Komori
Business alliance3382Seven & i Holdings Co.,Ltd.Retail

Notice Regarding a Capital and Business Alliance and the Disposal of Treasury Shares by Third-Party Allocation

The Company has entered into an agreement with SoftBank Corp., PayPay, LINEヤフー and 三井住友カード to collaborate broadly in areas including IDs, points, payments, promotions and store operations. At the same time, the Company will implement a capital alliance by allotting 48,309,178 treasury shares each to SoftBank Corp., PayPay and 三井住友カード, for a total of 144,927,534 shares.

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Improvement
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Scale
299999995380
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Wording
Conditional
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Agreements reached under this partnership

Capital and Business Alliance
3382Seven & i Holdings Co.,Ltd.
Alliance partnerSoftBank Corp. / PayPay Corporation / LINEヤフー株式会社 / Sumitomo Mitsui Card Company, Limited
Details of the alliance
  1. 1

    Integration of 7iD into the PayPay ID and creation of a shared customer base

  2. 2

    Creating incentives for visits through the introduction of PayPay Points and V Points at 7-Eleven stores and across various services

  3. 3

    Increasing store visit frequency and app usage frequency through campaigns and promotional initiatives for SoftBank communications service users, PayPay users and LINEヤフー users

  4. 4

    Rolling out the 7-Eleven mini-app on PayPay and LINE and expanding marketing opportunities

  5. 5

    Improving customer convenience and expanding the customer base by strengthening payment and points-service integrations with PayPay and 三井住友カード and mutually utilizing customer touchpoints, including store networks

  6. 6

    Pursuing the co-creation of next-generation living infrastructure through joint studies with SoftBank in various areas, including store operations, next-generation supply chains and energy

These are items that the documents state the two companies will work on. The lines above and below represent arrangements between the two companies.

Capital and personnel relationships

This indicates whether the companies will do more than work together, such as holding each other’s shares or seconding personnel (capital and business alliance).

2.27%Our ownership stake in the partner’s shares
Shareholding ratio SoftBank Corp. 2.27%, PayPay 2.27%, 三井住友カード 2.27%
Number of shares acquired48,309,178 shares each for SoftBank Corp., PayPay and 三井住友カード, for a total of 144,927,534 shares. The allotment to each company represents 2.27% of the total number of shares issued.
Acquisition price¥2,070 per share for each company, for a total of ¥299,999,995,380
Shareholding PolicySoftBank Corp., PayPay and 三井住友カード intend to hold the acquired shares for the realization and continuation of synergies. As a general rule, the shares may not be transferred, succeeded to, pledged or otherwise disposed of without the Company's prior written consent. If the shares are transferred within 2 years of the payment date, the relevant company must report the transfer to the Company and take other required actions.
Change in major shareholdersSoftBank Corp., PayPay and 三井住友カード were not included among the top 10 major shareholders before the disposal of treasury shares. → SoftBank Corp. at 2.13%, PayPay at 2.13% and 三井住友カード at 2.13% will be added to the major shareholders following the disposal of treasury shares.(2.13% each)
About the partner
Business DescriptionSoftBank Corp. Provision of mobile communications services, Sale of mobile devices, Provision of fixed-line communications services, Provision of internet connectivity services / PayPay Corporation Development and provision of mobile payment and other electronic payment services / LINEヤフー株式会社 Internet advertising business, Development of e-commerce and membership services, among other businesses, Management of group companies / Sumitomo Mitsui Card Company, Limited Credit card business, Debit card, prepaid card and other payment businesses, Loan business, Guarantee business, Other related businesses
LocationSoftBank Corp. Minato-ku, Tokyo / PayPay Corporation Chiyoda-ku, Tokyo / LINEヤフー株式会社 Chiyoda-ku, Tokyo / Sumitomo Mitsui Card Company, Limited Koto-ku, Tokyo, Chuo-ku, Osaka, Osaka Prefecture
Share capitalSoftBank Corp. ¥244,355 million / PayPay Corporation ¥200,635 million / LINEヤフー株式会社 ¥252,134 million / Sumitomo Mitsui Card Company, Limited ¥34,000 million
Net SalesSoftBank Corp. ¥7,038,680 million (fiscal year ended March 2026) / PayPay Corporation Total operating revenue: ¥380,662 million (fiscal year ended March 2026) / LINEヤフー株式会社 Revenue: ¥2,036,366 million (fiscal year ended March 2026) / Sumitomo Mitsui Card Company, Limited Operating revenue: ¥725,882 million (fiscal year ended March 2026)
Operating profitSoftBank Corp. ¥1,042,576 million (fiscal year ended March 2026) / PayPay Corporation ¥80,082 million (fiscal year ended March 2026) / LINEヤフー株式会社 ¥341,322 million (fiscal year ended March 2026) / Sumitomo Mitsui Card Company, Limited ¥34,962 million (fiscal year ended March 2026)
Impact on Business Performance

The specific impact on results for the fiscal year ending February 2027 has not been determined at this time.

