Overview
Information & Communication

Datasection Inc.

Datasection Inc. is a Japan-based AI and data technology company offering three core service lines: Data Science (data infrastructure, AI/ML model development, BI/dashboard solutions, and DX talent development), Marketing Solutions (retail store analytics via its proprietary IoT-based SaaS platform 'FollowUP'), and System Integration (natural language processing, image/video analysis, and social media big data analytics via SaaS tools such as 'Insight Intelligence'). The company also operates a growing AI Data Center business, having launched its proprietary AI cloud stack 'TAIZA'—currently managing over 20,000 GPUs—targeting hyperscaler-grade AI infrastructure deployment. Its competitive strengths lie in deep engineering capability in NLP, image/video analytics, and a global network supporting international expansion across Latin America, Europe, the Middle East, and Southeast Asia.

Market Cap
¥58.6B
US$373M
EV
¥58.3B
US$371M
Stock¥1,530▲+24.39%
US$1 = ¥157.05 (2026-10-22)
LTM EV/EBITDA
6.4
x
LTM EV/EBIT
6.7
x
LTM PER
8.3
x
LTM PBR
2.3
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-31.4%pt
1001234
Oct 23, 25 – Oct 23, 26StockTOPIX
1Jun 2, 26Oasis Management Company Ltd. filed large shareholding report
2Sep 24, 26Progress disclosure on pending large order: annual ¥27.9bn / 3-yr total ¥83.9bn GPU deal
3Sep 25, 26Large order takes effect after initial deposit payment (annual revenue ¥27.9bn)
4Oct 23, 26Earth Elements Capital filed amendment report; change in largest shareholder (disclosed Oct 21)
MC → EV Bridge
58.6BUS$373MMarket Cap0.51BUS$3.22M+ Debt0.76BUS$4.86M− Cash0.07BUS$0.42M− Inv. Sec.0.04BUS$0.26M+ NCI58.3BUS$371MEV
AI Briefing
Datasection: Tokyo-listed AI/data play pivoting hard into AI infrastructure via TAIZA cloud stack, now managing 20,000+ GPUs. FY26/3 revenue inflected to ¥33.6B (from ¥2.9B FY25/3) with OP swinging to ¥3.5B, reflecting data-center scale-up. Market reads this as a GPU-infrastructure re-rating story, with EBITDA fwd ¥25.2B vs LTM ¥9.2B signaling steep growth expectations priced into the ¥49.8B cap.
Performance & Balance
Revenue 5Y (¥B)
1.69US$10.8M'22/31.93US$12.3M'23/32.23US$14.2M'24/32.94US$18.7M'25/333.6US$214M'26/3
EBITDA 5Y (¥B)
0.20US$1.24M'22/30.09US$0.56M'23/3-0.05-US$0.31M'24/3-0.32-US$2.03M'25/34.00US$25.5M'26/3
Net Income 5Y (¥B)
0.00US$0.01M'22/3-0.53-US$3.40M'23/3-1.26-US$8.03M'24/3-0.65-US$4.16M'25/32.80US$17.8M'26/3
Capital Structure
98%
EquityD/E 0.02xDebt
Liquidity vs Debt 5Y (¥B)▲ Net Cash
CashInv. Sec.Debt
1.57US$10.0M1.21US$7.72M'22/31.57US$9.98M1.51US$9.62M'23/31.76US$11.2M1.24US$7.88M'24/30.58US$3.66M1.37US$8.72M'25/30.48US$3.08M0.55US$3.47M'26/3
Shareholders
Top 10 hold 56.7%
1
FIRST PLUS FINANCIAL HOLDINGS PTE. LTD.
33.03%
2
Tokai Tokyo Securities Co., Ltd.
7.34%
3
FUTU SECURITIES INTERNATIONAL (HONG KONG) LIMITED
3.66%
4
SBI SECURITIES Co., Ltd.
3.25%
5
VLC SECURITY CO., LTD.
1.74%
6
Morgan Stanley MUFG Securities Co., Ltd.
1.65%
7
Nomura Securities Co., Ltd.
