Worth reading
62In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Neutral
Direction inferred from the company’s description.Scale
100
¥100 million (target consolidated operating profit)Wording
Avoiding a definitive answer
How definitive the wording is.Decision and Details
Top Management Meeting Q&A Minutes
Decision2 September 2026 (date of the top management meeting)
Period CoveredThe period covered by the next medium-term management plan and future business development of Candle and the cable landing station business
Implementation3 September 2026 (disclosure date of the minutes; actual)
Going forwardThe Company will continue selling Candle circuit capacity. For the Wakayama project, it plans to proceed as scheduled with discussions with prospective partners, the development of a specific business scheme, the assessment of demand prospects, and the review of the investment scale and profitability.
Amount¥10 billion in consolidated operating profit (target under the next medium-term management plan), ¥6.1 billion forecast consolidated operating profit for the fiscal year ending March 2027, approximately ¥8 billion in consolidated operating profit in the final year of the next medium-term management plan assuming the existing businesses only, approximately ¥23 billion in publicly disclosed IRU contracts in total, and approximately ¥21 billion in expected investment
Quantity / scaleApproximately 22.8% compound annual growth rate (CAGR) in consolidated operating profit over the past 5 years, an assumed annual growth rate of approximately 10% for the existing businesses, and a conversion rate of USD 1 = JPY 160
Reason
To disclose the Q&A from a fair disclosure perspective. The Company plans to build on the steady growth of its existing businesses and accumulate earnings contributions from multiple growth drivers, including Candle and the cable landing station business.
Impact on Business Performance
The Company explained that it aims to achieve ¥10 billion in consolidated operating profit by building on the earnings contributions of growth-driver businesses, including Candle and the Baler and Poro Point cable landing stations, in addition to growth in the existing businesses. It stated that it would be difficult to provide a quantitative breakdown of the specific amount of additional earnings.
| Item | Details |
|---|---|
| Matter Covered | Top Management Meeting Q&A Minutes |
| Decision Date | 2 September 2026 (date of the top management meeting) |
| Implementation Date | 3 September 2026 (disclosure date of the minutes; actual) |
| Period Covered | The period covered by the next medium-term management plan and future business development of Candle and the cable landing station business |
| Amount | ¥10 billion in consolidated operating profit (target under the next medium-term management plan), ¥6.1 billion forecast consolidated operating profit for the fiscal year ending March 2027, approximately ¥8 billion in consolidated operating profit in the final year of the next medium-term management plan assuming the existing businesses only, approximately ¥23 billion in publicly disclosed IRU contracts in total, and approximately ¥21 billion in expected investment |
| Quantity / scale | Approximately 22.8% compound annual growth rate (CAGR) in consolidated operating profit over the past 5 years, an assumed annual growth rate of approximately 10% for the existing businesses, and a conversion rate of USD 1 = JPY 160 |
| Impact on Business Performance | The Company explained that it aims to achieve ¥10 billion in consolidated operating profit by building on the earnings contributions of growth-driver businesses, including Candle and the Baler and Poro Point cable landing stations, in addition to growth in the existing businesses. It stated that it would be difficult to provide a quantitative breakdown of the specific amount of additional earnings. |
| Reason | To disclose the Q&A from a fair disclosure perspective. The Company plans to build on the steady growth of its existing businesses and accumulate earnings contributions from multiple growth drivers, including Candle and the cable landing station business. |
| Future plans | The Company will continue selling Candle circuit capacity. For the Wakayama project, it plans to proceed as scheduled with discussions with prospective partners, the development of a specific business scheme, the assessment of demand prospects, and the review of the investment scale and profitability. |
Items this document does not state (3)
Decision-Making BodyGoverning RuleRelated previous disclosures
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 disclose the questions received and the Company’s responses at the meeting from a fair disclosure perspective.
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