Daiwabo Holdings Co., Ltd.
3107・Prime Market・Wholesale Trade
IT Infrastructure Distribution Business
The core profit pillar of Daiwabo Holdings, responsible for nationwide distribution of IT equipment and provision of solutions.
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales | ¥1,336,479 million | ¥1,123,922 million | ↑ |
| Operating profit | ¥43,030 million | ¥34,045 million | ↑ |
| Segment assets | ¥389,639 million | ¥358,009 million | ↑ |
| Depreciation | ¥1,327 million | ¥1,216 million | ↑ |
| Goodwill balance at period-end | ¥1,051 million | ¥1,201 million | ↓ |
| YoY change in net sales | +18.9% | — | ↑ |
| YoY change in operating profit | +26.4% | — | ↑ |
Business Details
The IT Distribution business, centered on subsidiary Daiwabo Information System (DIS), sells computer equipment and peripherals. DIS Service & Solution handles logistics, technical services, and system development, while Alphatech Solutions handles IT infrastructure and cloud service sales. The business is broadly deployed to corporations, government offices, education institutions, and individuals, and is the core segment accounting for approximately 99% of the Group's consolidated net sales.
Recent Overview
Captured Windows 10 EOS demand and second-round GIGA School projects, achieving substantial growth in both revenue and profit.
In FY2026 (ending March 2026), the segment achieved net sales of ¥1,336,479 million (up 18.9% year on year) and operating profit of ¥43,030 million (up 26.4% year on year). Client PCs drove performance by capturing significant replacement demand ahead of the end of Windows 10 support (October 2025). In the education sector, the company secured numerous projects under the second round of GIGA School joint procurement, resulting in substantial revenue growth. From the fourth quarter onward, rising semiconductor demand for AI-related data centers led to price increases for PCs and servers, and delivery schedule adjustments occurred on some projects.
Key Products
Growth Drivers
- Substantial revenue growth in the education sector driven by nationwide sales activities for second-round GIGA School joint procurement projects and deepened collaboration with sales partners and vendors
- Capturing cloud/SaaS demand and strengthening the recurring business through the subscription management portal "iKAZUCHI"
- Securing stable corporate orders through strengthened combined proposals integrating PCs, cloud, networks, and software
- Deepening market penetration for new tech vendors and original services amid expanding server demand for AI-related data centers
- Strong PC sales in the consumer market through both mass retailers and e-commerce channels
Risks
- Risk of demand decline as special demand related to Windows 10 EOS runs its course (order declines becoming apparent from the fourth quarter onward)
- Risk of slowing education-sector demand following completion of deliveries for second-round GIGA School projects
- Risk of price increases and delivery adjustments for PCs and servers due to soaring semiconductor memory prices amid surging AI demand
- Risk of rising procurement costs for imported IT equipment due to yen depreciation
- Impact on the IT equipment supply chain from US trade policy (tariffs, etc.)
- Risk of intensifying price competition and rising procurement costs in the IT equipment market
Industrial Machinery Business
The Group's second segment, responsible for the manufacture and sale of machine tools and automatic machinery
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (full year FY2026, ending March 2026) | ¥14,400 million | ¥12,895 million | ↑ |
| Operating profit (full year FY2026, ending March 2026) | ¥1,127 million | ¥852 million | ↑ |
| YoY change in net sales (full year FY2026, ending March 2026) | +11.7% | — | ↑ |
| YoY change in operating profit (full year FY2026, ending March 2026) | +32.3% | — | ↑ |
| Segment assets (as of FY2026 year-end, ending March 2026) | ¥17,736 million | ¥17,310 million | ↑ |
Business Details
Comprises subsidiaries OM Corporation (manufacture and sale of machine tools and industrial machinery), OM Machinery Co., Ltd. (manufacture and sale of automatic machinery), OM Metal Industry Co., Ltd. and Omtec Co., Ltd. (material procurement and direct sales), O-M (U.S.A.), Inc. (North American sales support), and Ouanmu (Shanghai) Trading Co., Ltd. (sales and sales support of automatic machinery and machine tools in China). Main customers are in the aircraft, shipbuilding, energy, and mold industries. The business manufactures and sells production equipment machinery and cast products, with sales networks both domestically and overseas.
Recent Overview
Both machine tools and automatic machinery achieved higher revenue and profit, with operating profit up 32.3% year on year
In full-year FY2026 (ending March 2026), the machine tools division benefited from continued solid orders from the domestic shipbuilding and energy industries, a recovery in aircraft industry demand, and sales of large machines for the mold industry, resulting in year-on-year increases in both net sales and operating profit. The automatic machinery division also achieved higher revenue and profit through revenue recognition of large-scale projects. Segment-wide net sales were ¥14,400 million (up 11.7% year on year), and operating profit was ¥1,127 million (up 32.3% year on year).
