AI Storm Co., Ltd. (TSE: 3719) reported non-consolidated results for the first quarter of FY12/2026. Revenue rose 30.1% to ¥553.3 million, operating profit jumped 146.3% to ¥133.1 million, recurring profit rose 138.7% to ¥118.7 million, and quarterly net profit increased 105.3% to ¥109.5 million.
AI & Mortar carries the quarter
Performance diverged sharply across the three segments. The AI & Mortar business nearly tripled, with revenue up 184.4% to ¥424.1 million and operating profit up 372.8% to ¥195.4 million, after the unit closed truck sales to two used-truck investment funds. The AI Advisory business — the group's traditional ERP-consulting operation centred on Oracle's JD Edwards — saw revenue fall 55.3% to ¥123.5 million and operating profit decline 63.8% to ¥24.0 million on a slower start to the year, though management noted stable recurring maintenance revenue. The nascent AI New Business unit (the "Storm Academy" AI-training school, Wi-Fi 7 routers and solar panels) contributed ¥5.7 million of revenue and a ¥10.0 million operating loss.
Balance sheet expands
Total assets grew ¥1,581.8 million to ¥6,641.3 million, and net assets rose ¥611.8 million to ¥2,669.5 million, mainly on increases in cash and paid-in capital.
First M&A and unchanged guidance
After the quarter closed, AI Storm completed its first acquisition, taking call-centre operator Nihon Telesystem as a subsidiary effective April 1, 2026. The company is also advancing investment in a high-voltage power-storage and electricity-sales operation and is in talks to enter the data-centre business. Full-year FY12/2026 guidance, announced on February 13, 2026, was left unchanged.
| Metric | Q1 FY12/2026 | Q1 FY12/2025 | YoY |
|---|---|---|---|
| Revenue (¥m) | 553.3 | 425.3 | +30.1% |
| Operating profit (¥m) | 133.1 | 54.0 | +146.3% |
| Recurring profit (¥m) | 118.7 | 49.7 | +138.7% |
| Net profit (¥m) | 109.5 | 53.3 | +105.3% |
| AI & Mortar revenue (¥m) | 424.1 | 149.1 | +184.4% |
| AI Advisory revenue (¥m) | 123.5 | 276.3 | -55.3% |
| Total assets (¥bn) | 6.64 | 5.06 | +31.3% |
| Net assets (¥bn) | 2.67 | 2.06 | +29.7% |
JapanStockPulse provides informational content only and does not constitute investment advice. Figures are taken from the company's published earnings short report and may be subject to subsequent revision.