WITZ Corporation
4440・Standard Market・Information & Communication
Software Business
Core segment centered on control software for automotive and industrial equipment applications
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue (nine months ended May, FY2026 (ending August 2026)) | ¥3,594 million | ¥2,857 million (nine months ended May, FY2025 (ending August 2025)) | ↑ |
| Segment profit (operating profit) (nine months ended May, FY2026 (ending August 2026)) | ¥544 million | ¥368 million (nine months ended May, FY2025 (ending August 2025)) | ↑ |
| Segment profit margin (nine months ended May, FY2026 (ending August 2026)) | 15.1% | 12.9% (nine months ended May, FY2025 (ending August 2025)) | ↑ |
| Revenue (full year FY2025 (ended August 2025)) | ¥3,983 million | ― | — |
| Segment profit (operating profit) (full year FY2025 (ended August 2025)) | ¥505 million | ― | — |
Business Details
This segment centers on contract control software development and engineer dispatch for automotive and industrial equipment applications, and also provides Security & Safety Consulting, AI Safety Consulting, simulation and model-based development technology proposal/development/provision, as well as products and services that commercialize the company's know-how. Major customers include Aisin Software, Lasertec, Toyota Motor and others. It is the core segment, accounting for approximately 84% of consolidated revenue (for the nine months ended May 2026, FY2026 (ending March 2026, i.e. fiscal year ending August 2026)).
Recent Overview
Steady embedded software and strong high-value-added fields drove continued year-on-year revenue and profit growth
For the nine months ended May 2026 of FY2026 (ending August 2026) (September 2025 to May 2026), revenue reached ¥3,594 million (up 25.8% year on year) and segment profit reached ¥544 million (up 47.8% year on year). In addition to steady performance in the core embedded software business, revenue in simulator/virtual space technology and security/safety areas was also strong. Segment profit margin improved to 15.1% (versus 12.9% in the same period of the prior year) due to revisions to order pricing and an increase in high-margin projects. On the other hand, due to the cancellation of EV-related projects at client companies against the backdrop of US trade policy and declining EV demand, uncertain conditions are expected to continue from the fourth quarter onward.
Key Products
Growth Drivers
- Continued strong demand for embedded software for automotive applications (development requests trending steadily)
- Strong revenue performance in simulator/virtual space technology and security/safety fields
- Rising gross profit margin due to revisions to order pricing and an increase in high-margin projects (segment profit margin improved to 15.1%)
- Expansion of business domain into agricultural and construction machinery through the consolidation of AG Control System Co., Ltd. as a subsidiary (March 2026)
- Acceleration of technology integration through segment consolidation aimed at supporting SDV (Software Defined Vehicle)
- Increase in subsidy income related to the Go-Tech program (R&D support program for growth-oriented SMEs)
Risks
- Uncertainty over revenue from the fourth quarter onward due to cancellation of client EV-related projects amid US trade policy and declining EV demand
- Long-term difficulty in securing personnel due to a shortage of development engineers and the declining birthrate
- Rising personnel expenses and subcontracting costs due to officer bonuses, higher employee salary levels, and staff increases
- Customer concentration risk due to revenue concentration in the automotive industry (dependence on Aisin Software, Toyota Motor, and others)
- Need for continuous investment in technology catch-up to keep pace with rapid technological progress
- Impact on the automotive industry from macroeconomic risks such as US trade policy, price increases, and exchange rate fluctuations
Last updated: November 26, 2025