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Earnings presentation materials4264SECURE,INC.Information and Communications, Services and Others

About the Physical AI Infrastructure Company — Excerpt from the Financial Results Briefing Materials for the Third Quarter of the Fiscal Year Ending December 2026

SECURE plans to expand its business domain into a “Physical AI Infrastructure Company” from the fiscal year ending December 2027 onward by combining the technology, construction and sales capabilities obtained through M&A and capital and business alliances, starting from physical security. From 2027 onward, the company plans to report results under 3 segments: security solutions, retail AI and infrastructure engineering.

Worth reading
22Immaterial
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
5
M&A transactions
Wording
Conditional
How definitive the wording is.

Contents of this document

Earnings presentation materialsThird quarter of the fiscal year ending December 20262 items taken from the company’s own explanation
What the company explained in this material
New initiatives
  • Reporting under 3 segments from 2027 onward: security solutions, retail AI and infrastructure engineering
  • Strengthening retail AI and unmanned payment solutions through collaboration with TOUCH TO GO
  • Planned consolidation of 日東通信 as a subsidiary
  • Nationwide expansion through collaboration with Ricoh Japan, with a ¥1 billion annual sales target for the collaboration in fiscal 2030
  • Securing and bringing infrastructure engineering capabilities in-house
Number of employees
JTN 16 people, 日東通信 108 people, メディアシステム 9 people, テスコムジャパン 39 people, and TOUCH TO GO 53 people (all as of the end of September 2026)
Contents of this document
ItemDetails
Document typeEarnings presentation materials
Fiscal Period CoveredThird quarter of the fiscal year ending December 2026
Number of employeesJTN 16 people, 日東通信 108 people, メディアシステム 9 people, テスコムジャパン 39 people, and TOUCH TO GO 53 people (all as of the end of September 2026)
New initiativesReporting under 3 segments from 2027 onward: security solutions, retail AI and infrastructure engineering, Strengthening retail AI and unmanned payment solutions through collaboration with TOUCH TO GO, Planned consolidation of 日東通信 as a subsidiary, Nationwide expansion through collaboration with Ricoh Japan, with a ¥1 billion annual sales target for the collaboration in fiscal 2030, Securing and bringing infrastructure engineering capabilities in-house
Items this document does not state (27)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeKey KPIsUnit 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 backlogMarket Size / ShareKey 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.

To acquire and strengthen capabilities in facility construction, network infrastructure, hardware design and manufacturing, unmanned payment systems and sales channels through M&A and capital and business alliances, building on its implementation capabilities in physical security, and to address demand for labor-saving and efficiency improvements resulting from labor shortages.

How to read this page

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About the Physical AI Infrastructure Company — Excerpt from the Financial Results Briefing Materials for the Third Quarter of the Fiscal Year Ending December 2026 | SECURE,INC. (4264) timely disclosure | Komori