Baudroie

Basic Information

Stock Code
4413
Industry
Information and Communications
Category Detail
Systems & Software
Prefecture
Tokyo
Establishment Year
April 2007
Listing Year
November 2021
Official Website
https://www.baudroie.jp/
TSE Information
TSE Information
Yahoo! Finance
Yahoo! Finance
Other Companies
Digital Arts, Sakura Internet, GMO GlobalSign Holdings, TeraSky, Change Holdings, PA Consulting, Amiya, Flect, Server Works, ID Holdings, Japan Business Systems, KSK

Overview

Baudroie is a growing company in the information and communications industry founded in 2007, with strengths in network infrastructure technology, supporting customers' digital foundations through cloud and IT consulting businesses.

Current Situation

Baudroie recorded consolidated sales of approximately 7.3 billion yen, operating profit of approximately 1.5 billion yen, and net profit of approximately 1.17 billion yen for the fiscal year ending February 2024, achieving a high profit margin of about 15%. Its main businesses are network integration and server integration, deploying advanced technologies such as traffic reduction for cloud services and automatic overlay communication switching. Major clients include major telecommunications companies like NTT, KDDI, and SoftBank, building a stable revenue base. Stock-type sales including operation and maintenance account for about 56% of total sales, ensuring business continuity. Since its listing on the Tokyo Stock Exchange Mothers market in 2021, it has actively recruited engineers and focused on talent development. It plans to change its market segment to the Prime Market in March 2025, accelerating its growth strategy. Going forward, it aims to innovate services using SDN and NFV technologies, expand its customer base, and strengthen competitiveness through advanced IT infrastructure provision.

Trivia

Interesting Facts

  • Company name means 'monkfish' in French, symbolizing IT infrastructure support
  • Pioneer in Japan for early commercialization of SDN/NFV technology
  • Continuing policy of hiring over 100 engineers even after 2021 listing
  • Established high-profit model with about 15% margin
  • Major clients include NTT, KDDI, SoftBank, and other large telecom operators
  • Scheduled to change market segment to Prime Market in March 2025
  • Growing as mid-sized IT company with approximately 631 employees
  • Operation and maintenance services account for about 56% of sales
  • Developing AI-utilizing IT operation services
  • Receives accounting audit from Deloitte Tohmatsu
  • Head office located in Mori JP Tower, Azabudai Hills, Minato-ku, Tokyo
  • Adopts management structure with two representative directors
  • Japan Master Trust Custody Bank listed as major shareholder
  • Focus on engineer development through SDN/NFV education programs
  • Engineer hiring numbers at high industry level

Hidden Connections

  • Deep technical collaboration with major telecom carrier clients, jointly advancing infrastructure construction
  • Jointly developing new services with group of companies strong in SDN/NFV technology
  • Strengthened linkage between own and client company engineer development through IT staffing and education business
  • Improved transaction trust with major financial institutions via Prime Market listing
  • Internal AI utilization promotion serves as benchmark for domestic IT companies
  • Many collaboration projects with peers, wide industry network
  • Founder's major shareholder control post-listing provides stability to corporate culture
  • Cloud communication optimization technology under patent application, strengthening competitive advantage

Future Outlook

Growth Drivers

  • Continuous growth in cloud service demand
  • Spread of 5G and next-generation communication technologies
  • Market expansion of SDN/NFV technology
  • Increasing needs for IT infrastructure automation and operation efficiency
  • Service quality improvement through dedicated engineer hiring
  • Rising consulting demand from accelerated corporate DX promotion
  • Expansion of related services due to heightened cybersecurity awareness
  • Stable growth through strengthened stock-type revenue model

Strategic Goals

  • Establish and maintain top position in Tokyo Stock Exchange Prime Market
  • Achieve consolidated sales over 15 billion yen
  • Improve stock-type sales ratio to over 70%
  • Establish domestic leadership in cloud communication optimization technology
  • Expand engineer workforce to over 1,000
  • Establish systems for environmental burden reduction and sustainable management
  • Initiate service expansion into overseas markets
  • Develop new businesses centered on AI and automation technologies
  • Expand cybersecurity services
  • Maintain customer satisfaction over 90%

