Arent, Inc. · TSE:5254
Arent — Q1 FY2026 Earnings Presentation
52 slides from Arent's earnings presentation, Nov 13, 2025
Slide 1: Financial Results Presentation for the First Quarter of the Fiscal Year Ending June 2026
Financial Results Presentation for the First Quarter of the Fiscal Year Ending June 2026 Arent Inc. (Tokyo Stock Exchange Growth Market: 5254) November 13, 2025
Slide 2: INDEX
INDEX 1 Performance Highlights 2 Company Overview 3 Business Model DX Business Product Business 4 Appendix
Slide 3: About M&A: Acquisition of All Shares of Kensetsu.WEB, Inc.
About M&A Notice of Acquisition of All Shares of Kensetsu.WEB, Inc. by Arent Inc. (Making It a Wholly Owned Subsidiary) Copyright @ Arent,Inc.
Slide 4: Performance Highlights
1 Performance Highlights Financial Results for the First Quarter of the Fiscal Year Ending June 2026 1 Performance Highlights 2 Company Overview 3 Business Model DX Business Product Business 4 Appendix Copyright @ Arent,Inc.
Slide 5: Benefits of Connecting Cost Management Software and Schedule Management Software
Benefits of Connecting Cost Management Software and Schedule Management Software Process Flow in AI Integration Between Applications Schedule Management Application (PROCOLLA) 1 Provide Past Cost Data to AI Cost Data Created by AI Cost Know-how Management 1 Cost DB Application AI Creation Past Cost
Slide 6: Summary of Consolidated Financial Results (Year-on-Year Comparison)
Summary of Consolidated Financial Results (Year-on-Year Comparison) PlantStream has been reclassified from an ● Ordinary income includes 32 million yen in goodwill amortization and 62 million yen in expenses related to the Stag M&A share acquisition. In the previous equity-method affiliate to a consoli
Slide 7: DX Business: Trends in Development Revenue
DX Business: Trends in Development Revenue ● In Q1, the progress of major projects proceeded as planned, resulting in a stable start to the fiscal year. ● The temporary decline in sales expected in Q2 is due to the elimination of intersegment transactions within the company following the merger with
Slide 8: DX Business: Highlights
DX Business: Highlights Joint development projects with major clients have expanded, leading to longer contract durations and larger project scales. Along with improved quality of business negotiations, the profit base of the DX business has become more stable, moving into a phase where sustainable
Slide 9: Product Business: Highlights
Product Business: Highlights The product businesses of each group company have steadily expanded. By leveraging each company’s strengths and optimizing sales structures and costs, profitability has improved. PlantStream’s Profit Structure Improved, Steady Growth in Sales of Kozosoft Achieving Profit
Slide 10: Business Performance Trend
Business Performance Trend ● Starting from the current fiscal year, the Company has adopted a two-segment structure consisting of the DX Business and the Product Business, aiming for sustainable growth by leveraging the strengths of each segment. ● In the fiscal year ending June 2021, PlantStream In
Slide 11: Factors Contributing to Changes in Profit (Consolidated, Year-on-Year)
Factors Contributing to Changes in Profit (Consolidated, Year-on-Year Comparison) ● Despite higher sales, profit decreased due to one-time factors such as goodwill amortization, M&A-related expenses, and the absence of temporary gains related to subsidiary establishment recorded in the previous fisc
Slide 12: Company Overview
2 Company Overview About Arent 1 Performance Highlights 2 Company Overview 3 Business Model DX Business Product Business 4 Appendix Copyright @ Arent,Inc.
