Orchestra Holdings Inc.
6533・Prime Market・Services
Digital Transformation Business
Orchestra Holdings' second pillar, capturing DX demand through cloud and system development.
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue (external customers) | ¥1,840 million (Q1 FY2026, ending March 2026) | ¥1,888 million (Q1 FY2025, ending March 2025) | ↓ |
| Total revenue (including internal) | ¥1,856 million (Q1 FY2026, ending March 2026) | ¥1,910 million (Q1 FY2025, ending March 2025) | ↓ |
| Segment profit (business profit) | ¥200 million (Q1 FY2026, ending March 2026) | ¥160 million (Q1 FY2025, ending March 2025) | ↑ |
| Revenue change year-on-year | -2.8% | - | ↓ |
| Segment profit change year-on-year | +24.8% | - | ↑ |
Business Details
An IT services segment centered on Cloud Integration, software testing, Automatic Identification System (RFID), and various Web system and smartphone app development. The company continues to expand its development capabilities through M&A, offering a diverse range of service lines including Salesforce implementation support, SES, Data Business & IT Consulting, and ERP. As the target area of cloud migration demand expands to core systems, the performance of companies that have joined the group has remained solid.
Recent Overview
Revenue declined slightly, but profitability improved markedly, aided by solid performance of companies that joined the group through M&A.
Revenue for Q1 of the fiscal year ending March 2026 was ¥1,856 million (down 2.8% year-on-year), a slight decline, while segment profit rose sharply to ¥200 million (up 24.8% year-on-year). This was mainly due to the solid performance of companies that joined the group through M&A since 2023. The company has positioned the current consolidated fiscal year as a "recovery period," focusing on stable talent acquisition, cultivation of middle management, and portfolio-ization of solutions as key priorities. Revenue progressed largely in line with plan.
Key Products
Growth Drivers
- High growth in the domestic cloud market (up 29.2% year-on-year in 2024, projected CAGR of 14.6% for 2024-2029, with the 2029 market size expected to be approximately 2.0 times that of 2024)
- Expansion of the target area for cloud migration (from Web and information systems to core systems)
- Business area expansion through M&A (solid performance of companies that joined the group since 2023)
- Growth of new business areas such as Data Business & IT Consulting and ERP
- Strengthening of the ERP area through the M&A acquisition of Coznet LLC in August 2025
- Continued expansion of corporate DX demand against the backdrop of IT talent shortages (estimated shortage of up to 730,000 people by 2040)
Risks
- Constraints on enterprise project capability due to difficulty in hiring PMs and PLs in the Salesforce area
- Shrinking demand for low-skill work in the SES (partner) area due to progress in in-house development within the industry
- Rising IT talent acquisition costs and intensifying competition for hiring
- Risk of delayed response to technological innovation (e.g., AI)
- Risks related to post-M&A integration and realization of synergies
- Risk of delayed execution of priority initiatives (talent acquisition, cultivation of middle management, portfolio-ization) during the "recovery period"
Last updated: March 25, 2026