internet infinity INC.
6545・Growth Market・Services
Business
Internet Infinity Inc. is a TSE Growth-listed company whose slogan is "A Healthy Future" and whose mission is "solving problems in a super-aging society through creative innovation and challenge." The company operates two segments: the Healthcare Solutions Business (approximately 72% of sales) and the Home Care Services Business (approximately 28% of sales). The former operates the short-time rehabilitation-type day care service "Record Book" through franchising (242 locations as of the end of March 2026), and provides senior marketing support, Work-Care Balance Support (Wakaru Kaigo Biz), and care DX solutions leveraging a network of over 110,000 care managers. The latter provides an integrated offering of Home Care Support Services, Home Visit Care Services, Day Care Services, and Facility Care Services. Its main customers span a wide range, including elderly individuals requiring support or care, care service providers, and companies with employees who are business caregivers.
Business Model
Revenue is structured across three main layers. (1) In the Record Book business, the company adopts an asset-light model that earns not only long-term care insurance benefit income from directly-operated stores, but also franchise fees and royalty income from FC franchisees. (2) In the DX Solutions business, the company builds up subscription-type revenue from marketing support leveraging its care manager network, the Work-Care Balance Support service ("Wakaru Kaigo Biz"), and long-term care insurance billing software, among others. (3) In the Home Care Services Business, the company stably receives long-term care insurance benefits. Each business functions in a mutually complementary manner, achieving both revenue diversification and stability.
Company Strengths
Since launching FC expansion in March 2014, the company has expanded nationwide to a total of 242 stores as of the end of March 2026, comprising 22 directly operated stores, 201 FC stores, and 19 Meitetsu Record Book stores. The existing-store occupancy rate has trended upward, and sales per directly operated store and royalty income both increased year on year. The asset-light FC model enables capital-efficient store expansion.
As of the end of March 2026, over 110,000 care managers were registered on Care Management Online, a specialized website launched in 2005. Leveraging this network, the company provides senior marketing support, medical solutions, and Work-Care Balance Support (Wakaru Kaigo Biz), forming a unique customer base that competitors would find difficult to replicate in a short period of time.
The company possesses a proprietary healthcare platform that combines operational know-how and data accumulated through directly operated and FC care facility management with a web platform. In April 2025, it made Cent Works Co., Ltd. a subsidiary and began full-scale development of DX Solutions for Mid-sized Care Providers (Cent Works). It also develops and sells systems such as the long-term care insurance billing software "SuisuiRemon," building a framework to capture care-related DX demand from multiple angles.
ENVALITH's Perspective
Performance Trend
In FY2026 (ending March 2026), the company achieved sales of ¥5,893 million (up 14.2% year on year), operating income of ¥537 million (up 33.8%), ordinary income of ¥589 million (up 43.3%), and net income of ¥320 million (up 25.4%), setting new record highs at every profit stage. The main drivers of the sales increase were a substantial rise in DX Solutions business revenue from the consolidation of Cent Works, and the effects of HR system reforms in the Home Care Services Business (recovery in the number of service provisions). The continued rise in the aging population ratio and accelerating demand for care DX served as tailwinds in the market environment. A goodwill impairment loss of ¥12 million related to Shokou Kenken was recorded as an extraordinary loss, but the impact was limited. For FY2027 (ending March 2027), the company forecasts sales of ¥6,100 million (up 3.5%) and operating income of ¥670 million (up 25.0%).
Growth Strategy
Three pillars of growth: Record Book FC expansion, full-scale rollout of care DX solutions, and deepening home care services
Achieved 242 stores (22 directly operated, 201 FC, 19 Meitetsu) as of the end of FY2026 (ending March 2026). Promoting improved utilization rates at existing stores through strengthened FC headquarters functions and re-accelerating the pace of new store openings. Also working on operational reviews and new business development in anticipation of the 2027 long-term care insurance system reform.
Building on the long-term care insurance billing software of Cent Works, which became a subsidiary in April 2025, expanding DX Solutions for Mid-sized Care Providers. Concurrently promoting expanded orders for Work-Care Balance Support (Wakaru Kaigo Biz) and re-expansion of silver marketing support. Cultivating this as a medium-term revenue pillar to address the 2040 problem.
A merger is planned with an effective date of June 1, 2026, in which Full Care Co., Ltd. will be the surviving company and Shoko Giken Co., Ltd. will be the absorbed company. The aim is to consolidate management resources centered on the Chugoku region, build an efficient operating structure for the welfare equipment rental and housing renovation businesses, and expand profitability.
Continuing personnel system reforms at Kankeisha Co., Ltd. and strengthening the recruitment of qualified staff. Working to restore and expand the number of service provisions across each service, while strengthening the revenue base through stable operation of the pay-for-service senior housing facility "Fleur Garden."
Last updated: July 19, 2026