ACMOS INC.【JP:6888】Stock Price

Acmos is a holding company centered on information technology. Through its consolidated subsidiaries, the company provides system development, infrastructure construction, operation and maintenance services, and cloud-related solutions. Acmos specializes in fire prevention and disaster management solutions and information system maintenance for hospitals, supporting operational efficiency improvements.

The company's primary customers are local governments, medical institutions, and corporate information system departments. Revenue is driven by public disaster prevention projects and hospital operations outsourcing contracts. Acmos's revenue structure relies on two pillars: project-based income from custom development and recurring contract income from maintenance, cloud operations, and business process outsourcing.

The business is organized into three segments: the Information Technology segment, which handles custom development and disaster prevention solutions using map information; the Infrastructure segment, which manages network and platform construction and cloud services; and the Service segment, which provides third-party equipment maintenance, hospital operations support, and business process outsourcing. By combining these segments to provide end-to-end solutions from implementation through operations, Acmos has built a stable revenue foundation.

The company has extended its medium-term management plan through June 2028, with a final-year target of 10 billion yen in group revenue. It assumes an average growth rate of approximately 15% over the next three years and has stated targets of ROE of 15% or higher and a market capitalization of 10 billion yen. Based on recent results of 6,421 million yen in revenue for the fiscal year ending June 2025, the company plans to increase revenue to 7,000 million yen in 2026, 8,000 million yen in 2027, and 10,000 million yen in 2028. Operating profit is targeted to grow from 583 million yen to 1,000 million yen.

Priority investment areas include "nationwide expansion of fire and disaster prevention services" and "expansion of network services in the Tokyo metropolitan area and other regions." To increase added value, the company will invest in developing package services for local governments and new products and services in the fire and disaster prevention sector, collaborating both within and outside the group. On the human resources front, the company plans to hire over 200 additional employees during the medium-term period, including experienced hires. In the first year, it hired 62 employees (51 new graduates and 11 experienced professionals), though personnel costs increased 10.8% year-over-year. The company is differentiating itself through both recruitment and development strategies while reassessing the timing of revenue contribution.

For business expansion, the company is pursuing M&A of two subsidiaries over the next three years, focusing on BtoB IT companies in the Tokyo metropolitan area. On the sales front, it will expand its customer base by increasing specialized sales staff for nationwide fire and disaster prevention distribution channels and strengthening the network services sales structure. The company will acquire new customers through deepening relationships with major clients, forming alliances, and leveraging web marketing. It aims for stable top-line growth through both contract development and recurring maintenance and operation revenue.

For technological innovation, the company is developing talent with AI capabilities and expanding cloud products while providing cost-efficient services using refurbished equipment. It is particularly investing in research and development to enhance map information and operational support in fire and disaster prevention and local government solutions. By providing comprehensive services from implementation to operation that support customers' digital transformation, the company aims to achieve higher added value and create a cycle that directs resulting profits toward growth investments and shareholder and employee returns.