CAICA DIGITAL Inc.
2315・Standard Market・Information & Communication
IT Services Business
System development business for financial and non-financial sectors, serving as the Group's core revenue base
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue (FY2026 (ending March 2026) interim period) | ¥2,557 million | ¥2,543 million (interim period, FY2025 (ended October 2025)) | — |
| Operating income (FY2026 (ending March 2026) interim period) | ¥301 million | ¥273 million (interim period, FY2025 (ended October 2025)) | ↑ |
| Revenue (full year FY2025 (ended October 2025)) | ¥5,198 million | — | — |
| Operating income (full year FY2025 (ended October 2025)) | ¥609 million | — | — |
| Revenue YoY change (FY2026 (ending March 2026) interim period) | +0.1% | — | — |
| Operating income YoY change (FY2026 (ending March 2026) interim period) | +10.3% | — | ↑ |
Business Details
Led primarily by CAICA Technologies Co., Ltd., this segment provides system development, maintenance, and consulting services for financial institutions (banks, securities firms, insurance companies) and non-financial sectors. Over 50 years of financial system development expertise serves as a differentiating source of value, and DX Solution Services (full SI in partnership with major overseas vendors) are being cultivated as a new pillar of revenue. Major customers include large enterprises such as Tokio Marine & Nichido Fire Insurance, IBM Japan, and Rakuten Group.
Recent Overview
Revenue was flat but operating income rose 10.3%; new AI Driven Development service launched
In the interim period of FY2026 (ending March 2026) (November 2025 to April 2026), the IT Services Business recorded revenue of ¥2,557 million (+0.1% year on year), remaining roughly flat. While the financial institution-related business remained firm, the fintech-related business saw a year-on-year revenue decline due to the impact of the contraction in crypto asset-related projects. DX Solution Services fell short of plan as some projects did not result in order intake. The non-financial sector business was roughly flat due to delays in securing engineers and business partner personnel. Meanwhile, operating income increased to ¥301 million (+10.3% year on year). The company also newly launched the AI Driven Development service utilizing generative AI, strengthening its response to development efficiency needs.
Key Products
Growth Drivers
- Continued expansion of corporate DX promotion demand and rising needs for generative AI and cloud utilization
- Full-scale expansion of DX Solution Services (full SI provision through partnerships with major overseas vendors)
- Enhanced value-add through the new rollout of the AI Driven Development service
- Recovery in system investment demand at financial institutions (growing interest in renewing existing systems and AI investment)
- Continuation of the profit margin improvement strategy through selective acquisition of high-value projects
- Winning new orders in advanced technology areas such as fintech and DID/VC
Risks
- Delays in winning orders for some DX Solution Services projects (risk of falling short of plan has materialized)
- Continued risk of revenue decline due to the contraction of fintech-related crypto asset projects
- Sluggish growth in non-financial sector revenue due to difficulty securing engineers and business partner personnel (intensifying competition for talent)
- Risk of declining orders as AI technology penetration accelerates in-house IT staffing among customers
- Revenue concentration risk with major customers (Tokio Marine & Nichido, IBM Japan, Rakuten)
- Risk of sluggish revenue growth due to continued selective acquisition of high-value projects
Last updated: January 29, 2026