今回は、2025年09月17日に掲載されたtripla<5136>のレポートを要約しました。
元レポートは下記の通りです。
tripla<5136>レポートPDF
出典元:FISCO
それでは早速見ていきましょう。
tripla Co., Ltd.: Driving Innovation in the Hospitality Industry
Introduction
tripla Co., Ltd. is a trailblazer in the hospitality industry, offering cutting-edge SaaS solutions to lodging facilities worldwide. With a focus on enhancing guest experiences and operational efficiency, tripla has positioned itself as a global leader in the digital transformation of the travel sector. This report delves into the company’s performance, milestones, and future growth strategies.
Company Overview and Financial Performance
Established in April 2015, tripla has rapidly evolved into a technology powerhouse specializing in vertical SaaS solutions for accommodation providers. In the 1H FY10/25 results, the company demonstrated remarkable growth, with operating revenue soaring by 61.7% year on year to ¥1,230mn. Operating profit surged by 335.2% to ¥238mn, showcasing a substantial improvement in profitability. Moreover, net income attributable to owners of the parent saw a staggering increase of 782.1% to ¥232mn.
Analyzing the financial health of tripla, as of the end of 1H FY10/25, the company’s total assets amounted to ¥137.39bn, with current assets at ¥129.25bn and fixed assets at ¥8.13bn. Total liabilities stood at ¥123.73bn, with cash and deposits at ¥124.2bn, providing ample coverage for almost all liabilities.
Corporate Milestones and Expansion
tripla has achieved significant milestones in its journey towards global expansion and technological innovation. The company completed integration with four channel managers, expanded its presence in Taiwan, and obtained PrivacyMark certification. It also listed on the Tokyo Stock Exchange Growth Market in November 2022 and relocated its headquarters to Shinjuku-ku, Tokyo in April 2024. Acquisitions and subsidiary establishments in Taiwan, Indonesia, Singapore, Thailand, and Hong Kong have further solidified tripla’s position in the market.
Product Launches and Future Service Concepts
tripla has introduced innovative solutions such as tripla Connect, a CRM/MA tool, and the on-site payment service tripla Pay, catering to the diverse needs of accommodation providers. The company’s future service concepts revolve around data-driven value creation, understanding global and local needs, and evolving into a multi-layered value creation process that benefits society as a whole. With a focus on sustainable growth and customer-centric offerings, tripla aims to revolutionize the hospitality industry.
Business Strategies and Long-Term Growth Plans
tripla’s business strategies encompass restoring marketing functions to accommodation facilities, delivering exclusive services tailored for the industry, and expanding its footprint in Asia through strategic acquisitions. The company’s medium-to-long-term growth plan targets an increase in operating revenue to ¥4,297mn by FY10/27, accompanied by an enhanced operating margin of 28.0%. tripla’s commitment to shareholder returns through profit growth and strategic investments underscores its dedication to driving value for its stakeholders.
In conclusion, tripla Co., Ltd. stands at the forefront of innovation in the hospitality sector, leveraging technology and a customer-centric approach to redefine guest experiences and operational efficiency. With a strong financial performance, strategic milestones, and ambitious growth plans, tripla is poised to shape the future of the travel industry and set new standards for excellence.