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Overview

Information & Communication

SmartDrive inc.

SmartDrive operates a mobility data platform that collects, analyzes, and monetizes driving data equivalent to 55 laps around the Earth per day. The company serves corporate fleet operators with its flagship SaaS product 'SmartDrive Fleet,' a cloud-based vehicle management service providing DX, safety management, and regulatory compliance to over 2,100 corporate clients across logistics, infrastructure, real estate, and other industries. Additionally, SmartDrive provides OEM/white-label solutions to automotive manufacturers, leasing companies, and insurers (Asset Owner business), and is expanding into Southeast Asian markets—primarily Malaysia—with telematics and EV charging services.

Market Cap

¥11.3B

US$72.2M

¥11.5B

US$73.5M

Stock¥303▲+0.33%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

17.9

LTM EV/EBIT

26.2

LTM PER

19.4

LTM PBR

8.2

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-49.8%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

1Jun 17, 26Board approved share buyback

2Aug 14, 26FY2026/9 sales guidance raised (¥1.70bn→¥1.83bn) on strong AI Solutions segment

MC → EV Bridge

AI Briefing

Generating insights…

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

42%

58%

EquityD/E 1.38xDebt

Liquidity vs Debt 5Y (¥B)▼ Net Debt

CashInv. Sec.Debt

Shareholders

Top 10 hold 77.3%

as of 2026-03-31 · Source: Annual Securities Report

OMU Co., Ltd.

47.85%

Custody Bank of Japan, Ltd. (Trust Account)

11.15%

TJ2015.FUND LP

7.30%

Rakuten Securities, Inc. (Joint Account)

2.80%

The Master Trust Bank of Japan, Ltd. (Trust Account)

2.29%

Takeshi SON

2.24%

Retsu KITAGAWA

1.08%

Sumitomo Mitsui Auto Service Company, Limited

0.90%

JP JPMSE LUX RE UBS AG LONDON BRANCH EQ

0.85%

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

0.85%

Management

8 officers

Retsu KITAGAWA

Representative Director, President

Oct 2013: Established the Company; assumed office as Representative Director (current) Mar 2020: Director, SmartDrive Sdn. Bhd. (current) Aug 2021: Representative Director, OMU Co., Ltd. (current) Oct 2025: Representative Director, Mobility Transformation Co., Ltd. (current)

1989-04-24

Hiroki MOTOGAKIUCHI

Director (in charge of Business Division)

Dec 2008: Joined Ernst & Young ShinNihon LLC Oct 2011: Joined GREE, Inc. Jan 2015: Joined the Company Dec 2018: Assumed office as Director of the Company (current)

1982-03-19

Kanta TAKAHASHI

Director (in charge of Administration Division)

Oct 2002: Joined Asahi Audit Corporation (currently Ernst & Young ShinNihon LLC) Dec 2013: Joined CoCoN Co., Ltd. Jul 2017: Joined the Company Dec 2020: Assumed office as Director of the Company (current)

1979-06-06

Tomohiro NAKAJIMA

Director (Full-time Audit and Supervisory Committee Member)

Apr 1998: Joined the Ministry of Posts and Telecommunications (currently Ministry of Internal Affairs and Communications) Dec 2008: Joined Arata & Co. (currently PwC Japan LLC) Jul 2015: Joined Aoyama Zaisan Networks Co., Ltd. Dec 2018: Assumed office as Full-time Audit & Supervisory Board Member of the Company Dec 2023: Assumed office as Director (Audit and Supervisory Committee Member) of the Company (current)

1975-08-16

Eriko ISHII

Director (Audit and Supervisory Committee Member)

