Accrete Inc.
4395・Growth Market・Information & Communication
Communication Business
Core segment responsible for the group's revenue base through messaging services centered on SMS
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (cumulative Q1 FY2026, ending December 2026) | ¥1,506 million | ¥1,688 million (cumulative Q1 FY2025, ending December 2025) | ↓ |
| Segment profit (cumulative Q1 FY2026, ending December 2026) | ¥277 million | ¥294 million (cumulative Q1 FY2025, ending December 2025) | ↓ |
| Segment profit margin (cumulative Q1 FY2026, ending December 2026) | 18.4% | 17.4% (full-year FY2025, ended December 2025) | ↑ |
| Net sales (full-year FY2025, ended December 2025) | ¥6,516 million | — | — |
| Segment profit (full-year FY2025, ended December 2025) | ¥1,136 million | — | — |
Business Details
Comprises three companies: Acrete Corporation, Technomics Corporation, and VietGuys J.S.C. Provides Domestic SMS Delivery Service (A2P-SMS) (advancing evolution into a multi-channel CPaaS platform integrating LINE, RCS, etc.), Overseas Messaging Service by Vietnamese subsidiary VGS, and email delivery services such as "School Safety Mail" and "Municipal Safety Mail" by Technomics. Has over 5,300 corporate customers.
Recent Overview
Domestic SMS performed steadily, but a decline in overseas SMS weighed on results; Q1 net sales fell 10.8% year on year
In the cumulative Q1 FY2026 (ending December 2026) consolidated period, domestic SMS sales trended steadily on the back of demand as a reliable means of communication, while overseas SMS sales declined year on year, resulting in overall segment net sales of ¥1,506 million (down 10.8% year on year) and segment profit of ¥277 million (down 5.8% year on year). Efforts to evolve into a multi-channel CPaaS platform integrating LINE, RCS, and other channels are also continuing.
Key Products
Growth Drivers
- Continued solid demand for domestic SMS delivery (expanding use beyond identity verification/authentication into contact and notification purposes)
- Enhanced added value through evolution into a multi-channel CPaaS platform integrating LINE, RCS, and other channels
- Promotion of multi-channel capability through the launch of "SMS Connect for LINE" in collaboration with Fourglobe
- Changes in the revenue structure driven by Vietnamese subsidiary VGS's diversification into OTT, solutions, and reward businesses
- Continued demand for various communication tools amid ongoing corporate digitalization
Risks
- Declining trend in overseas SMS sales (year-on-year decline continued in cumulative Q1 FY2026)
- Downward trend in unit selling prices due to price competition with competitors
- Risk that trends in services via overseas aggregators could significantly affect business results
- Risk of changes in contractual relationships with mobile carriers
- Declining trend in email delivery volume for the email delivery service due to the effects of the declining birthrate
- Risk from changes in the macroeconomic environment, such as historical yen depreciation and rising prices
Last updated: May 1, 2026