Japan Data Science Consortium Co. Ltd.
4418・Growth Market・Information & Communication
Japan Data Science Consortium Co. Ltd.
4418・Growth Market・Information & Communication
Business
JDSC Inc. is a company that creates and provides AI solutions to solve common industry challenges by leveraging data science, machine learning, and AI, through Joint R&D with major companies across various industries. Centered on its AI Solutions Business, the company operates three segments: the Financial Advisory Business, which leverages expertise in the finance domain, and the Marketing Support Business, centered on direct mail fulfillment services. The company has invited Professor Yutaka Matsuo, Professor Kenji Tanaka, and Professor Noboru Koshizuka of the University of Tokyo as advisors and outside directors to promote the social implementation of cutting-edge technology. Its main customers are major companies in industries such as manufacturing, energy, logistics, maritime, agriculture, and real estate, and the company aims not only to solve individual company issues but also to achieve Industrial Transformation (IX) across entire industries.
Business Model
In the first phase, the company enters into joint development agreements with major companies in each industry, securing flow-type (non-recurring) revenue through quasi-delegated services such as issue identification, PoC, AI algorithm construction, and system implementation. In the second phase, the company retains ownership of the AI solutions and algorithms developed, and by deploying them horizontally to multiple companies both within and outside the industry, it accumulates stock-type (recurring) revenue such as operation and maintenance fees, license usage fees, and consortium membership fees. The structure is such that gross profit margin improves as horizontal deployment progresses.
Company Strengths
The company has engaged Professor Yutaka Matsuo, Professor Kenji Tanaka, and Professor Noboru Koshizuka as advisors or outside directors, and has pursued joint patent acquisition and presentations of papers at international academic conferences. It has also demonstrated its technical strength externally, such as by placing in the top 0.6% worldwide in a Kaggle global competition.
Under joint development agreements, the company retains ownership of AI algorithms, enabling horizontal deployment to multiple companies within and outside a given industry. Because existing products and algorithms can be leveraged when expanding to a second or subsequent client, gross margins improve with this structure, and the proportion of repeat customers has exceeded 60%.
The company operates three businesses: the AI Solutions Business (sales of ¥2,845 million in FY2025 (ended June 2025)), the Financial Advisory Business (sales of ¥352 million, up 214.5% year on year), and the Marketing Support Business (sales of ¥19,873 million). This has enabled the company to establish a unique position as an AI company that also possesses finance expertise.
ENVALITH's Perspective
Performance Trend
Revenue trend: from ¥1,413 million in FY2022 → ¥1,940 million in FY2023 → ¥16,458 million in FY2024 → ¥23,056 million in FY2025, following rapid expansion, cumulative revenue for the first nine months of FY2026 was ¥17,192 million (down 5.5% YoY). The main cause of the revenue decline was a temporary decrease in DM transaction volume in the Marketing Support Business due to the April 2025 postal rate revision. Meanwhile, gross profit margin improved to 12.1% (9.7% in the same period of the previous year), with high growth in the AI Solutions Business (up approximately 55% YoY) driving qualitative improvement in the revenue structure. Operating income declined to ¥448 million (down 11.6% YoY) due to expanded growth investments, but net income attributable to owners of the parent increased to ¥356 million (up 21.3% YoY), supported by recording gain on sale of shares in affiliated companies. In terms of financial position, total assets were ¥10,777 million, and the equity ratio was 57.0% (47.4% at the end of the previous fiscal year), with the financial base strengthened through a third-party allotment capital increase. The full-year forecast remains unchanged at revenue of ¥23,100 million and operating income of ¥750 million.
Growth Strategy
Capturing demand through initiatives in cutting-edge areas such as AI agents and physical AI, combined with organizational expansion via human capital investment
Aggressively implementing personnel-related growth investments such as recruitment costs and bonus provisions from the start of the fiscal period. Regular employees numbered 194 as of the end of Q3 FY2026 (ending March 2026), with more than 220 expected by fiscal year-end, exceeding the initial plan. Cost control is also being advanced in parallel through insourcing of outsourced work.
Positioning growth fields such as AX (AI Transformation) and physical AI as new areas of focus, accelerating DX/AI implementation support utilizing the company's own AI solutions and the social implementation of cutting-edge AI technologies. Advancing the construction of technology and solution assets with Joint R&D partners across various industries.
Building algorithm and solution assets utilizing private industry data based on strategic alliances premised on long-term partnerships with major companies, expanding revenue through horizontal deployment into other industries. New customer acquisition and upselling from existing customers were realized cumulatively through Q3.
Focusing on expanding higher value-added projects compared to the existing Direct Mail Fulfillment Service business and on acquiring new customers. In response to a temporary decline in transaction volume due to the postal rate revision, promoting a shift toward high value-added services combining DX promotion and AI utilization. MCC Logistics Corporation was newly added to the scope of consolidation.
Through the reduction in the amount of capital stock (from ¥756 million to ¥10 million, with the difference transferred to other capital surplus) approved at the extraordinary general meeting of shareholders on April 30, 2026, flexibility and agility in future capital policy will be ensured. The effective date is scheduled for June 19, 2026.
Last updated: July 17, 2026