Financial Results Presentation Materials for the Fiscal Year Ending May 2026 | Globe-ing Inc. (277A) timely disclosure

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Wording

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Contents of this document

Earnings presentationFull fiscal year ended May 20265 items taken from the company’s own explanation

What the company explained in this material

New initiatives

Transition to a holding-company structure to support business expansion, including M&A
Business expansion through three pillars: JI×AI-X, the AI platform, and investment and M&A
Development and rollout of AI議事コン (AI meeting-minutes tool), グロービングくん, and AI Spend Intelligence
Roll-up of AI startups
Development and release of an implicit-knowledge platform during the current fiscal year

Key KPIsA metric the company considers important as a management benchmark.

Number of AI implementation projects under JI×AI-X65 PJT
Number of JI×AI-X clients16 companies
Number of AI platform-related projects24 PJT
Number of AI platform-related clients5 companies
Our average unit price¥6,168 10,000/year
Competitors' average unit price¥2,510 10,000/year

Medium-term management plan targets

TargetCompany-wide sales
Target value¥120 billion
Target fiscal yearAround the fiscal year ending May 2031 (FY ending May 2031)
TargetJI×AI-X revenue
Target value¥50.0 billion
Target fiscal yearAround the fiscal year ending May 2031 (FY ending May 2031)
TargetAI platform revenue
Target value¥4 billion
Target fiscal yearFiscal year ending May 2031
TargetInvestment and M&A revenue
Target value¥60 billion
Target fiscal yearFiscal year ending May 2031
TargetJI×AI-X revenue CAGR
Target value35%
Target fiscal yearFY ending May 2027–FY ending May 2031
TargetAI platform operating margin
Target value50%
Target fiscal yearFiscal year ending May 2031

Market Size / Share

TAM
Dimensions¥900 trillion+
SAM
Dimensions¥60 trillion
SOM
Dimensions¥6 trillion

Number of employees

Current status215 employees (as of the end of the fiscal year ended May 2026)

Required talent around the fiscal year ending May 2031800 employees

Contents of this document
Item	Details
Document type	Earnings presentation
Fiscal Period Covered	Full fiscal year ended May 2026
Key KPIs	Indicator name Number of AI implementation projects under JI×AI-X / Value 65 PJT, Indicator name Number of JI×AI-X clients / Value 16 companies, Indicator name Number of AI platform-related projects / Value 24 PJT, Indicator name Number of AI platform-related clients / Value 5 companies, Indicator name Our average unit price / Value ¥6,168 10,000/year, Indicator name Competitors' average unit price / Value ¥2,510 10,000/year
Number of employees	Current status 215 employees (as of the end of the fiscal year ended May 2026) / Required talent around the fiscal year ending May 2031 800 employees
Medium-term management plan targets	Target Company-wide sales / Target value ¥120 billion / Target fiscal year Around the fiscal year ending May 2031 (FY ending May 2031), Target JI×AI-X revenue / Target value ¥50.0 billion / Target fiscal year Around the fiscal year ending May 2031 (FY ending May 2031), Target AI platform revenue / Target value ¥4 billion / Target fiscal year Fiscal year ending May 2031, Target Investment and M&A revenue / Target value ¥60 billion / Target fiscal year Fiscal year ending May 2031, Target JI×AI-X revenue CAGR / Target value 35% / Target fiscal year FY ending May 2027–FY ending May 2031, Target AI platform operating margin / Target value 50% / Target fiscal year Fiscal year ending May 2031
Market Size / Share	Category TAM / Dimensions ¥900 trillion+, Category SAM / Dimensions ¥60 trillion, Category SOM / Dimensions ¥6 trillion
New initiatives	Transition to a holding-company structure to support business expansion, including M&A, Business expansion through three pillars: JI×AI-X, the AI platform, and investment and M&A, Development and rollout of AI議事コン (AI meeting-minutes tool), グロービングくん, and AI Spend Intelligence, Roll-up of AI startups, Development and release of an implicit-knowledge platform during the current fiscal year

Items this document does not state (24)

Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogKey points of the Q&A

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.

The company aims to use the industry knowledge and talent-business expertise accumulated through JI-type consulting to enhance the value of its AI platform and portfolio companies, and to grow through three pillars: consulting, the AI platform, and investment and M&A. The transition to a holding-company structure is intended to provide a more flexible framework for M&A and strengthen autonomous management, governance, and resource allocation.

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