Worth reading
29Immaterial
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
22.8
% year on yearWording
Conditional
How definitive the wording is.Contents of this document
Summary of Q&AFirst quarter of the fiscal year ending March 20272 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥2,221 million+22.8%
Gross Profit Margin
Year-on-year change (points)-2.4 pt
Operating profit margin
Year-on-year change (points)-3.6 pt
Results for the three months of the current quarter
Net Sales
¥2,221 million+22.8%
What the company explained in this material
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
- Expanding business with existing customersDetailsProvision of total services combining data integration, ID integration, data integration platform development and AI
- Stagnation in the buildup of follow-on engagementsDetailsPriority given to quality and schedule-related responses in certain projects
- Margin declineDetailsTemporary addition of resources to certain projects
New initiatives
- Investment in human resources
- Investment in the use of AI
- Investment in the ID package business
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | First quarter of the fiscal year ending March 2027 |
| Net Sales | ¥2,221 million (YoY +22.8%) |
| Gross Profit Margin | Rate Not disclosed / Year-on-year change (points) -2.4 pt |
| Operating profit margin | Rate Not disclosed / Year-on-year change (points) -3.6 pt |
| Results for the three months of the current quarter | Net Sales ¥2,221 million (YoY +22.8%) |
| Breakdown of Factors Affecting the Change | Factors Expanding business with existing customers / Details Provision of total services combining data integration, ID integration, data integration platform development and AI, Factors Stagnation in the buildup of follow-on engagements / Details Priority given to quality and schedule-related responses in certain projects, Factors Margin decline / Details Temporary addition of resources to certain projects |
| New initiatives | Investment in human resources, Investment in the use of AI, Investment in the ID package business |
Items this document does not state (23)
Operating profitOrdinary incomeNet incomeSelling, general and administrative expensesFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsKey KPIsUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions 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.The provision of total services combining data integration, ID integration, data integration platform development and AI led to expanded transactions with existing customers. However, the company temporarily added resources to prioritize quality and schedule-related responses in certain projects, resulting in some projects not leading to an expansion of follow-on engagements and in lower profit margins. From the second quarter onward, the company expects earnings growth as these projects are brought to completion and through bidding and bid openings in the public sector.
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.