SERAKU Co., Ltd.
6199・Standard Market・Services
Digital Integration Business
SERAKU's core business. An IT services business providing seamless coverage from SI to DX.
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment Net Sales (Nine Months Ended May 2026, FY2026 (ending August 2026)) | ¥18,252 million | ¥17,860 million (Nine Months Ended May 2025, FY2025 (ended August 2025)) | ↑ |
| Segment Profit (Nine Months Ended May 2026, FY2026 (ending August 2026)) | ¥2,062 million | ¥2,054 million (Nine Months Ended May 2025, FY2025 (ended August 2025)) | ↑ |
| Segment Profit Margin (Nine Months Ended May 2026, FY2026 (ending August 2026)) | 11.3% | 11.5% (Nine Months Ended May 2025, FY2025 (ended August 2025)) | ↓ |
| Segment Net Sales (Full Year, FY2025 (ended August 2025)) | ¥23,881 million | — | — |
| Segment Profit (Full Year, FY2025 (ended August 2025)) | ¥2,612 million | — | — |
| Of which, System Integration Net Sales (Nine Months Ended May 2026, FY2026 (ending August 2026)) | ¥12,571 million | ¥12,201 million (Nine Months Ended May 2025, FY2025 (ended August 2025)) | ↑ |
| Of which, Digital Transformation Net Sales (Nine Months Ended May 2026, FY2026 (ending August 2026)) | ¥5,680 million | ¥5,658 million (Nine Months Ended May 2025, FY2025 (ended August 2025)) | ↑ |
Business Details
This segment operates on two pillars: the SI domain, which handles IT infrastructure construction, operation, and maintenance, and the DX domain, which supports the introduction and adoption of cloud systems such as Salesforce and COMPANY. It also operates a 24/7/365 managed service through the IoT Cloud Support Center, and offers NewtonX (ChatGPT Utilization Support for Corporations). The company has also begun developing and providing AI Solutions centered on FDEs (Forward Deployed Engineers), providing integrated support from business process visualization to AI implementation at customer sites. This is the core segment, accounting for approximately 96% of consolidated net sales.
Recent Overview
Both net sales and profit rose modestly year on year, supported by solid IT investment demand.
In the nine months ended May 2026 (September 2025 to May 2026) of FY2026 (ending August 2026), segment net sales were ¥18,252 million (up 2.2% year on year) and segment profit was ¥2,062 million (up 0.4% year on year). The SI domain grew 3.0% on solid demand for cloud infrastructure migration and managed services, while the DX domain grew 0.4% owing to strengthened consulting on Salesforce and COMPANY projects. The company has also begun developing and providing AI Solutions leveraging the FDE model, driving higher added value. The full-year forecast remains unchanged, maintaining net sales of ¥27,400 million and operating profit of ¥2,850 million.
Key Products
Growth Drivers
- Continued expansion of IT investment demand accompanying corporate DX promotion and expanded use of generative AI
- Steady demand for cloud infrastructure migration and managed services
- Higher unit prices through strengthened consulting in the Salesforce and COMPANY domains
- Creation of new added value through the launch of AI Solutions business leveraging the FDE model
- Higher added value of services through expansion of AI utilization support services such as NewtonX
- Stable resource securing through development of in-house engineers' AI implementation capabilities and collaboration with business partners
Risks
- Rising recruitment costs and increased pressure on personnel expenses due to worsening IT talent shortage
- Risk of declining profit margin due to increased selling, general and administrative expenses
- Loss of competitiveness due to delayed response to advanced fields such as generative AI and cloud
- Decline in demand due to client companies curbing IT investment (owing to uncertainty in U.S. trade policy, overseas economic uncertainty, etc.)
- Risk of earnings deterioration due to decline in engineer utilization rates
- Intensifying competition accompanying the expansion of the FDE model by U.S. AI platform providers
Last updated: November 20, 2025