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SI Research Memo (7): Dividends are performance-linked with a payout ratio based on 30%, and shareholders will receive Niigata Prefecture-produced new rice Koshihikari as a gift.
■ Shareholder return strategies and initiatives for SDGs 1. Shareholder return strategy Stem inc <3826> aims to improve TSR (stock price increase + dividends) through stable and continuous shareholder returns. Stock price increases are to be achieved through earnings growth, while the policy for dividends is based on a payout ratio of 30%. For the fiscal period ending February 2024, a dividend of 12.0 yen per share, an increase of 4.0 yen from the previous term (payout ratio 13.9%), has been implemented.
SI Research Memo (6): Focusing resources on ERP, AI, and development support tools, actively investing in the cultivation of new businesses.
■ The future outlook for Stem Inc. <3826> 2. Two-Year Management Plan (1) Performance Goals and Basic Policies The company announced a two-year management plan at the beginning of the period. The performance goals for the second year, the fiscal year ending February 2026, are set at a revenue of 5,000 million yen and an operating profit of 336 million yen, aiming to exceed the performance levels of the fiscal year ending February 2024, which included the E-Commerce business. The plan is to strengthen sales and development functions to put each business on a growth trajectory. Mission
SI Research Memo (4): Cumulative performance for the second quarter of the fiscal year ending February 2025 exceeds initial plans due to the strong performance of the ERP business.
● System Integrator <3826> Performance Trends 1. Performance Overview for the cumulative second quarter of the fiscal year ending February 2025 The consolidated performance for the cumulative second quarter of the fiscal year ending February 2025 achieved above the initial plan, with revenue of 2,228 million yen, operating profit of 79 million yen, ordinary profit of 98 million yen, and intermediate net profit attributable to the parent company shareholders of 75 million yen. This was made possible by exceeding the expected orders in the ERP business segment and incurring one-time costs related to the relocation and expansion of the Fukuoka and Osaka branches.
SI Research Memo (3): Provides appearance inspection systems using AI and programming skill assessment services.
■Business Overview of System Integrator <3826> 3. AI BusinessAI businessIn the AI business, we released the deep learning appearance inspection system "AISIA-AD" using the latest image recognition technology in October 2018. It is a system that achieves significant labor savings by automating the appearance inspection process of the manufacturing line with deep learning technology. The deep learning technology of "AISIA-AD" is from Microsoft.
SI Research Memo (2): Continuing to create software that gives time, an independent software development company.
■Business Overview of System Integrator <3826> The company is an independent software development firm established in 1995, offering package sales and maintenance services for its self-developed software, as well as providing cloud play (saas) services. Regarding new products, the company is fundamentally oriented towards business development in the saas model. Current core products include the database development support tool "SI Object Browser" and the integrated project management tool "OBPM.
System integrator stem inc---expected to turn profitable from a second quarter loss, the order status of the ERP business is progressing smoothly according to plan.
System Integrator <3826> announced its financial results for the second quarter of the fiscal year ending February 2025 (March-August 24). Revenue was 2.228 billion yen, operating profit was 0.079 billion yen, ordinary profit was 0.098 billion yen, and net profit attributable to the parent company shareholders was 0.075 billion yen. As the interim consolidated financial statements are prepared for this interim consolidated accounting period, no comparative analysis is conducted with the previous year's same interim consolidated accounting period. The revenue of the Object Browser business was 0.394 billion yen.