■Internet Infinity ＜6545＞ Business Overview

The company develops a healthcare solution business and a home service business, and is involved in a business to create a healthy future targeting a wide range of targets in both BtoC and BtoB in order to solve issues of increased social security expenses, shortage of medical/nursing personnel, and labor shortage in the two areas of real life and web technology. The healthcare solution business includes a record book business that operates a short-time rehabilitation day service “Record Book” to extend the healthy life expectancy of the elderly, a web solution business that provides silver marketing support and support for balancing work and nursing care using a care manager network built through the portal site “Care Management Online” dedicated to care managers, rental and sales of welfare equipment, and housing We are developing an active life business that carries out remodeling business. Meanwhile, in the home service business, various long-term care insurance services are provided for elderly people at home.

The sales composition ratio for the interim period ending 2025/3 is the record book business 35.3%, the web solution business 6.2%, the active life business 27.2%, and the home service business 31.4%.

1. Health care solutions business

In order to solve the issues facing a super-aging society, we utilize platforms such as “record book store networks,” “care manager networks,” and “nursing care consultation data,” etc., to extend healthy life expectancy, improve living environments for the elderly, maintain and share information at nursing care sites, support related to silver marketing, and support for balancing work and nursing care.

(1) Record book business

A short-time rehabilitation type day service “record book” is operated for the purpose of maintaining, recovering, and improving physical function for those certified in need of nursing care and those certified in need of support. As of the end of the 2025/3 interim period, there are 25 directly managed stores, 182 FC stores, and Meitetsu Life Support Co., Ltd., which is a joint venture with Nagoya Railroad ＜9048＞, has developed 21 “Meitetsu Record Book” stores mainly in Aichi Prefecture. The total number of stores increased by 6 from the end of the same period last year to 228 stores. The classification of the novel coronavirus infection has moved to category 5, and inquiries wishing to open new stores are increasing. Under such circumstances, various measures to solve property development issues have progressed, such as increasing personnel and promoting outbound calls by setting up call centers, etc., and property information has been steadily accumulated. In addition, decision-making has been speeded up due to business succession to newly established record books. In response to changes in the business system and the strengthening of information gathering capabilities, it is expected that the number of new store openings will steadily increase towards the end of the fiscal year.

Record books are rehabilitation-type day services that have broken away from the image of nursing homes up until now, characterized by “spaces that don't make you feel nursing care,” which evokes the image of fitness clubs, dance studios, etc., “specialized exercise guidance” incorporating full-scale exercise programs based on scientific evidence, and “hospitality” that actively communicates by creating a space full of hospitality and vitality. User satisfaction is high with a full range of content, such as setting up exercise programs and tea times that do not use Record Book's own machines, and the membership continuation rate is high.

Data accumulated through the same business is actively utilized in record book programs. In 2022/4, a walking analysis application utilizing record book data and AI was jointly developed with LiveSmart Co., Ltd., and developed at Record Book directly managed stores. By shooting TUG measurements* with the application, items such as walking scores and balance scores are automatically analyzed and evaluated, reports are created, and “advice” and “recommended programs” based on measurement results are proposed. In addition to this, they are also promoting the development of healthy life expectancy extension solutions utilizing AI and IoT, such as jointly developing other exercise programs with the University of Tsukuba. Going forward, the policy is to increase competitive advantage by utilizing data and AI. Specifically, it is planned to provide exercise programs optimized for each user based on data and work on the development of new services that can contribute to fall prevention/prevention, etc., and various data are being steadily accumulated at the moment.

* TUG (Timed Up and Go) measurement is an index used worldwide as a test to comprehensively determine walking ability, dynamic balance, agility, etc. It is generally regarded as a useful test for elderly people with a high risk of falling.

Record books have acquired an advantageous position with few competitors by targeting mild (support required, nursing care required 1 to 2) certified nursing care workers who can make self-judgments. Rehabilitation type day service facilities such as record books have few stores compared to the target number of people, and since there is room for market expansion and the number of expected new users, further business expansion can be expected. Also, since it targets people certified for mild nursing care, it is also possible to sell goods in stores, etc., and sales of training puzzles for seniors jointly developed with Plaza Create Co., Ltd. began on record books nationwide in 2023/11. Furthermore, record books began FC development in 2014 in addition to directly managed stores, and royalty income from member stores has become a stable source of revenue (stock revenue).

(Written by FISCO Visiting Analyst Yoichiro Shimizu)