Worth reading
52Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Conditional
How definitive the wording is.Items stated in the management plan
FormulatedNet SalesNot disclosed → More than ¥20 billion (fiscal 2030)
Only the target level is shown because the current level for comparison was not provided.What happened to the previous planSales: FY24 15,000, FY25 15,900, FY26 16,800 / Operating profit: FY24 1,050, FY25 1,190, FY26 1,260 → Sales: FY24 14,936 (actual), FY25 17,807 (actual), FY26 18,300 (forecast) / Operating profit: FY24 1,055 (actual), FY25 1,091 (actual), FY26 1,350 (forecast)+8.9%Calculated from the two disclosed figures
Statements about the use of capital
Payout ratio / DOE policyFrom fiscal 2024 and under subsequent medium-term management plans, the Company will target a consolidated payout ratio of at least 35% and DOE of at least 4.0%.The payout ratio is the proportion of profit paid out as dividends, while DOE is the ratio of dividends to net assets.
Key initiatives
01Concentrate resources on customers with whom the Company can grow together
02Strengthen high-value-added businesses that address social and customer issues
03Collaborate with customers and partners that share the same aspirations
04Practice group management that leverages each company’s strengths
05AI solutions developed through co-creation PoCs
06Collaborate to strengthen cyber resilience
07Accelerate efforts to create group synergies
Plan assumptionsThe generative AI market is expected to expand from $36 billion in 2024 to $350 billion in 2030, while the semiconductor market is expected to grow from $650 billion in 2024 to $1.6 trillion in 2030. Sources: the Ministry of Internal Affairs and Communications’ “White Paper on Information and Communications: Market Overview” and an opinion paper by McKinsey’s Semiconductor Research Group (March 2026).
Size of the Target MarketGenerative AI market: $36 billion in 2024, $350 billion in 2030. Semiconductor market: $650 billion in 2024, $1.6 trillion in 2030. Sources: the Ministry of Internal Affairs and Communications’ “White Paper on Information and Communications: Market Overview” and an opinion paper by McKinsey’s Semiconductor Research Group (March 2026).
Risks identified by the company
Geopolitical Risk
Supply Chain Management
Potential risks and uncertainties
| Item | Details |
|---|---|
| Plan name | Business Growth Strategy, “Unite for Growth to 2030” / Medium- to Long-Term Management Plan, “Quest Vision 2030” |
| Plan period | Phase 1 (2021-2023), Phase 2 (2024-2026), Phase 3 (2027-2030) / fiscal 2030 |
| Progress against the plan | Formulated |
| Sales Target | Not disclosed → More than ¥20 billion (fiscal 2030) |
| Payout ratio / DOE policy | From fiscal 2024 and under subsequent medium-term management plans, the Company will target a consolidated payout ratio of at least 35% and DOE of at least 4.0%. |
| Plan assumptions | The generative AI market is expected to expand from $36 billion in 2024 to $350 billion in 2030, while the semiconductor market is expected to grow from $650 billion in 2024 to $1.6 trillion in 2030. Sources: the Ministry of Internal Affairs and Communications’ “White Paper on Information and Communications: Market Overview” and an opinion paper by McKinsey’s Semiconductor Research Group (March 2026). |
| Key initiatives | Concentrate resources on customers with whom the Company can grow together, Strengthen high-value-added businesses that address social and customer issues, Collaborate with customers and partners that share the same aspirations, Practice group management that leverages each company’s strengths, AI solutions developed through co-creation PoCs, Collaborate to strengthen cyber resilience, Accelerate efforts to create group synergies |
| Results under the previous plan | Sales: FY24 15,000, FY25 15,900, FY26 16,800 / Operating profit: FY24 1,050, FY25 1,190, FY26 1,260 → Sales: FY24 14,936 (actual), FY25 17,807 (actual), FY26 18,300 (forecast) / Operating profit: FY24 1,055 (actual), FY25 1,091 (actual), FY26 1,350 (forecast) |
| Size of the Target Market | Generative AI market: $36 billion in 2024, $350 billion in 2030. Semiconductor market: $650 billion in 2024, $1.6 trillion in 2030. Sources: the Ministry of Internal Affairs and Communications’ “White Paper on Information and Communications: Market Overview” and an opinion paper by McKinsey’s Semiconductor Research Group (March 2026). |
| Risks identified | Geopolitical Risk, Supply Chain Management, Potential risks and uncertainties |
| Publication date | 24 June 2026 |
Items this document does not state (14)
Operating profit targetOperating profit margin targetNet income targetROE targetROIC targetTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetNon-financial targetsReason for revision or withdrawalDate 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.To deepen shareholders’ and investors’ understanding of the Company’s business and its medium- to long-term vision, “Quest Vision 2030.” To enhance disclosure of the business growth strategy and progress, thereby ensuring transparency and contributing to increased corporate value.
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.