【JP:548A】Stock Price
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Business Overview
System Exe is a systems integration (SI) company that specializes in industry-specific business expertise and development capabilities. The company operates under the mission of "Creating a prosperous future through IT," providing comprehensive services to corporate clients—from planning and design through construction, maintenance, and operation of core business systems and information systems. The company also sells and supports implementation of proprietary software products and operates as a group with a consolidated subsidiary in Vietnam.
A defining characteristic of System Exe is its commitment to direct transactions with end-users, which account for approximately 90% of consolidated sales over the past two years. The company's primary customers span four sectors: real estate, insurance, manufacturing, and services and other industries. By providing system construction and operational support tailored to the business characteristics of each sector, the company builds long-term trust relationships. While direct transactions entail greater responsibility, the company has established a stable revenue base through employee development and continuous relationship-building with quality customers.
System Exe's technical capabilities cover four domains: custom application development, data-related services, infrastructure, and cloud—enabling the company to provide all necessary elements for system construction in a single integrated offering. On the product side, the company offers proprietary solutions including the "Execus Micro Insurance" package for micro insurance and the "Execus Production Management" system, along with telework support tools and data generation tools. The company is also standardizing development methodologies that leverage generative AI and is driving new customer acquisition through strategic alliances with Oracle, Microsoft, Amazon Web Services, and Wing Arc 1st.
Management Policy
System Exe is pursuing a growth strategy under its medium-term management plan from April 2025 to March 2028, positioning the expanding digital transformation (DX) needs of customer companies as a key opportunity. The company is strengthening differentiated solution proposals and high-value-added services to approximately 10 major customer groups and around 20 strategic customers through company-wide information sharing and consolidated internal resources. For major customers, the company aims to expand market share within its group and affiliated companies and co-create business under the "ALL-EXE" policy. For strategic customers, it is creating opportunities to enter core and critical business domains through regular account planning sessions.
The company's priority investment areas are improving profitability through the establishment and evolution of its proprietary quality management system "ExecTORA," and expanding "BotDev" offshore development leveraging its Vietnam subsidiary. ExecTORA is a development standard framework consisting of five classifications from planning through inspection and delivery, with continuous quality improvement driven by the Project Quality Enhancement Committee. BotDev maintains and expands a structure where Japanese and Vietnamese engineers and bridge engineers work together to drive projects, aiming to improve group-wide productivity and profitability. The company is also advancing development and sales of proprietary products and services that combine long-accumulated business knowledge and technical expertise, targeting new customer acquisition and revenue contribution across its SI business.
In new market development, the company builds trust through collaborative solution development with alliance partners leveraging its strengths as an independent SI vendor, and through business and service co-creation based on successful cases. This strategy simultaneously expands existing business domains, promotes new business initiatives, and acquires high-quality customers. Recognizing that while customers are moving toward in-house DX development, many face difficulties executing with only internal resources and expertise, the company is establishing itself as a professional SI partner capable of materializing customer ideas.
For technological innovation, the company centers on "EXE-Innovation," a company-wide internal research initiative, and promotes creation of new businesses and services through joint research with its Vietnam subsidiary, alliance partners, and existing customers. To address the diversifying applications of emerging technologies including generative AI, the company pursues technologies demanded by customers and provides value by applying the insights gained back to customer solutions. System Exe has established key performance indicators including revenue, gross profit margin, operating profit margin, revenue trends of top 30 customers, revenue by service segment, and offshore utilization ratio, continuously verifying stable earnings while pursuing sustainable growth.