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Management planning4840TriIs IncorporatedInformation and Communications, Services and Others

Notice of the Announcement of the Medium- to Long-Term Growth Strategy “TRIiS 2.0”

The company newly formulated the Medium- to Long-Term Growth Strategy “TRIiS2.0” and outlined a policy of expanding its business through two pillars: serial M&A of long-established companies, and the use of AI for investment decisions and post-acquisition management improvement. No specific numerical targets for revenue or profit were provided.

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Improvement
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Wording
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Items stated in the management plan

Formulated
Medium- to Long-Term Growth Strategy “TRIiS2.0”Plan period Start year: Not disclosed; final year: 2031 (in 5 years)
Publication date 15 April 2026
Statements about the use of capital
Self-assessment of PBR and share priceBefore March 2026, the PBR had languished at 1.0x or below. The company projects a PBR of 3.6–6.1x as the core range in 5 years, with 7.5x as an upper reference range.PBR is a measure of how many times the share price is the book value per share.
Key initiatives
01Smart Investment
02Transformation into a Smart Company
03Proactive M&A of both listed and unlisted companies
04New organizational structure for executing M&A
Size of the Target MarketThere are approximately 688,000 companies with a history of 50 years or more. Of these, approximately 133,000 have stable performance and annual sales of ¥1 billion or more but less than ¥50 billion, with total sales of approximately ¥79.1 trillion. Source: The company's estimate based on Teikoku Databank's surveys of long-established and anniversary companies and of the rate of companies without successors (27 March 2026).
Items stated in the management plan
ItemDetails
Plan nameMedium- to Long-Term Growth Strategy “TRIiS2.0”
Plan periodStart year: Not disclosed; final year: 2031 (in 5 years)
Progress against the planFormulated
Self-assessment of PBR and share priceBefore March 2026, the PBR had languished at 1.0x or below. The company projects a PBR of 3.6–6.1x as the core range in 5 years, with 7.5x as an upper reference range.
Key initiativesSmart Investment, Transformation into a Smart Company, Proactive M&A of both listed and unlisted companies, New organizational structure for executing M&A
Size of the Target MarketThere are approximately 688,000 companies with a history of 50 years or more. Of these, approximately 133,000 have stable performance and annual sales of ¥1 billion or more but less than ¥50 billion, with total sales of approximately ¥79.1 trillion. Source: The company's estimate based on Teikoku Databank's surveys of long-established and anniversary companies and of the rate of companies without successors (27 March 2026).
Publication date15 April 2026
Items this document does not state (18)
Sales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalTotal investment planInvestment amount by sectorSegment targetNon-financial targetsPlan assumptionsResults under the previous planReason for revision or withdrawalRisks identifiedDate 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.

Until recently, トライアイズ lacked a clear growth strategy, the profitability of its investments and businesses was unstable, and its share price had languished. The company analyzed the fundamental cause constraining growth as the absence of a strategy and stated that it aims to resolve these issues by completely renewing its management team.

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Notice of the Announcement of the Medium- to Long-Term Growth Strategy “TRIiS 2.0” | TriIs Incorporated (4840) timely disclosure | Komori