ODK Solutions Company,Ltd (3839) Stock Price

Market cap
¥5.1B
P/E ratio
13.5x
ODK Solutions handles IT outsourcing for schools, financial firms, and businesses, focusing mainly on system operations with some development and equipment sales.

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Business Overview

ODK Solutions provides information processing outsourcing services primarily to educational institutions, securities companies, and general business corporations. The business is divided into three segments: system operations, system development and maintenance, and machinery sales. For the fiscal year ending March 2025, revenue composition is 90.7% from system operations, 6.3% from system development and maintenance, and 3.0% from machinery sales.

ODK Solutions provides comprehensive information services encompassing the operation, development, and maintenance of information systems. The business is limited to these service types, with no segment-based reporting. Instead, service-based breakdowns are provided. This approach enables the company to deliver consistent services to its customers.

Additionally, ODK Solutions jointly operates a My Number management system with SBI Business Solutions Inc. Software development is conducted at SBI Business Solutions' facilities, while ODK Solutions handles system environment construction, maintenance, and operations at its own facilities. Revenue and expenses are generally split equally between the two companies.

Management Policy

ODK Solutions is committed to contributing to customer prosperity and societal development through its information services business. The company aims to earn customer trust through technological advancement and excellent service delivery, with a fundamental strategy of creating the future from a global perspective. The company also prioritizes creating a workplace where employees find fulfillment and actively invests in human capital.

The company's long-term vision is "Connecting business smartly. Weaving life's stories." This clarifies its purpose as a data platformer. Under its medium-term management plan, ODK Solutions targets operating revenue of 9,000 million yen and ordinary profit of 900 million yen by 2028, while maximizing group synergies and strengthening the earnings foundation of core businesses.

ODK Solutions is expanding from information processing outsourcing into data business operations. In particular, the company is developing UCARO® as a platform providing access to diverse services, aiming to support users' enriched lives. The company is also accelerating growth through investments in next-generation service creation and M&A activities.

In the information services industry, where Web3.0 and generative AI adoption is advancing, ODK Solutions is promoting research and development of digital badges and NFTs. Additionally, the company is expanding services for younger demographics and strengthening job search support services through the subsidiary acquisition of NINJAPAN Corporation. These efforts aim to create added value across the entire group.

ODK Solutions is advancing cooperation with Tokyo Stock Exchange Computer Systems to strengthen its securities operations foundation. The company is also improving group management efficiency through subsidiary mergers, reducing redundant costs and enhancing competitiveness. Through these initiatives, the company aims for sustainable growth and improved profitability.

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