5137
SmartDrive Co., Ltd.
株式会社スマートドライブ
Technology · Software - Infrastructure
SmartDrive inc. engages in the development of data platforms and services that support the evolution of mobility services in Japan. It offers SmartDrive Fleet, a cloud-based vehicle management system; streamlining service creations; and SmartDrive Mobility Data Platform that utilizes various devices such as, dashcams and GPS trackers for use in various mobility services. The company also develops and provides hardware, applications, and telematics services, as well as data collection and analysis services. SmartDrive inc. was incorporated in 2013 and is headquartered in Chiyoda, Japan.
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Overview
Filings & Signals
Ownership
Financials
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Income Statement
Balance Sheet
Cash Flow
Ratios & Per Share
Metric
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
Net Sales
¥2.9B
¥2.2B
¥1.7B
¥1.3B
Cost of Sales
¥1.1B
¥806M
¥580M
¥491M
Gross Profit
¥1.8B
¥1.4B
¥1.1B
¥764M
SG&A
¥1.4B
¥1.2B
¥1.1B
¥1.1B
Operating Income
¥390M
¥175M
¥-10M
¥-319M
Non-Operating Income
¥1M
¥1M
¥13M
¥24M
Interest Income
¥1M
¥0M
¥0M
¥0M
Non-Operating Expenses
¥39M
¥4M
¥30M
¥6M
Interest Expense
¥7M
¥4M
¥4M
¥5M
Ordinary Income
¥353M
¥172M
¥-27M
¥-302M
Pre-tax Income
¥353M
¥169M
¥-27M
¥-303M
Income Taxes
¥-101M
¥-97M
—
—
Current Tax
¥1M
¥1M
¥2M
¥1M
Deferred Tax
¥-101M
¥-98M
—
—
Net Income (owners)
¥454M
¥266M
¥-29M
¥-303M
Comprehensive Income
¥454M
¥264M
¥-29M
¥-303M
EBITDA
¥527M
¥238M
¥6M
¥-318M
EPS
¥12.10
¥42.77
¥-4.73
¥-52.52
Shares Outstanding
37.5M
6.3M
6.2M
0.2M
Shares Issued (total)
37.8M
6.3M
6.2M
0.2M
Treasury Shares
0.3M
—
0.0M
—
Metric
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
Total Assets
¥2.4B
¥1.9B
¥1.5B
¥1.1B
Current Assets
¥1.5B
¥1.5B
¥1.4B
¥1.1B
Cash & Deposits
¥858M
¥817M
¥981M
¥855M
Trade Receivables
¥542M
¥456M
¥289M
—
Non-Current Assets
¥876M
¥382M
¥116M
¥19M
PP&E
¥10M
¥8M
¥6M
¥3M
Intangible Assets
¥366M
¥243M
¥106M
¥10M
Investment Securities
¥283M
¥30M
—
—
Deferred Tax Assets
¥199M
¥98M
—
—
Total Liabilities
¥1.2B
¥1.1B
¥1.0B
¥1.1B
Current Liabilities
¥687M
¥556M
¥488M
¥569M
ST Debt
¥17M
—
—
¥100M
Taxes Payable
¥1M
¥1M
¥14M
¥1M
Non-Current Liabilities
¥561M
¥530M
¥530M
¥530M
Total LT Borrowings
¥560M
¥530M
¥530M
¥530M
Total Equity
¥1.1B
¥777M
¥490M
¥46M
Capital Stock
¥29M
¥21M
¥337M
¥100M
Capital Surplus
¥491M
¥483M
¥692M
¥455M
Retained Earnings
¥718M
¥265M
¥-548M
¥-519M
Treasury Stock
¥-100M
¥-0M
¥-0M
—
AOCI
¥-0M
¥-1M
¥2M
¥2M
Equity (owners)
¥1.1B
¥769M
¥481M
¥37M
Total Interest-Bearing Debt ⓘ
¥577M
¥530M
¥530M
¥630M
Net Cash ⓘ
¥281M
¥287M
¥451M
¥225M
NCAV ⓘ
¥271M
¥394M
¥374M
¥28M
NCAV/Share
¥7
¥63
¥60
¥143
BV/Share
¥30
¥123
¥77
¥190
Metric
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
Operating CF
¥638M
¥46M
¥-107M
¥-446M
Interest Paid
¥-7M
¥-4M
¥-4M
¥-5M
Interest Received
¥1M
¥0M
¥0M
¥0M
D&A
¥137M
¥63M
¥16M
¥1M
Investing CF
¥-549M
¥-231M
¥-113M
¥-17M
CapEx
¥9M
¥10M
¥5M
¥5M
Purchase Investments
¥-283M
¥-30M
—
—
Financing CF
¥-39M
¥24M
¥347M
—
Share Buybacks
¥-102M
¥-0M
¥-0M
—
LT Debt Repaid
¥-3M
—
¥-100M
—
Free Cash Flow
¥629M
¥36M
¥-112M
¥-451M
Net Change in Cash
¥51M
¥-164M
¥126M
¥-462M
Metric
FY 2025
EDINET ↗
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
ROE
47.6%
42.6%
-10.8%
-656.5%
ROA
21.3%
15.8%
-2.2%
-26.5%
EPS
¥12.10
¥42.77
¥-4.73
¥-52.52
BPS
¥30.36
¥122.79
¥77.67
¥6.64
FCF/Share
¥17
¥6
¥-18
¥-2,343
NCAV/Share
¥7
¥63
¥60
¥143
Event Timeline
S Shareholder
A Capital Signal
▾ Hide Chart
Large Shareholder Reports 17
Date Activist Stake Event Flag Demands Source
2026-04-22
Asset Management One Co., Ltd.
