Jorudan Co.,Ltd.
3710・Standard Market・Information & Communication
Transfer Guide Business
Jorudan Group's core segment. A mobility-related ICT business encompassing route search, MaaS, and travel.
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (interim period, FY2026 ending September) | ¥1,432 million | ¥1,258 million (interim period, FY2025 ending September) | ↑ |
| Segment profit (interim period, FY2026 ending September) | ¥238 million | ¥188 million (interim period, FY2025 ending September) | ↑ |
| Net sales YoY change (interim period) | +13.8% | ― | ↑ |
| Segment profit YoY change (interim period) | +26.8% | ― | ↑ |
| Net sales (full year, FY2025 ending September) | ¥2,384 million | ― | ↑ |
| Segment profit (full year, FY2025 ending September) | ¥358 million | ― | ↑ |
Business Details
Centered on the railway and other route search and fare calculation software "Norikae Annai," this segment offers personal PC/mobile services, corporate travel expense settlement systems and cloud services, travel product planning and sales, restaurant information provision, and the MaaS-related digital ticket "Jorudan Mobile Ticket (MaaS)." Key affiliated companies are Compass TV Co., Ltd. (advertising space sales), J MaaS Co., Ltd. (ICT mobility solutions), and Doreicu Co., Ltd. (web development). Note that eTour Co., Ltd. was excluded from the scope of consolidation during the current interim period. This is the flagship segment, accounting for approximately 84% of the Group's total sales.
Recent Overview
Driven by the corporate business and advertising revenue, both interim net sales and profit rose significantly.
In the second quarter (interim period) of FY2026 (ending September 2026), the Transfer Guide Business posted net sales of ¥1,432 million (up 13.8% year on year) and segment profit of ¥238 million (up 26.8% year on year). The main drivers were a substantial increase in sales in the corporate business and an increase in advertising and other sales. In addition, eTour Co., Ltd. was excluded from the scope of consolidation during the current interim period, resulting in a change to the Group structure. There is no change to the full-year earnings forecast, and expansion of the corporate business and progress in MaaS-related business are expected to continue driving growth.
Key Products
Growth Drivers
- Expansion of orders in the corporate business (corporate sales increased substantially during the current interim period)
- Increase in advertising revenue (advertising and other sales increased during the current interim period)
- Expansion of mobility demand driven by growth in inbound visitors to Japan (services for inbound visitors offered in 13 languages)
- Progress in MaaS and smart city-related business (digital ticket and transportation systems provided through J MaaS Co., Ltd.)
- Expansion of a stable revenue base through increased advance receipts related to long-term corporate contracts
Risks
- Intensifying competition with major internet companies (competition with Google Maps and others)
- Changes in usage trends for route search services amid shifts in information-gathering styles due to the spread of generative AI
- Continuation of the declining trend in sales of paid mobile services and similar offerings
- Foreign exchange risk (foreign exchange gains/losses significantly affect non-operating income/expenses)
- Impact of changes to the travel-related business structure following the exclusion of eTour Co., Ltd. from consolidation
- Weak demand for overseas travel in the travel-related business (affected by foreign exchange rate trends, among other factors)
Last updated: December 26, 2025