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Management planning4375Safie Inc.Information and Communications, Services and Others

Business Plan and Growth Potential

The company disclosed its business results for 2025, earnings forecast for the fiscal year ending December 2026, and future growth roadmap. The presented text does not indicate that the existing medium-term plan was withdrawn or its figures revised.

Worth reading
40Recurring
Scored from 3 of 5 sections
Direction
Neutral
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Wording
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Items stated in the management plan

Annual update
Business Plan and Growth Potential
Publication date 25 March 2026
Net Sales¥19,029 million (FY2025 actual) → Not disclosed
Only the target level is shown because the current level for comparison was not provided.
Key initiatives
01Expand frontline AX solutions from the Safie platform
02Enter the installed-base camera market
03Expand the addressable market
04Promote frontline AX across diverse industries
Plan assumptionsThe cloud camera market currently comprises approximately 550,000 units, while the installed-base camera (on-premises) market is forecast to comprise approximately 9 million units as of 2028. The domestic addressable market is approximately 40 million units, and the global addressable market is approximately 500 million units. Figures for the installed-base camera market and other markets are company estimates calculated based on shipment volumes in reports by Yano Research Institute, using certain assumptions.
Size of the Target MarketMarket Cloud camera market / Scale Approximately 550,000 cameras / As of Current / Source Calculated based on the company's market share, Market Installed-base camera (on-premises) market / Scale Approximately 9 million cameras / As of Forecast as of 2028 / Source Company estimate calculated based on shipment volumes in the domestic or global surveillance camera market stated in reports by Yano Research Institute, using certain assumptions, Market Domestic addressable market / Scale Approximately 40 million cameras / Source Company estimate calculated using certain assumptions, Market Global addressable market / Scale Approximately 500 million cameras / Source Company estimate calculated using certain assumptions, Market Share of the cloud monitoring and recording services market / Scale 55.3% / Source Techno System Research Co., Ltd., Network Camera Cloud Recording Service Market Survey (2024)
Risks identified by the company
The estimated amount of store-visit costs and the reduction rate may differ from those at actual stores.
Because the underlying premises and assumptions differ by customer, an equivalent reduction in store-visit costs cannot necessarily be expected.
Items stated in the management plan
ItemDetails
Plan nameBusiness Plan and Growth Potential
Progress against the planAnnual update
Sales Target¥19,029 million (FY2025 actual) → Not disclosed
Plan assumptionsThe cloud camera market currently comprises approximately 550,000 units, while the installed-base camera (on-premises) market is forecast to comprise approximately 9 million units as of 2028. The domestic addressable market is approximately 40 million units, and the global addressable market is approximately 500 million units. Figures for the installed-base camera market and other markets are company estimates calculated based on shipment volumes in reports by Yano Research Institute, using certain assumptions.
Key initiativesExpand frontline AX solutions from the Safie platform, Enter the installed-base camera market, Expand the addressable market, Promote frontline AX across diverse industries
Size of the Target MarketMarket Cloud camera market / Scale Approximately 550,000 cameras / As of Current / Source Calculated based on the company's market share, Market Installed-base camera (on-premises) market / Scale Approximately 9 million cameras / As of Forecast as of 2028 / Source Company estimate calculated based on shipment volumes in the domestic or global surveillance camera market stated in reports by Yano Research Institute, using certain assumptions, Market Domestic addressable market / Scale Approximately 40 million cameras / Source Company estimate calculated using certain assumptions, Market Global addressable market / Scale Approximately 500 million cameras / Source Company estimate calculated using certain assumptions, Market Share of the cloud monitoring and recording services market / Scale 55.3% / Source Techno System Research Co., Ltd., Network Camera Cloud Recording Service Market Survey (2024)
Risks identifiedThe estimated amount of store-visit costs and the reduction rate may differ from those at actual stores., Because the underlying premises and assumptions differ by customer, an equivalent reduction in store-visit costs cannot necessarily be expected.
Publication date25 March 2026
Items this document does not state (17)
Plan periodOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetNon-financial targetsResults under the previous planReason for revision or withdrawalDate 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.

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The company did not specify why it published this document.

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Business Plan and Growth Potential | Safie Inc. (4375) timely disclosure | Komori