1.58%
8
JP JPMSE LUX RE MACQUARIE BANK LTD LONDON EQ CO
1.51%
9
JP JPMSE LUX RE CITIGROUP GLOBAL MARKETS L EQ CO
1.50%
10
Rakuten Securities, Inc. (Joint Account)
1.44%
Management
6 officers
Pablo CASADO BLANCO
Director, Chairman of the Board
Jul 2002 International Private Banking, Banco Santander, Geneva, Switzerland Mar 2004 Advisor to the Vice President and Minister of Justice and Interior, Community of Madrid May 2007 Deputy, Madrid Assembly; Spokesperson for Justice and Interior, and Deputy for Budgets and Treasury Jun 2009 Chief of Staff to the Former President of the Government of Spain; Visiting Professor, Global Leadership Competitiveness Program, McDonough Business School, Georgetown University Jan 2012 Member of Congress; Spokesperson in the European Union and the Foreign Affairs Committee; Fellow, Center for Transatlantic Relations, Johns Hopkins University May 2015 President of the Education Commission and the Sustainable Mobility Commission; Representative of Spain at the Security Commission of COSAC and the Union for the Mediterranean Dec 2016 Vice President of the European Union Commission at Congress; Member of the "New Leaders for Europe" group of the World Economic Forum Jul 2018 President of PP, Leader of the Opposition, Candidate for the Presidency of the Government of Spain; Vice President of the International Democrat Union and the Centrist Democrat International Jun 2022 Chairman, Atlantic Basin Initiative, School of Advanced International Studies, Johns Hopkins University; Distinguished Fellow, Transatlantic Leadership Network Jan 2023 Founder and Managing Partner, Hyperion Fund FCR; Chairman of the Board, Archery Capital SL (current) Jul 2024 Chairman of the Company Dec 2024 Director, Chairman of the Board of the Company (current)
1981-02-01
Norihiko ISHIHARA
Representative Director, President and Executive Officer, CEO
Apr 2001 Joined Goldman Sachs Asset Management Co., Ltd. Aug 2004 Joined Goldman Sachs Securities Co., Ltd. Feb 2009 Vice President and Director, Nihon Core Partners K.K. Jan 2011 Director, Atomix Media Inc. Mar 2011 Established Sun Investment LLC; Representative Member (current) Sep 2013 Director, Miyako Capital Co., Ltd. Apr 2014 Established Sun Investment Co., Ltd.; Representative Director (current) Jun 2014 Representative Director, Atomix Media Inc. Mar 2017 Director, Atomix Media Inc. Jun 2017 Director, Bulk Holdings Co., Ltd. (now VLC Security Co., Ltd.) Jan 2018 President, Bulk Holdings Co., Ltd. (now VLC Security Co., Ltd.) Jun 2020 Representative Director, President and CEO, Bulk Holdings Co., Ltd. (now VLC Security Co., Ltd.) (current) Jun 2020 Representative Director, President and CEO, Bulk Co., Ltd. (now VLC Security Consulting Co., Ltd.) Aug 2020 Representative Director, President and CEO, Cybergym Japan Co., Ltd. (now VLC Security Arena Co., Ltd.) Jun 2021 Director, Marketing System Services Co., Ltd. (now MSS Co., Ltd.) Jun 2023 Representative Director, CEO, Cybergym Japan Co., Ltd. (now VLC Security Arena Co., Ltd.) (current) Apr 2024 Director, Chairman of the Board of the Company Jun 2024 Representative Director, President and CEO of the Company Dec 2024 Representative Director, President and Executive Officer, CEO of the Company (current) Dec 2024 Director, DSS Co., Ltd. (current) Dec 2024 Director, MSS Co., Ltd. (current) Dec 2024 Director, Jach Technology SpA (current) Feb 2025 Director, Solid Intelligence Co., Ltd. (current)
1977-05-04
John Ellis BUSH Jr.
