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SECOM CO., LTD.

9735・Prime Market・Services

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セコム株式会社 logo
SECOM CO., LTD.9735

Security Services

SECOM's core business. The largest segment, accounting for approximately 52% of consolidated net sales.

PeriodCurrentPreviousChange
Net sales to external customers¥660,602 million¥633,392 million↑
Segment sales (including inter-segment sales)¥673,788 million¥646,698 million↑
Security service revenue¥555,133 million¥530,624 million↑
Segment profit (operating income)¥123,826 million¥114,990 million↑
Operating margin (based on total including inter-segment sales)18.4%17.8%↑
Segment assets¥1,011,271 million¥988,515 million↑
Depreciation and amortization¥47,999 million¥45,328 million↑
Goodwill balance at period-end¥39,838 million (Security Services segment portion)¥43,058 million↓
Ratio of external customer sales to consolidated net sales52.6%52.8%↓

Business Details

Centered on the Centralized System (Online Security System) for businesses and homes, this segment also engages in stationed guard services, cash transport, and safety product sales. Domestically, the group—including subsidiaries and affiliates—covers the entire country, while overseas operations are centered mainly in Southeast Asia. Security service revenue (recurring stock-type revenue) accounts for the majority of net sales, forming a stable revenue base. In FY2026 (ending March 2026), net sales to external customers were ¥660,602 million, accounting for 52.6% of consolidated net sales.

Recent Overview

Achieved the largest increase in profit among all segments, with margin also improving year on year.

In FY2026 (ending March 2026), the Security Services segment saw net sales to external customers rise 4.3% year on year to ¥660,602 million, driven by continued steady sales of the Centralized System for businesses and homes, the effect of price revisions (increases), and increased revenue from stationed guard services. Segment profit achieved a substantial increase of 7.7% year on year to ¥123,826 million, with margin improving from 17.8% to 18.4%. In October 2025, the company made global security SI firm AVTEL Holdings Pte. Ltd. a wholly owned subsidiary, strengthening its global expansion for data centers. In addition, the security robot "cocobo" became capable of traveling on public roads, enabling new service offerings that combine humans and robots.

Key Products

platform
Centralized System (Online Security System)

SECOM's flagship service. Sensors, surveillance cameras, and other devices are connected via network, with emergency response personnel dispatched when an abnormality occurs. This forms a stable base generating ¥555,133 million (FY2026) in security service revenue (recurring stock-type revenue).

platform
System Security "AZ"

Provides an all-in-one solution for businesses covering crime prevention, disaster prevention, employee attendance management, and more. During the current period, enhanced integration with surveillance cameras improved security functionality and usability, driving sales expansion. A pilot trial of a customer harassment response app was also launched.

platform
SECOM Home Security NEO

A home security system that addresses crime and fire prevention needs and can be expanded by connecting various devices. During the current period, a control device equipped with facial recognition functionality was added to the lineup, and sales were actively promoted through improved usability and enhanced security functions.

service
Stationed Guard & Cash Transport Services

Provides manned security through the deployment of stationed security guards at facilities, as well as cash transport operations. During the current period, increased revenue from stationed guard services contributed to segment sales growth.

product
Security Robot "cocobo"

In March 2025, it passed the conformity examination for remotely operated small vehicles, becoming the first robot provided by a security company to be permitted to travel on roads, including public roads. It can be utilized day and night on public roads surrounding facility premises, providing advanced security that combines human personnel and robots.

service
Global Security SI (via AVTEL Holdings)

Provided by AVTEL Holdings Pte. Ltd., which became a wholly owned subsidiary in October 2025. Primarily serving European and American companies that operate data centers under construction in various locations worldwide, the business undertakes consulting, sales, and installation work for unified cross-border/cross-region security systems, including access control and surveillance cameras.

Growth Drivers

  • Accumulation of security service revenue (recurring stock-type revenue) through continued steady sales of the Centralized System for businesses and homes
  • Increase in unit price of security service revenue due to price revision (increase) effects
  • Increased revenue from stationed guard services
  • Expansion of the global security SI business for data centers through the full subsidiarization of AVTEL Holdings
  • Expansion of overseas business, primarily in Southeast Asia, and promotion of digital transformation in mechanical security
  • Expansion into new security domains enabled by the lifting of restrictions on public road travel for the security robot "cocobo"
  • Expanded sales to households through new features such as facial recognition-equipped "SECOM Home Security NEO"
  • Appeal to brand and technological capability through large-scale security operations at Expo 2025 Osaka, Kansai

Risks

  • Rising costs of securing personnel and difficulty in recruitment due to a shrinking workforce (directly affecting labor-intensive services such as stationed guarding)
  • Risk of cost ratio deterioration due to rising labor costs and prices
  • Intensifying competition from competitors and new entrants amid technological evolution
  • Foreign exchange risk and impact of local political and economic conditions in overseas operations
  • Risk of equipment damage and service disruption due to natural disasters or large-scale accidents
  • Impairment risk related to the Security Services segment's goodwill balance of ¥39,838 million (as of the end of FY2026)
  • Integration and goodwill recognition risk associated with new full subsidiarizations such as AVTEL Holdings
  • Risk of unauthorized access to security systems through cyberattacks

Last updated: June 24, 2026