baudroie,inc. (4413) Stock Price

Market cap
¥63.5B
P/E ratio
26.1x
Boardula provides IT infrastructure services including consulting, system implementation, and managed services to help businesses build foundational technology systems.

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Business Overview

Boardula specializes in IT infrastructure services. Specifically, the company provides IT consulting, multi-vendor construction support for system design and implementation, managed services for operations and maintenance, and cloud infrastructure deployment support. These services enable the construction of foundational systems that support the use of personal computers, smartphones, and applications, making IT services accessible to customers.

The company addresses diverse societal needs including DX promotion, IoT utilization, server virtualization technology, increased cloud adoption, expanded wireless LAN infrastructure, and local 5G deployment. By doing so, Boardula addresses large-scale data communication and security challenges associated with increasingly complex IT systems, providing highly specialized technical expertise.

Boardula focuses on specialized domains including SDN, security, wireless connectivity, load balancers, and cloud services. As of the fiscal year ending February 2025, these areas represent significant revenue proportions: SDN accounts for 10% of sales, security for 18%, wireless connectivity for 18%, load balancers for 22%, and cloud for 26%.

The company's revenue is classified into two types: project-based revenue and recurring revenue. Project-based revenue comes from one-time work on individual projects, while recurring revenue consists of monthly fees for system maintenance and operations. Recurring revenue provides high continuity and forms a stable revenue foundation.

Boardula's customers span diverse industries including IT and telecommunications, finance, distribution, healthcare, and government agencies. The company is particularly focused on expanding transactions with enterprise customers and improving profitability in cutting-edge technology fields, thereby enhancing overall profitability.

The company also invests in employee development through educational programs such as certification marathons and Boardula College. These initiatives create an environment where employees engage in self-improvement and skill development, strengthening and maintaining technical capabilities.

Management Policy

Boardlua aims to be a frontrunner in network infrastructure technology and is driving technological innovation. The company's management philosophy is to contribute to the development of an information-based society. Its basic policy is to enhance customer enterprise value while fulfilling social responsibility to stakeholders.

The company's growth strategy is to expand business scale and improve profitability by strengthening expertise in the IT infrastructure field. In particular, it prioritizes operating profit growth rate and pursues continuous growth. This approach aims to enhance corporate value and shareholder value.

Boardlua improves sales and profitability by deploying technical knowledge to enterprise customers. The company also delivers competitive services through specialization and realizes efficient talent development, establishing a sustainable business model.

The company focuses on cutting-edge technology fields including wireless, load balancers, network virtualization (SDN), cloud, and security. Through these efforts, it strengthens technological capabilities and grows sales in advanced technology fields at approximately 20% annually.

Boardlua prioritizes strengthening sales capabilities, enhancing corporate governance systems, and developing and recruiting excellent talent. In particular, it focuses on developing junior employees and strengthening competitiveness by increasing the ratio of specialized and highly specialized personnel.

Through its SDGs initiatives, the company contributes to solving social issues. It promotes quality education, efficient energy use, and building foundations for technological innovation, aiming to realize a sustainable society.

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