Worth reading
93Important
Scored from 1 of 6 sectionsDirection
Improvement
Direction inferred from the company’s description.Scale
60
% (expected year-on-year growth of iTrust)Wording
Conditional
How definitive the wording is.Contents of this document
Summary of Q&AFiscal year ending March 20264 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Full-year earnings forecast
iTrustNearly 60% growth year on year
Platform ServicesDouble-digit revenue growth
Investments for the fiscal year ending March 2027Approximately the same scale as in the previous fiscal year
What the company explained in this material
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
- iTrust growth outlook and growth drivers
- PQC response and partnerships in the quantum computing field
- Background to the appointment of new directors and officers
- Impact of the Anthropic shock and AI adoption on business performance
- Track record and plans for growth investment
- Revenue impact of passkey authentication
- Growth areas for platform services
New initiatives
- Post-quantum cryptography (PQC) readiness for the authentication infrastructure and related services
- Provision of a PQC test environment for server certificates and customer validation
- New platform support for electronic contract service providers
- Collaboration with partner companies and systems integrators on PQC readiness
- Improving internal productivity and developing services using AI
- Considering investments and capital alliances with advanced technology companies
Key KPIsA metric the company considers important as a management benchmark.
- iTrust year-on-year growth rate60 %Year on year against the same period last yearUp 60% year on year
Capital expenditures
Just under ¥1.5 billioninvestment cash flow, including security deposits associated with the office relocation
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Fiscal year ending March 2026 |
| Full-year earnings forecast | iTrust Nearly 60% growth year on year / Platform Services Double-digit revenue growth / Investments for the fiscal year ending March 2027 Approximately the same scale as in the previous fiscal year |
| Key KPIs | Indicator name iTrust year-on-year growth rate / Value 60 % / Year on year against the same period last year Up 60% year on year |
| Capital expenditures | Just under ¥1.5 billion |
| Key points of the Q&A | iTrust growth outlook and growth drivers, PQC response and partnerships in the quantum computing field, Background to the appointment of new directors and officers, Impact of the Anthropic shock and AI adoption on business performance, Track record and plans for growth investment, Revenue impact of passkey authentication, Growth areas for platform services |
| New initiatives | Post-quantum cryptography (PQC) readiness for the authentication infrastructure and related services, Provision of a PQC test environment for server certificates and customer validation, New platform support for electronic contract service providers, Collaboration with partner companies and systems integrators on PQC readiness, Improving internal productivity and developing services using AI, Considering investments and capital alliances with advanced technology companies |
Items this document does not state (24)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeUnit 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 sharesOrders received and order backlogMarket Size / Share
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.For iTrust, the company cited front-loaded demand from the financial industry in response to the enforcement of the amended Act on Prevention of Transfer of Criminal Proceeds, as well as the implementation and wider adoption of e-seals, as growth drivers. It also explained that demand for ensuring the authenticity of data generated with the spread of AI, and for identity management and authentication of AI agents, would create opportunities for business growth.
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.