BENEFIT JAPAN Co.,LTD.

The company operates a nationwide network of diverse sales channels, including mobile phone shops, telemarketing, event sales, consumer electronics retailers, hotels, airports, travel agencies, and foreign resident placement agencies. This sales partner network is utilized across the Internet Communication Services, Robot, Water Server, and Reuse businesses. In FY2026 (ending March 2026), the number of contracted lines in the Internet Communication Services Business reached a record high of 293,200 lines.

The combined number of contracted lines in the Internet Communication Services Business and Robot Business reached 326,700 lines as of the end of March 2026 (up 15.5% year on year), establishing a recurring revenue base underpinned by stable monthly communication fees and option usage charges. The Robot Business also turned profitable, posting operating income of ¥243 million, a turnaround from an operating loss in the previous fiscal year, marking the transition of accumulated recurring revenue into a profit-contributing phase.

The four businesses—Internet Communication Services, Robot, Water Server, and Reuse—share the same sales partner network and customer touchpoints, enabling mutual customer referrals and cross-selling. In particular, the Reuse Business (SENKA) is advancing collaboration with existing channels, such as proposing robots to senior customers through face-to-face contact and setting up reuse corners within mobile phone shops. Following the consolidation of SENKA as a subsidiary in May 2025, the number of stores expanded to 55 as of the end of March 2026.

Expanded contracted lines through strengthening mobile phone shop and telemarketing sales channels (293,200 lines as of end-March 2026, a record high). Promoting stabilization of the revenue base through expansion of corporate services and value-added services. Upfront investment in agency commissions is putting short-term pressure on profits, but the policy is to strengthen the medium- to long-term revenue base by building up stock-type recurring revenue.

Achieved a turnaround from an operating loss of ¥191 million in the previous period to operating income of ¥243 million in the current period, moving into a profit-contribution phase. Promoting customer fan-building through the launch of door-to-door sales and the owner community strategy (the three phases of "enjoy," "connect," and "share"), aiming to establish a model for continuous revenue generation.

Significantly expanded unit sales of water purifier-type servers, centered on "STILIS" and "STILIS noah" (net sales up 896.1% year on year). Aiming to build up medium- to long-term stock-type recurring revenue through a revenue model combining unit sales with monthly subscription fees. Maintaining high growth while recording additional provisions for doubtful accounts, with improving the precision of collection management as a challenge.

Made a full-scale entry into the Reuse Business through the consolidation of SENKA as a subsidiary in May 2025. Accelerated store openings following the M&A expanded the total number of stores to 55. Promoting efficient customer acquisition measures utilizing existing sales channels, such as event-based buybacks and the development of locations within mobile phone shops, while building a stable revenue base through franchise fees and royalties. Recorded operating income of ¥95 million in the first year (11 months).