TOKYO, Jun 19 (Pulse News Wire) – Kurashiru,inc. (299A.T) outlined its vertical AI strategy and progress in revenue model development.
The company's AI Agent service targets food manufacturers and distributors, leveraging specialized data and long-standing relationships to differentiate itself from general AI solutions. Since launching in March 2026, basic agreements for annual recurring revenue (ARR) reached approximately ¥100 million. The service charges based on the volume of tasks processed rather than a fixed monthly fee, allowing customers to start small while ensuring low churn rates as adoption grows. Regarding cost risks associated with AI infrastructure, Kurashiru plans to mitigate potential API price increases through flexible pricing models and strategic model selection. Current costs amount to around ¥40 million per year, or about 300 to ¥4 million per month.
The company also sets departmental limits on AI usage to control expenses. For future investments, Kurashiru intends to continue funding its Recipe Challenge initiative but expects recovery of investment costs moving forward. The firm anticipates covering some of next fiscal year’s investment through revenues generated from partners acquired during the current fiscal year. As a result, Kurashiru projects improved non-GAAP operating profit margins for the upcoming fiscal period. On shareholder returns, Kurashiru prioritizes growth investments but acknowledges the importance of expanding dividend policies once investment recoveries become more likely.
The company plans to review dividend options alongside stock buybacks post-investment phase, contingent on cash flow projections.
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