Slide 13: Company Overview & Executive Team Introduction
Company Overview & Executive Team Introduction An executive team with extensive knowledge not only in management but also in the industry and technology President and CEO Kyoto University Graduated from the Basic Information Hiroki Kamobayashi Faculty of Science He started his career as a fund manag
Slide 14: Mission / Vision
Mission / Vision Mission Democratizing Tacit Knowledge Vision A Japan where people can work with confidence The technology we have built up so far will become a powerful tool for competing globally. A company that continuously creates digital businesses to solve challenges in niche areas of the cons
Slide 15: The Construction Industry Arent is Facing
The Construction Industry Arent is Facing Companies known as SaaS providers in the construction industry have digitized some niche areas with BIM/SaaS, but many inefficient sectors remain that have not yet been digitized through BIM/SaaS POINT The construction industry is a massive 75 trillion yen m
Slide 16: Business Model
3 Business Model Develop co-created products with major companies in the industry. Develop and sell in-house products. Update and sell products acquired through M&A. 1 Performance Highlights 2 Company Overview 3 Business Model DX Business Product Business 4 Appendix Copyright @ Arent,Inc.
Slide 17: Business Segments
Business Segments Transition to two business segments: "DX Business" and "Product Business" Focusing on DX consulting and system development specialized for the construction industry, along with the sales of an expanded product lineup. DX Business *1 Product Business DX Consulting Services Business
Slide 18: Driving the Product Business through 3 Strategies
3 Strategies for the Product Business Driving the Product Business through 3 Strategies "Product Portfolio Strategy," "Direct Consulting Sales Strategy," and "AI Boost Strategy" Client 2 Direct Consulting Sales Strategy Sales Support 1 Product Portfolio Strategy Making a Company a Subsidiary via Sto
Slide 19: Accelerate the app-integrated platform through DX and Product Business collaboration
Business Model Accelerate the app-integrated platform through collaboration between the DX Business and Product Business Expand the business by promoting the app-integrated platform through the synergy of the DX Business and Product Business. Past Arent DX Evolution of ArentDX / Expansion of busines
Slide 20: DX Business (Segment 1)
3 DX Business (Segment 1) Develop co-created products with major companies in the industry. 1 Performance Highlights 2 Company Overview 3 Business Model DX Business Product Business 4 Appendix Copyright @ Arent,Inc.
Slide 21: DX Consulting Specialized in the Construction Industry
Overview of Product Co-creation Development DX Consulting Specialized in the Construction Industry Execute everything from consulting to system development and commercialization through continuous collaborative relationships with client companies. Business Features 1 Sophisticated Consulting Utilizi
Slide 22: Arent's Strengths & Competitive Advantage
Arent's 3 Strengths & Competitive Advantage Barriers to entry By leveraging these three strengths, we Technological solve deep-rooted issues in the Expertise construction industry and establish a 1 unique position within it. 3 2 1 Technological Expertise We have many talented individuals with strong
Slide 23: Arent's 3D Technology and Patents
1 Maintaining Technologies Centered Around 3D Technological Expertise Knowledge Business Development Capability *1 Focusing on high-speed automatic routing technology for piping design—a challenge the plant industry has been unable to solve for 20 *2 years—we have filed and obtained patents for vari
Slide 24: Value-Creating Engineers with Advanced Mathematical and 3D Expertise
1 Engineers with Advanced Mathematical and 3D Expertise Technological Expertise Knowledge Business Development Capability Development by value-creating engineers with advanced mathematical and 3D technologies as their background. Value-Creating Engineers at Arent with Advanced Mathematical and 3D Ex
Slide 25: Advancing Projects with Agile Development
2 Advancing Projects with Agile Development, Enabling Knowledge Accumulation Technological Expertise Knowledge Business Development Capability Co-creative development adopts an Agile approach, enabling knowledge to deepen over time as challenges and business processes are addressed. This leads to pr
Slide 26: Collaboration with Major Construction Companies
2 Collaboration with Major Construction Companies Technological Expertise Knowledge Business Development Capability General Contractors Subcontractors & Others Civil Engineering Plants Copyright @ Arent,Inc. 26
