1. Smaregi, Inc.
  2. Investor Relations
  3. Management Policy
  4. To Our Shareholders (2026)

To Our Shareholders and Investors (2026)
Excerpt from the notice of convocation of the 21st Ordinary General Meeting of Shareholders

Thank you very much for your continued support and warm consideration.

It has already been a year since we renewed our management structure at the conclusion of the 20th Ordinary General Meeting of Shareholders and began our journey toward "the next decade." This past year brought many milestones for our Company, and it was a dynamic year in which we took further steps toward new heights.

For the 21st fiscal year (the fiscal year ended April 2026), we achieved consolidated net sales of ¥13.345 billion (up 20.6% year over year) and operating profit of ¥3.216 billion (up 35.2%), marking our 13th consecutive year of revenue growth and our 4th consecutive year of profit growth.

Our Annual Recurring Revenue (ARR) also grew strongly to ¥11.055 billion (up 27.4%), and we surpassed ¥10 billion in ARR as of the end of November 2025. This achieves the annual target set out in our second medium-term management plan a full half-year ahead of schedule, which we take as clear evidence that Smaregi is deepening its penetration of the domestic market as an integrated SaaS platform for store operations.

From POS to
Store's OS

Ryuhei Miyazaki, Representative Director (at the Osaka Head Office)

Opening Up Store Data — an Asset That Grows More Valuable in the Age of AI

Under our management philosophy of "OPEN DATA, OPEN SCIENCE!," our mission has been to open up store data so that anyone can put it to use. The 21st fiscal year was a year in which the true value of that philosophy was tested — and confirmed. The rapid evolution of generative AI has posed a fundamental question to the software industry as a whole, and to the SaaS business model in particular: is its value real? Our Company is no exception to this question.

Starting from the POS register, Smaregi has expanded to integrate the operations stores need — inventory management, attendance and payroll, CRM, and e-commerce-related services — onto a single platform. We were also early to open our APIs, and a great many developers and business partners have made deep, sustained use of them ever since.

Today, our platform handles more than 3 billion API calls* per year. This growing web of external integrations has created a structure in which primary data from stores converges in one place. This accumulation of data — opened up early on — is the asset AI can put to use most readily, and it is our greatest strength, one that only grows more valuable in the age of AI.

We see AI not as a threat to this asset but as an amplifier of it. What matters most is how much larger AI can make the value we deliver to our store customers. In the 21st fiscal year, both our organization and our products turned toward realizing this, and we came away with real confidence that we had raised the value we provide to our customers to a new level.

Looking ahead, we are launching a new medium-term management plan under the banner "From POS to OS." We will integrate the diverse range of store operations we have built out even more deeply with AI, and expand our business to serve customers at a scale larger than ever before.

Annual API Calls

3billion+

*API call: A request sent to the Smaregi system by an external system or application in order to use Smaregi's data or functionality.

Toward Fintech, Our Second Pillar

The common language running through this "OS for stores" is data — and the flow of money is chief among it. We are positioning fintech, including payments, as our second pillar, and over the three years of our next medium-term management plan , we will build out its foundation. This represents a step forward for our Company: from a provider of software that supports stores, to a company that takes on responsibility for the store's money itself.

To All Our Shareholders,
We sincerely ask for your continued warm support.

July 2026
Ryuhei Miyazaki, Representative Director

History of Executive Messages

  1. Smaregi, Inc.
  2. Investor Relations
  3. Management Policy
  4. To Our Shareholders (2026)
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