Business Segments

Network Integration

Overview
Supports stable operation of customer systems through advanced network infrastructure construction and operation
Competitiveness
Advanced solutions leveraging SDN/NFV technology
Customers
  • Telecom Carriers
  • Large Corporations
  • Public Institutions
  • Financial Institutions
  • Educational Institutions
Products
  • Network Design
  • Network Construction
  • Network Operation and Maintenance

Server Integration

Overview
Provides integrated services from optimal server equipment design to construction and maintenance
Competitiveness
Flexible design and operation tailored to customer needs
Customers
  • IT Companies
  • Government Offices
  • Manufacturing
  • Logistics
  • Services
Products
  • Server Design
  • Server Construction
  • Server Maintenance Management

IT Consulting

Overview
Effectively improves corporate IT infrastructure and supports resolution of management issues
Competitiveness
Proposal capabilities combining infrastructure technology and management perspectives
Customers
  • Mid-sized Companies
  • Large Corporations
  • Public Organizations
  • Financial Institutions
  • Medical Institutions
Products
  • System Infrastructure Diagnosis
  • Business Optimization Proposals
  • Cloud Utilization Support

Cloud Integration

Overview
Promotes customer digitalization through migration to cloud environments and optimal operation
Competitiveness
High-efficiency operation using automation technology
Customers
  • Companies in General
  • Startups
  • E-commerce Companies
  • Educational Institutions
  • Government Offices
Products
  • Cloud Design
  • Migration Support
  • Operation Support

Security Services

Overview
Protects information assets with advanced network security services
Competitiveness
High real-time monitoring and response capabilities
Customers
  • Financial Institutions
  • Manufacturing
  • IT Companies
  • Government-related Organizations
  • Educational Institutions
Products
  • Threat Detection
  • Access Management
  • Audit Support

IT Personnel Dispatch

Overview
Supports corporate projects by dispatching highly skilled engineers
Competitiveness
Rapid securing and training capabilities for specialized engineers
Customers
  • IT Vendors
  • SIers
  • Manufacturing
  • Telecom Operators
  • Public Institutions
Products
  • Network Engineer Dispatch
  • Server Engineer Dispatch
  • Operation and Maintenance Engineer Dispatch

System Operation Support

Overview
Operation and maintenance services to ensure stable operation of corporate systems
Competitiveness
24/7 response capabilities and quality management
Customers
  • Large Corporations
  • Government Offices
  • Financial Institutions
  • Telecom Operators
  • Manufacturing
Products
  • Network Monitoring
  • Troubleshooting
  • Performance Optimization

Software Development Support

Overview
Supports software development in network control field to promote automation
Competitiveness
High technological expertise in SDN/NFV areas
Customers
  • IT Companies
  • Software Development Companies
  • Startups
  • Manufacturing
  • Finance
Products
  • Network Control Software
  • Operation Management Tools
  • Automation Scripts

Cloud-Based Solution Provision

Overview
Deploys safe and efficient cloud services for small and medium enterprises
Competitiveness
User-friendly management tools
Customers
  • Small and Medium Enterprises
  • Educational Institutions
  • Medical Institutions
  • Retail
  • Services
Products
  • Cloud Backup
  • Cloud Monitoring
  • User Management Platform

IT Infrastructure Consulting

Overview
Supports optimization of IT infrastructure tailored to customer management challenges
Competitiveness
Comprehensive expertise in both IT and management
Customers
  • Large Corporations
  • Government Agencies
  • Educational Institutions
  • Manufacturing
  • Finance
Products
  • IT Strategy Design
  • Risk Assessment
  • Business Process Improvement

