Komori
Y

YMIRLINK,Inc.

4372Information and Communications, Services and OthersMicro cap
1,164JPY-10.3%
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Price history
¥1,164Latest-16.0%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Group is primarily engaged in the SaaS business, which consists of a single segment, the messaging solutions business. For the interim consolidated accounting period, revenue was ¥1,682.286 million, up 14.2% year on year; operating profit was ¥321.595 million; ordinary profit was ¥327.130 million; and interim net income attributable to owners of the parent was ¥228.147 million. Cash and cash equivalents stood at ¥2,731.616 million at the end of the interim period, compared with ¥2,581.086 million at the beginning of the interim period, an increase of ¥150.529 million. Total assets were ¥3,750.480 million, total liabilities were ¥594.226 million, and total net assets were ¥3,156.254 million. Interim (annual) net income per share was ¥59.55, while diluted interim (annual) net income per share was not applicable. The equity ratio was 84.16%. As key business developments, in May 2026, the Group implemented a functional update to the Cuenote safety confirmation service to strengthen security by recording operation logs for the administration screen and displaying the date and time of the previous sign-in. In June 2026, consolidated subsidiary ROC began selling the book “SNS Marketing: The Complete New Strategy Guide—A Blueprint for Growing Your Business Through SNS Operations.” The business benefited from the expansion of deployments at enterprise companies. Its revenue mix consisted of subscription revenue and software maintenance revenue of ¥1,551.802 million, up 12.6% year on year; recurring contract value of ¥263.332 million, up 11.1% year on year; initial and license revenue (on-premises) of ¥16.217 million, down 28.4% year on year; and SNS operations outsourcing revenue of ¥114.266 million, up 58.2% year on year.

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Key numbersShowing 8 of 20
PER
21.67How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.57How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
7.2%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
¥4.9bnShare price × number of shares. The value of the entire company.
Equity ratio
84.2%The proportion of assets funded by money that does not have to be repaid.
Operating margin
19.1%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
14.1%The average annual growth in sales over the past three years.
What to watch next
Whether growth in Cuenote SaaS recurring contract value, as well as subscription and maintenance revenue, continues
The next quarter to 1 yearImpact HighLikelihood Medium
Progress in expanding distribution channels through Cybozu's official kintone partner certification, including growth in orders and customer deployments
The next 1 yearImpact MediumLikelihood Medium
Whether synergies following ROC's conversion into a subsidiary, including reciprocal customer referrals and the use of social media management expertise, are reflected in the revenue mix through growth in Other revenue
The next 1 yearImpact MediumLikelihood Low
Accumulation of enterprise projects through enhanced information security, including the display of operation logs and sign-in histories in the safety confirmation service
The next quarter to 1 yearImpact MediumLikelihood Medium
What to watch next
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Who owns itTop holders total 88.9%
Listed holders 88.9%Everyone else 11.1%
アイテック阪急阪神株式会社51.82%
USBK NA JP I&W TS12.10%
Shimizu Wataru (清水 亘)6.81%
Hikari Tsushin K.K. Investment Limited Partnership4.53%
INTERACTIVE BROKERS LLC3.70%
Kinoshita Keiichiro (木下 圭一郎)3.03%
Custody Bank of Japan, Ltd. (Trust Account).2.85%
及川 英夫2.21%
2 other listed holders1.87%
Who owns it
HolderOwnership (%)
アイテック阪急阪神株式会社51.82
USBK NA JP I&W TS12.10
Shimizu Wataru (清水 亘)6.81
Hikari Tsushin K.K. Investment Limited Partnership4.53
INTERACTIVE BROKERS LLC3.70
Kinoshita Keiichiro (木下 圭一郎)3.03
Custody Bank of Japan, Ltd. (Trust Account).2.85
及川 英夫2.21
2 other listed holders1.87
This company's documents
Timely disclosures
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