Director
Sep 2006 Fairchild Partners Dec 2008 Partner, Jeb Bush & Associates, LLC (current) Jan 2014 Managing Partner, Bush Ventures Jan 2017 Founding Partner, Finback Investment Partners (current) Jan 2018 Partner, Rio Grande E&P Dec 2024 Director of the Company (current)
1983-12-13
Nobuyuki TSUCHIDA
Director (Full-time Audit and Supervisory Committee Member)
Apr 1986 Joined The Nippon Credit Bank, Ltd. (now SBI Shinsei Bank, Ltd.) Nov 2001 Joined Norinchukin Bank Apr 2007 Joined Aozora Bank, Ltd. Dec 2008 Executive Officer, Aozora Bank, Ltd. Oct 2009 Joined Innovation Network Corporation of Japan (now INCJ, Ltd.) May 2013 Executive Officer, Innovation Network Corporation of Japan (now INCJ, Ltd.) Dec 2015 Managing Director, Japan Venture Capital Association (General Incorporated Association) Aug 2018 Senior Managing Executive Officer, Innovation Network Corporation of Japan (now INCJ, Ltd.) Jun 2020 Senior Managing Director, Innovation Network Corporation of Japan (now INCJ, Ltd.) Dec 2020 Joined Japan Co-Creation Platform Inc. as Managing Executive Officer Dec 2024 Director, Full-time Audit and Supervisory Committee Member of the Company (current) Oct 2025 Chairman of the Board, Energy Flow Co., Ltd. (current)
1962-09-03
Tsuyoshi HIRAYAMA
Director, Audit and Supervisory Committee Member
Apr 2004 Joined Pyramid Film Co., Ltd. Jun 2007 Joined Tohmatsu Audit Corporation (now Deloitte Touche Tohmatsu LLC) Dec 2009 Registered as Certified Public Accountant Dec 2009 Registered as Attorney at Law Dec 2009 Established Tsuyoshi Hirayama Certified Public Accountant Office; Representative (current) Jan 2010 Joined Ito Mitomi Law Office (now Morrison & Foerster Law Office) Oct 2012 Director, Omoroki Inc. (current) Mar 2015 Established Tairaka Law Office; Representative (current) Apr 2015 Part-time Lecturer, Faculty of Policy Management, Keio University Jun 2017 Outside Director, Bulk Holdings Co., Ltd. (now VLC Security Co., Ltd.) Sep 2018 Outside Audit & Supervisory Board Member, Free Inc. Jun 2019 Audit & Supervisory Board Member, Bulk Holdings Co., Ltd. (now VLC Security Co., Ltd.) (current) Jun 2020 Outside Audit & Supervisory Board Member, Social Wire Inc. (current) Dec 2024 Director, Audit and Supervisory Committee Member of the Company (current)
1980-08-01
German ALCAYDEFORT
Director, Audit and Supervisory Committee Member
Nov 2001 AC Hotels, AC by Marriott Jan 2003 Arval (BNP Paribas) Jan 2006 Michael Page International Spain Nov 2006 Signium International May 2011 Member, Madrid Parliament Jul 2011 General Manager of Education, Madrid Government Oct 2011 Chief of Staff to the Former President of the Spanish Government, José María Aznar Dec 2015 Executive Chairman, Atlantic Business Consulting (current) Oct 2019 Advisor, Latham & Watkins (current) Nov 2020 CEO, HVR Energy (current) Jul 2023 Member of the Advisory Board, Zerintia Healthtech (current) Oct 2023 General Manager, Atlantic Institute of Government (current) Jan 2024 Executive Chairman, AbsorbeCo2 Jan 2024 Executive Chairman, Atlantic Business Consulting (current) Dec 2024 Director, Audit and Supervisory Committee Member of the Company (current)
1980-08-20
Large Shareholding Reports
アースエレメンツ・キャピタル株式会社
2026-10-23
11.41%
Earth Elements Capital Co., Ltd.
2026-10-20
12.71%→9.45%
Earth Elements Capital Co., Ltd.
2026-10-20
9.45%→4.61%
FIRST PLUS FINANCIAL HOLDINGS PTE. LTD.
2026-10-19
45.12%→44.23%
Annual report (as of 2026-03-31): 33.03%
First Plus Financial Holdings PTE. LTD.
2026-10-19
48.07%→45.12%
First Plus Financial Holdings PTE. LTD.
2026-10-19
45.12%→44.23%
First Plus Financial Holdings PTE. LTD.
