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5574 東証グロース(情報・通信)




(公開日 2024.06.07)


ABEJA(5574 TSE Growth)

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Engaged in the digital platform business that supports customers’ digital transformation (DX)

1. Corporate Overview
ABEJA is engaged in the digital platform business, supporting the DX of customer companies using its proprietary ABEJA Platform. ABEJA Platform is a software suite that offers processes ranging from data generation, data collection and data processing to AI modeling necessary for DX, operating continuously and stably.

2. Financial Analysis
Net sales have steadily expanded in line with the increase in the number of projects, growing at an annual rate of 32.4% from fiscal year ended August 2018 to fiscal year ended August 2023. On the other hand, ordinary losses continued until fiscal year ended August 2022 as a result of the burden of development costs for the ABEJA Platform. However, in fiscal year ended August 2023, the company absorbed the fixed cost burden with a significant revenue increase and turned profitable.
The company has a profitability advantage over other comparable companies that provide AI-based services.

3. Non-Financial Analysis
The source of the company's intellectual capital is believed to be its expertise in promoting the DX of customer companies using AI, which the company has accumulated since its founding as well as the data accumulated in the ABEJA Platform.

4. Corporate Strategy Analysis
As the domestic DX market grows, the company has focused on expanding and deepening its customer base and expanding the ABEJA Platform as key business strategies to sustainably increase its business scale.

5. Analyst Evaluation
We consider it possible for the company to expand its business scale by focusing on the expansion and deepening of its customer base and the expansion of the ABEJA Platform because there are a number of domestic companies that have needs related to the streamlining of business processes.
We expect corporate performance to be in line with the company’s plan for fiscal year ending August 2024. For fiscal year ending August 2025 and beyond, we forecast revenue and profit to increase due to an increase in net sales per employee as a result of improved skills.


・ABEJAは、「テクノロジーの力で産業構造を変革する」というミッションを掲げ、自社開発したABEJA Platformを活用して顧客企業のデジタルトランスフォーメーション(以下、DX)を支援するデジタルプラットフォーム事業を行っている。ABEJA Platformは、DXの実行に必要なデータの生成から収集・加工、AIモデリングまでのプロセスを提供し、継続的・安定的な運用を行うソフトウェア群である。

・売上高は、案件数の増加に伴い着実に拡大しており、18/8期から23/8期の年平均成長率は32.4%である。一方、ABEJA Platformの開発費負担により22/8期まで経常損失が続いたが、23/8期には大幅な増収に伴い黒字化している。

・知的資本の源泉は、同社が創業以来蓄積してきたAIを活用した顧客企業のDX推進に関するノウハウや、ABEJA Platformに蓄積したデータなどにあると考えられる。

・ABEJAは、国内DX市場の拡大が続くなか、持続的な事業規模拡大のために、顧客基盤の拡大と深耕、ABEJA Platformの拡充などを事業戦略として掲げている。

・証券リサーチセンターでは、ビジネスプロセスの効率化に関するニーズを持つ国内企業は数多く、ABEJAが顧客基盤の拡大と深耕、ABEJA Platformの拡充などに注力し、事業規模を拡大していくことは可能と考えている。






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