TOKYO, Apr 28 (Pulse News Wire) – VRAIN Solution (135A.T) hosted its fiscal year 2026 second quarter earnings video conference and Q&A session. Key points included: Customer expansion efforts showed strong progress, with existing clients placing orders exceeding 100 million units.
For fiscal year 2027, recurring customer sales are expected to account for approximately 50% of total revenue. Regarding competition, while the manufacturing AI market remains competitive, the company sees significant growth potential. It highlighted its unique combination of technology, implementation, and service capabilities as key barriers to entry. For overseas expansion, VRAIN plans to focus initially on Asia, leveraging existing client relationships in countries like Thailand and Vietnam.
Longer-term global expansion will follow successful regional deployment. On shareholder returns, management prioritizes reinvesting in growth opportunities to maximize future value. Dividend policies will be reviewed based on cash position improvements. The company also addressed concerns around raw material costs and geopolitical risks, emphasizing its ability to maintain high-value offerings despite cost pressures.
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