The company (GI) went public in 11/24.

GI provides AI-driven DX support and consulting-based software solutions to help businesses grow without relying on manual labor. Amid a wave of consulting firm IPOs, the sector is evolving rapidly, with rising demand for specialized service offerings.

I wrote a brief note right before the IPO which expressed my doubts in their ability to attract and retain top tier talent which is critical to the long term viability of the consultancy and its high valuation.  The note is available for my clients.

I have been proven wrong.

In FY2025, revenue surged 97.7% to ¥8.25B, and net profit jumped to ¥1.76B—578.8x year-over-year. For FY2026, the company projects 40% revenue growth to ¥11.55B and a 28.1% profit increase to ¥2.26B, marking three consecutive years of strong performance.

Despite rising costs from hiring and cloud investments, the company aims to maintain ~30% annual growth. The company is confident in its ability to attract great talents. With inflation in play, investors are watching execution closely.

The stock debuted 23% above its IPO price and underwent a 5-for-1 split in February 2025. It hit a post-split high of ¥3,420 in August. However, it is sitting at Y2851 as of 9/10/25. After a 17% decline,  can this be a good (re)entry point?

My update note to the clients include GI’s valuation alongside its peers.  GI’s valuation is comparable to much bigger BayCurrent.

If you’re interested in learning more about Globe-ing and its growth potential, I’d like to invite you to experience my service—completely free of charge. I am confident that once you discover the value, convenience, and quality I offer, you’ll be glad you gave me a try.