Worth reading
34Immaterial
Scored from 5 of 6 sectionsDirection
Mixed performance
Direction inferred from the company’s description.Scale
100
¥ millionWording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Summary of Q&AFull year ended September 20263 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Full-year earnings forecast
Financial DX revenue for the fiscal year ending September 2027
¥100 million
Trust-based stablecoin issuance revenue and product provision fee
¥0 million
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
- Datachain’s involvement in the proof of concept for the joint issuance of stablecoins by 3 megabanks
- Breakdown and progress of ¥100 million in Financial DX revenue for the fiscal year ending September 2027
- Details of support provided to Sumitomo Mitsui Banking Corporation in exploring on-chain financial technologies
- Progress in the tokenized deposit business
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
Financial Services Agency budget for digital finance
The scale is expected to be approximately 15 times the initial budget for FY2026 in FY2027.
Trust-based stablecoin issuance revenue and product provision fee
¥0 million
New initiatives
- Proof of concept for DvP settlement of stablecoins and security tokens under Project Trinity
- Technology consulting for major financial institutions and operating companies
- Continued investment in the tokenized deposit business
- Support for Sumitomo Mitsui Banking Corporation’s exploration of on-chain financial infrastructure
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Full year ended September 2026 |
| Full-year earnings forecast | Financial DX revenue for the fiscal year ending September 2027 ¥100 million / Trust-based stablecoin issuance revenue and product provision fee ¥0 million |
| Assumptions Underlying the Business Outlook | Financial Services Agency budget for digital finance The scale is expected to be approximately 15 times the initial budget for FY2026 in FY2027. / Trust-based stablecoin issuance revenue and product provision fee ¥0 million |
| Key points of the Q&A | Datachain’s involvement in the proof of concept for the joint issuance of stablecoins by 3 megabanks, Breakdown and progress of ¥100 million in Financial DX revenue for the fiscal year ending September 2027, Details of support provided to Sumitomo Mitsui Banking Corporation in exploring on-chain financial technologies, Progress in the tokenized deposit business |
| New initiatives | Proof of concept for DvP settlement of stablecoins and security tokens under Project Trinity, Technology consulting for major financial institutions and operating companies, Continued investment in the tokenized deposit business, Support for Sumitomo Mitsui Banking Corporation’s exploration of on-chain financial infrastructure |
Items this document does not state (25)
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 ChangeKey KPIsUnit price and quantity metricsNumber of stores and locationsNumber of employeesRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders 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.The company explained that demand for technology consulting is increasing against a backdrop of the government’s growth strategy, expanded Financial Services Agency budgets related to digital finance, and progress by private companies in exploring on-chain finance. Meanwhile, because it is difficult to establish assumptions regarding the timing and scale of trust-based stablecoin issuance, related revenue has been conservatively set at zero.
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.