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Overview

Information & Communication

Arent Inc.

Arent is a construction DX (digital transformation) company that provides consulting, system development, and SaaS products to major players in the construction and plant engineering industries in Japan. The company operates through two core segments: a DX business offering end-to-end consulting and agile co-development of BIM-integrated automation systems, and a product business offering proprietary SaaS tools such as ProColla (AI-powered construction process management) and Lightning BIM (AI-driven Revit add-ins). Arent's competitive strength lies in its ability to decode industry-specific tacit knowledge using advanced mathematics and deep domain expertise, converting it into scalable digital products through joint ventures and M&A.

Market Cap

US$164M

¥26.2B

US$140M

¥22.4B

StockUS$24.01(¥3,835)▲+2.40%

US$1 = ¥159.70 (2026-11-12)

LTM EV/EBITDA

12.3

LTM EV/EBIT

18.1

LTM PER

15.1

LTM PBR

3.5

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-23.6%pt

Nov 13, 25 – Nov 13, 26StockTOPIX

1Nov 14, 25Q1 FY2026/06 earnings announced

2Nov 17, 25Continued earnings downward revision

3Aug 7, 26Full-year FY2026/06 earnings announced

MC → EV Bridge

AI Briefing

Arent delivers BIM-integrated construction DX consulting and SaaS (ProColla, Lightning BIM) to major Japanese construction and plant engineering firms, expanding via JVs and bolt-on M&A. FY26/6 revenue US$36.3M (¥5.8B), up from US$25.0M (¥4.0B) prior year, though OP margin compressed to 15.8% from 42.0% as the topline scaled. Not in public data on any tender offer or third-party research note; founder-chairman 鴨林広軌 retains a concentrated ~34% holding alongside 光通信 and other early investors.

Open Arent Inc. in the demo →Comps, DCF and WACC for this company. Free, no time limit.

Performance & Balance

Revenue 5Y (US$)

EBITDA 5Y (US$)

Net Income 5Y (US$)

Capital Structure

95%

EquityD/E 0.05xDebt

Liquidity vs Debt 5Y (US$)▲ Net Cash

CashInv. Sec.Debt

Business Segments

2026/06 · US$ (¥B)

DX Business

Revenue

US$24.8M(¥3.97B)

Segment profit

US$9.91M(¥1.58B)39.9%

Product Business

Revenue

US$12.6M(¥2.02B)

Segment profit

US$0.01M(¥0.00B)0.1%

Adjustments

Revenue

-US$0.98M(¥-0.16B)

Segment profit

-US$4.14M(¥-0.66B)

Shareholders

Top 10 hold 71.4%

as of 2026-06-30 · Source: Annual Securities Report

Hiroki KAMOBAYASHI

33.78%

Koshin Investment Limited Liability Partnership (Hikari Tsushin KK Investment Limited Liability Partnership)

6.98%

Fumitaka SAKAI

6.17%

SBI 4 & 5 Investment Limited Liability Partnership

4.45%

Takashi NAKAGAWA

3.96%

Atsushi MARUYAMA

3.85%

Norio YAMAZAKI

3.26%

Naonaga OKITA (Standing Proxy: Mizuho Securities Co., Ltd.)

3.24%

MSIP CLIENT SECURITIES (Standing Proxy: Morgan Stanley MUFG Securities Co., Ltd.)

3.16%

Nomura Trust and Banking Co., Ltd. (Investment Trust Account)

2.56%

Management

9 officers

Hiroki KAMOBAYASHI

Representative Director, President; Head of Management Strategy Division

Apr 2007 Joined MU Investment Advisory Co., Ltd. (now Mitsubishi UFJ Asset Management Co., Ltd.) Jun 2012 Joined GREE, Inc. (now GREE Holdings, Inc.) Jul 2015 Director, CFlat Inc. (now the Company) Jul 2015 Representative Director, ASTROTECH SOFTWARE DESIGN STUDIOS Inc. (now the Company) Aug 2018 Representative Director, Executive Vice President, CFlat Inc. (now the Company) Apr 2019 Representative Director, President, CFlat Inc. (now the Company) Jul 2024 Representative Director, President; Head of Management Strategy Division, the Company (current)

1982-06-12

Fumitaka SAKAI

Representative Director, Executive Vice President; Head of DX Business Division

Apr 2008 Joined Almonicos Inc. Jul 2012 Established CFlat Inc. (now the Company), Representative Director, President Apr 2019 Representative Director, Executive Vice President; Head of Business Division, CFlat Inc. (now the Company) Jul 2024 Representative Director, Executive Vice President; Head of DX Business Division, the Company (current)

