TDSE Inc.

7046.T
Information Technology Services
2026/10/30 18:57 Updated
Market Cap: $17.7M (¥2.8B)
Stock Price: $8.48 (¥1,340)
Exchange Rate: 1 USD = ¥157.98

Post First-Half FY2027 Results — CEO Message and Presentation Materials Released

Expansion in the generative AI agent domain drove first-half revenue to 1.628 billion yen (YoY +15.0%) and operating income to 79 million yen (YoY +85.8%), with progress toward the full-year revenue plan of 3.2 billion yen at 50.9%, on track. In FY2028 SHIFT first year, TDSE will push measures to strengthen sales and technical foundations and improve profitability. Growth investments will continue through rollout of new services such as TDSE AI Forge.

Importance:
Page Updated: October 30, 2026
IR Disclosure Date: October 30, 2026

Key Figures

  • Revenue: 1.628 billion yen
  • Operating Income: 79 million yen
  • Full-Year Revenue Plan: 3.2 billion yen

AI要約

Overview of Results

In the first half of fiscal 2026, TDSE achieved revenue of 1.628 billion yen (Year-over-Year +15.0%), gross profit of 558 million yen (+13.9%), and operating income of 79 million yen (+85.8%). Operating margin improved to 4.9%. Contribution from the generative AI agent domain was significant, and progress toward the full-year revenue plan of 3.2 billion yen reached 50.9%, exceeding expected growth levels. At the same time, challenges include developing and securing generative AI talent and managing profitability including the use of external partners. In the second half, the company will convert structural reforms into monetization to restore margins.

Second-Half Outlook and Key Measures

As the first year of SHIFT2028, TDSE will focus initiatives on three growth axes: generative AI agents, data platform, and SNS analytics. In the second half, the company will expand orders and revenue, optimize delivery frameworks, and deepen customer relationships. TDSE will scale use of the new service TDSE AI Forge and cultivate certified talent to expand recurring revenue and improve utilization rates. The earnings presentation will detail the breakdown of growth investments and the roadmap to margin recovery.

Revenue Trend

Operating Income Trend

Operating Margin Trend

Comparison of Full-Year Plan and Results

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

TDSE Inc.

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