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Management planning4444INFONET GROUP inc.Information and Communications, Services and Others

Explanatory Material on Business Plans and Growth Potential

The existing growth strategy was updated for the year, outlining progress and the future roadmap for expanding LENSAhub’s functionality, applying AI, and pursuing M&A and partnership strategies. For the fiscal year ending March 2027, the company expects revenue of ¥2,239 million and operating profit of ¥137 million.

Worth reading
46Recurring
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
82
¥ million (operating profit: ¥55 million actual for the fiscal year ending March 2026 → ¥137 million forecast for the fiscal year ending March 2027)
Wording
Avoiding a definitive answer
How definitive the wording is.

Items stated in the management plan

Annual update
Explanatory Material on Business Plans and Growth PotentialPlan period Fiscal years ending March 2027 to March 2029
Publication date 29 June 2026
Net Sales+7.4%
基準 2,085Target2,239million
Operating profit+149.1%
基準 55Target137million
Operating profit margin+3.5pt
基準 2.6Target6.1%

Each line is the climb from the baseline the document states to the target it sets. The slope is scaled against the largest climb in this document. For metrics expressed as percentages, differences are shown in percentage points (pt).The increase shown by the dotted line is calculated from the two reported figures because the company did not provide the amount of growth.

Key initiatives
01Business model transition: from contract-based services to an “ongoing-support model”
02Full-scale launch of the partner strategy
03Product evolution: building the foundation for an autonomous platform
04Evolution of the organizational structure
Plan assumptionsThe domestic SaaS-based CMS market was valued at ¥7.6 billion in fiscal 2024, representing year-on-year growth of 10.0%. Source: ITR, “ITR Market View: EC Site Construction / CMS / SMS Sending Services / Electronic Invoice Services / Electronic Contract Services Market 2025”
Size of the Target MarketThe domestic SaaS-based CMS market was valued at ¥7.6 billion in fiscal 2024, representing year-on-year growth of 10.0%. Source: ITR, “ITR Market View: EC Site Construction / CMS / SMS Sending Services / Electronic Invoice Services / Electronic Contract Services Market 2025”
Risks identified by the company
Business environment: the CMS market and AI services market
Business environment: the CMS market
Business environment: changes in economic and industry conditions
Business operations: development environment
Business operations: status of competitors
Business operations: technological innovation and other developments
Business operations: system failures in the provision of SaaS-based services
Business operations: advances in AI technology
Business operations: seasonal fluctuations in performance
Business operations: dependence on specific products
Business operations: project profitability
Business structure: internal control systems
Business structure: information security
Business structure: AI-related risks
Items stated in the management plan
ItemDetails
Plan nameExplanatory Material on Business Plans and Growth Potential
Plan periodFiscal years ending March 2027 to March 2029
Progress against the planAnnual update
Sales Target¥2,085 million → ¥2,239 million(+7.4%)
Operating profit target¥55 million → ¥137 million(+149.1%)
Operating profit margin target2.6 % → 6.1 %(+134.6%)
Plan assumptionsThe domestic SaaS-based CMS market was valued at ¥7.6 billion in fiscal 2024, representing year-on-year growth of 10.0%. Source: ITR, “ITR Market View: EC Site Construction / CMS / SMS Sending Services / Electronic Invoice Services / Electronic Contract Services Market 2025”
Key initiativesBusiness model transition: from contract-based services to an “ongoing-support model”, Full-scale launch of the partner strategy, Product evolution: building the foundation for an autonomous platform, Evolution of the organizational structure
Size of the Target MarketThe domestic SaaS-based CMS market was valued at ¥7.6 billion in fiscal 2024, representing year-on-year growth of 10.0%. Source: ITR, “ITR Market View: EC Site Construction / CMS / SMS Sending Services / Electronic Invoice Services / Electronic Contract Services Market 2025”
Risks identifiedBusiness environment: the CMS market and AI services market, Business environment: the CMS market, Business environment: changes in economic and industry conditions, Business operations: development environment, Business operations: status of competitors, Business operations: technological innovation and other developments, Business operations: system failures in the provision of SaaS-based services, Business operations: advances in AI technology, Business operations: seasonal fluctuations in performance, Business operations: dependence on specific products, Business operations: project profitability, Business structure: internal control systems, Business structure: information security, Business structure: AI-related risks
Publication date29 June 2026
Items this document does not state (14)
Net 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.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

The company plans to make strategic investments in its business and people to accelerate comprehensive support for business-improvement DX and web marketing and maximize customers’ business value.

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.
Explanatory Material on Business Plans and Growth Potential | INFONET GROUP inc. (4444) timely disclosure | Komori