Fabrica Holdings Co., Ltd.

Business Details

Provides communication platforms that support the strengthening of touchpoints between companies and users, including the corporate SMS delivery service "Media SMS," the AI-powered IVR service "TeleForce," and the CRM system for e-commerce operators "Action Link." The main source of demand is identity verification needs, primarily from financial institutions, and the segment has ranked No. 1 in domestic corporate SMS delivery volume share among independent aggregators for five consecutive years (according to Deloitte Tohmatsu MIC Economic Research Institute). With a pay-as-you-go model as its main revenue source, it boasts a high profit margin and serves as the group's revenue pillar. Note that the segment name has been changed from the former "SMS Solution Group," and the CRM domain (formerly the Internet Service Group) has been integrated into it.

Recent Overview

Renewed all-time highs across all metrics, maintaining the No. 1 SMS delivery share for five consecutive years

In FY2026 (ending March 2026), the Business Communication Business posted revenue of ¥6,688 million (up 16.9% year on year) and segment profit of ¥1,869 million (up 20.1% year on year), setting new record highs for both revenue and segment profit. Against a backdrop of expanding identity verification demand, primarily from financial institutions, SMS delivery volume and IVR authentication cases grew strongly throughout the year. The cumulative number of contracted companies for SMS-related services increased by 1,005 during the period, reaching 7,331. From May 2026, the group of corporate communication services has been rebranded under the new brand "Aurora X" and is being developed as an integrated platform. In addition, from Q1 of FY2027 (ending March 2027), the AI Business will be integrated into this segment, transitioning to a three-segment structure.

Key Products

Growth Drivers

• Increase in delivery volume and number of contracted companies driven by the continued expansion of the domestic SMS delivery market (according to Deloitte Tohmatsu MIC Economic Research Institute)
• Increase in the number of SMS and IVR authentication cases driven by expanding identity verification demand, primarily from financial institutions
• Strengthened brand recognition and promotion of cross-selling and up-selling through service integration under the new brand "Aurora X"
• Improved ARPU through new revenue generation from voice AI services (Aurora SIP Trunking, etc.)
• Acceleration of new feature additions such as AI calling and speed to market through AI Business integration
• Rising demand for digital communication from companies and local governments against a backdrop of DX promotion and expanding generative AI implementation
• Competitive advantage as an independent aggregator maintaining the No. 1 delivery volume share for five consecutive years

Risks

• Risk of share decline due to competitor entry and intensifying price competition
• Risk of profitability deterioration due to decline in SMS delivery unit prices
• Risk of changes in mobile carrier policies or connection terms
• Risk of temporary decline in operational efficiency due to organizational and management structure changes accompanying AI Business integration
• Risk of confusion or churn among existing customers due to the transition to the new brand "Aurora X"
• Risk of service disruption due to system failures or security incidents