ABEJA,Inc.
5574・Growth Market・Information & Communication
Enterprise Platform Business (Single Segment)
A single business that provides end-to-end support for enterprise AI adoption and operation, centered on the ABEJA Platform
| Period | Current | Previous | Change |
|---|---|---|---|
| Sales (cumulative Q3 results, FY2026 ending August 2026) | ¥3,369 million | ¥2,693 million (same period of the prior year) | ↑ |
| Operating profit (cumulative Q3 results, FY2026 ending August 2026) | ¥567 million | ¥400 million (same period of the prior year) | ↑ |
| Ordinary profit (cumulative Q3 results, FY2026 ending August 2026) | ¥582 million | ¥402 million (same period of the prior year) | ↑ |
| Quarterly net profit (cumulative Q3 results, FY2026 ending August 2026) | ¥714 million | ¥354 million (same period of the prior year) | ↑ |
| Sales (full-year results, FY2025 ending August 2025) | ¥3,585 million | — | — |
| Operating profit (full-year results, FY2025 ending August 2025) | ¥446 million | — | — |
| Sales (full-year forecast, FY2026 ending August 2026) | ¥4,550 million | ¥3,585 million (prior fiscal year results) | ↑ |
| Operating profit (full-year forecast, FY2026 ending August 2026) | ¥710 million | ¥446 million (prior fiscal year results) | ↑ |
| Equity ratio | 89.5% | 84.0% (end of FY2025, ending August 2025) | ↑ |
| Ratio of sales from continuing enterprise customers (FY2025 ending August 2025) | 88.8% | — | — |
| Transformation Domain sales (cumulative Q3, FY2026 ending August 2026) | ¥2,518 million (74.8% of total sales) | ¥2,747 million (full-year FY2025 ending August 2025, 76.6% of total sales) | — |
| Operation Domain sales (cumulative Q3, FY2026 ending August 2026) | ¥851 million (25.2% of total sales) | ¥839 million (full-year FY2025 ending August 2025, 23.4% of total sales) | ↑ |
Business Details
Under the corporate mission of "Implementing an Abundant World," the company supports the introduction of AI into mission-critical operations of enterprise companies, based on the ABEJA Platform. The business consists of two domains: the "Transformation Domain" (AI implementation and construction phase, accounting for 74.8% of cumulative Q3 sales) and the "Operation Domain" (continuous operation phase through human-AI collaboration, accounting for 25.2% of the same). The company deploys a model that provides integrated support from consulting through to operations on the ABEJA Platform. It operates exclusively within Japan, serving a wide range of industries including retail, manufacturing, finance, healthcare, and real estate.
Recent Overview
Cumulative Q3 sales up 25.1%, operating profit up 41.9%; net profit doubled due to recognition of deferred tax assets
During the cumulative nine months of FY2026 (ending August 2026) (September 2025 to May 2026), the company achieved sales of ¥3,369 million (up 25.1% year-on-year) and operating profit of ¥567 million (up 41.9% year-on-year), driven by capturing LLM-related demand and expanding AI utilization through the ABEJA Platform. In the third quarter alone, sales in the Operation Domain grew steadily, and the accumulation of recurring revenue progressed. In addition, following a revision of estimates of future taxable income, the company recognized ¥131 million in deferred tax assets (recorded as a negative in income taxes, etc.), and quarterly net profit doubled to ¥714 million (up 101.8% year-on-year). The full-year earnings forecast was revised upward to sales of ¥4,550 million, operating profit of ¥710 million, and net profit of ¥852 million. Other business developments confirmed include the start of a bank-wide DX/AI business collaboration with Tochigi Bank, selection for GENIAC Phase 4 (building an automotive maintenance AI agent in collaboration with IDOM), and the incorporation of NVIDIA Nemotron3 into the ABEJA Platform.
Key Products
Growth Drivers
- Expansion of the Transformation Domain through the continued capture of LLM-related demand
- Accumulation of stock-type recurring revenue in the Operation Domain (cumulative Q3 already exceeding the prior full-year result)
- Deepening of relationships with continuing enterprise customers through the ABEJA Platform (continuing customer sales ratio of 88.8%)
- Expanded implementation into mission-critical operations in finance, manufacturing, and other sectors (e.g., bank-wide DX/AI collaboration with Tochigi Bank)
- Expansion of the business domain into Physical AI & AI Robotics (extending from digital space into physical space)
- Accumulation of R&D capabilities and acceleration of social implementation through four consecutive GENIAC selections (Phase 1 through Phase 4)
- Strengthened capability to build advanced AI agents through integration with external state-of-the-art models such as NVIDIA
- Improved financial soundness due to increased recoverability of deferred tax assets (equity ratio of 89.5%)
Risks
- Risk of sales concentration in specific customers (top customers: SAKURA internet Inc. at 17.2%, Sompo Holdings, Inc. at 12.9%)
- Increased technology response costs and intensifying competition amid the rapid evolution of LLM and generative AI technology
- Risk of system failure given the stable operation requirements of systems used for mission-critical operations
- Intensifying competition to recruit and retain highly skilled AI and LLM talent (balancing rising personnel costs against sales growth)
- Information security risk associated with the handling of confidential information and personal data
- Impact on gross profit margin from increased cost of sales (cumulative Q3 cost of sales of ¥1,346 million, up 33.7% year-on-year)
- Uncertainty in the business environment due to trends in prices and resource costs, fluctuations in financial and capital markets, and international conditions
- Risk of new technology investment and uncertainty in monetization associated with expansion into the Physical AI & AI Robotics domain
Last updated: November 25, 2025