ENVALITH
株式会社AKIBAホールディングス logo

AKIBA Holdings Co. , Ltd.

6840Standard MarketElectric Appliances

株式会社AKIBAホールディングス logo
AKIBA Holdings Co. , Ltd.6840

Memory, PC-related Devices & IoT Business

The Group's core revenue-generating segment, handling sales of memory products for PCs and servers and development of IoT devices

PeriodCurrentPreviousChange
Revenue (full year, FY2025 (ending March 2025))¥7,466 million
Operating income (full year, FY2025 (ending March 2025))¥4 million
Revenue (9-month cumulative, FY2026 (ending March 2026))¥9,102 million¥7,466 million (full year FY2025 (ending March 2025))
Operating income (9-month cumulative, FY2026 (ending March 2026))¥63 million¥4 million (full year FY2025 (ending March 2025))
Segment assets (end of FY2025 (ending March 2025))¥3,864 million
Consolidated revenue (full year, FY2026 (ending March 2026))¥26,782 million¥18,272 million (FY2025 (ending March 2025))
Consolidated operating income (full year, FY2026 (ending March 2026))¥1,290 million¥716 million (FY2025 (ending March 2025))

Business Details

The business segment operated by Adtec Corporation. Its core operations are the manufacturing and sale of memory products for PCs and servers, both for industrial/manufacturing use and general consumer use, as well as the domestic and overseas procurement, wholesale, and sale of PC peripherals and parts. In addition, it engages in IoT solutions involving the design and development of IoT devices, and the development, design, and manufacturing of electronic circuits such as various microcontroller units and power supply modules. Major customers include Mouse Computer Co., Ltd.

Recent Overview

Consolidated revenue grew significantly by 46.6% year on year to ¥26,782 million, with operating income also rebounding sharply, up 80.2%

Consolidated results for FY2026 (ending March 2026) showed revenue of ¥26,782 million (up 46.6% year on year), operating income of ¥1,290 million (up 80.2%), ordinary income of ¥1,372 million (up 107.3%), and net income attributable to owners of the parent of ¥883 million (up 686.6%), with substantial improvement across all metrics. Full-year segment-level figures are not disclosed in this financial results report, but as of the 9-month cumulative period, revenue for the Memory, PC-related Devices & IoT Business already exceeded the prior full-year figure of ¥7,466 million, reaching ¥9,102 million, and a substantial increase in full-year revenue is expected. The earnings forecast for FY2027 (ending March 2027) remains undetermined due to uncertainties such as memory market supply-demand conditions, geopolitical risk, and foreign exchange impacts.

Key Products

product
Memory Products for PCs & Servers

Handles a wide range of memory products, mainly DRAM products such as DDR4, spanning industrial applications through general consumer use. Against a backdrop of expanding demand for data centers and tight supply-demand conditions due to manufacturer EOL, this has become a major growth driver for Group revenue.

product
PC Peripherals & Parts

Procures PC peripherals and parts from domestic and overseas suppliers and wholesales/sells them to corporate and individual customers. Continues to capture corporate PC replacement demand driven by the migration to Windows 11.

service
IoT Solutions & Electronic Circuit Development

Handles the development, design, and manufacturing of electronic circuits such as various microcontroller units and power supply modules. Order accumulation for contracted IoT development projects and the promotion of new products into services are ongoing, though there is a risk of delays in project acceptance timing.

Growth Drivers

  • Sharp increase in demand for DRAM for data centers driven by the spread of generative AI
  • Tight supply-demand conditions and rising market prices for major DRAM products (such as DDR4) due to manufacturer EOL
  • Continued capture of corporate PC replacement demand driven by the migration to Windows 11
  • Increase in large-scale projects from major customers and development of new customers
  • Accumulation of orders for contracted IoT development projects and promotion of new products into services

Risks

  • Profit margin pressure from a sharp rise in product procurement costs due to global supply-demand tightness
  • Rising import procurement prices due to rapid yen depreciation
  • Uncertain factors such as memory market supply-demand trends, geopolitical risk, and foreign exchange impacts (the reason the FY2027 (ending March 2027) earnings forecast remains undetermined)
  • Risk of delays in project acceptance timing in the IoT business
  • Uncertainty over securing new contracted development projects following the conclusion of major mass-production projects
  • Fluctuations in memory market conditions (risk of earnings deterioration during price decline phases)

Last updated: June 30, 2026