Shift reports strong FY2025 results, boosted by M&A and reforms

Shift Inc. reported strong consolidated financial results for the fiscal year ended August 31, 2025, with net sales reaching ¥129,819m (+17.3% YoY), operating profit of ¥15,628m (+48.3% YoY), and profit attributable to owners of parent totaling ¥8,935m (+74.3% YoY). This performance was supported by a 0.7 percentage point improvement in utilization rates, an increase in project profitability, and a sustained high gross profit margin. The company also announced an upward revision to its fiscal year 2026 forecast, with projected net sales of ¥150,000m and adjusted operating profit of ¥20,000m.

The company executed key M&A and organizational reforms, including the absorption-type merger of its wholly-owned subsidiary, SHIFT Enterprise Consulting Inc., which generated ¥2,153m in extraordinary income. Additionally, Shift established SGC 1 Investment Limited Partnership with ¥3bn in total fund size to further enhance its M&A strategy, targeting system integrators and engineering service providers. Organizational restructuring also involved an absorption-type company split of Airitech Inc.'s Technology Consulting Business into Shift, and a simplified absorption-type company split and merger of KINSHA Co., Ltd. into Shift, effective November 30 and December 1, 2025, respectively.

These initiatives are part of Shift’s "SHIFT3000" strategy, aiming to achieve ¥300,000m in net sales by FY2030, driven by aggressive talent acquisition, expanded sales capabilities, and continued M&A activities. The company also announced a change in its certified public accountant to Deloitte Touche Tohmatsu LLC, effective November 25, 2025.