LisB＜145A＞ develops and provides on-site DX services centered around the business chat app "direct" for companies with "on-site" needs. The term "on-site" refers to the industries of construction, retail trade, infrastructure, transportation and more.
"Direct" is widely used in the construction industry, with a patented feature called "Guest Mode" that allows users to invite external members, such as partner companies, as "guests" to "direct". As a result, it is becoming the de facto standard for business chat in the construction industry.
The number of direct users is more than 200,000 accounts, of which over 60% are engaged in the construction industry. It is estimated that there are approximately 4 million construction industry workers in Japan, and there is still a great deal of room for growth in the adoption of this technology. The revenue for the fiscal year 2024 is expected to increase by more than 30%. Top-level growth at the same level is expected over the next few years, and the operating margin is also expected to increase from the current level of just under 10% to 20%.