Komori
Excite Holdings (5571) · TargetAdvanced

Growth centered on the medical business under the mid-term management plan “EXCITE300”

First written in FY2026-H1. 5 of 6 entries say "Advanced", first in 2026-05-15. Latest entry: 2026-09-16.

6entries
2years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2026-H1Advanced2026-05-15 – 2026-09-162025: 120252026: 52026
Same theme, other companies
Setting and achieving performance targets under the medium-term management planA theme 791 companies write about · 75 as a headwind · 1062 as a tailwind

The whole theme swung hardest in 2021: 17 of 77 companies on the "Worse" side.

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 133 companies compared. The sentences above are computed from all 133.Comparing 200 of the theme's 1182 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「On 14 February 2025, we announced the Medium-Term Management Plan EXCITE300, targeting revenue of ¥15.5 billion, EBITDA of ¥2.3 billion, operating income of ¥1.6 billion, net income attributable to owners of the parent of ¥1.0 billion, and a market capitalization of ¥30.0 billion for the fiscal year ending March 2028. As segment-specific strategies to achieve these targets, the medical business will expand its medical specialties, number of clinics, delivery areas, and patient-referral channels, while the SaaS and DX businesses will strengthen their sales and customer-success structures centered on FanGrowth and Sharely.」

    The Company provides specific progress under the medium-term plan, including results for the fiscal year ending March 2026 of revenue of ¥10.797 billion, EBITDA of ¥1.043 billion, and operating income of ¥454 million, together with targets for the fiscal year ending March 2028.
  2. FY2026-H1First statedAnnual report

    「To achieve the Medium-Term Management Plan EXCITE300, which targets revenue of ¥15.5 billion, EBITDA of ¥2.3 billion, operating income of ¥1.6 billion, net income attributable to owners of the parent of ¥1.0 billion, and a market capitalization of ¥30.0 billion for the fiscal year ending March 2028, the Group expects growth centered on the medical field. To present progress under the plan more clearly and more rigorously reflect the management approach of aligning organizational and disclosure segment classifications, medical services such as online medical consultations previously included in the platform business have been separated and added as a newly established reportable segment, the medical business, from the current interim consolidated accounting period.」

    The Group first explicitly stated a medium-term plan targeting, by the fiscal year ending March 2028, revenue of ¥15.5 billion, EBITDA of ¥2.3 billion, operating income of ¥1.6 billion, net income attributable to owners of the parent of ¥1.0 billion, and a market capitalization of ¥30.0 billion. Growth is planned around the medical field, with online medical consultations and related services disclosed as a separate segment.
Moved together

"Developing the SaaS and DX business into a new core business" moved the same way as this thread, in the same document, in 4 of its 6 moves.

4422★1234
  1. ★This thread
  2. 1Developing the SaaS and DX business into a new core business4×
  3. 2Fostering a D2C business by leveraging a female customer base4×
  4. 3Expanding Sales and Enhancing the Functions of KUROTEN and FanGrowth2×
  5. 4Disciplined Customer-Acquisition Investment Based on LTV, ROAS, and ROI2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Excite Holdings yet. It last moved in the Treasury Stock of 2026-09-16: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Growth centered on the medical business under the mid-term management plan “EXCITE300” | Excite Holdings Co.,Ltd. (5571) | Komori