6.07%
+1.01%
change
Passive
—
2026-04-06
Amova Asset Management Co., Ltd.
5.92%
-1.31%
change
Passive
—
2026-03-05
OMU Inc.
49.7%
+0.39%
change
Passive
—
2026-02-20
OMU Inc.
49.31%
-0.12%
change
Passive
—
2025-12-19
Amova Asset Management Co., Ltd.
7.23%
-1.15%
change
Passive
—
2025-09-25
Monoful Pte. Ltd.
4.23%
change
Passive
—
2025-09-19
Amova Asset Management Co., Ltd.
8.38%
change
Passive
—
2025-07-08
OMU Inc.
49.43%
-0.18%
change
Passive
—
2025-03-28
OMU Inc.
49.61%
-0.13%
change
Passive
—
2025-02-07
Asset Management One Co., Ltd.
5.06%
initial_5pct
Passive
—
2024-10-01
OMU Inc.
49.74%
-0.19%
change
Passive
—
2024-06-19
OMU Inc.
49.93%
+0.78%
change
Passive
—
2023-10-02
OMU Inc.
49.15%
-0.33%
change
Passive
—
2023-08-04
Nikko Asset Management Co.,Ltd.
9.07%
+1.28%
change
Passive
—
2023-07-06
Nikko Asset Management Co.,Ltd.
7.79%
+1.17%
change
Passive
—
2023-06-27
OMU Inc.
49.48%
change
Passive
—
2023-06-06
Nikko Asset Management Co.,Ltd.
6.62%
change
Passive
—
Top 10 Shareholders
Ownership DNA
#
Shareholder
Shares (thou.)
% of Total
1
株式会社OMU
16,860,000
44.97%
2
Custody Bank of Japan, Ltd. (Trust Account)
株式会社日本カストディ銀行(信託口)
4,692,900
12.52%
3
TJ2015.FUND LP
2,745,000
7.32%
4
Monoful Pte. Ltd.
1,600,120
4.27%
5
楽天証券株式会社
1,353,600
3.61%
6
The Master Trust Bank of Japan, Ltd. (Trust Account)
日本マスタートラスト信託銀行株式会社(信託口)
1,311,700
3.50%
7
野村信託銀行株式会社(投信口)
806,000
2.15%
8
SMBC日興証券株式会社
651,220
1.74%
9
BNY GCM CLIENT ACCOUNT JPRD AC ISG (FE-AC)
480,900
1.28%
10
住友三井オートサービス株式会社
337,500
0.90%
Domestic Nominees
16.0%
+0.5% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
0.0%
+0.0% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
66.2%
-1.8% vs 2024
Named entities with disclosed investment intent
Shareholder
Trend
2023
2024
2025
式会社OMU
48.33%
47.96%
44.97%
-2.99%
日本カストディ銀行
9.40%
11.31%
12.52%
+1.21%
TJ2015.FUND LP
7.37%
7.31%
7.32%
+0.01%
Monoful Pte. Ltd.
6.44%
6.40%
4.27%
-2.13%
楽天証券
NEW ENTRY
—
—
—
3.61%
NEW
日本マスタートラスト信託銀行
4.90%
4.23%
3.50%
-0.73%
野村信託銀行株式会社(投信口)
1.44%
2.24%
2.15%
-0.09%
SMBC日興証券
NEW ENTRY
—
—
—
1.74%
NEW
BNY GCM CLIENT ACCOUNT JPRD AC ISG (FE-AC)
NEW ENTRY
—
—
—
1.28%
NEW
住友三井オートサービス
0.91%
0.90%
0.90%
INNOVATION GROWTH FUND I L.P.
last seen 2024
Exited Top 10
1.81%
1.80%
—
ソニーグループ
last seen 2024
Exited Top 10
0.76%
0.75%
—
北川 烈
last seen 2024
Exited Top 10
—
0.68%
—
三菱UFJキャピタル5号投資事業有限責任組合
last seen 2023
Exited Top 10
0.60%
—
—
Concentration (HHI)
ⓘ
2551
2550
2286
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved