{"id":150891,"date":"2026-11-13T08:10:25","date_gmt":"2026-11-12T23:10:25","guid":{"rendered":"https:\/\/japanir.jp\/en\/ir\/5137-20261113-04_wp_financial_summary\/"},"modified":"2026-11-13T08:10:25","modified_gmt":"2026-11-12T23:10:25","slug":"5137-20261113-04_wp_financial_summary","status":"publish","type":"ir_release","link":"https:\/\/japanir.jp\/en\/company\/company-5137\/ir\/5137-20261113-04_wp_financial_summary\/","title":{"rendered":"[SmartDrive] FY2026 Q4 Earnings Presentation | Growth Strategy and Progress of AI Mobility OS"},"content":{"rendered":"<p>Revenue for the full year rose 48% YoY to 4,246 million yen, and operating income increased 49% YoY to 582 million yen, both record highs. Recurring revenue rose to 69% of total revenue for the year. For FY2027, revenue is forecast at 5,611 million yen and operating income at 865 million yen. Growth was driven mainly by consolidation effects from Interzone and ARPA improvement from AO\/FO integration. Launch of AI Mobility OS and expansion of Fleet BPO progressed. Capital policy, including share buyback, will continue.<\/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":"5137","jir_company_name":"SmartDrive inc.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-11-13","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/11\/5137-20261113-04.pdf","jir_short_summary":"Revenue for the full year rose 48% YoY to 4,246 million yen, and operating income increased 49% YoY to 582 million yen, both record highs. Recurring revenue rose to 69% of total revenue for the year. For FY2027, revenue is forecast at 5,611 million yen and operating income at 865 million yen. Growth was driven mainly by consolidation effects from Interzone and ARPA improvement from AO\/FO integration. Launch of AI Mobility OS and expansion of Fleet BPO progressed. Capital policy, including share buyback, will continue.","jir_summary":"### Summary of Results\nThis fiscal year posted record highs with full-year revenue of 4,246 million yen and operating income of 582 million yen. Gross margin was 63.5%. Although SG&A increased, consolidation contributions from Interzone and MRR accumulation strengthened the revenue base. Q4 recorded the highest-ever revenue and operating income. The recurring revenue ratio rose to 69%.\n\n### Outlook and Growth Strategy\nThe FY2027 full-year outlook forecasts revenue of 5,611 million yen and operating income of 865 million yen. Growth is expected from recurring FO (DX for companies that use vehicles) buildup and AO\/FO collaboration. With external provision of the AI Mobility OS, large enterprise contracts are expected to contribute to revenue from the next fiscal year onward. Expansion of Fleet BPO and the fleet management platform aims to increase ARPA.","jir_financial_highlights":"Revenue: 4,246 million yen (Year-over-Year +48%)\nOperating Income: 582 million yen (Year-over-Year +49%)\nQuarter Net Income: 773 million yen (Year-over-Year +71%)\nRecurring Revenue: 952 million yen (Year-over-Year +107%)\nNumber of Contracted Companies: 2,710 people (Year-over-Year +24%)","jir_category":"","jir_hashtags":"#SmartDrive_IR, #Earnings, #AI_Mobility_OS, #Fleet_BPO, #CapitalPolicy","jir_key_figures":"Revenue: 4,246 million yen (Year-over-Year +48%)\nOperating Income: 582 million yen (Year-over-Year +49%)\nNet Income Attributable to Owners of Parent: 773 million yen (Year-over-Year +71%)\nRecurring Revenue: 952 million yen (Year-over-Year +107%)\nNumber of Contracted Companies: 2,710 people (Year-over-Year +24%)","jir_meta_title":"[SmartDrive] FY2026 Q4 Earnings Presentation | Revenue 4,246 million yen \u00b7 Recurring Ratio 69%","jir_meta_description":"SmartDrive inc. earnings announcement. For FY2026, revenue was 4,246 million yen and operating income was 582 million yen. Recurring revenue ratio rose to 69%, and AO\/FO synergy is accelerating growth. FY2027 forecasts are also provided.","jir_og_title":"[SmartDrive] Earnings Announcement: Revenue 4,246 million yen \u00b7 Recurring Ratio 69%","jir_og_description":"Recurring revenue reached a record high in the earnings announcement. Growth is accelerating due to FO\/AO synergy and rollout of AI Mobility OS. FY2027 forecasts have been updated.","jir_og_image_url":"\/assets\/og\/company-financial_summary.jpg","jir_chart_data_collection":"[{\"jir_chart_id\": \"revenue_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Revenue Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2024\/9\\\",\\\"2025\/9\\\",\\\"2026\/9\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue\\\",\\\"data\\\":[1346,4246,4400]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"operating_profit_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Operating Income Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2024\/9\\\",\\\"2025\/9\\\",\\\"2026\/9\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Operating Income\\\",\\\"data\\\":[170,582,700]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"margin_analysis\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Margin Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2024\/9\\\",\\\"2025\/9\\\",\\\"2026\/9\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Operating Margin\\\",\\\"data\\\":[12,14,14]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"segment_revenue_breakdown\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Revenue by Segment\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"bar\\\",\\\"data\\\":{\\\"labels\\\":[\\\"FO\\\",\\\"AO\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue\\\",\\\"data\\\":[\\\"641\\\",\\\"799\\\"]}]}}\"}, {\"jir_chart_id\": \"guidance_comparison\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Comparison of Forecast and Actuals\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"bar\\\",\\\"data\\\":{\\\"labels\\\":[\\\"FY2026\\\",\\\"FY2027\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue\\\",\\\"data\\\":[4246,5611]}]},\\\"options\\\":{}}\"}]","ir_related_company":58455,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-150891","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.7 - 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