Delivery Consulting Inc. (9240) Stock Price

Our group operates a business centered on technology consulting that supports corporate digitalization. We comprehensively handle cloud migration, system design and development, data utilization, and business automation. We provide integrated support from strategy planning through implementation and operations. Recently, we have also begun offering "Data Literacy Engineering (DLE)," which enhances organizations' ability to leverage data effectively.

Our primary customers are large enterprises and growth companies seeking to strengthen business digitalization and data utilization. Our revenue comes from project-based consulting and system development fees, as well as service revenue from our proprietary automation tools and post-implementation maintenance and support services.

Our business is divided into three main segments, each with detailed products and services. Digital Migration covers conceptual design, PMO, and cloud implementation. Data Strategy provides data infrastructure design, analytics, and AI utilization support. Intelligent Automation handles business automation implementation support and efficiency improvements using our proprietary ipaS robots and AI-OCR technology.

The company prioritizes sustainable growth, aiming to expand revenue and improve operating profit margins. Japan's domestic DX market is projected to grow from approximately 3.48 trillion yen in 2022 to approximately 8.04 trillion yen in 2030, representing annual average growth of around 11.0%. Globally, the market is forecast to expand from approximately 1.67 trillion US dollars in 2025 to approximately 4.4 trillion US dollars in 2030. Against this backdrop, the company is pursuing simultaneous improvement in sales and profits by increasing revenue per customer through upselling and cross-selling to existing clients, while enhancing profitability through improved project profitability and higher consultant utilization rates.

Key investment areas include KPI design to visualize investment returns, establishment of data analytics infrastructure, data literacy support to strengthen organizational data utilization capabilities, and new service development leveraging business automation and AI. The company's differentiation strategy rests on an integrated service delivery model spanning from issue identification through strategy planning to implementation and operations, combined with strong project execution capabilities. Specific initiatives include establishing a dedicated account management division for deeper customer engagement, expanding post-implementation maintenance and support services, and increasing value-added offerings through proprietary automation tools and AI-OCR solutions.

For market expansion and business growth, the company focuses on partnerships with technology partners and marketing investments. It is strengthening integration with major domestic and international cloud platforms, analytics tools, and customer management platforms, while expanding service offerings through distribution agreements for Accenture products. Additionally, the company plans to raise awareness through book publications, regular webinars, and owned media, while pursuing strategic M&A to rapidly acquire customer bases and specialized talent in new industries and regions. This approach targets increased orders in priority areas such as manufacturing digitalization and operational improvements in financial services, retail, and logistics.

Regarding technological innovation, the company is accelerating practical application of cutting-edge technologies including generative AI, AI agents, and digital twins. It emphasizes "architecture thinking" that integrates new technologies with existing systems, with designs incorporating visible outcomes through ROI evaluation and KPI metrics. Internally, the company is developing high-value talent through reskilling and core skill training, along with talent management system implementation for workforce visibility. Through both technology development and field deployment, the company is working to differentiate services and ensure scalability.