TerraSky Co.,Ltd.
3915・Prime Market・Information & Communication
Solutions Business
Core cloud integration business accounting for approximately 92% of group sales
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (Q1 cumulative, FY2027 ending February 2027) | ¥7,356 million | ¥6,132 million (Q1 cumulative, FY2026 ending February 2026) | ↑ |
| Segment profit (operating profit) (Q1 cumulative, FY2027 ending February 2027) | ¥921 million | ¥741 million (Q1 cumulative, FY2026 ending February 2026) | ↑ |
| Segment profit margin (Q1 cumulative, FY2027 ending February 2027) | 12.5% | 12.1% (Q1 cumulative, FY2026 ending February 2026) | ↑ |
| Net sales growth rate year-on-year | +20.0% | － | ↑ |
| Segment profit growth rate year-on-year | +24.2% | － | ↑ |
Business Details
Provides cloud consulting, integration, and ERP implementation support centered on Salesforce. Deploys diverse cloud services across the group, including SAP Cloud Migration by subsidiary BeeX, engineer dispatch by TerraSky Technologies, and Google Cloud utilization support by LibreSky. Backed by one of the largest numbers of Salesforce certified professionals in Japan, the company has built a structure capable of handling large-scale and complex projects.
Recent Overview
Sales up 20%, profit up 24%, continuing high growth; reduced outsourcing costs and improved subsidiary profitability boosted margins
In Q1 of FY2027 (ending February 2027) (March–May 2026), Solutions Business net sales were ¥7,356 million (up 20.0% year on year), and segment profit was ¥921 million (up 24.2% year on year). In addition to the sales contribution from the consolidation of KitAlive as a subsidiary, reduced outsourcing costs and a reduction in losses at Quemix and its Thai subsidiary (TerraSky Thailand) due to increased sales contributed to improved profit margins. Specific system implementation projects based on the capital and business alliance with NTT DATA also began in the prior fiscal year, and the effects of group-wide management efficiency measures (the merger of two subsidiaries and the dissolution of the U.S. subsidiary) are becoming increasingly apparent.
Key Products
Growth Drivers
- Continued expansion of domestic DX demand and the spread of cloud-first policies driving an increase in Salesforce implementation projects
- Acceleration of nationwide Salesforce business through the capital and business alliance with NTT DATA (concrete projects began in the prior fiscal year)
- Expansion of the SAP migration market driven by BeeX (cloud migration demand associated with the SAP 2027 issue)
- Creation of new demand in the Salesforce-related market through the deployment of Agentforce (Salesforce's autonomous AI agent)-compatible services
- Strengthened expansion into the Hokkaido and regional markets through the consolidation of KitAlive as a subsidiary
- Improved profitability through outsourcing cost reduction and group management efficiency measures (merger of subsidiaries, dissolution of U.S. subsidiary)
- Trend of reduced losses through sales growth at Quemix and its Thai subsidiary
Risks
- High dependence on the Salesforce market (the majority of sales are Salesforce-related): risk of business impact if changes occur in that market
- Chronic shortage of cloud engineer talent: risk of lost opportunities as hiring and training fail to keep pace with robust demand
- Risk that continued operating losses at Quemix and the Thai subsidiary will pressure segment profit (losses continue despite an improving trend)
- Impact of the spread of generative AI and Agentforce on SaaS in general: risk that demand for conventional cloud integration will change
- Risk of unprofitable projects: possibility of increased cost of sales due to unexpected increases in development man-hours under progress-based revenue recognition
- Risk of reduced IT investment by client companies due to rising resource and raw material prices from yen depreciation and geopolitical risks (Middle East and Ukraine situations)
Last updated: July 1, 2026