Q&A compendium from the earnings presentation for the fiscal year ending August 2026. Revenue was roughly flat year-over-year, but operating profit declined significantly due to reduced revenue share and suspension of a large overseas project. Three new orders are expected, each with projected revenues of at least 500 million yen, but development periods are estimated at around 2\u20134 years. For the fiscal year ending August 2027, operating profit is expected to improve through workforce reallocation and adjustments to outsourcing, although several new project launches are expected to overlap in the first half. The growth strategy includes expanded AI utilization and growth in education and IP-related businesses. Funding plans related to construction of a new office building and consolidation of bases, as well as consideration of shareholder returns, were also mentioned.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"price_fetched_at":"","company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"4728","jir_company_name":"Tose Co., Ltd.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-10-26","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/10\/4728-20261026-01.pdf","jir_short_summary":"Q&A compendium from the earnings presentation for the fiscal year ending August 2026. Revenue was roughly flat year-over-year, but operating profit declined significantly due to reduced revenue share and suspension of a large overseas project. Three new orders are expected, each with projected revenues of at least 500 million yen, but development periods are estimated at around 2\u20134 years. For the fiscal year ending August 2027, operating profit is expected to improve through workforce reallocation and adjustments to outsourcing, although several new project launches are expected to overlap in the first half. The growth strategy includes expanded AI utilization and growth in education and IP-related businesses. Funding plans related to construction of a new office building and consolidation of bases, as well as consideration of shareholder returns, were also mentioned.","jir_summary":"### Overview of Performance\nFrom the Q&A of the earnings presentation for the fiscal year ending August 2026: revenue was affected by a decrease in revenue share and a temporary suspension of projects for overseas clients, which were major contributors to the decline in profits year-over-year. The three new orders have the potential to drive future revenue, but development timelines are expected to exceed 2 years up to about 4 years. For the fiscal year ending August 2027, operating income is expected to improve due to optimization of development resources and reduced external outsourcing, although the launch phase is anticipated to be a period of lower profitability.\n\n### Outlook and Investment Judgment\nThe outlook for the fiscal year ending August 2027 anticipates lower revenue, but operating income is expected to improve through higher gross margin and the start of new projects. The company plans to strengthen expansion into new areas, including broader AI utilization and support for education-related and IP-utilization services, while maintaining a stable foundation in contract development and promoting self-publishing and new business creation. With the construction of a new office and consolidation of the Kyoto base, the company will carefully manage its funding plan and proceed with consideration of shareholder returns.","jir_financial_highlights":"Revenue: Unknown (Reasons for year-over-year decrease not specified; revenue did not fall substantially year-over-year)\nOperating Income: Unknown (Major year-over-year decline attributed to reduced revenue share and suspension of overseas projects)\nNew Orders: 3 cases (Cumulative revenue per project is expected to be at least 500 million yen)","jir_category":"","jir_hashtags":"#ShareBuyback, #ExecutivePersonnel","jir_key_figures":"Number of new orders: 3 cases\nEstimated revenue per new project: Each project expected to generate cumulative revenues of at least 500 million yen\nFunding plan related to new office construction: Proceeds from sale of consolidated fixed assets 5,700 million yen, construction and related costs approximately 5,000 million yen, net funding surplus estimated at 700 million yen","jir_meta_title":"[Unknown] Fiscal Year Ending August 2026 Results | Revenue & Profit Trends and Future Strategy","jir_meta_description":"Key points from the Q&A compendium of the fiscal year ending August 2026 earnings presentation. Factors behind the sharp decline in operating income, outlook for fiscal year ending August 2027, AI utilization progress, expansion into education and IP domains, new office relocation plan, and shareholder return considerations summarized.","jir_og_title":"Key Points from the Fiscal Year Ending August 2026 Earnings Presentation Q&A Compendium","jir_og_description":"A summary of the performance trends for the fiscal year ending August 2026 presented at the earnings meeting, the outlook for the fiscal year ending August 2027, prospects for AI utilization and new businesses, and plans for site consolidation and shareholder return consideration","jir_og_image_url":"\/assets\/og\/company-general_ir.jpg","jir_chart_data_collection":"[]","ir_related_company":59999,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-134144","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n