CS-C.Co.,Ltd.
9258・Growth Market・Services
Local Business DX
Marketing DX support for local businesses such as restaurants, beauty salons, and lodging facilities is the core business
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment revenue (H1 cumulative, FY2026 (ending September 2026)) | ¥1,445 million | – (no prior-period comparison available) | — |
| Segment profit (H1 cumulative, FY2026 (ending September 2026)) | ¥49 million | – (no prior-period comparison available) | — |
| Recurring revenue (as of end-March 2026, annualized) | ¥2,077 million | ¥2,048 million (as of end-December 2025) | ↑ |
| Segment revenue (full year, FY2025 (ended September 2025)) | ¥2,732 million | – | — |
| Segment profit (full year, FY2025 (ended September 2025)) | ¥50 million | – | — |
| Depreciation and amortization (H1 cumulative, FY2026 (ending September 2026)) | ¥58 million | ¥117 million (full year, FY2025 (ended September 2025)) | — |
Business Details
A DX support business centered on the SaaS-based marketing tool "C-mo" and the consulting × BPO service "C-mo Pro", primarily serving customers in the restaurant, beauty, and lodging industries. In addition to Ad Operations & SNS Support, the company has begun addressing the AIO (AI search optimization) domain leveraging generative AI. The business pursues two pillars—upselling to existing customers and acquiring new customers via regional financial institutions and partner companies—while expanding the range of industries supported through the formal launch of services for dental clinics.
Recent Overview
Advancing sophistication of DX support and market expansion through AIO adoption and new dental clinic business launch
During the first half of FY2026 (ending September 2026) (October 2025 to March 2026), the company upgraded "C-mo" by implementing AIO (AI search optimization) functionality in anticipation of improved search precision driven by generative AI. AI-based automation of internal operations is also being promoted. The company newly launched a formal service for dental clinics, expanding the addressable market size. Recurring revenue as of end-March 2026 continued to build up, reaching ¥2,077 million (annualized). Segment profit remained positive at ¥49 million.
Key Products
Growth Drivers
- Robust conditions in the local business industry driven by expanding inbound demand (the number of foreign visitors to Japan in March 2026 hit a record monthly high)
- Accumulation of recurring revenue through continued usage and upselling (higher unit prices) among existing customers
- Expansion of new customer acquisition channels through strengthened collaboration with regional financial institutions and partner companies
- Market expansion through horizontal expansion into industries beyond gourmet, beauty, and travel, including the formal launch of services for dental clinics
- Enhanced service sophistication and productivity through AIO (AI search optimization) functionality and AI-driven automation of routine tasks
- Expansion into the recruitment support (RPO) domain and improved customer unit price (ARPU) through the subsequent-event acquisition of perzik Co., Ltd. as a subsidiary
Risks
- Risk of customer churn due to deteriorating business conditions among local business customers stemming from rising food and energy prices and higher labor costs
- Rising customer acquisition costs due to intensifying price and feature competition among competing SaaS providers
- Exposure to economic fluctuations due to customer concentration in specific industries (gourmet, beauty, travel)
- Growth constraints due to difficulty securing and developing talented consultants and customer success personnel
- Risk of existing service value becoming obsolete amid rapid changes in the AI and search markets (transitional period for AIO adoption)
- Risk of damage to customer trust from system security incidents or system failures
Last updated: December 19, 2025