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

Frequently Asked Questions from Investors and Answers (August 2026)

In response to questions frequently received from investors, the company explained its performance in the first quarter of the fiscal year ending March 2027, progress in each business, and the status of its AI business. It also provided supplementary information on Recichalle shopping service offline purchasing UU (annualized) and the number of retail partners.

Worth reading
73In focus
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
4767
¥ million (first-quarter revenue for the fiscal year ending March 2027)
Wording
Conditional
How definitive the wording is.

Announced details

レシチャレ (receipt-based promotion service)TRILLLIVEwithKurashiru AI OS platform
Applicable field (uses covered by this announcement)
Sales proposal operations for food and beverage manufacturersPromotional planning and shelf allocation planningDemand ForecastingBudget managementRebate calculation and promotional expense settlement
What the company reported numerically
Usage history

There are 9 retail partners with contracts in place or planned. Paid trials of the Kurashiru AI OS platform are underway at 株式会社Mizkan and one other major food manufacturer.

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

The company is proceeding with paid trial implementations of the Kurashiru AI OS platform at 株式会社Mizkan and one other major food manufacturer.

Counterparty株式会社Mizkan

A major food manufacturer. The name of one other major food manufacturer has not been disclosed.

Impact on Business Performance

Revenue for the first quarter of the fiscal year ending March 2027 was ¥4,767 million, gross profit was ¥2,310 million, Non-GAAP operating profit was ¥940 million, operating profit was ¥905 million, and net income was ¥604 million. The AI business had a limited impact on results for the period, and its revenue has effectively not been factored in.

The company does not address Contract Value / Offering price.

Source (materials cited by the company)

Earnings presentation, pp. 22, 25 and 51.

Announced details
ItemDetails
Names of Products / Services Coveredレシチャレ (receipt-based promotion service), TRILL, LIVEwith, Kurashiru AI OS platform
Counterparty株式会社Mizkan
Counterparty overviewA major food manufacturer. The name of one other major food manufacturer has not been disclosed.
Relationship with the CompanyThe company is proceeding with paid trial implementations of the Kurashiru AI OS platform at 株式会社Mizkan and one other major food manufacturer.
Applicable areaSales proposal operations for food and beverage manufacturers, Promotional planning and shelf allocation planning, Demand Forecasting, Budget management, Rebate calculation and promotional expense settlement
Usage historyThere are 9 retail partners with contracts in place or planned. Paid trials of the Kurashiru AI OS platform are underway at 株式会社Mizkan and one other major food manufacturer.
Impact on Business PerformanceRevenue for the first quarter of the fiscal year ending March 2027 was ¥4,767 million, gross profit was ¥2,310 million, Non-GAAP operating profit was ¥940 million, operating profit was ¥905 million, and net income was ¥604 million. The AI business had a limited impact on results for the period, and its revenue has effectively not been factored in.
SourceEarnings presentation, pp. 22, 25 and 51.
Items this document does not state (10)
Contract ValueOffering priceContract DateLaunch dateAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocationLocation scaleQuantitative Effects

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 company disclosed the main questions recently received and its answers to strengthen information dissemination to investors and ensure fair disclosure.

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