ENVALITH
イーサポートリンク株式会社 logo

E-SUPPORTLINK, Ltd.

2493Standard MarketServices

イーサポートリンク株式会社 logo
E-SUPPORTLINK, Ltd.2493

Operation Support Business

Core profit-generating segment providing IT systems and outsourced operations for fresh produce distribution

PeriodCurrentPreviousChange
Revenue (H1 FY2026, ending November 2026)¥2,034 million¥1,977 million (H1 FY2025, ending November 2025)
Segment profit (H1 FY2026, ending November 2026)¥650 million¥612 million (H1 FY2025, ending November 2025)
Segment profit margin (H1 FY2026, ending November 2026)approx. 32.0%approx. 31.0% (H1 FY2025, ending November 2025)
Revenue (full year FY2025, ending November 2025)¥4,015 million
Segment profit (full year FY2025, ending November 2025)¥1,309 million

Business Details

Provides operators involved in fresh produce distribution (producers, intermediate distributors, mass retailers, etc.) with development, operation, and maintenance of information systems such as the

Recent Overview

Interim revenue of ¥2,034 million and segment profit of ¥650 million, up year on year in both revenue and profit

In H1 FY2026 (ending November 2026) (December 2025–May 2026), the segment achieved revenue of ¥2,034 million (up 2.9% year on year) and segment profit of ¥650 million (up 6.1% year on year). The Seisen MD System and the local vegetable procurement support service were the main drivers, while in the Fresh Produce Sales Floor Construction Support Business, a new operating subsidiary (Marche Plus Co., Ltd.) was established and operations transferred to it, but upfront investment costs weighed on profit due to difficulties in coordination with partner companies. Relationship-building with drugstores is progressing.

Key Products

platform
Seisen MD System

System installations at new retailers and expansion of optional services, as well as support for system environment integration accompanying corporate consolidations among retail groups, progressed smoothly, with both revenue and operating profit trending steadily. The company is capturing demand for store operation efficiency improvements, such as AI-driven sales floor proposals and automated shelf allocation.

service
Imported Fruit and Vegetable Supply Chain Outsourcing

The company worked to improve profitability through fee revisions for outsourced operations and business process reviews, and performance was steady in the current interim period. Outsourcing demand continues against a backdrop of worsening labor shortages across the supply chain.

service
Fresh Produce Sales Floor Construction Support Business

In the current interim period, a new operating subsidiary (Marche Plus Co., Ltd.) was established and operations were transferred to it. While efforts were made to build up a structure aimed at improving daily sales and expanding the number of stores adopting the service, service rollout stalled due to difficulties in coordination with collaboration partner companies, and the segment was unable to absorb the increase in upfront investment costs.

service
Local Vegetable Procurement Support Service (es-Marché)

Despite some impact from delayed adoption at certain retailers, the segment achieved increased revenue and profit in the current interim period through new customer acquisition and expanded adoption among existing customers. This is the core service in the business strategy centered on

Growth Drivers

  • Expanding system demand driven by accelerating DX investment and corporate consolidation/reorganization across the fresh produce distribution industry
  • Higher unit prices from additional feature releases for the Seisen MD System and revisions to system usage fees
  • Improved profitability in the imported fruit and vegetable supply chain business through fee revisions for outsourced operations and business process reviews
  • Expansion of the number of stores adopting the service and expansion into drugstore and food retail formats following the establishment of the operating subsidiary in the Fresh Produce Sales Floor Construction Support Business
  • New customer acquisition and expanded adoption among existing customers in the local vegetable procurement support service
  • Rising demand for system adoption driven by labor-saving and merchandising strength needs, mainly among supermarkets

Risks

  • Risk of stalled service rollout and prolonged upfront investment costs in the Fresh Produce Sales Floor Construction Support Business due to difficulties in coordination with collaboration partner companies
  • Risk of increased system modification costs and customer loss accompanying corporate consolidation and reorganization among mass retailers and intermediate distributors
  • Profit margin pressure from rising labor and personnel costs in outsourced operations amid labor shortages
  • Impairment risk related to goodwill (¥106 million) and customer-related assets (¥135 million)
  • Continued risk of delayed adoption at certain retailers in the local vegetable procurement support service

Last updated: February 26, 2026