Komori
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NTT DATA INTRAMART CORPORATION

3850Information and Communications, Services and OthersMicro cap
3,885JPY-1.4%
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Price history
¥3,885Latest+55.5%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The company covered by this report provides the Enterprise AI Orchestration Platform “intra-mart” and a range of related products, with its business centered on two segments: software and services. It combines direct sales with indirect sales through authorized distributors and continues to transition to subscription-based contracts. Its medium-term plan covers fiscal 2026 to fiscal 2028 and focuses on improving profitability through customer co-creation and the use of AI, as well as building the brand.

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Key numbersShowing 8 of 19
PER
62.46How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
3.27How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
5.2%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
¥19bnShare price × number of shares. The value of the entire company.
Equity ratio
53.0%The proportion of assets funded by money that does not have to be repaid.
Operating margin
10.2%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
28.9%The average annual growth in sales over the past three years.
What to watch next
Further increase in the proportion of intra-mart-related subscription offerings, including annual-use licenses, and improvement in churn and retention rates
FY2026 to FY2027, to be confirmed in the next fiscal-year disclosureImpact HighLikelihood Medium
Expansion of intra-mart Procurement Cloud sales, including order intake and ARR growth supported by JIIMA, a certification meeting public-sector requirements
FY2026 onwardImpact HighLikelihood Medium
Launch of generative AI integration modules and conversational application development support, followed by disclosure of data on adoption benefits
During FY2026, depending on the timing of product and feature releasesImpact MediumLikelihood Low
Signs that proof-of-concept results for the AI agent development platform, including MCP integration, are converting into actual projects and monetization models
FY2026 to FY2028, depending on progress under the medium-term planImpact MediumLikelihood Low
Progress in executing the capital investment plan totaling ¥602 million through the end of FY2026, and the subsequent impact on revenue and gross profit
Through the end of FY2026, with the impact reflected in results in the following fiscal yearImpact MediumLikelihood Medium
What to watch next
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Who owns itTop holders total 52.1%
Listed holders 52.1%Everyone else 47.9%
NTT DATA Corporation21.75%
Nakayama Yoshito (中山 義人)11.89%
The Master Trust Bank of Japan, Ltd.3.69%
㈱フォーカス システムズ3.05%
カナデビア㈱3.00%
㈱DTS2.61%
光通信KK投資事業有限責任組合2.09%
Gomi Daisuke (五味 大輔)1.44%
2 other listed holders2.54%
Who owns it
HolderOwnership (%)
NTT DATA Corporation21.75
Nakayama Yoshito (中山 義人)11.89
The Master Trust Bank of Japan, Ltd.3.69
㈱フォーカス システムズ3.05
カナデビア㈱3.00
㈱DTS2.61
光通信KK投資事業有限責任組合2.09
Gomi Daisuke (五味 大輔)1.44
2 other listed holders2.54
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