Key Products
Growth Drivers
- Continued solid orders from the domestic shipbuilding and energy industries
- Recovery in demand from the aircraft industry (mainly the domestic market)
- Contribution from sales of large machines for the mold industry
- Securing large-scale projects in the automatic machinery division
- Capturing immediate-delivery demand through strengthened inventory production of general-purpose products
- Advancing local production in collaboration with a Chinese packaging machine manufacturer (cost reduction and shorter lead times)
- Utilization of the overseas sales network for North America and China
Risks
- Impact on overseas demand from US trade policy (tariffs, etc.)
- Risk of increased costs due to yen depreciation and continued high resource and energy prices
- Risk of reduced production volume in the automatic machinery division due to increased design man-hours
- Risk of intensifying competition in the Chinese market
- Uncertainty regarding the pace of demand recovery in the aircraft industry
- Macroeconomic uncertainty, including soaring semiconductor memory prices amid surging AI demand
Textile Business
A former reporting segment discontinued following the transfer of Daiwabo Co., Ltd. shares
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (final results, FY2024, ended March 2024) | ¥59,228 million | － | ↓ |
| Operating profit (final results, FY2024, ended March 2024) | ¥1,580 million | － | ↓ |
| Impairment loss (FY2024, ended March 2024) | ¥16,723 million | － | ↓ |
| Depreciation (final results, FY2024, ended March 2024) | ¥1,497 million | － | ↓ |
| Increase in property, plant and equipment and intangible assets (final results, FY2024, ended March 2024) | ¥705 million | － | ↓ |
Business Details
The Textile Business was the segment handled by consolidated subsidiary Daiwabo Co., Ltd. In March 2024, the company transferred 85.0% of Daiwabo Co., Ltd.'s issued shares, removing it from the scope of consolidation; as a result, the reporting segments "Textile Business" and "Others" were discontinued as of the end of the previous consolidated fiscal year (FY2024, ended March 2024). The Textile Business has not been included in consolidated results since FY2025 (ended March 2025). Note that the Chinese subsidiary Suzhou Daiwabo Knitting Garment Co., Ltd. completed liquidation on June 12, 2025, and was removed from the scope of consolidation from the first quarter of FY2026 (ending March 2026).
Recent Overview
Relationship with the Textile Business fully ended following completion of liquidation of the Chinese subsidiary
The FY2026 (ending March 2026) financial results report confirmed that the Chinese subsidiary Suzhou Daiwabo Knitting Garment Co., Ltd. completed liquidation on June 12, 2025. As a result, it was removed from the scope of consolidation from the first quarter of the consolidated fiscal year, and a gain on liquidation of affiliated companies of ¥270 million was recorded as extraordinary income. The Textile Business segment itself was already discontinued as of the end of FY2024 (ended March 2024), and consolidated results for FY2026 (ending March 2026) (net sales of ¥1,350,879 million, operating profit of ¥44,169 million) include no contribution whatsoever from the Textile Business.
Key Products
Growth Drivers
Growth drivers are being prepared.
Risks
- Removed from the scope of consolidation following the transfer of 85.0% of Daiwabo Co., Ltd.'s shares, resulting in the discontinuation of the segment itself
- Impairment loss of ¥16,723 million recorded as extraordinary loss in the previous consolidated fiscal year (FY2024, ended March 2024)
- The Chinese subsidiary Suzhou Daiwabo Knitting Garment Co., Ltd. completed liquidation on June 12, 2025
- No contribution from the Textile Business to consolidated results since FY2025 (ended March 2025), with no future performance contribution expected
Others
A non-reporting category outside the reporting segments, discontinued since FY2025 (ended March 2025)
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (external customers) | Not disclosed (category discontinued) | ¥642 million | ↓ |
| Segment profit (operating profit) | Not disclosed (category discontinued) | ¥63 million | ↓ |
| Segment assets | Not disclosed (category discontinued) | ¥7 million | ↓ |
Business Details
The "Others" category comprised business segments not included in the reporting segments (IT Infrastructure Distribution Business and Industrial Machinery Business), including the Insurance Agency Business and Engineering Business. In the segment information of the FY2026 (ending March 2026) financial results report, this category is not presented, and the reporting segments consist solely of the IT Infrastructure Distribution Business and the Industrial Machinery Business. This discontinued status has continued since FY2025 (ended March 2025).
Recent Overview
No disclosure of the "Others" category in FY2026 (ending March 2026) either; discontinued status continues
In the segment information of the FY2026 (ending March 2026) financial results report (published May 13, 2026), the "Others" category continues to be absent, with the reporting segments consisting solely of the IT Infrastructure Distribution Business (net sales of ¥1,336,479 million) and the Industrial Machinery Business (net sales of ¥14,400 million). This discontinued status has continued since FY2025 (ended March 2025), and no performance contribution from this category is recognized.
Key Products
Growth Drivers
- Not applicable (no growth drivers exist as the category has been discontinued)
Risks
- Since the "Others" category has been discontinued from FY2025 (ended March 2025) onward, no continued performance contribution from this segment is expected
- Changes in segment composition resulting from the transfer of Daiwabo Co., Ltd. shares (removal of the Textile Business from consolidation) make historical performance comparisons difficult
- Detailed business content and revenue structure of the Insurance Agency Business, Engineering Business, and others are only disclosed to a limited extent in the securities report
Last updated: July 17, 2026