ENVALITH
日本ビジネスシステムズ株式会社 logo

Japan Business Systems, Inc.

5036Prime MarketInformation & Communication

日本ビジネスシステムズ株式会社 logo
Japan Business Systems, Inc.5036

Cloud Integration Business (CI)

A core high-value-added engineering segment responsible for everything from DX planning through cloud infrastructure construction.

PeriodCurrentPreviousChange
Segment revenue (cumulative interim period, FY2026 (ending September 2026))¥15,976 million¥14,151 million (interim period, FY2025 (ended September 2025))
Segment profit (cumulative interim period, FY2026 (ending September 2026))¥3,252 million¥2,982 million (interim period, FY2025 (ended September 2025))
Segment profit margin (interim period, FY2026 (ending September 2026))20.4%21.1% (interim period, FY2025 (ended September 2025))
Segment revenue (full year, FY2025 (ended September 2025))¥27,736 million
Segment profit (full year, FY2025 (ended September 2025))¥5,036 million

Business Details

Provides an integrated offering from customers' cloud DX planning through cloud infrastructure design and construction centered on Microsoft cloud products such as Azure, M365, and D365, Modern Workplace Solution, security environment implementation, and application development (including CRM/ERP). Through an integrated sales-and-delivery structure that deepens customer relationships, the segment has achieved higher revenue per customer and expanded projects, and it is the core engineering services segment driving improvement in the group's overall profit margin. It is also focusing on in-house development support, generative AI utilization support, and global projects.

Recent Overview

Projects expanded mainly through relationships with major existing customers, driven by in-house development support, generative AI, and global projects, resulting in a 12.9% year-on-year increase in revenue.

In the interim period of FY2026 (ending September 2026) (October 2025 to March 2026), ongoing relationships centered on major existing customers drove project expansion. The segment made progress in winning projects related to in-house development support, generative AI utilization support, and global projects, resulting in revenue of ¥15,976 million (up 12.9% year on year) and segment profit of ¥3,252 million (up 9.0% year on year). The profit margin declined slightly from 21.1% in the same period of the prior year to 20.4%, reflecting an increase in the allocation of company-wide costs (the adjustment amount expanded from ¥(1,601) million to ¥(1,893) million year on year).

Key Products

service
Modern Workplace Solution

Provides design, implementation, and adoption support for communication and collaboration infrastructure centered on Microsoft 365. It has expanded starting from remote work demand and now also includes support for embedding AI utilization.

service
Cloud Infrastructure & Security Implementation Service

Provides modernization of infrastructure, including multi-cloud and security support. Supports overall optimization of siloed cloud environments and implementation of zero-trust security environments.

service
Business Application Implementation Service

Addresses customers' needs to renew core business systems, handling design, development, and implementation of business applications centered on D365. Provided through a specialized structure via SureBizCloud Co., Ltd.

product
AI Services (Sales AIgent, etc.)

Works to support users in embedding AI utilization, including the release of 'Sales AIgent,' an AI agent dedicated to corporate sales, and the standard inclusion of the company's original AI learning content in major PC manufacturers' products.

service
Cloud Global Service

Provides comprehensive support for cloud environment implementation and operation, including customers' overseas locations. In response to growing demand for comprehensive global support, the segment continued to win global projects during the current interim period.

Growth Drivers

  • Deepening customer relationships and increasing revenue per customer through an integrated sales-and-delivery structure (expanding the number of projects per customer)
  • Progress in winning new projects across industries including financial services and manufacturing
  • Growing demand for cloud utilization and AI utilization in the business IT and AI domains following the emergence of generative AI
  • Expanding demand for overall optimization of siloed cloud environments and cybersecurity support
  • Strengthened specialized structure for core business system implementation through the establishment of SureBizCloud Co., Ltd.
  • Expanding response to comprehensive global support needs, including customers' overseas locations

Risks

  • Rising costs of securing and developing talent amid a worsening engineer shortage
  • Risk of profitability deterioration due to increasing complexity of project management (there is a track record of recording provisions for losses on orders received)
  • High dependence on Microsoft products, making the segment susceptible to changes in Microsoft's product strategy and partner policies
  • Risk of quarterly earnings volatility depending on the timing of large-project orders
  • Operational risk and country risk associated with expanding global operations
  • Downward pressure on segment profit margin from increased allocation of company-wide costs

Last updated: December 18, 2025