Oct 2004: Joined Mori Hamada & Matsumoto Apr 2016: Part-time Lecturer, Keio University Law School (current) Jul 2016: Joined Shinko Sogo Law Offices as Partner (current) Dec 2018: Assumed office as Audit & Supervisory Board Member of the Company May 2019: Supervisory Officer, Canadian Solar Infrastructure Fund, Inc. (current) Jun 2019: Outside Audit & Supervisory Board Member, Almard Co., Ltd. (current) Mar 2021: Director (Audit and Supervisory Committee Member), Sun Asterisk Inc. (current) Mar 2021: Outside Director, Tamron Co., Ltd. (current) Oct 2021: Outside Audit & Supervisory Board Member, OPN Holdings Co., Ltd. (current) Feb 2022: Supervisory Officer, Advance Private Investment Corporation (current) Oct 2022: Executive Director, Ichigo Hotel REIT Investment Corporation (current) Jun 2023: Audit & Supervisory Board Member, e-REX Co., Ltd. (current) Dec 2023: Assumed office as Director (Audit and Supervisory Committee Member) of the Company (current)

1981-01-03

Takashi TAKEKAWA

Director (Audit and Supervisory Committee Member)

Apr 2000: Joined Nomura Securities Co., Ltd. Feb 2008: Joined Fillmore Advisory Inc. as Executive Officer Apr 2012: Established Asahi Net International, Inc.; assumed office as Representative Director Aug 2015: Assumed office as Director of the Company Jan 2016: Established zero to one Co., Ltd.; assumed office as Representative Director (current) Dec 2020: Assumed office as Audit & Supervisory Board Member of the Company Dec 2023: Assumed office as Director (Audit and Supervisory Committee Member) of the Company (current)

1977-06-08

Toshiyuki SHIGA

Director (Audit and Supervisory Committee Member)

Apr 2000: Managing Executive Officer, Nissan Motor Co., Ltd. Apr 2005: Chief Operating Officer, Nissan Motor Co., Ltd. Jun 2005: Director, Nissan Motor Co., Ltd. Nov 2013: Vice Chairman, Nissan Motor Co., Ltd. Jun 2016: Outside Director, Takeda Pharmaceutical Company Limited Jun 2017: Director, Nissan Motor Co., Ltd. Jun 2018: Representative Director, Chairman and CEO, INCJ, Ltd. Nov 2022: Outside Director, Gijutsu Shokei Kiko Inc. (current) Jan 2023: Outside Director, and Capital Co., Ltd. (current) Dec 2024: Assumed office as Director (Audit and Supervisory Committee Member) of the Company (current) Jun 2025: Outside Director, Dynamic Map Platform Co., Ltd. (current)

1953-09-16

Satoshi NAGASHIMA

Director (Audit and Supervisory Committee Member)

Sep 1996: Joined Roland Berger Sep 2014: Representative Director and President, Roland Berger Japan Apr 2018: Member, Automotive New Era Strategy Council, Ministry of Economy, Trade and Industry Jun 2019: Global Co-Chair, Roland Berger Jul 2020: Established Kizuki Architect Co., Ltd.; assumed office as Representative Director Nov 2020: Outside Director, Yuki Holdings Co., Ltd. (current) Jun 2021: Member, Green Innovation Fund WG3 (Industrial Structure Transformation) (current) Sep 2023: Outside Director, Aising Inc. (current) Sep 2024: Chairman of the Board, Kizuki Architect Co., Ltd. (current) Dec 2024: Assumed office as Director (Audit and Supervisory Committee Member) of the Company (current)

1968-11-25

Large Shareholding Reports

Asset Management One Co., Ltd.

2026-04-22

5.06%→6.07%

Amova Asset Management Co., Ltd.

2026-04-06

7.23%→5.92%

OMU Co., Ltd.

2026-03-05

47.72%→47.60%

Annual report (as of 2026-03-31): 47.85%

OMU Co., Ltd.

2026-02-20

47.72%→47.60%

Annual report (as of 2026-03-31): 47.85%

Amova Asset Management Co., Ltd.

2025-12-19

8.38%→7.23%

Monoful Pte. Ltd.

2025-09-25

6.62%→4.23%

Amova Asset Management Co., Ltd.

2025-09-19

9.07%→8.38%

Disclosures

No disclosures

Primary Source Filings

TDnet

2026-08-13

Q3 Earnings Flash

FY ending Sep 2026

SmartDrive inc.

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SmartDrive inc.

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