Worth reading
39Recurring
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
50
% (reduction in outsourcing costs per health checkup result digitized)Wording
Conditional
How definitive the wording is.Items stated in the management plan
Partially revisedStatements about the use of capital
Payout ratio / DOE policyProgressive dividend policy introduced (February 2026). Numerical targets and the target period for the dividend payout ratio and DOE: Not disclosedThe payout ratio is the proportion of profit paid out as dividends, while DOE is the ratio of dividends to net assets.
Key initiatives
01Accelerate M&A and other non-linear growth investments
02Expand target markets
03Advance the platform strategy
04Expand functionality and integrated solutions
05Use AI and improve operational excellence
06Strengthen the management structure, including business owners
07Transform Growbase into a platform
08Expand Growbase ACV
09Expand the solution menu for mid-sized and small companies
10Strengthen support for women's health
11Strengthen cancer screening
12Strengthen the introduction of industrial physicians and public health nurses
13Improve operational excellence through the use of AI
Plan assumptionsStock market listing, changes in the business environment, and forecasts of future markets, Projected domestic labor shortage of 11 million people in 2040, Health investment area: approximately ¥760 billion; healthcare industry: approximately ¥12.5 trillion and ¥20.6 trillion
Non-financial targetsIndicator name Outsourcing costs per health checkup result digitized, including temporary staffing costs / Target value 50% reduction over the next 3 years from the value of 1.00 for the fiscal year ending March 2026 / Timing The next 3 years
Size of the Target MarketMarket Health investment area / Dimensions Approximately ¥760 billion / Source Prepared by the company based on the Ministry of Economy, Trade and Industry publication “Promoting Health Management,” Reference: Breakdown of Estimated Market Size of the Healthcare Industry (industries providing services outside public health insurance), June 2022, Market Healthcare industry (services that promote health maintenance and improvement) / Dimensions Approximately ¥12.5 trillion / Source Prepared by the company based on the Ministry of Economy, Trade and Industry publication “Promoting Health Management,” Reference: Breakdown of Estimated Market Size of the Healthcare Industry (industries providing services outside public health insurance), June 2022, Market Healthcare industry (services that support the daily lives of patients and people requiring support or long-term care) / Dimensions Approximately ¥20.6 trillion / Source Prepared by the company based on the Ministry of Economy, Trade and Industry publication “Promoting Health Management,” Reference: Breakdown of Estimated Market Size of the Healthcare Industry (industries providing services outside public health insurance), June 2022
Reason for revision or withdrawal
Update the growth strategy based on the stock market listing, changes in the business environment, and forecasts of future markets
| Item | Details |
|---|---|
| Plan name | New Growth Strategy |
| Progress against the plan | Partially revised |
| Payout ratio / DOE policy | Progressive dividend policy introduced (February 2026). Numerical targets and the target period for the dividend payout ratio and DOE: Not disclosed |
| Non-financial targets | Indicator name Outsourcing costs per health checkup result digitized, including temporary staffing costs / Target value 50% reduction over the next 3 years from the value of 1.00 for the fiscal year ending March 2026 / Timing The next 3 years |
| Plan assumptions | Stock market listing, changes in the business environment, and forecasts of future markets, Projected domestic labor shortage of 11 million people in 2040, Health investment area: approximately ¥760 billion; healthcare industry: approximately ¥12.5 trillion and ¥20.6 trillion |
| Key initiatives | Accelerate M&A and other non-linear growth investments, Expand target markets, Advance the platform strategy, Expand functionality and integrated solutions, Use AI and improve operational excellence, Strengthen the management structure, including business owners, Transform Growbase into a platform, Expand Growbase ACV, Expand the solution menu for mid-sized and small companies, Strengthen support for women's health, Strengthen cancer screening, Strengthen the introduction of industrial physicians and public health nurses, Improve operational excellence through the use of AI |
| Reason for revision or withdrawal | Update the growth strategy based on the stock market listing, changes in the business environment, and forecasts of future markets |
| Size of the Target Market | Market Health investment area / Dimensions Approximately ¥760 billion / Source Prepared by the company based on the Ministry of Economy, Trade and Industry publication “Promoting Health Management,” Reference: Breakdown of Estimated Market Size of the Healthcare Industry (industries providing services outside public health insurance), June 2022, Market Healthcare industry (services that promote health maintenance and improvement) / Dimensions Approximately ¥12.5 trillion / Source Prepared by the company based on the Ministry of Economy, Trade and Industry publication “Promoting Health Management,” Reference: Breakdown of Estimated Market Size of the Healthcare Industry (industries providing services outside public health insurance), June 2022, Market Healthcare industry (services that support the daily lives of patients and people requiring support or long-term care) / Dimensions Approximately ¥20.6 trillion / Source Prepared by the company based on the Ministry of Economy, Trade and Industry publication “Promoting Health Management,” Reference: Breakdown of Estimated Market Size of the Healthcare Industry (industries providing services outside public health insurance), June 2022 |
| Publication date | June 2026 |
Items this document does not state (16)
Plan periodSales TargetOperating 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 targetResults under the previous planRisks identifiedDate 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.The growth strategy was updated based on the stock market listing, changes in the business environment, and forecasts of future markets.
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.