to questions frequently asked by investors, the company explained the current status and outlook for its AI Agent business, investment in レシチャレ, and shareholder return policy in a Q&A format.

Worth reading
56In focus
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Direction
Mixed performance
Direction inferred from the company’s description.
Scale
—
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Wording
Conditional
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Announced details

Vertical AI Agent serviceレシチャレ (receipt-based promotion service)
Applicable field (uses covered by this announcement)

Food and beverage manufacturers, food wholesalers, retail, wholesale and manufacturers’ promotional activities, sales terms management, order processing, supply chain management, and management dashboards

Launch dateMarch 2026 (actual)
What the company reported numerically
Quantitative Effects

An example is given of reducing sales terms management work from 2–3 hours to several minutes.

Usage history

Approximately 2–3 months after the service launch in March 2026, ARR covered by basic agreements was approximately ¥100 million. PoCs with multiple companies, including major food manufacturers and major food wholesalers, are progressing.

Relationship between the counterparty and the company
Kurashiru,Inc.299A
Relationship with the Company

The disclosure states that the company has a track record of transactions with food and beverage manufacturers, food wholesalers, retailers, and others, but individual counterparties have not been disclosed.

Offering price

An example is given in which sales terms management is processed at approximately ¥4,000, compared with the previous level of approximately ¥8,000. Usage-based pricing applies according to the number of tasks processed.

Impact on Business Performance

The impact of higher AI costs on the business is considered limited. An improvement in the Non-GAAP operating profit margin is expected in the next fiscal year.

The company does not address Contract Value.

Announced details
ItemDetails
Names of Products / Services CoveredVertical AI Agent service, レシチャレ (receipt-based promotion service)
Relationship with the CompanyThe disclosure states that the company has a track record of transactions with food and beverage manufacturers, food wholesalers, retailers, and others, but individual counterparties have not been disclosed.
Offering priceAn example is given in which sales terms management is processed at approximately ¥4,000, compared with the previous level of approximately ¥8,000. Usage-based pricing applies according to the number of tasks processed.
Launch dateMarch 2026 (actual)
Applicable areaFood and beverage manufacturers, food wholesalers, retail, wholesale and manufacturers’ promotional activities, sales terms management, order processing, supply chain management, and management dashboards
Quantitative EffectsAn example is given of reducing sales terms management work from 2–3 hours to several minutes.
Usage historyApproximately 2–3 months after the service launch in March 2026, ARR covered by basic agreements was approximately ¥100 million. PoCs with multiple companies, including major food manufacturers and major food wholesalers, are progressing.
Impact on Business PerformanceThe impact of higher AI costs on the business is considered limited. An improvement in the Non-GAAP operating profit margin is expected in the next fiscal year.
Items this document does not state (10)
CounterpartyCounterparty overviewContract ValueContract DateAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocationLocation scaleSource

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The reasons the company gives

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The purpose is to strengthen information disclosure to investors and ensure fair disclosure.

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Frequently Asked Questions from Investors and Answers (June 2026) | Kurashiru,Inc. (299A) timely disclosure | Komori