Logizard Co (4391) Corporate presentation summary

Mission and business overview

• Aims to create sustainable logistics through technology and innovative ideas, benefiting all stakeholders in the logistics industry.

• Provides cloud-based warehouse management systems (WMS), logistics consulting, and information system development.

• Holds the top domestic market share for cloud WMS, with over 2,000 active sites and a strong reputation for reliability.

Business model and financial performance

• Operates a subscription-based revenue model with high customer retention and stable recurring income.

• Cloud services account for over 78% of revenue, with high profitability and low churn rates around 1%.

• Achieved steady revenue and profit growth, with FY2026 sales at ¥2,436 million and operating profit at ¥404 million.

• Maintains a gross profit margin of 56.3% and an operating margin of 16.6%.

Strategic initiatives and growth plans

• Mid-term plan (FY2026–2028) focuses on expanding BtoB business, co-creating new services, and investing in talent.

• Launching "Bit Waybill," a blockchain-based digital waybill, to build a common logistics data platform and drive industry digitalization.

• Pursuing M&A and partnerships to broaden service scope and strengthen its position as a logistics data hub.

• Investing in recruitment and HR development to support high-touch services and business expansion.