Worth reading
31Immaterial
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
249
¥ million (year-on-year decrease in revenue)Wording
Conditional
How definitive the wording is.Contents of this document
Financial results presentationSecond quarter of the fiscal year ending August 20265 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥1,161 million-17.7%
Operating profit¥2 million-94.5%
Net income¥-2 million
Gross Profit Margin41.9 %
Operating profit margin0.2 %
Results for the three months of the current quarter
Net Sales
¥579 million
Gross profit
¥264 million
Operating profit
¥28 million
Full-year earnings forecast
EBITDA
¥182 million
What the company explained in this material
New initiatives
- 開始 of the pre-release of Miruroad, a road inspection solution
- Joint development with 東洋熱工業 of SLEEVY, a sleeve inspection application
- Acquisition of shares in 藤山水産加工, its inclusion as a consolidated subsidiary, and its conversion into a physical AI demonstration center
- 開催 of the Hokkaido AI × IoT Business Co-creation Lab
Key KPIsA metric the company considers important as a management benchmark.
- ゆりもっと implementation track record3,213 locations
- 現場ロイド implementation track record23,840 Engagements
- GenVital LTE implementation track record2,200 units
- Number of companies using GenVital LTE100 companies or more
- Implementation track record for DX services for construction sites20,000 over downloads
Segment results
IoT Business Innovation
Net Sales
¥560 million
Construction Solutions
Net Sales
¥601 million
Market Size / Share
- Domestic IoT market¥6.9 trillion in 2023 → ¥10.1 trillion in 2028CAGR8.0%
- Domestic AI systems market¥1.3 trillion in 2024 → ¥4.2 trillion in 2029CAGR25.6%
- Global physical AI market¥12.2 trillion in 2025 → ¥144 trillion in 2033CAGR36.1%
- Domestic next-generation aquaculture technology market¥68.3 billion in 2024 → ¥77.8 billion in 2029CAGR2.65%
- Domestic construction technology market¥184.5 billion in 2023 → ¥304.3 billion in 2030CAGR7.4%
Number of employees
Number of Employees134 people
As ofEnd of February 2026
| Item | Details |
|---|---|
| Document type | Financial results presentation |
| Fiscal Period Covered | Second quarter of the fiscal year ending August 2026 |
| Net Sales | ¥1,161 million (YoY -17.7%) |
| Operating profit | ¥2 million (YoY -94.5%) |
| Net income | ¥-2 million |
| Gross Profit Margin | 41.9 % |
| Operating profit margin | 0.2 % |
| Results for the three months of the current quarter | Net Sales ¥579 million / Gross profit ¥264 million / Operating profit ¥28 million |
| Full-year earnings forecast | EBITDA ¥182 million |
| Segment results | IoT Business Innovation Net Sales ¥560 million / Year on year against the same period last year Not disclosed / Construction Solutions Net Sales ¥601 million / Year on year against the same period last year Not disclosed |
| Key KPIs | Indicator name ゆりもっと implementation track record / Value 3,213 locations / Year on year against the same period last year Not disclosed, Indicator name 現場ロイド implementation track record / Value 23,840 Engagements / Year on year against the same period last year Not disclosed, Indicator name GenVital LTE implementation track record / Value 2,200 units / Year on year against the same period last year Not disclosed, Indicator name Number of companies using GenVital LTE / Value 100 companies or more / Year on year against the same period last year Not disclosed, Indicator name Implementation track record for DX services for construction sites / Value 20,000 over downloads / Year on year against the same period last year Not disclosed |
| Number of employees | Number of Employees 134 people / As of End of February 2026 |
| Market Size / Share | Market Domestic IoT market / Value ¥6.9 trillion in 2023 → ¥10.1 trillion in 2028 / CAGR 8.0%, Market Domestic AI systems market / Value ¥1.3 trillion in 2024 → ¥4.2 trillion in 2029 / CAGR 25.6%, Market Global physical AI market / Value ¥12.2 trillion in 2025 → ¥144 trillion in 2033 / CAGR 36.1%, Market Domestic next-generation aquaculture technology market / Value ¥68.3 billion in 2024 → ¥77.8 billion in 2029 / CAGR 2.65%, Market Domestic construction technology market / Value ¥184.5 billion in 2023 → ¥304.3 billion in 2030 / CAGR 7.4% |
| New initiatives | 開始 of the pre-release of Miruroad, a road inspection solution, Joint development with 東洋熱工業 of SLEEVY, a sleeve inspection application, Acquisition of shares in 藤山水産加工, its inclusion as a consolidated subsidiary, and its conversion into a physical AI demonstration center, 開催 of the Hokkaido AI × IoT Business Co-creation Lab |
Items this document does not state (17)
Ordinary incomeSelling, general and administrative expensesProgress against full-year forecastSelf-assessment against the planBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogKey points of the Q&A
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.Revenue declined because consolidated subsidiary パワーでんきイノベーション was sold on 29 August 2025. Although the cost ratio improved, operating profit declined due to higher personnel expenses resulting from wage increases and higher depreciation expenses related to the replacement of the GRIFFY core system, among other factors.
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.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.