Worth reading
47Recurring
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
1.3
Trillion yen (fiscal 2035 revenue)Wording
Conditional
How definitive the wording is.Items stated in the management plan
FormulatedNet SalesNot disclosed → ¥1.3 trillion
ROENot disclosed → 12% or more
Only the target level is shown because the current level for comparison was not provided.What happened to the previous plan80% of revenue from CN- and DS-related businesses by 2050 → Not disclosed
Key initiatives
01Generate growth resources by maximizing profitability
02Establish a position in the digital infrastructure field
03Create businesses that support a decarbonized society
04Become a company that co-creates value through challenges
Plan assumptionsAchieving carbon neutrality (CN) and expanding DS in the society of the future, In the DS field, the adoption of digital technologies, including AI, is progressing faster than anticipated, In the CN field, regulatory development and market formation toward commercial implementation have not progressed as expected
Segment targetSegment DS business / Sales Target Approximately triple fiscal 2025 revenue / Timing FY2035, Segment CN- and DS-related businesses / Target Revenue share of at least 60% / Timing 2035, Segment New Businesses / Sales Target ¥300 billion / Timing 2035
Risks identified by the company
Regulatory development and market formation toward commercial implementation in the CN field have not progressed as expected
Reason for revision or withdrawal
The business environment has changed significantly from when the medium- to long-term vision was initially formulated. In the DS field, the adoption of digital technologies, including AI, is progressing faster than anticipated, while in the CN field, regulatory development and market formation toward commercial implementation have not progressed as expected. In light of these circumstances, the company formulated a long-term management plan defining its desired position in 2035 in order to enhance corporate value sustainably.
| Item | Details |
|---|---|
| Plan name | Long-Term Management Plan 2026-2035 |
| Plan period | 2026-2035 |
| Progress against the plan | Formulated |
| Sales Target | Not disclosed → ¥1.3 trillion |
| ROE target | Not disclosed → 12% or more |
| Segment target | Segment DS business / Sales Target Approximately triple fiscal 2025 revenue / Timing FY2035, Segment CN- and DS-related businesses / Target Revenue share of at least 60% / Timing 2035, Segment New Businesses / Sales Target ¥300 billion / Timing 2035 |
| Plan assumptions | Achieving carbon neutrality (CN) and expanding DS in the society of the future, In the DS field, the adoption of digital technologies, including AI, is progressing faster than anticipated, In the CN field, regulatory development and market formation toward commercial implementation have not progressed as expected |
| Key initiatives | Generate growth resources by maximizing profitability, Establish a position in the digital infrastructure field, Create businesses that support a decarbonized society, Become a company that co-creates value through challenges |
| Results under the previous plan | 80% of revenue from CN- and DS-related businesses by 2050 → Not disclosed |
| Reason for revision or withdrawal | The business environment has changed significantly from when the medium- to long-term vision was initially formulated. In the DS field, the adoption of digital technologies, including AI, is progressing faster than anticipated, while in the CN field, regulatory development and market formation toward commercial implementation have not progressed as expected. In light of these circumstances, the company formulated a long-term management plan defining its desired position in 2035 in order to enhance corporate value sustainably. |
| Risks identified | Regulatory development and market formation toward commercial implementation in the CN field have not progressed as expected |
| Publication date | 28 May 2026 |
Items this document does not state (13)
Operating profit targetOperating profit margin targetNet income targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorNon-financial targetsSize of the Target MarketDate 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 business environment has changed significantly since the medium- to long-term vision was initially formulated. In the DS field, the adoption of digital technologies such as AI has progressed faster than anticipated, while in the CN field, regulatory development and market formation have not advanced as expected.
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.