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Management planning4069BlueMeme Inc.Information and Communications, Services and Others

Notice Concerning the Formulation of a Medium-Term Management Plan

The company has newly formulated a three-year medium-term management plan spanning the fiscal year ending March 2027 through the fiscal year ending March 2029. It aims to achieve consolidated net sales of ¥4,800 million, consolidated operating profit of ¥300 million and a pro forma EBITDA margin of 11.5% in the final year, while expanding its low-code business and developing businesses related to AI and quantum AI.

Worth reading
47Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
4800
¥ million
Wording
Conditional
How definitive the wording is.

Items stated in the management plan

Formulated
Medium-Term Management Plan (Fiscal Years Ending March 2027 to March 2029)Plan period Fiscal year ending March 2027 through fiscal year ending March 2029 (3 years)
Date of board resolution 30 September 2026 · Publication date 30 September 2026
Net SalesNot disclosed → ¥4,800 million
Operating profitNot disclosed → ¥300 million
Operating profit marginNot disclosed → 6.3 %
Only the target level is shown because the current level for comparison was not provided.
Investment amount by sectorField R&D investment in technologies for extracting business logic and related elements, and in quantum AI research / Amount Not disclosed, Field Advanced Technology Investment / Amount Not disclosed, Field Development and establishment of new businesses / Amount Not disclosed, Field M&A, etc. / Amount Not disclosed
Key initiatives
01Key initiative 1: Transition to a holding company structure to enable diversification
02Key initiative 2: Consolidation of expertise and technology through the holding company, and product diversification
03Key initiative 3: Build a broad-based and robust ecosystem, including through M&A
04Key initiative 4: Achieve a significant increase in productivity through the in-house use of digital agents
05Key initiative 5: Advance R&D on Specification Master (provisional name) and pursue commercialization
06Key initiative 6: Begin considering commercialization in the quantum AI field
Plan assumptionsThe custom software development market is expected to expand from approximately ¥8.2 trillion in 2026 to approximately ¥18.6 trillion in 2031, representing a CAGR of 17.88%, The custom software development market estimate is based on an exchange rate of ¥160 to US$1, The following growth rates for the low-code market are cited: Gartner CAGR of 14.1%, Grand View Research CAGR of 22.9% and Forrester CAGR of 17.8%
Size of the Target MarketMarket Custom software development market / Dimensions Approximately ¥8.2 trillion in 2026 and approximately ¥18.6 trillion in 2031 / Growth rate CAGR17.88% / Source Mordor Intelligence, “Custom Software Development Market Size Study,” based on an exchange rate of ¥160 to US$1, Market Low-code development market (Gartner) / Dimensions $30.1 billion in 2024 and $58.2 billion in 2029 / Growth rate CAGR14.1% / Source Gartner(2025-11-04), Market Low-code development platform market (Grand View Research) / Dimensions $6.78 billion in 2022 and $35.22 billion in 2030 / Growth rate CAGR22.9% / Source Grand View Research(2023-11), Market Low-code plus DPA market (Forrester) / Dimensions $13.2 billion in 2019 and approximately $30 billion in 2028 / Growth rate CAGR17.8% / Source Forrester(2024-01-29)
Risks identified by the company
Keeping pace with technological innovation for the AI era
Securing and developing IT personnel
Supporting the globalization of client companies and strengthening their international competitiveness
Renewal of the management structure and reconstruction of the governance framework (reviewing management and business risks in light of management reforms and related changes)
Items stated in the management plan
ItemDetails
Plan nameMedium-Term Management Plan (Fiscal Years Ending March 2027 to March 2029)
Plan periodFiscal year ending March 2027 through fiscal year ending March 2029 (3 years)
Progress against the planFormulated
Sales TargetNot disclosed → ¥4,800 million
Operating profit targetNot disclosed → ¥300 million
Operating profit margin targetNot disclosed → 6.3 %
Investment amount by sectorField R&D investment in technologies for extracting business logic and related elements, and in quantum AI research / Amount Not disclosed, Field Advanced Technology Investment / Amount Not disclosed, Field Development and establishment of new businesses / Amount Not disclosed, Field M&A, etc. / Amount Not disclosed
Plan assumptionsThe custom software development market is expected to expand from approximately ¥8.2 trillion in 2026 to approximately ¥18.6 trillion in 2031, representing a CAGR of 17.88%, The custom software development market estimate is based on an exchange rate of ¥160 to US$1, The following growth rates for the low-code market are cited: Gartner CAGR of 14.1%, Grand View Research CAGR of 22.9% and Forrester CAGR of 17.8%
Key initiativesKey initiative 1: Transition to a holding company structure to enable diversification, Key initiative 2: Consolidation of expertise and technology through the holding company, and product diversification, Key initiative 3: Build a broad-based and robust ecosystem, including through M&A, Key initiative 4: Achieve a significant increase in productivity through the in-house use of digital agents, Key initiative 5: Advance R&D on Specification Master (provisional name) and pursue commercialization, Key initiative 6: Begin considering commercialization in the quantum AI field
Size of the Target MarketMarket Custom software development market / Dimensions Approximately ¥8.2 trillion in 2026 and approximately ¥18.6 trillion in 2031 / Growth rate CAGR17.88% / Source Mordor Intelligence, “Custom Software Development Market Size Study,” based on an exchange rate of ¥160 to US$1, Market Low-code development market (Gartner) / Dimensions $30.1 billion in 2024 and $58.2 billion in 2029 / Growth rate CAGR14.1% / Source Gartner(2025-11-04), Market Low-code development platform market (Grand View Research) / Dimensions $6.78 billion in 2022 and $35.22 billion in 2030 / Growth rate CAGR22.9% / Source Grand View Research(2023-11), Market Low-code plus DPA market (Forrester) / Dimensions $13.2 billion in 2019 and approximately $30 billion in 2028 / Growth rate CAGR17.8% / Source Forrester(2024-01-29)
Risks identifiedKeeping pace with technological innovation for the AI era, Securing and developing IT personnel, Supporting the globalization of client companies and strengthening their international competitiveness, Renewal of the management structure and reconstruction of the governance framework (reviewing management and business risks in light of management reforms and related changes)
Date of board resolution30 September 2026
Publication date30 September 2026
Items this document does not state (12)
Net income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planSegment targetNon-financial targetsResults under the previous planReason for revision or withdrawal

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 expects sales and profit to decline in the fiscal year ending March 2027 due to delays in announcing its financial results, measures to address the resignation of its representative director and unprofitable projects. During the same fiscal year, it will focus on management reform, stronger governance and improved project quality, while advancing management reform and business expansion.

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Notice Concerning the Formulation of a Medium-Term Management Plan | BlueMeme Inc. (4069) timely disclosure | Komori