ENVALITH
チエル株式会社 logo

CHIeru Co.,Ltd.

3933Standard MarketInformation & Communication

チエル株式会社 logo
CHIeru Co.,Ltd.3933

Elementary & Junior High School Division

Chieru's core segment providing educational ICT solutions for elementary and junior high schools

PeriodCurrentPreviousChange
Net sales (full year, FY2025 (ended March 2025))¥2,034 million¥1,663 million
Segment profit (full year, FY2025 (ended March 2025))¥319 million¥304 million
Net sales (cumulative Q3, FY2026 (ending March 2026))¥2,077 million¥1,345 million
Segment profit (cumulative Q3, FY2026 (ending March 2026))¥320 million¥167 million
Depreciation (full year, FY2025 (ended March 2025))¥87 million¥74 million

Business Details

This segment serves elementary and junior high schools as its main customers, engaging in the planning, development, manufacturing, and sales of class/lecture support systems and digital teaching materials, as well as the planning, development, procurement, manufacturing, and sales of information security countermeasure software and operations management solutions. Centered on a product lineup that responds to the GIGA School Program, the segment is expanding revenue by promoting the utilization of the one-device-per-student environment and addressing needs for improved communication network environments. The consolidation of Okijimu Co., Ltd. has also contributed to the expansion of revenue scale.

Recent Overview

With GIGA School Program Phase 2 moving into full swing, cumulative Q3 net sales surged 54.4% year on year

In the cumulative nine-month period of the third quarter of FY2026 (ending March 2026) (April to December 2025), net sales reached ¥2,077 million (up 54.4% year on year) and segment profit reached ¥320 million (up 91.3% year on year). Against the backdrop of demand for communication network environment improvements under GIGA School Program Phase 2, "Tbridge" performed solidly, and revenue recognized over a certain period from products such as "InterCLASS Cloud Advance" and "InterCLASS Console Support," driven by the full-scale progress of device deployment following the summer break, contributed to the increase in sales. In addition, the consolidation effect of Okijimu Co., Ltd. also contributed. For the full year (FY2025, ended March 2025), the segment recorded net sales of ¥2,034 million (up 22.3% year on year) and segment profit of ¥319 million (up 4.8% year on year).

Key Products

product
Tbridge

A product that addresses the communication network environment improvements required under GIGA School Program Phase 2. Demand remains solid as a countermeasure against communication load increases accompanying the growing use of digital textbooks and content. Going forward, the company aims to expand orders by adding a new model equipped with an edge cache function that contributes to faster content display.

platform
InterCLASS Cloud Advance

A cloud-based class support tool for elementary and junior high schools that supports improved instruction and proactive learning in the one-device-per-student environment. It has a subscription-type revenue model in which revenue is recognized over a certain period, and the number of contracts is increasing as device deployment moves into full swing.

service
InterCLASS Console Support

A device operations management solution for elementary and junior high schools that supports centralized management and security measures for GIGA School devices. This is a model in which revenue is recognized over a certain period, and an accumulation of contract liabilities (deferred revenue) has been confirmed alongside the full-scale progress of device deployment.

product
Class/Lecture Support System / Digital Teaching Materials

The company plans, develops, manufactures, and sells class/lecture support systems and digital teaching materials for elementary and junior high schools. It is promoting the provision of cloud-environment-fit products that respond to the GIGA School Program, and has also established a support framework including instructors to address diverse learning needs.

service
Information Security & Operations Management Solutions

A product group including network segregation and sanitization solutions, for which demand has increased following the revision of the "Guidelines on Educational Information Security Policy." The company plans, develops, procures, manufactures, and sells information security countermeasure software and operations management solutions for elementary and junior high schools.

Growth Drivers

  • Expanding demand for device and network environment development driven by the nationwide full-scale rollout of GIGA School Program Phase 2 (FY2024-FY2028)
  • Solid demand for wireless communication visualization and stabilization solutions centered on "Tbridge"
  • Accumulation of subscription-type revenue from products such as "InterCLASS Cloud Advance" and "InterCLASS Console Support"
  • Expansion of sales scale through the consolidation of Okijimu Co., Ltd.
  • Acquisition of replacement projects including tablet devices and integrated ID management system construction projects in the Shikoku area

Risks

  • Risk of a one-time surge in demand followed by a subsequent decline after the completion of GIGA School Program Phase 2 deployment
  • Long-term contraction of the domestic elementary and junior high school market due to the declining birthrate
  • Risk of stagnation in educational ICT investment due to policy changes or budget cuts by the Ministry of Education, Culture, Sports, Science and Technology
  • Risk of declining profitability due to intensifying price competition with competitors
  • Increasing goodwill amortization burden (goodwill amortization for cumulative Q3 of FY2026 (ending March 2026) increased year on year)

Last updated: June 30, 2026