(460A) Stock Price

BRANU operates with the vision of "updating the construction industry through technology," providing digital transformation support services for small and medium-sized construction companies. The company's flagship service is the construction DX platform "CAREECON Platform," an integrated system that covers marketing, recruitment management, project management, and business management. The company aims to solve key management challenges faced by small and medium-sized enterprises, which account for 99% of the construction industry: difficulty acquiring new customers, lack of expertise in talent recruitment, and lack of transparency in project profitability.

The company's primary customers are small and medium-sized construction companies with capital under 100 million yen, and its revenue structure is diversified. Initial implementation services such as website development generate one-time revenue, while the integrated business tool "CAREECON Plus" generates subscription-based monthly revenue. Additionally, the construction-specialized recruitment service "Careercon Job" secures performance-based revenue, with the number of contracts for recurring revenue services reaching 2,881 companies as of October 31, 2025.

The business operates as a single segment focused on the construction DX platform, though service offerings are diverse. Main products include the construction matching media "CAREECON" and website development services, the monthly subscription "CAREECON Plus" (Standard and mini plans), and "Careercon Job," a recruitment service launched in May 2025. The company leverages its accumulated expertise in reaching small and medium-sized construction companies since its founding and construction industry data accumulated from its broad customer base as sources of competitive advantage, establishing a unique position through all-in-one digital transformation support specialized for small and medium-sized construction companies.

BRANU is executing a growth strategy centered on "CAREECON Platform," its construction industry DX platform, under the vision of "modernizing the construction industry through technology." The company targets approximately 480,000 small and medium-sized construction enterprises (SMEs), which represent 99% of the construction industry, and is expanding its business with emphasis on improving average annual revenue growth rates and operating profit margins. Key performance indicators include expanding CAREECON registered users, increasing CAREECON Plus license contracts, and growing ARR (Annual Recurring Revenue) from subscription-based services, with the aim of achieving sustained and accelerating growth.

The company's differentiation strategy lies in providing an all-in-one integrated business tool tailored specifically to SMEs in construction. By delivering necessary functions—from marketing and recruitment management to construction management and business administration—without excess or shortage, the company secures competitive advantage. Recognizing the construction industry's emphasis on face-to-face communication, BRANU has established bases in Tokyo, Osaka, and Fukuoka, with plans for further nationwide expansion. Additionally, the company is actively expanding its sales channels through business partnerships with general trading companies handling construction materials and building fixtures, and is pursuing strategic alliances for customer acquisition.

In new market development, the company is strengthening its approach to SMEs in regions previously unreached and expanding market share. BRANU has built a business model emphasizing synergies from customer acquisition through CAREECON to revenue expansion via cross-selling and upselling to CAREECON Plus, with particular focus on expanding subscription-based revenue as the foundation for stable growth. Through dual initiatives—supporting SMEs' transition away from multi-tiered subcontracting structures via matching media and enhancing productivity through integrated business tools—the company supports sustainable industry-wide growth.

Regarding technological innovation, the company is advancing AI functionality implementation across services and deploying business management features currently in development, in addition to existing CAREECON Plus capabilities. Through evolution into a true "All in One" integrated business tool encompassing most functions required by SMEs, BRANU is securing sustained competitive advantage. By systematically developing features addressing construction industry-specific challenges—such as project management optimization and cost calculation automation—the company aims to expand its customer base, prevent existing customer churn, and establish a stable revenue structure.