Worth reading
54Recurring
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
3.2
% (as a percentage of the revised full-year sales forecast)Wording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
Annual updateWhat happened to the previous planRevised full-year forecast for the fiscal year ending July 2026: sales of ¥2,900 million, operating profit of ¥500 million, and net income of ¥370 million → Full-year results for the fiscal year ended July 2026: sales of ¥2,993 million, operating profit of ¥547 million, and net income of ¥407 million（Sales +3.2%, operating profit +9.4%, net income +10.1%）+3.2%Calculated from the two disclosed figures
Statements about the use of capital
Treasury share acquisition policyAnnounced a share buyback in September 2026 as its first shareholder return measure. The total acquisition cost will be capped at ¥450 million. The acquisition period and conditions are Not disclosed.
Key initiatives
01Business Acceleration Driver ①: Action to expand recurring revenue
02Business Acceleration Driver ②: Securing large-scale business co-creation projects through collaboration with strategy consulting firms
03Business Acceleration Driver ③: R&D focused on the evolution of fourth-generation AI
04Business Acceleration Driver ④: Establishing the No. 1 position in Japan for satellite data analytics AI and expanding globally
Plan assumptionsJapan’s generative AI market is expected to expand at an average annual rate of approximately 47%. Demand for generative AI in 2030 is 17,774 (unit Not disclosed in the chart). Source: Japan Electronics and Information Technology Industries Association (JEITA), “Survey of Trends in Areas of Focus 2023”, The market size associated with resolving labor shortages among professional and technical workers in Japan is ¥2.1 trillion. Source: PERSOL Research and Consulting × Chuo University, “Future Labor Market Estimates 2035”, The Earth observation market is expected to expand from $3,592 million in 2022 to $25,273 million in 2040, representing 8x growth. Source: Morgan Stanley, “Space: Investing in the Final Frontier” (24 July 2020)
Size of the Target MarketGenerative AI demand: 17,774 in 2030, increasing by an average of 46.0–52.2% annually. Source: JEITA, “Survey of Trends in Areas of Focus 2023”, Economic impact of resolving labor shortages among professional and technical workers: ¥2.1 trillion. Source: PERSOL Research and Consulting × Chuo University, “Future Labor Market Estimates 2035”, Earth observation market: $3,592 million in 2022 and $25,273 million in 2040. Source: Morgan Stanley, “Space: Investing in the Final Frontier”
| Item | Details |
|---|---|
| Plan name | Action Plan for Growth (3-Year Plan) |
| Plan period | Fiscal years ending July 2026 to July 2028 |
| Progress against the plan | Annual update |
| Treasury share acquisition policy | Announced a share buyback in September 2026 as its first shareholder return measure. The total acquisition cost will be capped at ¥450 million. The acquisition period and conditions are Not disclosed. |
| Plan assumptions | Japan’s generative AI market is expected to expand at an average annual rate of approximately 47%. Demand for generative AI in 2030 is 17,774 (unit Not disclosed in the chart). Source: Japan Electronics and Information Technology Industries Association (JEITA), “Survey of Trends in Areas of Focus 2023”, The market size associated with resolving labor shortages among professional and technical workers in Japan is ¥2.1 trillion. Source: PERSOL Research and Consulting × Chuo University, “Future Labor Market Estimates 2035”, The Earth observation market is expected to expand from $3,592 million in 2022 to $25,273 million in 2040, representing 8x growth. Source: Morgan Stanley, “Space: Investing in the Final Frontier” (24 July 2020) |
| Key initiatives | Business Acceleration Driver ①: Action to expand recurring revenue, Business Acceleration Driver ②: Securing large-scale business co-creation projects through collaboration with strategy consulting firms, Business Acceleration Driver ③: R&D focused on the evolution of fourth-generation AI, Business Acceleration Driver ④: Establishing the No. 1 position in Japan for satellite data analytics AI and expanding globally |
| Results under the previous plan | Revised full-year forecast for the fiscal year ending July 2026: sales of ¥2,900 million, operating profit of ¥500 million, and net income of ¥370 million → Full-year results for the fiscal year ended July 2026: sales of ¥2,993 million, operating profit of ¥547 million, and net income of ¥407 million（Sales +3.2%, operating profit +9.4%, net income +10.1%） |
| Size of the Target Market | Generative AI demand: 17,774 in 2030, increasing by an average of 46.0–52.2% annually. Source: JEITA, “Survey of Trends in Areas of Focus 2023”, Economic impact of resolving labor shortages among professional and technical workers: ¥2.1 trillion. Source: PERSOL Research and Consulting × Chuo University, “Future Labor Market Estimates 2035”, Earth observation market: $3,592 million in 2022 and $25,273 million in 2040. Source: Morgan Stanley, “Space: Investing in the Final Frontier” |
| Publication date | October 2026 |
Items this document does not state (16)
Sales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetNon-financial targetsReason 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.The company cited “substantial increases in revenue and profit in the custom AI business in 4Q results (May–July), following the 3Q,” attributing this to “steady progress across the board, including the continued expansion of existing projects, large-scale projects for the SBI Group, and collaboration with strategy consulting firms.”
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.