Slide 27: DX Business: Co-Creation Product Development Pipeline Transition
DX Business: Co-Creation Product Development Pipeline Transition (Remaining Cases) ● High-probability deals that are expected to move into the development phase have been accumulating, and the pipeline is shifting from quantity to quality. ● As a certain level of sales is already projected, the comp
Slide 28: DX Business: Details of Deal Progression
DX Business: Details of Deal Progression ● Members who had previously been engaged in both the Product Business and DX Business were re-assigned based on their aptitude, establishing a dedicated sales structure.* ● As a result of optimized resource allocation, the number of personnel was streamlined
Slide 29: DX Business: Business Flow
DX Business: Business Flow Leads are acquired through exhibitions, seminars, and similar events, then gradually progressed through stages of negotiation, PoC, and development. By conducting consulting-based sales that delve into client issues, we aim to enhance our proposal capabilities, improve the
Slide 30: DX Business: CVR and Lead Time for Product Co-Creation Development
DX Business: CVR and Lead Time for Product Co-Creation Development ● As past achievements have been well recognized, the number of projects moving directly into full-scale development without PoC has increased. Consequently, CVR from PoC to development have also improved. ● The lead time and CVR obs
Slide 31: DX Business: Trends in Development Revenue (Recap)
DX Business: Trends in Development Revenue (Recap) ● In Q1, the progress of major projects proceeded as planned, resulting in a stable start to the fiscal year. ● The temporary decline in sales expected in Q2 is due to the elimination of intersegment transactions within the company following the mer
Slide 32: DX Business: HR and Recruitment Status
DX Business: HR and Recruitment Status ● Recruitment activities have been strengthened alongside project expansion, and hiring remains strong. As a proactive investment, sales personnel are being increased to support project acquisition. ● Active PR activities and the credibility of being a listed c
Slide 33: Product Business
3 Product Business （第2セグメント） Develop co-created products with major companies in the industry. Develop and sell in-house products. Update and sell products acquired through M&A. 1 Performance Highlights 2 Company Overview 3 Business Model DX Business Product Business 4 Appendix Copyright @ Arent,Inc
Slide 34: Driving the Product Business through 3 Strategies
3 Strategies for the Product Business Driving the Product Business through 3 Strategies "Product Portfolio Strategy," "Direct Consulting Sales Strategy," and "AI Boost Strategy" Client 2 Direct Consulting Sales Strategy Sales Support 1 Product Portfolio Strategy Making a Company a Subsidiary via Sto
Slide 35: Product Portfolio Strategy
Product Portfolio Strategy Expanding the product lineup through M&A. Enhancing value with a buy-and-hold approach. Acquire and expand products in niche areas of the construction industry at fair value, creating group synergies through a buy-and-hold approach to enhance value. In addition, we will le
Slide 36: Product Portfolio Strategy: Constellation Software Market Cap Trends
Product Portfolio Strategy Constellation Software Inc. has also achieved rapid growth using the same approach. At the time of listing (20 years ago), the market capitalization was 41.7 billion JPY, but it has now expanded to approximately 11 trillion JPY. Constellation Software: Market Capitalizatio
Slide 37: Direct Consulting Sales Strategy: Improving Profit Margins through Direct Sales
Direct Consulting Sales Strategy Improving Profit Margins through Direct Sales Enhancing profit margins via direct sales while also creating new business opportunities. When Selling through Sales Agents When Selling through Arent Direct Sales Group Company Group Company Group Company Company A Compa
Slide 38: Direct Consulting Sales Strategy: Highly Replicable Sales Strategy
Direct Consulting Sales Strategy Supporting Business Expansion with a Highly Replicable Sales Strategy Improving Profit Margins through Direct Sales Productivity Improvement & Higher Employee Income Improved Profit Margins through Direct Sales (Reference) Acquisition of Just System Corporation by Ke
Slide 39: AI Boost Strategy: AI Automates System Operations
AI Boost Strategy AI Automates System Operations Based on Data By implementing AI into systems acquired through M&A, we can rapidly upgrade existing systems! Existing Product (Process Management System) System Operation AI AI automates system operations AI Prompt / Data / File Copyright @ Arent,Inc.
