eBASE Co.,Ltd.

The CMS development platform "Middleware eBASE," accumulated since the company's founding, is a proprietary technology foundation that enables highly efficient development of packaged software for multiple industries including food, daily necessities, and housing. The company deploys product groups such as FOODS／GOODS／HOUSING eBASE, MDM eBASE／PDM eBASE, and DBP eBASE on the same platform, achieving deeper customer penetration through upselling and cross-selling.

"Shozai ebisu," a cross-industry product data pool covering food, daily necessities, housing, and other sectors, is a proprietary model that collects and normalizes product information from both manufacturers and retailers. The company has obtained multiple patents, including one for product master generation using a majority-vote method (Patent No. 7138289), and has accumulated data assets and intellectual property that are difficult for competitors to replicate in a short period of time.

As of the end of FY2026 (ending March 2026), the equity ratio stood at 90.98%, with total net assets of ¥7,368,221 thousand and cash and cash equivalents of ¥4,933,141 thousand. The company maintains debt-free management and has the financial flexibility to fund capital expenditures, M&A, and shareholder returns from internal resources. In April 2026, the company entered into a share acquisition agreement for KSP-SP Co., Ltd., demonstrating its M&A execution capability as well.

By integrating and linking the detailed product data of "Shozai ebisu" with KSP-SP's POS data, the company will develop a "marketing business for the AI era" targeting manufacturers, wholesalers, and retailers. Acquisition cost is ¥480 million, with plans to acquire 74.8% of voting rights (aiming for eventual 100% acquisition). M&A-related expenses and advertising costs have already been incorporated into the forecast for FY2027 (ending March 2027).

For packaged software and other products whose prices had remained unchanged since the company's founding, price revisions were implemented from April 2026 against the backdrop of rising prices. With sales of high-margin packaged software having sharply declined to ¥333 million in FY2026 (ending March 2026), the company aims to improve its revenue structure through unit price increases resulting from the price revisions.

Preparation of the operating environment has been completed toward the planned start of full-scale operation of "MDM eBASE" at a major consumer electronics retailer in April 2026. From a major convenience store chain, the company has received orders for the renovation and construction of "FOODS eBASE" for fast-food kitchen recipe management, as well as for the transition to the core system integration construction phase and the training phase for "MDM eBASE." Maintenance and additional development projects are expected to be generated after the start of full-scale operation.

The company has shifted its dissemination strategy to first introduce the improvement-type solution "DBP eBASE," which naturally leads to the reform-type "e-Shokuju Navi" that realizes OMO. Concrete adoption is progressing at multiple companies, including a LINE mini-app utilization PoC at Makiya Co., Ltd. (starting April 2026) and the adoption of "e-Ju Navi" and "HOUSING eBASE Cloud" at Anabuki Construction. However, the pace of adoption continues to lag significantly behind expectations, and progress must continue to be closely monitored.

AI support functions that improve the quality and accuracy of product data have been implemented in "Shozai ebisu" and "FOODS／GOODS／HOUSING eBASE," appealing to customers on the efficiency gains in product information registration and management operations. In addition, the company newly developed and released "eB-for Torisekiho," a manufacturing subcontracting transaction management system compliant with the Act on Improving Transparency and Fairness in Subcontracting Transactions with Small and Medium-sized Enterprises that took effect in January 2026, capturing demand for regulatory compliance.