ENVALITH
株式会社カナミックネットワーク logo

Kanamic Network Co.,LTD

3939Prime MarketInformation & Communication

株式会社カナミックネットワーク logo
Kanamic Network Co.,LTD3939

Medical & Long-Term Care Cloud Platform Business

Core segment of medical and long-term care DX. A high-profitability business accounting for approximately 66% of group revenue.

PeriodCurrentPreviousChange
Segment revenue (H1 FY2026, ending March 2026)¥2,083 million¥1,781 million (H1 FY2025, ending March 2025)
Segment profit (H1 FY2026, ending March 2026)¥950 million¥737 million (H1 FY2025, ending March 2025)
Segment margin (H1 FY2026, ending March 2026)45.6%41.3% (H1 FY2025, ending March 2025)
Segment revenue (full year FY2025, ended September 2025)¥3,583 million
Segment profit (full year FY2025, ended September 2025)¥1,499 million
Kanamic Cloud Service revenue (H1 FY2026, ending March 2026)¥1,620 million¥1,491 million (H1 FY2025, ending March 2025)
Platform Service revenue (H1 FY2026, ending March 2026)¥246 million¥223 million (H1 FY2025, ending March 2025)
Other Services revenue (H1 FY2026, ending March 2026)¥218 million¥67 million (H1 FY2025, ending March 2025)

Business Details

The group's flagship business, providing the multi-disciplinary collaboration cloud service "Kanamic Cloud Service" to municipalities, medical associations, and long-term care operators. Centered on a stock-type (recurring revenue) business model, it consists of a long-term care operations management system, an information-sharing platform, and a childcare support system. It also operates Platform Service, such as internet advertising and website production, and Other Services, such as customized development. In the first half of FY2026 (ending March 2026), segment revenue was ¥2,083 million and segment margin remained at a high level, expanding to 45.6%.

Recent Overview

H1 segment revenue up 17.0%, margin expanded to 45.6%. Other Services surged on a large-scale project.

In the first half of FY2026 (ending March 2026) (October 2025 - March 2026), segment revenue reached ¥2,083 million (up 17.0% year on year) and segment profit reached ¥950 million (up 28.9% year on year). Kanamic Cloud Service continued to acquire new customers on top of stable recurring revenue from existing customers, growing revenue by 8.6%. Platform Service also grew 10.5%, supported by strong performance in staffing matching and other areas. In particular, Other Services expanded rapidly by 223.4% due to outsourced customized development for major clients, contributing to the improvement in the overall segment margin.

Key Products

platform
Kanamic Cloud Service

A cloud platform encompassing long-term care operations management, multi-disciplinary information sharing, childcare support systems, and more. Centered on a stock-type (recurring revenue) business model, it drives continuous acquisition of new customers based on its existing customer base. Revenue for the first half of FY2026 (ending March 2026) was ¥1,620 million (up 8.6% year on year).

service
Platform Service

A stable revenue base built on website construction work commissioned by major long-term care operators, as well as outsourced production and operation management of websites for long-term care operators through the Long-Term Care Labor Stabilization Center (a public interest incorporated foundation). Internet advertising services providing long-term care-related information and staffing matching services in the long-term care industry are also performing well. Revenue for the first half of FY2026 (ending March 2026) was ¥246 million (up 10.5% year on year).

service
Other Services

A service centered on outsourced customized development for major clients. In the first half of FY2026 (ending March 2026), revenue increased significantly to ¥218 million (up 223.4% year on year) due to the acquisition of large-scale projects. This represents rapid expansion from ¥68 million in the same period of the prior year, driving growth for the segment as a whole.

Growth Drivers

  • Continued increase in the number of long-term care insurance service users and operators amid the advancing super-aging society
  • Expanded system demand driven by the introduction of medical DX and long-term care DX incentive payments under the FY2024 long-term care insurance system revision
  • Stable accumulation of revenue from existing customers through Kanamic Cloud Service's stock-type (recurring revenue) business model
  • Continued increase in the number of paid user IDs (from 89,267 IDs at end of September 2021 to 221,822 IDs at end of September 2025)
  • Enhanced service value through the launch of long-term care AI SaaS (equipped with an autonomous AI agent)
  • Participation in public-private collaboration projects such as the Ministry of Internal Affairs and Communications' IoT Service Creation Support Project and the Tokyo Metropolitan Government's multi-disciplinary collaboration portal site
  • Revenue diversification through expanded customized development outsourcing for major clients (Other Services)

Risks

  • Risk of delayed response to long-term care insurance system reforms (ongoing system modification costs arising from institutional revisions)
  • Risk of margin pressure from rising costs such as labor costs in Platform Service
  • Risk of information leakage and security incidents associated with holding large volumes of medical and long-term care information
  • Risk of intensifying price competition due to entry of competitors into the cloud-based long-term care software market
  • Risk of increased system infrastructure investment burden, such as server resource expansion, associated with the growing number of user IDs
  • Revenue volatility risk due to the temporary nature of large-scale projects in Other Services

Last updated: December 17, 2025