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EDINET 3841 Neutral Risk Analyzed 📈 Growth 6/10

Jedat Inc.

Annual Securities Report - 24th Term(2025/04/01 - 2026/03/31) ／ 2026-06-12 12:22

Covers EDINET statutory filings (TDNET timely disclosures / earnings flashes are not included).

EarningsDividend UpDemandNew ProductNew MarketBacklog
AI Summary 2026-06-14 18:37

Jedat's FY3/2026 saw revenue slip -1.0% to ¥2,041M, while operating profit edged up +1.4% to ¥260M. Net profit fell -19.4% to ¥172M due to the disappearance of subsidy income and investment partnership losses. FY3/2027 guidance projects strong recovery: revenue +7.8%, OP +11.3%, net profit +22.0%.

KEY POINTS
  • Net profit -19.4% (¥213M → ¥172M): driven by loss of subsidy income, increased investment partnership losses, and higher tax burden
  • Operating profit +1.4% (¥257M → ¥260M): supported by improved gross margin and reduced R&D spend (-4.4% to ¥347M)
  • FY3/2027 guidance: Revenue +7.8%, OP +11.3%, net profit +22.0%; dividend held at ¥40/share
📊 Revenue
Revenue -1.0% (¥2,062M → ¥2,041M)
💰 Operating profit
OP +1.4% (¥257M → ¥260M)
🔮 Outlook
FY3/2027 forecast: Revenue +7.8%, OP +11.3%, net profit +22.0%. Dividend ¥40/share maintained.
📈 Growth outlook 📈 Growth 6/10
Double-digit profit recovery expected in FY3/2027, driven by AI-related demand, semiconductor talent development initiatives, overseas expansion, and new product launches, though domestic market contraction and FPD weakness remain headwinds.
Growth drivers
  • AI-driven semiconductor demand and new analog LSI design automation features in SX-Meister
  • New market entry via cloud-based SX-Meister for educational institutions (launched April 2026)
  • Expansion of overseas reseller product sales and overseas channel development
  • Recovery in device solution orders (currently reported as strong)
Risk and growth scores and tags are AI-generated estimates from analyzing the disclosure. They are not guarantees of fact, nor investment advice or recommendations. Make investment decisions at your own discretion.
⚠️ Extracted Risk Factors
CategoryDescriptionScoreNew
Competitive Risk Intensifying competition from dominant US EDA vendors (e.g., Synopsys, Cadence) could erode Jedat's relative product competitiveness and materially impact revenue. 7/10
Technology Risk Failure to keep pace with rapid technological change in semiconductor and FPD markets could render Jedat's products obsolete, reducing competitiveness and revenues. 7/10
Market Risk Ongoing contraction of the domestic FPD market due to LCD maker withdrawals continues to pressure revenues; FPD sales declined 2.1% YoY in the latest fiscal year. 6/10
Human Capital Risk As a R&D-driven firm with only 131 employees, inability to recruit and retain top engineering talent could directly impair product development capability and competitive position. 6/10
Supply Chain Risk Partner overseas venture companies supplying complementary products (~20% of revenue) face risks of financial distress or acquisition, potentially disrupting product supply and impairing prior sales investments. 5/10
Litigation Risk Jedat's strategy of accumulating know-how rather than filing patents increases exposure to third-party IP infringement claims, potentially triggering costly litigation and damages. 5/10
Customer Concentration Risk Heavy reliance on the semiconductor and FPD sectors, combined with a 51.4% controlling shareholder (Algographics), means industry downturns disproportionately impact Jedat's performance. 5/10
Disaster Risk A major disaster destroying critical assets (source code, license data) across Tokyo and Osaka offices could severely disrupt business continuity, despite current multi-site redundancy measures. 5/10
7/10 Competitive Risk
Intensifying competition from dominant US EDA vendors (e.g., Synopsys, Cadence) could erode Jedat's relative product competitiveness and materially impact revenue.
7/10 Technology Risk
Failure to keep pace with rapid technological change in semiconductor and FPD markets could render Jedat's products obsolete, reducing competitiveness and revenues.
6/10 Market Risk
Ongoing contraction of the domestic FPD market due to LCD maker withdrawals continues to pressure revenues; FPD sales declined 2.1% YoY in the latest fiscal year.
6/10 Human Capital Risk
As a R&D-driven firm with only 131 employees, inability to recruit and retain top engineering talent could directly impair product development capability and competitive position.
5/10 Supply Chain Risk
Partner overseas venture companies supplying complementary products (~20% of revenue) face risks of financial distress or acquisition, potentially disrupting product supply and impairing prior sales investments.
5/10 Litigation Risk
Jedat's strategy of accumulating know-how rather than filing patents increases exposure to third-party IP infringement claims, potentially triggering costly litigation and damages.
5/10 Customer Concentration Risk
Heavy reliance on the semiconductor and FPD sectors, combined with a 51.4% controlling shareholder (Algographics), means industry downturns disproportionately impact Jedat's performance.
5/10 Disaster Risk
A major disaster destroying critical assets (source code, license data) across Tokyo and Osaka offices could severely disrupt business continuity, despite current multi-site redundancy measures.
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