Overview
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Ai ROBOTICS INC.

Ai Robotics operates a D2C brand business focused on beauty and personal care products, primarily targeting Japanese women through its skincare brand 'Yunth' and beauty electronics brand 'Brighte'. The company develops and markets products such as the 'Namavc Whitening Serum' (生VC美白美容液), which has shipped over 5 million units, and facial beauty devices, selling through its own e-commerce site, major EC platforms (Rakuten, Amazon), and approximately 10,232 retail stores including drugstores nationwide. A proprietary AI system called 'SELL' underpins the company's marketing operations, enabling automated ad management, product development analytics, demand forecasting, and CRM, driving continuous hit product creation and a subscription-based recurring revenue model.

Market Cap
¥50.6B
US$323M
EV
¥82.2B
US$524M
Stock¥802▼-0.99%
US$1 = ¥156.80 (2026-10-23)
LTM EV/EBITDA
24.7
x
LTM EV/EBIT
25.3
x
LTM PER
23.5
x
LTM PBR
9.0
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-75.2%pt
1001
Oct 24, 25 – Oct 23, 26StockTOPIX
1Aug 17, 26Q1 FY2027/03 earnings announced
MC → EV Bridge
50.6BUS$323MMarket Cap38.8BUS$248M+ Debt7.29BUS$46.5M− Cash0.00BUS$0.00M− Inv. Sec.82.2BUS$524MEV
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Performance & Balance
Revenue 5Y (¥B)
1.61US$10.3M'22/33.65US$23.2M'23/37.06US$45.0M'24/314.2US$90.6M'25/329.4US$187M'26/3
EBITDA 5Y (¥B)
2.52US$16.1M'25/33.87US$24.7M'26/3
Net Income 5Y (¥B)
-0.39-US$2.47M'22/3-0.26-US$1.68M'23/30.83US$5.26M'24/31.70US$10.9M'25/32.65US$16.9M'26/3
Capital Structure
87%
EquityD/E 6.94xDebt
Liquidity vs Debt 5Y (¥B)▼ Net Debt
CashInv. Sec.Debt
'22/3'23/3'24/33.93US$25.1M1.68US$10.7M'25/33.99US$25.4M8.02US$51.1M'26/3
Shareholders
Top 10 hold 47.5%
1
Makoto TATSUKAWA
18.38%
2
Custody Bank of Japan, Ltd. (Trust Account)
6.39%
3
Tomomi KUWAYAMA
3.64%
4
SBI Incubation Co., Ltd.
3.18%
5
Yoshimi TACHIKAWA
3.13%
6
Yoshiyuki AIKAWA (Standing Proxy: Keiko AIKAWA)
2.82%
7
Takami KONDO
2.76%
8
Yukio YAMAMOTO
2.65%
9
Enigmo Inc.
2.36%
10
Brangista Inc.
2.16%
Management
7 officers
Makoto TATSUKAWA
Representative Director, President
Dec 2013 Established Rocket Venture Co., Ltd. (now 4MEEE Co., Ltd.); assumed position of Representative Director Feb 2015 Transferred shares of Rocket Venture Co., Ltd. (now 4MEEE Co., Ltd.) to ENIGMO Inc. Apr 2016 Established the Company; assumed position of Representative Director, President (current)
1985-09-12
Yukio YAMAMOTO
Senior Managing Director
Apr 2008 Joined CyberAgent, Inc. Dec 2015 Joined TABI LABO, Inc. (now NEW STANDARD Inc.) May 2017 Joined Leading Mark Inc. Nov 2017 Joined Personalize Inc. Apr 2020 Joined the Company Jan 2021 Assumed position of Director of the Company May 2023 Assumed position of Senior Managing Director of the Company (current)
1984-07-06
Yuta SAKAMOTO
Director, General Manager of Administration Division
Feb 2010 Joined Avex Group Holdings Inc. (now Avex Inc.) Feb 2014 Joined Azusa Audit LLC Jan 2020 Joined Cyber Buzz, Inc. Dec 2022 Joined the Company; assumed position of General Manager, Administration Department Apr 2023 Assumed position of Executive Officer, General Manager, Administration Department of the Company Jun 2023 Assumed position of Director, General Manager of Administration Division of the Company (current)
1985-01-25
Maya KAWANA
Director
Apr 2004 Joined Goldman Sachs Securities Co., Ltd. Sep 2008 Joined Business Breakthrough, Inc. (now Aoba-BBT) Jul 2017 Joined Afiniti Japan K.K. Dec 2019 Established BOLD Inc.; assumed position of Representative Director, CEO Apr 2021 Visiting Researcher and Professor, Ritsumeikan University Jan 2025 Outside Director, DesignFuture Japan Inc. (current) Jun 2025 Outside Director of the Company (current) Apr 2026 Representative Director, CEO, Spiber Inc. (current)
1981-04-10
Masafumi OKADA
Director, Audit and Supervisory Committee Member
