Laboro.AI reported revenue of ¥1.911 billion and operating income of ¥245 million for the cumulative third quarter of the fiscal year ending September 2026, delivering a substantial increase in profit. The full-year forecast was also revised upward, drawing attention to the company’s performance going forward.
Laboro.AI’s results for the cumulative third quarter of the fiscal year ending September 2026 showed that productivity gains in its core custom AI solutions business drove performance, with revenue rising 39% year on year to ¥1.911 billion and operating income increasing 86% to ¥245 million. CEO Ichihashi Tetsuo (市橋 哲夫) indicated that the full-year forecast would be revised upward, citing reductions in man-hours and higher revenue productivity per employee following the introduction of a technology platform powered by AI agent technology as key factors behind the strong performance.
By segment, custom AI solutions remained strong, generating revenue of ¥1.884 billion and operating income of ¥248 million. Revenue in the third quarter alone rose 49% year on year. The systems development business generated revenue of ¥58 million and posted an operating loss of ¥3 million, which Ichihashi Tetsuo (市橋 哲夫) explained was in line with the plan.
The technology platform supporting the productivity gains reduced man-hours by approximately 30% in project management and planning-related work, while infrastructure construction time was reduced from 2 weeks to 3 hours, a reduction of more than 90%. The company plans to roll this out as a three-stage transformation of its business model. Technology platform fees began to be charged in some early cases in the second stage, while in the third stage the company aims to leave the technology platform within the client organization and provide ongoing operations.
The full-year forecast was revised upward to revenue of ¥2.578 billion and operating income of ¥380 million. Revenue is expected to be 4% above the previous forecast, while operating income is expected to improve by approximately 29%. Hiring is progressing below plan, and both the benefits of higher productivity and delays in recruitment may affect performance going forward.