Otsuka Corp

4768: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Otsuka Earnings: Recurring Revenue Supports Margin Expansion; Fair Value Up 3% to JPY 3,800

Makoto Naito

Nov 4, 2025

Otsuka’s September-quarter revenue rose 23% year over year. Revenue from the systems integration, or S&I, segment grew 30% by capturing a Windows 10 end-of-support (10 EOS) PC refresh demand. Revenue from the service and support, or S&S, segment increased 10% due to accelerated recurring business.

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Otsuka Corp

Otsuka Earnings: Recurring Revenue Supports Margin Expansion; Fair Value Up 3% to JPY 3,800

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