Engineer Education Support

Overview
Education business supporting skill improvement for IT engineers
Competitiveness
Practical curriculum design
Customers
  • HR Training Staff
  • IT Companies
  • Industry Associations
  • Universities
  • Public Institutions
Products
  • Technical Training
  • Skills Certification Courses
  • Online Education Programs

Cloud Operation Automation Service

Overview
Automation support services to improve efficiency in cloud environment operations
Competitiveness
High scalability and reliability
Customers
  • Cloud Operation Companies
  • IT Vendors
  • Manufacturing
  • Finance
  • Telecom Operators
Products
  • Operation Automation Tools
  • Monitoring System Integration
  • Automatic Failure Notification

Competitive Advantage

Strengths

  • Advanced network infrastructure technology
  • Cloud service response capabilities
  • High profit margin of about 15%
  • Strong transaction relationships with major telecom carriers
  • Stability of stock-type sales
  • Active engineer recruitment and development
  • Early adoption of SDN and NFV technologies
  • Diverse IT solution offerings
  • Flexible response to customer needs
  • Solid financial foundation
  • High expertise in the domestic market
  • Management structure with two representative directors
  • Compliance-oriented corporate culture
  • Accounting audit by Deloitte Tohmatsu
  • Diversified business portfolio

Competitive Advantages

  • Differentiation from competitors through network traffic reduction technology
  • Alignment with market needs via cloud optimization services
  • Continuous revenue assurance through stock-type business model
  • Long-term contracts with major telecom infrastructure companies support stable income
  • Ongoing technology strengthening via active engineer hiring
  • Competitive edge from advanced SDN/NFV business development
  • Customer retention through total IT solutions
  • Enhanced credibility from Tokyo Stock Exchange Prime Market listing
  • Commitment to sustainable growth based on management philosophy
  • Strong customer support system boosts user satisfaction
  • Excellent financial position forms basis for new investments
  • Flexible and speedy service delivery enhances customer evaluation
  • Market leadership through active adoption of latest technologies
  • Solid management governance by two representative directors
  • Broad customer deployment across diverse industries

Threats

  • Burden of continuous response to rapid technological innovation
  • Risk of expansion in in-house development by major telecom operators
  • Intensifying competition for highly skilled talent
  • Fierce competition with emerging IT ventures
  • IT investment reduction due to economic uncertainty
  • Increasing sophistication and frequency of cyber attacks
  • Rising operational costs from strengthened regulations
  • Impact from changes in customer cloud strategies
  • Pressure to adapt to sudden market need shifts
  • Influence of international situations and exchange rate fluctuations
  • Profit pressure from rising labor costs
  • Disparities in customer DX promotion speeds

Innovations

2024: Enhanced Cloud Communication Traffic Optimization Service

Overview
Further leverages SDN/NFV technology to promote communication efficiency. Achieves load reduction for cloud services.
Impact
Contributes to customer communication cost reduction and performance improvement

2023: Development of Network Automatic Overlay Control Technology

Overview
Practical implementation of technology enabling automatic switching and optimal route selection between multiple sites.
Impact
Contributes to improved network flexibility and reliability

2022: Introduction of AI Utilization in IT Infrastructure Operation and Maintenance

Overview
Utilizes AI for fault detection and operation monitoring to achieve operational efficiency.
Impact
20% reduction in operation costs and improved response speed

2021: Launch of SDN/NFV Education Program

Overview
Developed specialized SDN/NFV education program for new hires to strengthen talent development foundation.
Impact
Successfully enhanced technological capabilities and reduced turnover

2020: Expansion of Cloud-Related Consulting Services

Overview
Strengthened cloud migration support services for companies, expanding DX support scope.
Impact
Leads to new customer acquisition and sales growth

Sustainability

  • Promotion of energy-efficient network equipment introduction
  • 推進 of paperless operations and digitalization
  • CO2 reduction through expanded remote work systems
  • Environmental awareness activities in internal training
  • Social contributions through regional IT education support