Worth reading
39Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Neutral
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
Net Sales0.0%
基準 2,027Target2,027100 million
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.
Operating profitNot disclosed → ¥1.6 billion (company forecast for the fiscal year ending February 2027)
Net income for the current fiscal yearNot disclosed → ¥680 million (company forecast for the fiscal year ending February 2027)
Only the target level is shown because the current level for comparison was not provided.Total investment plan¥5,552 million (capital investment and working capital for the AI data center business)
Investment amount by sectorField Data centre construction / Amount Not disclosed, Field GPU infrastructure / Amount Not disclosed, Field Working capital / Amount Not disclosed
Key initiatives
01Commercialization with CEC
02Start of mass production of domestically produced products
03Establishment of a U.S. subsidiary
04Conversion of orders to complete cluster systems
Non-financial targetsIndicator Start of mass production at a domestic plant / Target value Aiming to start mass production by December 2026, Indicator Order-to-delivery structure / Target value Within 6 months
Risks identified by the company
Market environment
Foreign Exchange
Procurement and delivery schedules
Application of regulations, including the NDAA, EAR and Foreign Exchange and Foreign Trade Act
Status of discussions with business partners
The impact on earnings of the basic agreement with CEC is under review
| Item | Details |
|---|---|
| Plan name | スターシーズデジタル Business Strategy: From GPU Server Sales to GPU Cloud Operator |
| Sales Target | ¥26 billion (initial forecast for the fiscal year ending February 2027) → ¥35 billion (revised forecast issued in September for the fiscal year ending February 2027)（+34.6%） |
| Operating profit target | Not disclosed → ¥1.6 billion (company forecast for the fiscal year ending February 2027) |
| Net income target | Not disclosed → ¥680 million (company forecast for the fiscal year ending February 2027) |
| Total investment plan | ¥5,552 million (capital investment and working capital for the AI data center business) |
| Investment amount by sector | Field Data centre construction / Amount Not disclosed, Field GPU infrastructure / Amount Not disclosed, Field Working capital / Amount Not disclosed |
| Non-financial targets | Indicator Start of mass production at a domestic plant / Target value Aiming to start mass production by December 2026, Indicator Order-to-delivery structure / Target value Within 6 months |
| Key initiatives | Commercialization with CEC, Start of mass production of domestically produced products, Establishment of a U.S. subsidiary, Conversion of orders to complete cluster systems |
| Risks identified | Market environment, Foreign Exchange, Procurement and delivery schedules, Application of regulations, including the NDAA, EAR and Foreign Exchange and Foreign Trade Act, Status of discussions with business partners, The impact on earnings of the basic agreement with CEC is under review |
| Publication date | 15 October 2026 |
Items this document does not state (15)
Plan periodProgress against the planOperating profit margin targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceSegment targetPlan assumptionsResults under the previous planReason for revision or withdrawalSize of the Target MarketDate 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 organize information that has already been disclosed in an accessible format, deepen shareholders' and investors' understanding of スターシーズデジタル's current business position and overall future business strategy, and ensure that the business activities and direction of growth are communicated accurately and fairly.
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.