Mar 2018 Assumed position of Director, Audit and Supervisory Committee Member, GMO Cloud K.K. (now GMO GlobalSign Holdings K.K.) (current) Dec 2018 Outside Audit & Supervisory Board Member, Asiaquest Inc. (current) Apr 2019 Outside Audit & Supervisory Board Member, Lafool Inc. (current) Sep 2020 Representative Member and CEO, WIZM LLC (current) Jan 2021 Outside Audit & Supervisory Board Member of the Company Feb 2022 Outside Audit & Supervisory Board Member, primeNumber Inc. (current) Jun 2022 Outside Audit & Supervisory Board Member, Japan Asset Management Infrastructure Group Inc. Jun 2022 Outside Audit & Supervisory Board Member, Leading Mark Inc. (current) Jun 2023 Outside Director, Japan Asset Management Infrastructure Group Inc. Sep 2024 Outside Audit & Supervisory Board Member, freecracy Inc. (current) Jun 2025 Outside Director, Audit and Supervisory Committee Member of the Company (current) Dec 2025 Outside Audit & Supervisory Board Member, Aeterlink Inc. (current)
1965-03-25
Yoshihide SUGIMOTO
Director, Audit and Supervisory Committee Member
Apr 2011 Established Legal Partners Law Office (now Anshin Partners Law Office) (current) Dec 2015 Outside Director, Brandgista Inc. (current) Sep 2018 Outside Director, NATTY SWANKY Inc. (now NATTY SWANKY Holdings Inc.) (current) Jun 2020 Outside Director, Audit and Supervisory Committee Member, Avex Inc. (current) Jan 2021 Outside Audit & Supervisory Board Member of the Company Jan 2022 Outside Audit & Supervisory Board Member, GROWTH POWER Inc. (current) Apr 2022 Outside Audit & Supervisory Board Member, Sheera Holdings Inc. (now Sheera Technologies Inc.) (current) Sep 2024 Outside Director, LE.O.VE Inc. (current) Jun 2025 Outside Director, Audit and Supervisory Committee Member of the Company (current) Aug 2025 Outside Director (Audit and Supervisory Committee Member), Sheera Holdings Inc. (formerly Kumika Inc.) (current)
1980-10-31
Masahiro SUDA
Director, Audit and Supervisory Committee Member
Apr 2000 Joined Hakuhodo Inc. Feb 2004 Established ENIGMO Inc.; assumed position of Representative Director Apr 2005 Assumed position of Representative Director, Co-Chief Executive Officer, ENIGMO Inc. Apr 2013 Assumed position of Representative Director, Chief Executive Officer, ENIGMO Inc. (current) Jun 2025 Outside Director, Audit and Supervisory Committee Member of the Company (current)
1974-04-30
Large Shareholding Reports
Makoto RYUKAWA
2026-10-06
18.91%→17.88%
Annual report (as of 2026-03-31): 18.38%
Makoto RYUKAWA
2026-03-23
19.92%→18.91%
Annual report (as of 2026-03-31): 18.38%
SBI Incubation Co., Ltd.
2026-03-05
3.34%→3.27%
Annual report (as of 2026-03-31): 3.18%
Buranjista Co., Ltd.
2026-02-13
5.05%→2.89%
Annual report (as of 2026-03-31): 2.16%
Tomomi KUWAYAMA
2025-12-24
5.96%→4.86%
Annual report (as of 2026-03-31): 3.64%
Yoshimi KUWAYAMA
2025-12-24
5.92%→4.81%
Tomomi KUWAYAMA
2025-12-24
5.96%→4.86%
Correction filing (name/detail fix only) — ratio carried over from the original filing
Annual report (as of 2026-03-31): 3.64%
SBI Incubation Co., Ltd.
2025-12-02
3.34%
Annual report (as of 2026-03-31): 3.18%
Tomomi KUWAYAMA
2025-10-10
5.96%→4.86%
Annual report (as of 2026-03-31): 3.64%
Makoto RYUKAWA
2025-10-10
20.09%→19.92%
Annual report (as of 2026-03-31): 18.38%
SBI Incubation Co., Ltd.
2025-10-03
4.48%→3.79%
Annual report (as of 2026-03-31): 3.18%
SBI Incubation Co., Ltd.
2025-09-19
5.51%→4.48%
Annual report (as of 2026-03-31): 3.18%
SBI Incubation Co., Ltd.
2025-09-05
7.08%→5.51%
Annual report (as of 2026-03-31): 3.18%
Disclosures
No disclosures
Primary Source Filings
EDINET
2026-10-06
Large Shareholding Report
EDINET
2026-06-22
Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINET
2026-03-23
Large Shareholding Report
EDINET
2026-03-05
Large Shareholding Report
EDINET
2026-02-13
Large Shareholding Report
TDnet
2026-02-13
Q3 Earnings Flash
FY ending Mar 2026
EDINET
2025-12-24
Large Shareholding Report
EDINETAmended
2025-12-24
Change Report
EDINET
2025-12-24
Large Shareholding Report
EDINET
2025-12-02
Large Shareholding Report
EDINET
2025-11-14
Semi-Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINET
2025-10-10
Large Shareholding Report
EDINET
2025-10-10
Large Shareholding Report
EDINET
2025-10-03
Large Shareholding Report
EDINET
2025-09-19
Large Shareholding Report
EDINET
2025-09-05
Large Shareholding Report
TDnet
2025-08-13
Q1 Earnings Flash
FY ending Mar 2026
EDINET
2025-06-25
Annual Securities Report
Period: Apr 2024 – Mar 2025
TDnet
2025-02-14
Q3 Earnings Flash
FY ending Mar 2025
EDINET
2024-11-14
Semi-Annual Securities Report
Period: Apr 2024 – Mar 2025
EDINETAmended
2024-09-18
Amended Securities Registration Statement
EDINETAmended
2024-09-09
Amended Securities Registration Statement
EDINET
2024-08-23
Securities Registration Statement
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