1983-03-31

Takeshi ODA

Managing Director

Apr 2008 Joined Almonicos Inc. Jul 2019 Director, CFlat Inc. (now the Company) Jul 2020 Representative Director, VTP Co., Ltd. (now the Company) Feb 2025 Managing Director, the Company (current) Nov 2025 CEO, Arent Software S.A. (current)

1979-07-25

Tsubasa NAKAJIMA

Director; Head of Administration Division

Mar 2012 Joined Taiho Co., Ltd. Jun 2019 Joined CFlat Inc. (now the Company) Jul 2020 Audit & Supervisory Board Member, VTP Co., Ltd. (now the Company) Sep 2021 Director, General Manager of Administration Division, the Company Jul 2024 Director; Head of Administration Division, the Company (current) Jan 2025 Director, Kozo Soft Co., Ltd. (current) Jul 2025 Audit & Supervisory Board Member, Stag Co., Ltd. (current) Jan 2026 Audit & Supervisory Board Member, Asakura Soft Co., Ltd. (current)

1986-08-16

Tsuyoshi KIMURA

Director; Head of Product Sales Division

Apr 1989 Joined KEYENCE Corporation Mar 2005 General Manager, AC Business Division (now Control Systems Business Division), KEYENCE Corporation Jan 2008 General Manager, FAIN Business Division (now Sensor Business Division) and General Manager, Business Promotion Division, KEYENCE Corporation Jun 2009 Director and General Manager, FAIN Business Division, KEYENCE Corporation Sep 2011 Director and General Manager, Automatic Identification Business Division, KEYENCE Corporation Dec 2015 Director and General Manager, Precision Measurement Business Division, KEYENCE Corporation Dec 2017 Director, KEYENCE Corporation; Director and Advisor, iPROS Inc. Mar 2018 Director, KEYENCE Corporation; Representative Director, President, iPROS Inc. Jun 2018 Representative Director, President, iPROS Inc. Mar 2021 Representative Director, President, APISTE Inc. Jan 2022 Executive Officer; Head of Sales and Marketing Division, SHIFT Inc. Sep 2024 Executive Officer; Head of Sales Promotion Division, SHIFT Inc. May 2025 Executive Officer; Deputy Head of Business Division and General Manager, Sales Promotion Division, SHIFT Inc. Jun 2026 Head of Product Sales Division, the Company Sep 2026 Director; Head of Product Sales Division, the Company (current)

1967-01-06

Hiroto KODA

Outside Director

Apr 1982 Joined Nippon Kogyo Bank, Ltd. (now Mizuho Bank, Ltd.) Apr 2016 Senior Managing Director (Representative Director) and Senior Executive Officer, Mizuho Securities Co., Ltd. May 2016 Vice President (Representative Director) and Vice President Executive Officer, Mizuho Securities Co., Ltd. Jul 2018 Distinguished Professor, Graduate School of Management, Kyoto University (current) Jul 2018 Professor, SBI University (current) Jul 2018 Representative Director, President, Innovation Intelligence Research Institute Inc. (current) Sep 2018 Visiting Professor, Graduate School of Business Administration, Hitotsubashi University (current) Oct 2018 Representative Director, President, Reading Skill Test Co., Ltd. (current) Apr 2019 Project Professor, Graduate School of Economics, Kyoto University (current) Dec 2019 Outside Director, Japan Innovation Network Corporation (current) Mar 2020 Special Committee Member, CAC Holdings Co., Ltd. (current) Mar 2021 Outside Director, Institution for a Global Society Inc. (current) May 2022 Representative Director, IMA Value Co-Creation Research Association (current) Jul 2022 Outside Director, the Company (current)

1959-06-08

Takahiro MIZUTORI

Outside Audit & Supervisory Board Member (Full-time)

Dec 2008 Joined Deloitte Touche Tohmatsu LLC (now Deloitte Touche Tohmatsu LLC) Jan 2020 Established Mizutori Accounting Office; Office Head (current) Jan 2020 Full-time Outside Audit & Supervisory Board Member, CFlat Inc. (now the Company) (current) Mar 2021 Audit & Supervisory Board Member, VestOne Inc. (now Arent AI Inc.) (current) Aug 2026 Audit & Supervisory Board Member, Kensetsu Dot Web Co., Ltd. (current)

