Worth reading
34Immaterial
Scored from 5 of 6 sectionsDirection
Improvement
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Conditional
How definitive the wording is.Contents of this document
Presentation materials for financial resultsSecond quarter of the fiscal year ending September 20265 items taken from the company’s own explanation
What the company explained in this material
New initiatives
- Product name changed to Robopat AI (2 March 2026)
- AI functionality and AI content added to Robopat AI and Smart Boarding
- AI agent business launched in October 2025
- Launch of an AI training and consulting business
- Securing growth opportunities through a capital and business alliance with リンクアンドモチベーション
Key KPIsA metric the company considers important as a management benchmark.
- DX Enablement Business revenue mixMore than 50%
- Recurring-revenue mixApproximately 85%
- Robopat AI churn rateLow single digitsYear on year against the same period last yearRemained at a low level
Market Size / Share
フォーサイト手帳 student planners hold the leading share of the student planner market for junior and senior high school students (Not disclosed)Annual Dividend
Fiscal year ending September 2026 forecast¥10 per share
Prior-year period and previous fiscal year results¥7.5 per share for the fiscal year ended September 2025
Payout ratio
Target of 25%| Item | Details |
|---|---|
| Document type | Presentation materials for financial results |
| Fiscal Period Covered | Second quarter of the fiscal year ending September 2026 |
| Key KPIs | Indicator name DX Enablement Business revenue mix / Value More than 50% / Year on year against the same period last year Not disclosed, Indicator name Recurring-revenue mix / Value Approximately 85% / Year on year against the same period last year Not disclosed, Indicator name Robopat AI churn rate / Value Low single digits / Year on year against the same period last year Remained at a low level |
| Annual Dividend | Fiscal year ending September 2026 forecast ¥10 per share / Interim Not disclosed / End of period Not disclosed / Prior-year period and previous fiscal year results ¥7.5 per share for the fiscal year ended September 2025 |
| Payout ratio | Target of 25% |
| Market Size / Share | フォーサイト手帳 student planners hold the leading share of the student planner market for junior and senior high school students (Not disclosed) |
| New initiatives | Product name changed to Robopat AI (2 March 2026), AI functionality and AI content added to Robopat AI and Smart Boarding, AI agent business launched in October 2025, Launch of an AI training and consulting business, Securing growth opportunities through a capital and business alliance with リンクアンドモチベーション |
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 quarterFull-year earnings forecastProgress 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 targetsAcquisition 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.The company cited continued strong growth in the DX enablement fields of Robopat AI and Smart Boarding, the addition of AI functionality and content to existing businesses, and efforts to launch AI agent, AI training, and consulting businesses.
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.