FCE Inc.【JP:9564】Stock Price

FCE is a company that specializes in supporting digital transformation (DX) for businesses and providing education and training services. Specifically, the company offers business process automation through its RPA software "Robo-Pat DX," e-learning and online classes for corporations and schools, and various training programs and publications based on "The 7 Habits."

The company serves a diverse customer base including mid-sized and large enterprises, school corporations, learning centers, public schools, and sales partners. Revenue comes from multiple sources: RPA licensing fees, training and consulting services, platform and educational material usage fees, and book sales.

The business is divided into three main segments: DX Promotion, Education and Training, and Publishing. In DX Promotion, the company distributes its proprietary Robo-Pat DX software through direct sales and partners, focusing on licensing revenue. In Education and Training, the company generates recurring revenue through "The 7 Habits J®" classes for schools and online delivery, support for learning centers, international school operations, and corporate talent development platforms such as Smart Boarding.

The company aims to achieve sustained growth and profitability in tandem. Consolidated net sales for the fiscal year ending September 2025 reached 6,099 million yen, representing approximately 22% growth from the previous fiscal year's 5,006 million yen, while consolidated ordinary income was 925 million yen with an ordinary income margin of 15.2%. The company prioritizes consolidated net sales, consolidated ordinary income, and ordinary income margin as key performance indicators, and pursues a strategy of scaling operations while maintaining profit margins based on its growth concept of "10 years of growth in 3 years."

Priority investment areas are business digitalization (DX) support and education and training. In DX, the company has expanded adoption of its proprietary "Robo-Pat DX" to 1,834 companies as of the end of September 2025, and will invest in product enhancements including improved usability, expanded manuals and training environments, and sequential addition of AI-related features. In education, the "7 Habits®" training program has been adopted by over 3,100 companies, while "Smart Boarding" has achieved 807 implementations as of the same date. The company will increase the proportion of recurring revenue through online expansion and content enrichment. A standardized talent development system that cultivates all employees as "consultants" serves as a key competitive differentiator.

For new market development and business expansion, the company will strengthen awareness through regional enterprises and distributor and sales partner networks. To accelerate regional expansion, the company will increase sales partners and promote industry-specific scenario-based sales schemes, while driving cross-selling to existing customers to increase transaction value per customer. Additionally, leveraging the characteristics of online training, the company will expand content offerings tailored to different age groups and industries to acquire learners domestically and internationally, and advance bundled training material sales to stabilize and expand revenue.

Regarding technological innovation, the company will aggressively invest in its AI agent business launched in October 2025, in addition to advancing RPA capabilities, aiming for early commercialization and profitability. Specifically, the company will implement AI functionality in Robo-Pat DX, improve automation accuracy, strengthen support systems for implementation assistance, and expand e-learning platform capabilities, simultaneously strengthening technologies and services that directly support customer productivity improvements.