JUSTPLANNIG INC.
4287・Standard Market・Information & Communication
ASP Business
The company's core, high-profitability segment centered on ASP services for the restaurant industry
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment sales (Q1 cumulative) | ¥310 million | ¥291 million | ↑ |
| Segment profit (Q1 cumulative) | ¥238 million | ¥219 million | ↑ |
| Segment profit margin (Q1 cumulative) | 76.8% | 73.4% | ↑ |
| Year-on-year sales growth rate | +6.6% | — | ↑ |
| Year-on-year segment profit growth rate | +8.5% | — | ↑ |
Business Details
The company processes information such as POS systems, attendance management, and ordering management for the restaurant industry at its ASP center, and provides head-office systems via the internet. Revenue consists of implementation support revenue at the time of introduction and monthly usage fees (recurring revenue) based on the number of stores that have adopted the service. In addition to the restaurant industry, the company is also promoting horizontal expansion into other industries. In the first quarter of FY2027 (ending January 2027), this segment accounted for approximately 49% of the group's overall sales of ¥634 million, and maintained an extremely high segment profit margin of 76.8%.
Recent Overview
Both sales and profit increased year-on-year, with margin also improving
In the first quarter of FY2027 (ending January 2027) (February to April 2026), ASP Business sales were ¥310 million (up 6.6% year-on-year), and segment profit was ¥238 million (up 8.5% year-on-year). Profit growth exceeded sales growth, improving the segment profit margin to 76.8%, up approximately 3.4 percentage points from 73.4% in the same quarter of the prior year. Sales expansion of the Makasete Net series has continued, driven by growing needs for operational efficiency and DX in the restaurant industry. There is no change to the full-year earnings forecast, and the segment is off to a steady start toward achieving full-year sales of ¥2,753 million (up 8.7% year-on-year).
Key Products
Growth Drivers
- Continued expansion of monthly usage fees (recurring revenue) through the accumulation of adopting stores
- Increased customer unit spending through functional enhancements (leveraging AI and IoT) of the Makasete Net series
- Acquisition of new customers through horizontal expansion into industries other than the restaurant industry
- Promotion of the spread of iToGo against a backdrop of growing takeout demand
- Enhanced added value and differentiation through new AI services such as Makasete AI Deshap
- Rising demand for DX investment against a backdrop of chronic labor shortages and rising cost of goods in the restaurant industry
Risks
- A shrinking trend in the domestic restaurant industry market size due to population decline
- Risk of delayed recovery in IT investment by restaurant operators
- Intensifying price competition in ASP services from competitors
- Continued increase in costs to keep pace with the evolution of devices such as tablets and smartphones
- Risk of cancellations or reduced usage fees due to deteriorating performance among major customers
Last updated: April 24, 2026