G-FACTORY CO., LTD.
3474・Growth Market・Real Estate
Management Support Business
A highly profitable, stock-type business supporting restaurant openings/closings, staffing, and overseas expansion
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue (Q1 FY2026, ending December 2026) | ¥763 million | ¥729 million (Q1 FY2025, ending December 2025) | ↑ |
| Operating profit (Q1 FY2026, ending December 2026) | ¥94 million | ¥90 million (Q1 FY2025, ending December 2025) | ↑ |
| Operating margin (Q1 FY2026, ending December 2026) | 12.3% | 12.4% (Q1 FY2025, ending December 2025) | — |
| Revenue (full year, annual reference) | ¥3,026 million (FY2025 actual, ended December 2025) | — | ↑ |
| Operating profit (full year, annual reference) | ¥458 million (FY2025 actual, ended December 2025) | — | ↑ |
Business Details
Provides property information support (sublease), Interior Equipment Support (GF Lease / Lease Support), and All-in-One Support (e-Tenpo Marugoto Lease) for restaurants and other service businesses opening and closing stores. The business is centered on stock-type revenue from subleasing of second-hand fixture properties ("nukegara" properties) and in-house leasing, and also operates Foreign Talent Placement Support (leveraging the Specified Skilled Worker system), overseas expansion support, license franchise support, and operation of a restaurant training school. This forms a platform that comprehensively addresses the management challenges of restaurant businesses in Japan and overseas.
Recent Overview
Increased revenue and profit driven by continued acquisition of new Store Opening/Closing Support deals and progress on Vietnam overseas expansion projects
In Q1 FY2026 (ending December 2026), Management Support Business revenue was ¥763 million (up 4.7% year-on-year for the same quarter), and operating profit was ¥94 million (up 4.1% year-on-year). In Store Opening/Closing Support, acquisition of new deals continued, and stock-type revenue expanded as the number of properties handled increased. In overseas expansion support, projects in Vietnam progressed, advancing support for restaurants' overseas expansion. Corporate expenses (adjustments) remained nearly flat, moving from ¥146 million in the same quarter of the prior year to ¥146 million.
Key Products
Growth Drivers
- Increase in the number of properties handled and accumulation of stock-type revenue through continued acquisition of new Store Opening/Closing Support deals
- Foreign Talent Placement Support becoming a new revenue source, benefiting from the tailwind of the Specified Skilled Worker system
- Increase in target properties for transactions driven by the rise in restaurant industry bankruptcies and promotion of store turnover
- Expansion of the scale of the talent placement business through expansion of target countries and fields, centered on Myanmar and Indonesia
- Expansion of overseas support revenue through progress on overseas expansion support projects centered on Vietnam
- Efficiency improvement in the sales process through sales DX promotion including CRM implementation
Risks
- Downward pressure on profit margins due to increased personnel expenses accompanying the expansion of target countries and fields for Foreign Talent Placement Support
- Risk of a shrinking customer base if the deterioration of the restaurant industry's business environment becomes prolonged
- Impact on the Foreign Talent Placement Support business from changes in legal regulations such as the Specified Skilled Worker system
- Funding burden of security deposits and long-term deposits held in Store Opening/Closing Support (expenditure on the investing activities cash flow statement)
- Impact of exchange rate fluctuations on the performance of overseas subsidiaries (Singapore, Thailand, Vietnam)
Last updated: March 27, 2026