E-Commerce and Online Travel Dual Engines Reinforce Robust Expansion
Strong Guidance Underscores Optimistic Outlook for FY26
TOKYO, Feb. 13, 2026 /PRNewswire/ —
Highlights and achievements for fiscal year 2025
- Delivered record high revenue of JPY 43.7 billion, up 28% YoY. (JPY 45.0 billion, up 32% YoY on an FX neutral basis)
- Substantial growth in E-commerce (49% YoY) and Other Internet Services (59% YoY) led by the Travel sector, reflects dual engine growth, driving high revenue quality
- All key regions demonstrate strong growth. NEA and US & EMEA both achieved 36% YoY revenue growth on an FX-neutral basis
- Profitability improved consistently, operating profit hit a record JPY 3.0 billion, up 50% YoY with a 6.8% margin (JPY 3.8 billion with an 8.5% margin on an FX-neutral basis)
- Gross profit achieved 32% YoY rise, driven by revenue scale, technology differentiations and a high-margin product mix
- Q4 FY25 revenue growth accelerated to 34% (up from 26% in Q3), reached the highest level in the past 9 quarters, fueled by a strong E-commerce peak season
Guidance for fiscal year 2026
- Core organic growth is expected to accelerate, with revenue projected to JPY 54 billion, up 24% YoY, driven by Agentic AI advancement and dual-engine market penetration
- Gross profit expected to grow 25% YoY to JPY 29.4 billion, with 54.5% gross margin, propelled by sustained technology-led efficiency and margin expansion
- Operating income is expected to grow 45% YoY to JPY 4.3 billion (8.0% margin) and EBITDA to grow 37% YoY to JPY 9.4 billion (17.4% margin)
- Proven track …