Arent, Inc. · TSE:5254
Arent — Q2 FY2026 Earnings Presentation
58 slides from Arent's earnings presentation, Feb 12, 2026
Slide 1: Financial Results Presentation for the Second Quarter of the Fiscal Year Ending June 2026
Financial Results Presentation for the Second Quarter of the Fiscal Year Ending June 2026 Arent Inc. (Tokyo Stock Exchange Growth Market: 5254) February 12, 2026
Slide 2: INDEX
INDEX 1 Performance Highlights 2 Company Overview 3 Business Model DX Business Product Business 4 Appendix
Slide 3: Performance Highlights
1 Performance Highlights Financial Results for the Second 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 4: Notice of 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. 4
Slide 5: Notice Regarding the Acquisition of All Shares of Asakura Soft Co., Ltd.
About M&A Notice Regarding the Acquisition of All Shares of Asakura Soft Co., Ltd. (Making It a Wholly Owned Subsidiary) by Arent Inc. Copyright @ Arent,Inc. 5
Slide 6: Notice Regarding the Acquisition of All Shares of Let's Co., Ltd.
About M&A Notice Regarding the Acquisition of All Shares of Let’s Co., Ltd. by Arent Inc. (Making It a Wholly Owned Subsidiary) Copyright @ Arent,Inc. 6
Slide 7: Cost Management That Connects Front-End and Core Operations Through Data
Cost Management System's Role and Position Cost Management That Connects Front-End and Core Operations Through Data Front-End Systems Cost Management System Core System (Design, Construction, etc.) In-House Developed Product AI AI Group Company Group Company Third-Party Product Product Product Third
Slide 8: Why Pursue M&A at a Fast Pace?
Why Pursue M&A at a Fast Pace? Planned Speedy Investments to Maximize Business Value in the Coming Years Securing a Certain Demonstrating the Level of Product Creating a Positive Reproducibility of the Revenue to Build an Cycle Effect for the AI Boost Strategy’s Efficient Sales DX Business Effective
Slide 9: Accounting Schedule
Accounting Schedule M&A costs for each company are recorded in the quarter when the acquisition is completed, and sales and profits are reflected sequentially according to the timing of acquisition. Q1 Q2 Q3 Q4 Consolidation Consolidation Consolidation M&A Costs M&A Costs M&A Costs Begins Begins Beg
Slide 10: Summary of Consolidated Financial Results (Year-on-Year Comparison)
Summary of Consolidated Financial Results (Year-on-Year Comparison) PlantStream has been reclassified from an equity-method affiliate to a consolidated ● Net sales were largely in line with forecasts. Orders for contracts expected to be secured in the second half are also progressing steadily. In prepa
Slide 11: Performance Trends
Performance Trends ● Starting this fiscal year, the Company 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. ● PlantStream was established as an equity-method affiliate in FY2021 June, a
Slide 12: Factors Behind Changes in Net Sales and Ordinary Profit (Year-on-Year)
Factors Behind Changes in Net Sales and Ordinary Profit for the Current Period(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 establi
Slide 13: Factors Behind Changes in Net Sales and Ordinary Profit (vs. Initial Forecast)
Factors Behind Changes in Net Sales and Ordinary Profit for the Current Period(Consolidated, vs. Initial Forecast) Ordinary profit was revised downwards due to the consolidation of the three companies acquired through M&A being reflected, immediate expenses related to M&A, organizational restructuri
Slide 14: DX Business: Development Sales Trend
DX Business: Development Sales Trend ● In Q2, 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 Plant
Slide 15: 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 16: 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 17: Notice Regarding the Implementation of Share Repurchases
Notice Regarding the Implementation of Share Repurchases (Acquisition of Treasury Shares) In order to improve capital efficiency and enhance shareholder returns, and to execute flexible capital policies, we have decided to repurchase treasury shares up to 3.0% of total shares outstanding (202,000 sh
Slide 18: 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 19: 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 20: 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 21: 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 22: 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 23: 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 24: 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 Product Business *1 DX Consulting Services Specializ
Slide 25: Strategies for the Product Business
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 26: 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 27: 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 28: 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 29: 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 30: 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 31: 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 32: 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 33: 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. ※Clients whose logos are newly displayed (Logos are displayed with permission
Slide 34: 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 35: 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 36: 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 37: 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 38: DX Business: Development Sales Trend (Repost)
DX Business: Development Sales Trend (Repost) ● In Q2, 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 w
Slide 39: Product Business (Segment 2)
3 Product Business （Segment 2） 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,I
Slide 40: Strategies for the Product Business
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 41: Product Portfolio Strategy
Product Portfolio Strategy Lightning BIM Automatic and 1 Optimal Rebar Layout 3 In-house developed products Expanding the product 2 12 Lightning BIM Family Management 2 In-house developed products 7 lineup through M&A. 11 5 10 9 3 Lightning BIM AI Agent In-house developed products Enhancing value wi
Slide 42: Product Portfolio Strategy: Constellation Software Market Cap
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 43: Direct Consulting Sales Strategy: Improving Profit Margins
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 44: 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 45: 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 46: 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 47: 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 48: Combining the Three Product Business Strategies
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 49: 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 50: Appendix
4 Appendix 1 Performance Highlights 2 Company Overview 3 Business Model DX Business Product Business 4 Appendix Copyright @ Arent,Inc.
Slide 51: 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 52: The Construction Industry Arent is Facing: Niche Areas
The Construction Industry Arent is Facing Niche Areas The construction *1 industry that Arent operates in ‧Sectors with significant inefficiency due to not being digitized through is a massive 75 trillion yen market. *1 施⼯ ⼯程 原価 品質 BIM/SaaS ‧These areas tend to have high 管理 管理 安全 総合 管理 profitability It
Slide 53: 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 54: 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 55: Tailwind: Market Expansion
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 56: 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 57: 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 58: Regarding the Handling of This Document
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