1979-05-08

Kenji MATSUDA

Outside Audit & Supervisory Board Member

Dec 2007 Joined Deloitte Touche Tohmatsu LLC (now Deloitte Touche Tohmatsu LLC) Mar 2012 Joined GCA Corporation Mar 2017 Seconded to Baker Tilly Malaysia Apr 2018 Established Matsuda CPA Office; Office Head (current) Apr 2019 Joined ACA Co., Ltd. Apr 2019 Outside Audit & Supervisory Board Member, CFlat Inc. (now the Company) (current) Jan 2024 Partner, Itabashi Audit Corporation (current) Jul 2024 Representative Director, Fair Partners Inc. (current) Feb 2026 Outside Audit & Supervisory Board Member, TAPP Inc. (current)

1985-05-19

Takumi SUGANUMA

Outside Audit & Supervisory Board Member

Oct 2002 Joined Deloitte Touche Tohmatsu LLC (now Deloitte Touche Tohmatsu LLC) Dec 2004 Seconded to Japan Securities Dealers Association Exchange (now Japan Exchange Group, Inc.) Dec 2006 Joined Cookpad Inc. Nov 2008 Director, Double A Inc. Dec 2012 Joined Claire Law Office (Attorney-at-Law Corporation) Jun 2013 Joined Lancers Inc. Jun 2013 General Manager, Corporate Administration Division, Lancers Inc. Dec 2013 Executive Officer, Lancers Inc. Dec 2015 Established Link Partners Law Office; Managing Partner (current) May 2017 Outside Director (Audit and Supervisory Committee Member), Double A Inc. (current) Apr 2018 Outside Director (Audit and Supervisory Committee Member), Basic Inc. (current) Dec 2018 Outside Director, jig.jp Inc. (current) Sep 2020 Outside Audit & Supervisory Board Member, the Company (current) Aug 2025 Outside Director, Agent Glow Inc. (current)

1981-02-16

Large Shareholding Reports

Koutsushin Co., Ltd.

2026-10-15

9.23%→9.43%

SBI Investment Co., Ltd.

2026-09-16

5.48%→4.54%

Hikari Tsushin, Inc.

2026-08-21

9.23%→9.23%

SBI Investment Co., Ltd.

2026-08-06

5.71%→5.48%

Koutsushin Co., Ltd.

2026-07-08

9.01%→9.23%

Koutsushin Co., Ltd.

2026-06-15

8.46%→9.01%

Koutsushin Co., Ltd.

2026-05-18

7.85%→8.46%

Koutsushin Co., Ltd.

2026-04-22

6.88%→7.85%

Koutsushin Co., Ltd.

2026-04-09

5.85%→6.88%

Koutsushin Co., Ltd.

2026-03-18

4.81%→5.85%

Koutsushin Co., Ltd.

2026-03-04

4.81%

SBI Investment Co., Ltd.

2026-01-22

5.88%→5.71%

Shinnyo UMEBAYASHI

2025-12-26

—

Shinnyo UMEBAYASHI

2025-12-26

7.03%→3.46%

Correction filing (name/detail fix only) — ratio carried over from the original filing

SBI Investment Co., Ltd.

2025-12-19

5.88%→5.88%

SBI Investment Co., Ltd.

2025-12-17

5.88%→5.88%

Hiroki KAMOBAYASHI

2025-12-17

35.25%→34.24%

Annual report (as of 2026-06-30): 33.78%

Hiroki KAMOBAYASHI

2025-12-17

37.34%→35.25%

Correction filing (name/detail fix only) — ratio carried over from the original filing

Annual report (as of 2026-06-30): 33.78%

Hiroki KAMOBAYASHI

2025-12-16

35.25%→34.24%

Annual report (as of 2026-06-30): 33.78%

Hiroki KAMOBAYASHI

2025-12-16

37.34%→35.25%

Annual report (as of 2026-06-30): 33.78%

SBI Investment Co., Ltd.

2025-12-15

5.88%→5.88%

SBI Investment Co., Ltd.

2025-12-10

5.88%→5.88%

Leos Capital Works Co., Ltd.

2025-12-09

6.24%

Correction filing (name/detail fix only) — ratio carried over from the original filing

Leos Capital Works Co., Ltd.

2025-12-08

6.24%

Leos Capital Works Co., Ltd.

2025-12-05

7.77%→6.52%

Shinnyo UMEBAYASHI

2025-10-20

7.03%→3.46%

Leos Capital Works Co., Ltd.

2025-08-22

9.04%→7.77%

Disclosures

No disclosures

Primary Source Filings

TDnet

2026-11-12

Q1 Earnings Flash

FY ending Jun 2027

Arent Inc.

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