BENEFIT JAPAN Co.,Ltd. (3934) Stock Price

Benefit Japan operates primarily in two business segments: internet communication services and robotics. In the internet communication services segment, the company provides "ONLYMobile" and "Only Customize Plan" as an MVNO operator, offering combined mobile Wi-Fi and SIM card services to general consumers. The company also provides optional services under "ONLYOPTION," including device protection, internet security, and cloud backup.

The company acquires new customers through "communication sales" and telemarketing, generating initial revenue by selling mobile Wi-Fi devices, tablets, and laptops on installment plans. Stable recurring revenue is secured through monthly communication service fees. The group company Mobile Planning operates mobile Wi-Fi rental services and MVNE business.

In the robotics segment, the company offers "ONLYROBO," which combines communication robots with SIM cards. Ancillary services include "Peace of Mind Assurance Service" and "Robopon Prime" options. Initial revenue is generated through installment sales of communication robots and tablet devices, while stable monthly revenue is secured through mobile data communication service contracts.

Benefit Japan's original brand "Robot Planet" operates pop-up stores at Shinjuku Takashimaya and Osaka Takashimaya, selling "ONLYROBO Robopon Premium" and various communication robots and IoT-related products. Additionally, the consolidated subsidiary Lifestyle Water operates a natural water home delivery service, providing natural water sourced from OEM suppliers under its own brand.

Benefit Japan is pursuing a growth strategy aimed at enriching and improving customers' lifestyles. Against the backdrop of technological innovation in IoT, AI, robotics, and 5G, the company is expanding beyond its existing internet communication services and robotics business by launching new ventures in filtration-type water server services and reuse business. Through this diversification, the company aims to expand its product lineup and realize "lifestyle arrangement" that deeply aligns with customers' daily lives.

In the filtration-type water server business, the company is acquiring new customers by leveraging the economic advantages of eliminating the need for water delivery replacements. Drawing on 17 years of experience in the water delivery business, the company is targeting market expansion for filtration-type water servers. In the reuse business, the company has made SENKA, an industry leader with established expertise, a subsidiary and is creating synergies with home communication robots targeting senior citizens.

Benefit Japan also prioritizes SDGs and ESG perspectives, advancing business operations that contribute to solving social challenges. Through this approach, the company aims to simultaneously achieve business growth, social contribution, and enhanced corporate value while contributing to a sustainable society. The company is strengthening the revenue base of each business segment, leveraging synergies across operations to expand its product lineup, and reinforcing relationships with sales partners.