Worth reading
43Recurring
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
5.9
% (year-on-year change in revenue)Wording
Conditional
How definitive the wording is.Contents of this document
Earnings presentationSecond quarter of the fiscal year ending July 20266 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥644 million+5.9%
Operating profit¥-390 million
What the company explained in this material
New initiatives
- New Linkers TX product for the manufacturing sector scheduled for launch in April 2026
- PoC for M&A using Linkers Sourcing currently under way
- Systematization of LFB's wide-area partnership functions and improvement of its operating scheme
- Strengthening governance through a transition to a two-representative structure
Key KPIsA metric the company considers important as a management benchmark.
- Cumulative number of institutions implementing the service50 Organization
- Number of manufacturing-sector services used: 1 service used48 %
- Number of manufacturing-sector services used: 2 services used46 %
- Number of manufacturing-sector services used: 3 services used6 %
- Number of research service orders78 EngagementsYear on year against the same period last year+24.0%
- Number of customized research ordersYear on year against the same period last year+200.0%
- Revenue from customized researchYear on year against the same period last year+360.0%
- Business opportunities created through cross-regional collaboration2,200 EngagementsYear on year against the same period last year+170.0%
Unit price and quantity metricsThese figures show sales broken down by price and volume.
Mentions the revenue impact of an increase in orders received and a review of pricing, but the pricing figure is not disclosedSegment results
- In-house matching serviceNet Sales91Year on year against the same period last year-16.9%
- SaaS-based matching systemNet Sales278Year on year against the same period last year+2.8%
- Research servicesNet Sales182Year on year against the same period last year+23.2%
- Other ServicesNet Sales91Year on year against the same period last year+19.8%
Market Size / Share
- Financial institutions in Japan1,400 Organization
- Regional banks, second-tier regional banks and shinkin banks350 Organization
- Financial institutions with 30 or more branches200 Organization
- Financial institutions with 100 or more branches50 Organization
- Potential number of engineers in Japan200 10,000 people or more
- Total expenditure on scientific and technological research¥22.05 trillionYear on year against the same period last year+6.5%
Number of employees
Number of Employees112 people
Record dateEnd of January 2026
Change during the period12 people
| Item | Details |
|---|---|
| Document type | Earnings presentation |
| Fiscal Period Covered | Second quarter of the fiscal year ending July 2026 |
| Net Sales | ¥644 million (YoY +5.9%) |
| Operating profit | ¥-390 million |
| Segment results | Segment In-house matching service / Net Sales ¥91 million / Year on year against the same period last year ¥-16.9 million, Segment SaaS-based matching system / Net Sales ¥278 million / Year on year against the same period last year ¥2.8 million, Segment Research services / Net Sales ¥182 million / Year on year against the same period last year ¥23.2 million, Segment Other Services / Net Sales ¥91 million / Year on year against the same period last year ¥19.8 million |
| Key KPIs | Indicator name Cumulative number of institutions implementing the service / Value 50 Organization / Year on year against the same period last year Not disclosed, Indicator name Number of manufacturing-sector services used: 1 service used / Value 48 % / Year on year against the same period last year Not disclosed, Indicator name Number of manufacturing-sector services used: 2 services used / Value 46 % / Year on year against the same period last year Not disclosed, Indicator name Number of manufacturing-sector services used: 3 services used / Value 6 % / Year on year against the same period last year Not disclosed, Indicator name Number of research service orders / Value 78 Engagements / Year on year against the same period last year 24 Engagements, Indicator name Number of customized research orders / Value Not disclosed / Year on year against the same period last year 200 Engagements, Indicator name Revenue from customized research / Value Not disclosed / Year on year against the same period last year ¥360 million, Indicator name Business opportunities created through cross-regional collaboration / Value 2,200 Engagements / Year on year against the same period last year 170 Engagements |
| Unit price and quantity metrics | Mentions the revenue impact of an increase in orders received and a review of pricing, but the pricing figure is not disclosed |
| Number of employees | Number of Employees 112 people / Record date End of January 2026 / Change during the period 12 people / Hiring plan Not disclosed |
| Market Size / Share | Subject Financial institutions in Japan / Value 1,400 Organization, Subject Regional banks, second-tier regional banks and shinkin banks / Value 350 Organization, Subject Financial institutions with 30 or more branches / Value 200 Organization, Subject Financial institutions with 100 or more branches / Value 50 Organization, Subject Potential number of engineers in Japan / Value 200 10,000 people or more, Subject Total expenditure on scientific and technological research / Value ¥22.05 trillion / Year on year against the same period last year ¥6.5 trillion |
| New initiatives | New Linkers TX product for the manufacturing sector scheduled for launch in April 2026, PoC for M&A using Linkers Sourcing currently under way, Systematization of LFB's wide-area partnership functions and improvement of its operating scheme, Strengthening governance through a transition to a two-representative structure |
Items this document does not state (21)
Ordinary 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 planBreakdown of Factors Affecting the ChangeNumber 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 backlogKey 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.In research services, efforts to strengthen cross-selling and customized research proved effective. Meanwhile, selling, general and administrative expenses increased as the company brought forward development of the new Linkers TX product, expanded investment in LFB, and prioritized hiring, particularly for field sales.
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.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.