Worth reading
52Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
101.8
%Wording
Conditional
How definitive the wording is.Items stated in the management plan
Partially revisedNet Sales+102.4%
基準 289Target585million
Operating profit-98.7%
基準 297Target4million
Net income for the current fiscal year-99.9%
基準 318Target0.2million
Each line is the climb from the baseline the document states to the target it sets. The slope is scaled against the largest climb in this document. The increase shown by the dotted line is calculated from the two reported figures because the company did not provide the amount of growth.
What happened to the previous planNot disclosed → 2025年4月期は業績未達および赤字計上
Key initiatives
01Restoring trust and strengthening governance
02Redefining core services and expanding the customer base
03Transforming the revenue model
04A scale strategy through alliances
05Strengthening frontline capabilities
Plan assumptions売上高は第3四半期および第4四半期に偏重する傾向があり、2026年4月期もこの季節性に大きな変化はない見通し, NOVAホールディングスとの資本業務提携の効果は第3四半期以降に順次反映される見込み, 第3四半期までは赤字が継続し、第4四半期の巻き返しを通じて通期営業黒字化を目指す
Segment targetSegment name 学びエイドマスター / Sales target Not disclosed / Profit Target Not disclosed, Segment name 学びエイドマスター forSchool / Sales target Not disclosed / Profit Target Not disclosed, Segment name Manabi-aid forEnterprise / Sales target Not disclosed / Profit Target Not disclosed, Segment name Other / Sales target Not disclosed / Profit Target Not disclosed
Size of the Target MarketMarket 学習塾向けサービスのSAM / Scale 533億円 / Source 2020年経済産業省『経済構造実態調査』等を元に当社算定, Market 学習塾・予備校 / Scale 1兆円弱 / Source 矢野経済研究所『教育産業白書2024年版』, Market EdTech market / Scale 2027年に3,625億円 / Source 野村総合研究所『ITナビゲーター2022年版』, Market デジタル教材市場 / Scale 2025年に2,500億円規模 / Source 株式会社シード・プランニング『デジタル教材市場の拡大の可能性に関する調査』2022年5月
Risks identified by the company
Seasonality of business performance
Risks associated with the shareholding ratio of venture capital firms and other investors
売上計上の期ずれが業績に与える影響
System failures
Reason for revision or withdrawal
2025年4月期において業績未達および赤字計上という厳しい局面を踏まえ、企業理念に立ち返りつつ、EdTech市場での競争優位性を再構築するため
| Item | Details |
|---|---|
| Plan name | Business Plan and Growth Potential |
| Progress against the plan | Partially revised |
| Sales Target | ¥289 million → ¥585 million（+101.8%） |
| Operating profit target | △297 → ¥4 million |
| Net income target | △318 → ¥0.2 million |
| Segment target | Segment name 学びエイドマスター / Sales target Not disclosed / Profit Target Not disclosed, Segment name 学びエイドマスター forSchool / Sales target Not disclosed / Profit Target Not disclosed, Segment name Manabi-aid forEnterprise / Sales target Not disclosed / Profit Target Not disclosed, Segment name Other / Sales target Not disclosed / Profit Target Not disclosed |
| Plan assumptions | 売上高は第3四半期および第4四半期に偏重する傾向があり、2026年4月期もこの季節性に大きな変化はない見通し, NOVAホールディングスとの資本業務提携の効果は第3四半期以降に順次反映される見込み, 第3四半期までは赤字が継続し、第4四半期の巻き返しを通じて通期営業黒字化を目指す |
| Key initiatives | Restoring trust and strengthening governance, Redefining core services and expanding the customer base, Transforming the revenue model, A scale strategy through alliances, Strengthening frontline capabilities |
| Results under the previous plan | Not disclosed → 2025年4月期は業績未達および赤字計上 |
| Reason for revision or withdrawal | 2025年4月期において業績未達および赤字計上という厳しい局面を踏まえ、企業理念に立ち返りつつ、EdTech市場での競争優位性を再構築するため |
| Size of the Target Market | Market 学習塾向けサービスのSAM / Scale 533億円 / Source 2020年経済産業省『経済構造実態調査』等を元に当社算定, Market 学習塾・予備校 / Scale 1兆円弱 / Source 矢野経済研究所『教育産業白書2024年版』, Market EdTech market / Scale 2027年に3,625億円 / Source 野村総合研究所『ITナビゲーター2022年版』, Market デジタル教材市場 / Scale 2025年に2,500億円規模 / Source 株式会社シード・プランニング『デジタル教材市場の拡大の可能性に関する調査』2022年5月 |
| Risks identified | Seasonality of business performance, Risks associated with the shareholding ratio of venture capital firms and other investors, 売上計上の期ずれが業績に与える影響, System failures |
| Publication date | 2025年7月29日 |
Items this document does not state (12)
Plan periodOperating profit margin targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorNon-financial targetsDate of board resolution
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.2025年4月期における大型プロジェクトの失注、新規受注活動の不振などによる業績未達および赤字計上を踏まえ、企業理念に立ち返りつつ、EdTech市場での競争優位性を再構築するため。2026年4月期は、収益構造の見直し、コストコントロール、ストック型収益の積み上げにより業績回復を図るとしている。
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.