iRidge, Inc.
3917・Growth Market・Information & Communication
App Business
Core segment centered on app development and operation support for retail, financial, and mobility industries
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment sales (external customers) | ¥5,296 million (FY2026, ending March 2026) | ¥4,418 million (FY2025, ended March 2025) | ↑ |
| Segment sales (total including internal) | ¥5,298 million (FY2026, ending March 2026) | - | ↑ |
| Segment profit | ¥1,040 million (FY2026, ending March 2026) | ¥742 million (FY2025, ended March 2025) | ↑ |
| Segment assets | ¥1,909 million (FY2026, ending March 2026, post-correction) | ¥2,133 million (FY2025, ended March 2025) | ↓ |
| Depreciation and amortization | ¥338 million (FY2026, ending March 2026, post-correction) | ¥202 million (FY2025, ended March 2025) | ↑ |
| Increase in tangible and intangible fixed assets | ¥483 million (FY2026, ending March 2026) | ¥230 million (FY2025, ended March 2025) | ↑ |
Business Details
Provides an end-to-end offering of smartphone app planning, development, and operation support to enterprise companies, primarily in the retail, financial, and mobility industries. The app marketing tool "FANSHIP" and the app business platform "APPBOX" are deployed as SaaS, handling everything from app data collection and analysis to customer acquisition and sales promotion support in an integrated manner. This is the Group's largest segment, accounting for approximately 75% of external customer sales, and is positioned as a core growth business under the Medium-Term Management Plan 2027.
Recent Overview
FY2026 saw significant increases in both sales and profit, alongside expanding upfront investment
In FY2026 (ending March 2026), the App Business achieved substantial growth, with external customer sales of ¥5,296 million (up approximately 19.9% year on year) and segment profit of ¥1,040 million (up approximately 40.2% year on year). Meanwhile, upfront investment accelerated, with the increase in tangible and intangible fixed assets reaching ¥483 million (up approximately 110% year on year) and depreciation and amortization reaching ¥338 million (up approximately 67% year on year). Note that, per a correction disclosure dated June 22, 2026, segment assets were revised to ¥1,909 million (from ¥1,901 million pre-correction) and depreciation and amortization was revised to ¥338 million (from ¥342 million pre-correction). There is no impact on consolidated financial results or consolidated financial position.
Key Products
Growth Drivers
- Steady expansion in orders for smartphone app development projects, primarily from existing customers
- Joint provision of DX services and expanded collaboration based on the capital and business alliances with dip Corporation and Hakuhodo
- Strengthened collaboration with development partner companies through APPBOX feature expansion and the APPBOX Partner Program
- Deployment of new services in the EX-DX (employee experience DX) domain
- Expansion into digital domains beyond app-related areas by leveraging the existing customer base (over 300 apps cumulatively, over 100 million MAU)
Risks
- Risk of profit pressure from increased costs due to continued upfront investment in APPBOX and other areas
- Risk of rising costs associated with strengthening the smartphone app development structure
- Expanding cost burden from increased software amortization expenses in the EX-DX domain (depreciation and amortization is in a phase of sharp increase, up approximately 67% year on year)
- Risk that collaboration with capital and business alliance partners does not proceed as expected
- Risk of delays in progress on large-scale enterprise projects (some delays occurred in the prior fiscal year)
Last updated: June 22, 2026