Date of board resolution31 July 2026Contract Date31 July 2026Alliance start date17 August 2026 (scheduled)Share Acquisition Date and Payment Date17 August 2026
Agreements reached under this partnership
ItemDetails
Name of alliance partnerSoftBank Corp., PayPay Corporation, LINEヤフー株式会社, Sumitomo Mitsui Card Company, Limited
Alliance partner's business activitiesSoftBank Corp. Provision of mobile communications services, Sale of mobile devices, Provision of fixed-line communications services, Provision of internet connectivity services / PayPay Corporation Development and provision of mobile payment and other electronic payment services / LINEヤフー株式会社 Internet advertising business, Development of e-commerce and membership services, among other businesses, Management of group companies / Sumitomo Mitsui Card Company, Limited Credit card business, Debit card, prepaid card and other payment businesses, Loan business, Guarantee business, Other related businesses
Alliance partner's locationSoftBank Corp. Minato-ku, Tokyo / PayPay Corporation Chiyoda-ku, Tokyo / LINEヤフー株式会社 Chiyoda-ku, Tokyo / Sumitomo Mitsui Card Company, Limited Koto-ku, Tokyo, Chuo-ku, Osaka, Osaka Prefecture
Alliance partner's capitalSoftBank Corp. ¥244,355 million / PayPay Corporation ¥200,635 million / LINEヤフー株式会社 ¥252,134 million / Sumitomo Mitsui Card Company, Limited ¥34,000 million
Alliance partner's net salesSoftBank Corp. ¥7,038,680 million (fiscal year ended March 2026) / PayPay Corporation Total operating revenue: ¥380,662 million (fiscal year ended March 2026) / LINEヤフー株式会社 Revenue: ¥2,036,366 million (fiscal year ended March 2026) / Sumitomo Mitsui Card Company, Limited Operating revenue: ¥725,882 million (fiscal year ended March 2026)
Alliance partner's operating incomeSoftBank Corp. ¥1,042,576 million (fiscal year ended March 2026) / PayPay Corporation ¥80,082 million (fiscal year ended March 2026) / LINEヤフー株式会社 ¥341,322 million (fiscal year ended March 2026) / Sumitomo Mitsui Card Company, Limited ¥34,962 million (fiscal year ended March 2026)
Type of allianceCapital and Business Alliance
Details of the allianceIntegration of 7iD into the PayPay ID and creation of a shared customer base, Creating incentives for visits through the introduction of PayPay Points and V Points at 7-Eleven stores and across various services, Increasing store visit frequency and app usage frequency through campaigns and promotional initiatives for SoftBank communications service users, PayPay users and LINEヤフー users, Rolling out the 7-Eleven mini-app on PayPay and LINE and expanding marketing opportunities, Improving customer convenience and expanding the customer base by strengthening payment and points-service integrations with PayPay and 三井住友カード and mutually utilizing customer touchpoints, including store networks, Pursuing the co-creation of next-generation living infrastructure through joint studies with SoftBank in various areas, including store operations, next-generation supply chains and energy
Number of shares acquired48,309,178 shares each for SoftBank Corp., PayPay and 三井住友カード, for a total of 144,927,534 shares. The allotment to each company represents 2.27% of the total number of shares issued.
Acquisition price¥2,070 per share for each company, for a total of ¥299,999,995,380
Shareholding ratioNot disclosed → SoftBank Corp. 2.27%, PayPay 2.27%, 三井住友カード 2.27%
Shareholding PolicySoftBank Corp., PayPay and 三井住友カード intend to hold the acquired shares for the realization and continuation of synergies. As a general rule, the shares may not be transferred, succeeded to, pledged or otherwise disposed of without the Company's prior written consent. If the shares are transferred within 2 years of the payment date, the relevant company must report the transfer to the Company and take other required actions.
Date of board resolution31 July 2026
Contract Date31 July 2026
Alliance start date17 August 2026 (scheduled)
Share Acquisition Date and Payment Date17 August 2026
Impact on Business PerformanceThe specific impact on results for the fiscal year ending February 2027 has not been determined at this time.
Change in major shareholdersSoftBank Corp., PayPay and 三井住友カード were not included among the top 10 major shareholders before the disposal of treasury shares. → SoftBank Corp. at 2.13%, PayPay at 2.13% and 三井住友カード at 2.13% will be added to the major shareholders following the disposal of treasury shares.(2.13% each)
Items this document does not state (5)
Overview of the joint ventureOwnership ratioDispatch of directors and officersContract PeriodNumerical targets under the alliance

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 integrate physical stores and digital touchpoints and strengthen the customer experience, store operations and customer base. In addition, the Company determined that establishing capital relationships would be effective in aligning the parties' incentives and advancing initiatives with each company in a stable, medium- to long-term manner.

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Notice Regarding a Capital and Business Alliance and the Disposal of Treasury Shares by Third-Party Allocation | Seven & i Holdings Co.,Ltd. (3382) timely disclosure | Komori