DAIKOKU DENKI CO., LTD.
6430・Prime Market・Machinery
Information Systems Business
Core business centered on information systems for pachinko halls
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales | ¥45,768 million | ¥52,126 million | ↓ |
| Segment profit | ¥11,203 million | ¥14,406 million | ↓ |
| Segment profit margin | 24.5% | 27.6% | ↓ |
| Depreciation and amortization | ¥1,218 million | ¥1,287 million | ↓ |
| Segment assets | ¥25,410 million | ¥26,006 million | ↓ |
| Goodwill amortization | ¥5 million | ¥83 million | ↓ |
| Goodwill balance at period-end | ¥40 million | ¥46 million | ↓ |
Business Details
This segment develops, manufactures, and sells hall computer systems, prize/customer management systems, and information disclosure systems for pachinko hall operating companies. Main affiliated companies are Daikoku Denki Communication PLUS Co., Ltd. and Global Wise Co., Ltd. The segment is capturing capital expenditure demand accompanying the spread of smart gaming machines, while promoting the expansion of stock-type (recurring) revenue through the MIRAIGATE Service suite utilizing AI and big data. It is the core segment, accounting for approximately 84% of consolidated net sales (FY2026, ending March 2026).
Recent Overview
Net sales declined 12.2% as one-off demand from card unit renewal subsided, and profit margin also fell
In the Information Systems Business for FY2026 (ending March 2026), net sales were ¥45,768 million (down 12.2% year on year) and segment profit was ¥11,203 million (down 22.2% year on year). The main cause was the subsidence of one-off demand associated with card unit renewal. On the other hand, unit sales of VEGASIA exceeded the same period of the prior year, and sales of BiGMO XCEL, TJ-01, and information disclosure products trended favorably. Service revenue from MIRAIGATE Service exceeded the same period of the prior year due to an increase in the number of member stores. In the next fiscal year, the company plans to begin offering DK-SIS INFINITY and to launch the new FAN+AD service, but expects a decline in both revenue and profit as capital expenditure demand related to smart gaming machines is expected to settle down.
Key Products
Growth Drivers
- Hall capital expenditure demand accompanying the continued expansion of the installation ratio of smart gaming machines (smart pachislot 61.1%, smart pachinko 28.5%) (as of the end of FY2026, ending March 2026)
- Accumulation of stock-type revenue from the increasing number of member stores in the MIRAIGATE Service suite
- Acquisition of new customers and deeper penetration of existing customers through improved convenience and expanded data enabled by the cloud migration of DK-SIS INFINITY
- Creation of added value through the rollout of the new FAN+AD (tentative name) service in collaboration with Tsuburaya Fields Holdings
- Sales expansion of new products such as BiGMO XCEL and TJ-01, and continued sales of information disclosure products
- Differentiation through providing solutions for pachinko hall DX, operational efficiency, and advanced data utilization needs, along with post-installation consulting
Risks
- Market contraction due to the continued decline in the number of operating pachinko hall stores (6,464 stores as of the end of December 2025, 96.4% of the prior year level)
- Reactionary decline in product sales due to the subsidence of temporary special demand such as that from card unit renewal support (capital expenditure demand is also expected to settle down in the next fiscal year)
- Cost increase risks such as semiconductor supply tightness caused by the global expansion of generative AI demand and rising crude oil prices due to geopolitical circumstances
- Risk of declining capital expenditure demand due to a slowdown in the pace of smart gaming machine adoption
- Risks related to revisions to the "Act on Control and Improvement of Amusement Business, etc." and gaming machine model testing, and changes in licensing policy
- Risk of declining profit margin due to increased expenses associated with new product development
Last updated: June 22, 2026