RECOMM CO.,LTD.【JP:3323】Stock Price

Recam provides one-stop solutions to corporate clients, offering lease sales of LED lighting, business phones, and digital multifunction devices, along with installation and maintenance services. The company also handles complementary products including energy-saving equipment, RPA, and proprietary solutions such as ReSPR and Space Cool, combining hardware with operational support services.

The company's primary customers are mid-sized and small to medium enterprises, along with a diverse range of public institutions and educational organizations. Revenue consists of equipment sales and lease income, ongoing service contracts for installation and maintenance, and consulting and outsourcing fees from BPR and business process services.

The company's business is divided into three main segments: domestic solutions, overseas solutions, and BPR. Domestically, it handles equipment sales, installation, and maintenance; overseas, it operates product sales in ASEAN, China, and India; and through its BPR business, it provides process improvement proposals and business process outsourcing services.

The company has set targets in its medium-term management plan (fiscal years 2025–2027, ending September 2027) of revenue growth of 20% or more, operating profit margin of 10% or more, and ROE of 20% or more, with increases in operating profit and earnings per share as key performance indicators. To achieve these targets, the company is pursuing both expansion of existing businesses and improved profitability, while prioritizing the growth of recurring revenue from maintenance services to stabilize performance.

Priority investment areas are domestic decarbonization products and proprietary solutions. The company differentiates itself through one-stop proposals that combine LED lighting, commercial air conditioning, business phones, and multifunction copiers with complementary products such as ReSPR and SpaceCool. Specifically, the company is developing proprietary products and services, and providing integrated sales, installation, and maintenance services through field-focused sales staff. This approach demonstrates unique value and expands recurring revenue from maintenance contracts and similar sources.

For international expansion, the company targets ASEAN countries, China, and India as priority markets, aiming to propose energy-saving solutions to Japanese companies operating overseas. Sales channels center on direct sales and distributors, with expansion of e-commerce sales. The company will actively pursue M&A and alliances to accelerate local business development. To support global expansion, the company is strengthening recruitment and training of sales personnel, and advancing direct marketing and customer management systems to acquire new customers and retain existing ones.

Regarding technological innovation, the company is promoting digital transformation (DX) of business processes and implementing RPA (robotic process automation) and artificial intelligence (AI) to reduce costs in center operations. In the BPR business, this aims to expand outsourced services and improve productivity. On the sales side, the company is leveraging AI and customer relationship management (CRM) systems to enhance proposal capabilities, thereby achieving simultaneous business expansion and improved profitability through technology investment.