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VRAIN Solution (135A) investor relations material
VRAIN Solution Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record-high revenue of ¥3,278 million and net income of ¥652 million for the fiscal year ended February 2026, with year-over-year growth exceeding 52% across key financial metrics.
Expanded customer base to 337 companies, secured large-scale projects, and opened new offices in Sendai and Sapporo, with operations starting at Tokyo and Osaka factories.
Launched new AI X-ray inspection machine PX-1000N and strengthened recruitment and support teams to build a foundation for future growth.
Financial highlights
Revenue: ¥3,278 million, up 52.9% year-over-year; gross profit: ¥2,585 million, up 53.7% year-over-year; gross margin 78.9%.
Operating profit: ¥914 million, up 53.8% year-over-year; operating margin 27.9%; ordinary income: ¥912 million, up 53.3%.
Net income: ¥652 million, up 53.4% year-over-year; net margin: 19.9%.
Order backlog: ¥1,269 million, up 225.5% from previous year-end.
Total assets increased to ¥3,215 million from ¥1,873 million; equity rose to ¥2,086 million from ¥1,422 million.
Outlook and guidance
FY2027 forecast: revenue ¥4,823 million (+47.1% YoY), operating profit ¥1,449 million (+58.5% YoY), net income ¥972 million (+49.2% YoY).
AI systems expected to contribute ¥4,423 million and DX consulting ¥400 million in sales.
Plans to open five new domestic offices, accelerate global expansion, and strengthen sales and recruitment.
Mid-term management policy targets 50% revenue CAGR and 30–40% operating margin.
- Q1 revenue up 24.5% YoY, operating income down 42%, with capital reduction for flexibility.135A
Q1 20257 May 2026 - Record revenue and profit growth, with 50% sales increase forecast for FY2026.135A
Q4 20257 May 2026 - Record revenue and strong equity ratio, but profit fell on higher costs and investments.135A
Q2 20257 May 2026 - Revenue up 14% YoY, but profit down over 50% on higher costs; outlook unchanged.135A
Q3 20257 May 2026 - Q1 losses from delayed sales and relocation costs, but strong growth and profitability forecast for FY2026.135A
Q1 20267 May 2026 - Revenue up 29.5% YoY, profits down on higher costs, but strong growth and guidance maintained.135A
Q2 20267 May 2026 - Revenue up 35.7% YoY, profit down 59.9% on higher costs; guidance maintained.135A
Q3 20267 May 2026
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