2026-10-19
—
First Plus Financial Holdings Pte Ltd
2026-10-19
50.06%→48.07%
Earth Elements Capital Co., Ltd.
2026-10-16
6.05%→12.71%
Earth Elements Capital Co., Ltd.
2026-10-14
7.87%→6.05%
Earth Elements Capital Co., Ltd.
2026-10-14
9.70%→7.87%
Yukihiro SUGIHARA
2026-10-09
8.51%→6.94%
First Plus Financial Holdings PTE. LTD.
2026-10-09
52.12%→51.09%
First Plus Financial Holdings PTE. LTD.
2026-10-09
51.09%→50.06%
First Plus Financial Holdings PTE. LTD.
2026-10-09
50.06%→50.06%
Earth Elements Capital Co., Ltd.
2026-09-02
11.85%→9.72%
First Plus Financial Holdings PTE. LTD.
2026-09-01
54.41%→53.23%
First Plus Financial Holdings PTE. LTD.
2026-08-12
59.94%→57.73%
First Plus Financial Holdings PTE. LTD.
2026-07-28
64.29%→60.68%
Annual report (as of 2026-03-31): 33.03%
First Plus Financial Holdings PTE. LTD.
2026-07-28
60.68%→59.94%
First Plus Financial Holdings PTE. LTD.
2026-07-28
—
First Plus Financial Holdings PTE. LTD.
2026-07-28
—
Earth Elements Capital Co., Ltd.
2026-07-28
17.41%→9.75%
Earth Elements Capital Co., Ltd.
2026-07-28
9.76%→15.12%
Yukihiro SUGIHARA
2026-07-27
9.75%→8.51%
Earth Elements Capital Co., Ltd.
2026-06-12
20.92%→17.41%
First Plus Financial Holdings PTE. LTD.
2026-06-12
65.95%→64.29%
Annual report (as of 2026-03-31): 33.03%
Oasis Management Company Ltd.
2026-06-02
9.76%
Earth Elements Capital Co., Ltd.
2026-05-29
26.01%→20.92%
First Plus Financial Holdings PTE. LTD.
2026-05-29
68.42%→65.95%
Annual report (as of 2026-03-31): 33.03%
Earth Elements Capital Co., Ltd.
2026-04-24
25.48%→20.69%
Earth Elements Capital Co., Ltd.
2026-04-24
20.69%→26.01%
First Plus Financial Holdings PTE. LTD.
2026-04-21
68.42%→68.42%
Annual report (as of 2026-03-31): 33.03%
First Plus Financial Holdings PTE. LTD.
2026-04-21
70.60%→68.42%
Annual report (as of 2026-03-31): 33.03%
Yukihiro SUGIHARA
2026-04-10
10.44%→9.75%
Yukihiro SUGIHARA
2026-03-11
15.19%→11.07%
Yukihiro SUGIHARA
2026-03-11
11.07%→10.44%
First Plus Financial Holdings PTE. LTD.
2025-11-25
70.60%→70.60%
Earth Elements Capital Co., Ltd.
2025-11-25
17.13%→25.48%
Earth Elements Capital Co., Ltd.
2025-11-13
6.31%→17.13%
First Plus Financial Holdings PTE. LTD.
2025-11-13
70.60%→70.60%
Annual report (as of 2026-03-31): 33.03%
First Plus Financial Holdings PTE. LTD.
2025-10-31
70.60%→70.60%
Annual report (as of 2026-03-31): 33.03%
Earth Elements Capital Co., Ltd.
2025-10-31
6.31%
FIRST PLUS FINANCIAL HOLDINGS PTE. LTD.
2025-10-31
—
Annual report (as of 2026-03-31): 33.03%
First Plus Financial Holdings PTE. LTD.
2025-10-24
—
First Plus Financial Holdings PTE. LTD.
