Agreements reached under this partnership
Capital and Business Alliance- 1
Visualisation and analysis of business processes, primarily in administrative functions, and the design, development and integrated implementation of end-to-end automation using AI agents with core business systems
- 2
Advancement of business transformation projects spanning multiple departments
- 3
Enhancement and efficiency improvements across the development lifecycle through the use of AI, including coding agents
- 4
Support for establishing an AI-driven, agile in-house development structure
- 5
Support for improving employees' AI literacy and developing talent using tools such as exaBase ロープレ
- 6
Joint consideration and development of externally marketed solutions based on the expertise and assets accumulated through this capital and business alliance
These are items that the documents state the two companies will work on. The lines above and below represent arrangements between the two companies.
A dedicated team of approximately 50 people will be formed in the first year. ¥1,500 million is scheduled to be spent on recruitment and talent development from April 2026 to March 2029.
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).
The specific impact on consolidated results from the fiscal year ending March 2027 onward has not been determined at this time.
| Item | Details |
|---|---|
| Name of alliance partner | Sumitomo Mitsui Financial Group,Inc. |
| Alliance partner's business activities | Management of banks and other companies that may be made subsidiaries under the Banking Act, and related ancillary businesses |
| Alliance partner's location | Chiyoda-ku, Tokyo |
| Alliance partner's capital | ¥2,346.8 billion |
| Type of alliance | Capital and Business Alliance |
| Details of the alliance | Visualisation and analysis of business processes, primarily in administrative functions, and the design, development and integrated implementation of end-to-end automation using AI agents with core business systems, Advancement of business transformation projects spanning multiple departments, Enhancement and efficiency improvements across the development lifecycle through the use of AI, including coding agents, Support for establishing an AI-driven, agile in-house development structure, Support for improving employees' AI literacy and developing talent using tools such as exaBase ロープレ, Joint consideration and development of externally marketed solutions based on the expertise and assets accumulated through this capital and business alliance |
| Number of shares acquired | 9,550,000 shares, representing 10.00% of total shares issued |
| Acquisition price | ¥5,395,750,000 |
| Shareholding ratio | 0% (Sumitomo Mitsui Financial Group,Inc.) → 10.00％ |
| Numerical targets under the alliance | A dedicated team of approximately 50 people will be formed in the first year. ¥1,500 million is scheduled to be spent on recruitment and talent development from April 2026 to March 2029. |
| Shareholding Policy | Sumitomo Mitsui Financial Group,Inc. intends to continue holding the acquired shares over the long term. A letter of undertaking covering advance notice of any transfer and reporting requirements if the shares are transferred within 2 years of the payment date is scheduled to be obtained. |
| Date of board resolution | 31 March 2026 |
| Contract Date | 31 March 2026 |
| Share Acquisition Date and Payment Date | 16 April 2026 (scheduled) |
| Impact on Business Performance | The specific impact on consolidated results from the fiscal year ending March 2027 onward has not been determined at this time. |
| Change in major shareholders | 株式会社ベータカタリスト 9.60% → Sumitomo Mitsui Financial Group,Inc. 10.00% |
Items this document does not state (7)
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 establish a structure for the continuous and agile advancement of AI transformation at the SMBC Group and secure funding for future M&A and equity investments to supplement related technologies and specialised expertise.