Laboro.AI raised its full-year forecast for the fiscal year ending September 2026 as its bespoke custom AI business performed well. Nine-month revenue was ¥1.91 billion and operating profit was ¥245 million, while the custom AI business recorded year-on-year growth.
According to Laboro.AI’s briefing on its results for the nine months ended June 2026, revenue was ¥1.911 billion, gross profit was ¥1.303 billion and operating profit was ¥245 million. Revenue grew approximately 39% year on year, while operating profit grew approximately 86%. The custom AI solutions business reported revenue of ¥1.884 billion, gross profit of ¥1.268 billion and operating profit of ¥248 million. Based on these results, the company raised its full-year forecast and expects progress to exceed its initial projections.
Under the revised full-year outlook, revenue is expected to be ¥2.578 billion, gross profit ¥1.774 billion, operating profit ¥380 million and net income ¥268 million. The company highlighted that, by the end of the third quarter, revenue had reached approximately 74% of the revised forecast and that the operating margin had improved year on year. Factors behind the expected upside in revenue included higher productivity and improved sales productivity per employee, and the company outlined a policy of promoting medium-term growth around these two pillars.
Regarding the custom AI solutions business, the company explained that quarterly trends in revenue and operating profit were improving, although revenue can decline slightly in the third quarter due to seasonal factors. As an initiative in a new area, it began trial sales of a future-research offering and has already received 2 actual orders. The customer portfolio has also shifted in its mix of R&D-oriented industries and consumer-facing industries. While the proportion of existing customers has increased, the company is also making progress in acquiring new customers.
The company identified three pillars for its future growth strategy: transforming its management structure, transforming its custom AI business by leveraging its technology platform and exploring new business models, and creating new business areas. It emphasized its intention to strengthen its recruiting capabilities and improve productivity to enhance organizational agility, while also pursuing inorganic growth, including through M&A.