Slide 40: AI Product Portfolio
AI Boost Strategy AI Product Portfolio Smart construction scheduling software that uses AI to Specialized CAD software from Stagg Inc. tailored for water supply AI-powered P&ID data extraction tool that analyzes P&IDs and support the creation of construction site schedules application processes auto
Slide 41: AI Boost Strategy: CURSOR Growth Example
AI Boost Strategy In the generative AI industry, one of the fastest-growing companies is actually the AI editor “CURSOR” A high-performance editor that supports AI-powered code completion and correction. CURSOR / OpenAI: Time taken for ARR to grow from USD 1M to USD 100M CURSOR AI automates system o
Slide 42: Strategies for the Product Business: Combined Effect
3 Strategies for the Product Business Even individually, each strategy can deliver significant results, but combining them further accelerates business growth. Direct Consulting Sales Product Portfolio Strategy AI Boost Strategy Strategy Expand products through M&A Increase profit margins through di
Slide 43: Product Business: Business Strategy
Product Business : Business Strategy The Arent Group aims to become the only unique construction DX platformer in Japan, leveraging its own product group. 施工 工程 原価 品質 管理 安全 総合 管理 管理 管理 設備 管理 運用 構造 保全 施⼯ 意匠 維持 改修 設計 管理 改修 建築 構造 保全 維持 管理 建設 設計 We aim to improve overall industry productivity 運⽤ ⼟⽊ 75 7
Slide 44: Appendix
4 Appendix 1 Performance Highlights 2 Company Overview 3 Business Model DX Business Product Business 4 Appendix Copyright @ Arent,Inc.
Slide 45: The background behind the need for DX in the construction industry
The background behind the need for DX in the construction industry What we aim to solve is the low productivity caused by the use of legacy systems in the construction industry. We are advancing BIM and SaaS adoption using our own technology. Trend Promoting DX in the construction industry, where in
Slide 46: The Construction Industry Arent is Facing: Niche Areas
The Construction Industry Arent is Facing Niche Areas The construction *1 industry that Arent operates ‧Sectors with significant inefficiency due to not being digitized through in is a massive 75 trillion yen market. *1 施⼯ ⼯程 原価 品質 BIM/SaaS 安全 ‧These areas tend to have high 総合 管理 管理 管理 profitability It
Slide 47: State of the Construction Industry
State of the Construction Industry The multi-layered subcontracting structure in the construction industry has complicated long-standing issues, making DX extremely difficult, which leads to a crisis where the tacit knowledge of craftsmen are disappearing. Decline in Labor Productivity in the Construc
Slide 48: Regulatory and Institutional Reforms Surrounding the Construction Industry
Regulatory and Institutional Reforms Surrounding the Construction Industry The demand for BIM usage in the construction industry is expected to grow further due to regulatory and institutional reforms, such as the application of BIM principles, overtime regulations, and BIM drawing reviews. Applicat
Slide 49: Market Expansion Strategy: Tailwind
Overview Market Expansion Strategy The proportion of IT investment in the construction industry is still low compared to other industries, leaving many challenges. As a result, it is a market expected to expand further in the future. IT Investment in Investments in construction IT accounts for appro
Slide 50: Arent's Unique Ability to Handle Everything from Consulting to JV
Arent's Unique Ability to Handle Everything from Consulting to JV With the know-how and technology gained from solving niche industry challenges, Arent can offer end-to-end services, from consulting to JV establishment, leveraging its agile development capabilities. Business Process Co-creation produ
Slide 51: Comparison of Feature between BIM and 3D CAD
Comparison of Feature between BIM and 3D CAD The difference between BIM and 3D CAD is that objects such as "roofs", "floors", "walls", and "windows" have individual architectural attribute information. This allows for easy estimation of construction costs, simplifies modifications, and enhances operatio
Slide 52: Towards a DX Platform for the Construction Industry
Towards a DX Platform for the Construction Industry Regarding the Handling of This Document • This notice is the English translation of the original Japanese document and is provided solely for information purposes. • There is no assurance as to the accuracy of the English translation. • In the even