ACCESS CO., LTD.
4813・Prime Market・Information & Communication
IoT Business
Domestic-focused core IoT segment providing one-stop communication, cloud, and sensing technologies
| Period | Current | Previous | Change |
|---|---|---|---|
| Net Sales (External Customers) | ¥2,331 million (Q1 FY2027, ending January 2027) | ¥3,337 million (Q1 FY2026, ending January 2026) | ↓ |
| Segment Income (Loss) | △¥125 million (Q1 FY2027, ending January 2027) | ¥335 million (Q1 FY2026, ending January 2026) | ↓ |
Business Details
The segment centers on IoT Professional Services, which provide one-stop communication technology, cloud technology, app development capability, and sensing technology, together with various in-house developed IoT Solutions. It also operates "CROS®," an omnichannel business support cloud service for Japanese mail-order businesses expanding into Asia. In the first quarter of FY2027 (ending January 2027) (February to April 2026), the segment saw a significant decline in revenue and fell into a segment loss, due to the rebound from a temporary contribution of a large-scale project in the prior period and conservative estimation of future costs booked for certain projects.
Recent Overview
Significant revenue decline and shift to loss due to rebound from prior large-scale project and conservative cost estimates
In the first quarter of FY2027 (ending January 2027) (February to April 2026), net sales to external customers were ¥2,331 million, down 30.2% year on year. In addition to the rebound from the temporarily large sales impact of a large-scale project in the prior fiscal year, conservative estimates of potential future cost increases were booked for certain projects, causing segment income to deteriorate from a profit of ¥335 million to a loss of ¥125 million. The customer base itself is said to be growing steadily.
Key Products
Growth Drivers
- Increasing inquiries for IoT Professional Services related to location data utilization, energy management, and generative AI, driven by robust DX investment demand
- Expansion and deepening of Professional Services through comprehensive proposals including hardware provision
- Stable sales growth and profitability improvement efforts in the Taiwan business
- Room for medium- to long-term sales expansion supported by continued steady growth of the customer base
Risks
- Risk of sales volatility due to the rebound from the prior period's large-scale project (materialized in the current Q1, down 30.2% year on year)
- Possibility of increased future costs on certain projects (segment income deteriorated due to conservative cost estimates)
- Securing profitability in the Taiwan business remains an ongoing management challenge
- Ongoing improvement of internal controls and governance across the group, with possible increase in management costs
- Challenges to sustaining growth associated with optimizing the business portfolio following the partial transfer of the e-publishing business
Last updated: April 28, 2026