Earnings Presentation Materials

Performance Overview

ABEJA, Inc. reported revenue of 4,577 million yen, gross profit of 2,792 million yen, operating income of 710 million yen, and net income attributable to owners of parent of 1,065 million yen for the fiscal year ended August 2026. Gross profit margin was 61.0% and operating margin improved significantly year-over-year to 15.5%. By quarter, 4Q recorded the highest revenue on record. Growth in LLM-related businesses, expansion of public-sector projects, and an increase in long-term subscription-based operations contributed to profitability improvements.

Growth Strategy and Outlook

The growth strategy is structured around three pillars: 1) expanding long-term support for enterprises centered on the ABEJA Platform and governance, 2) increasing revenue and developing new areas through public-sector projects, and 3) expanding into new areas including on-site application of Physical AI. For the fiscal year ending August 2027, full-year revenue is forecast at 5,960 million yen (Year-over-Year +30.2%), operating income at 730 million yen (Year-over-Year +2.7%), and an expected operating margin of 12.2%.