2025-10-24
19.91%→70.60%
Nippon Life Insurance Company
2025-10-07
6.69%→0.00%
KDDI Corporation
2025-10-06
5.08%→3.70%
KDDI Corporation
2025-10-03
7.51%→6.17%
KDDI Corporation
2025-10-03
14.81%→9.50%
KDDI Corporation
2025-10-03
9.50%→7.51%
KDDI Corporation
2025-10-03
6.17%→5.08%
Yukihiro SUGIHARA
2025-10-03
14.05%→15.19%
Yukihiro SUGIHARA
2025-10-02
11.19%→14.05%
Yukihiro SUGIHARA
2025-09-26
6.84%→9.46%
Yukihiro SUGIHARA
2025-09-26
9.46%→11.19%
Yukihiro SUGIHARA
2025-09-22
3.32%→6.84%
Hayate Management Co., Ltd.
2025-09-22
5.79%
Hayate Management Co., Ltd.
2025-09-03
2.84%→2.84%
Hayate Management Co., Ltd.
2025-09-03
2.84%→2.84%
Correction filing (name/detail fix only) — ratio carried over from the original filing
Hayate Management Co., Ltd.
2025-09-03
2.84%→2.84%
Correction filing (name/detail fix only) — ratio carried over from the original filing
Yukihiro SUGIHARA
2025-08-14
5.81%→3.84%
Yukihiro SUGIHARA
2025-08-14
7.99%→8.53%
Yukihiro SUGIHARA
2025-08-14
7.26%→5.81%
Yukihiro SUGIHARA
2025-08-14
6.70%→25.66%
Hayate Management Co., Ltd.
2025-08-12
—
Hayate Management Co., Ltd.
2025-08-12
10.35%→9.24%
Yukihiro SUGIHARA
2025-08-12
5.68%→6.70%
Hayate Management Co., Ltd.
2025-08-12
—
Yukihiro SUGIHARA
2025-08-12
8.37%→7.26%
Hayate Management Co., Ltd.
2025-08-12
—
Hayate Management Co., Ltd.
2025-08-12
11.13%→11.13%
Hayate Management Co., Ltd.
2025-08-12
9.24%→9.24%
Hayate Management Co., Ltd.
2025-08-12
9.24%→9.24%
Hayate Management Co., Ltd.
2025-08-12
—
Yukihiro SUGIHARA
2025-08-12
8.53%→8.37%
Correction filing (name/detail fix only) — ratio carried over from the original filing
Hayate Management Co., Ltd.
2025-08-12
11.13%→10.35%
Yukihiro SUGIHARA
2025-08-12
5.67%→5.68%
Hayate Management Co., Ltd.
2025-08-12
—
Yukihiro SUGIHARA
2025-08-12
6.69%→7.18%
Yukihiro SUGIHARA
2025-08-04
8.53%→8.37%
Disclosures
No disclosures
Primary Source Filings
EDINET
2026-10-23
Large Shareholding Report
EDINET
2026-10-20
Large Shareholding Report
EDINET
2026-10-20
Large Shareholding Report
EDINETAmended
2026-10-19
Change Report
EDINET
2026-10-19
Large Shareholding Report
EDINET
2026-10-19
Large Shareholding Report
EDINETAmended
2026-10-19
Change Report
EDINET
2026-10-19
Large Shareholding Report
EDINET
2026-10-16
Large Shareholding Report
EDINET
2026-10-14
Large Shareholding Report
EDINET
2026-10-14
Large Shareholding Report
EDINET
2026-10-09
Large Shareholding Report
EDINET
2026-10-09
Large Shareholding Report
EDINET
2026-10-09
Large Shareholding Report
EDINET
2026-10-09
Large Shareholding Report
EDINET
2026-09-02
Large Shareholding Report
EDINET
2026-09-01
Large Shareholding Report
TDnet
2026-08-14
Q1 Earnings Flash
FY ending Mar 2027
EDINET
2026-08-12
Large Shareholding Report
EDINET
2026-07-28
Large Shareholding Report
EDINET
2026-07-28
Large Shareholding Report
EDINETAmended
2026-07-28
Change Report
EDINET
2026-07-28
Large Shareholding Report
EDINETAmended
2026-07-28
Change Report
EDINET
2026-07-28
Large Shareholding Report
EDINET
2026-07-27
Large Shareholding Report
EDINET
2026-06-29
Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINET
2026-06-12
Large Shareholding Report
EDINET
2026-06-12
Large Shareholding Report
TDnet
2026-06-08
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