Worth reading
35Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Neutral
Direction inferred from the company’s description.Scale
51.2
Year-on-year change in consolidated revenue (%)Wording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
Annual updateKey initiatives
0101 Expand the TAM
0202 Deepen and scale up relationships with existing customers
03AI development
04Business Systems Development
05Operations and maintenance
06DEVELOP & SELL
07ReNom CHARGE
08AI becomes an assistant
09Automated AI modeling
10Departments become AI agents
11Social infrastructure operates autonomously
12Expand project scale, changed from high voltage to extra-high voltage
Plan assumptionsThe TAM of the industries targeted by the AI Business will expand 62.8%, from ¥3.84 trillion in 2025 to ¥6.25 trillion in 2030, Electricity demand will increase by 43 billion kWh by 2035, Renewable energy will account for 40–50% in fiscal 2040
Non-financial targetsIndicator name New customers / Target value At least 10 companies each fiscal year / Timing Each fiscal year, Indicator name Revenue repeat rate / Target value At least 85% / Timing For 3 consecutive fiscal years, Indicator name Number of optimization engineers / Target value More than 70 specialized professionals / Timing As of the latest update
Size of the Target MarketMarket Size ¥3.84 trillion in 2025 and ¥6.25 trillion in 2030 / Growth rate Expanded 62.8% from 2025 to 2030 / Source Fuji Chimera Research Institute, "IT Investment Trends by Industry / Future Outlook for the DX Market, FY2026 Edition: DX Investment"
Risks identified by the company
Impact of technological innovation
Securing and Developing Human Resources
Earnings volatility during a period of business expansion
Earnings volatility due to deterioration in project profitability
| Item | Details |
|---|---|
| Plan name | Business Plan and Growth Potential |
| Plan period | Fiscal year ending June 2027 (current-year target) |
| Progress against the plan | Annual update |
| Non-financial targets | Indicator name New customers / Target value At least 10 companies each fiscal year / Timing Each fiscal year, Indicator name Revenue repeat rate / Target value At least 85% / Timing For 3 consecutive fiscal years, Indicator name Number of optimization engineers / Target value More than 70 specialized professionals / Timing As of the latest update |
| Plan assumptions | The TAM of the industries targeted by the AI Business will expand 62.8%, from ¥3.84 trillion in 2025 to ¥6.25 trillion in 2030, Electricity demand will increase by 43 billion kWh by 2035, Renewable energy will account for 40–50% in fiscal 2040 |
| Key initiatives | 01 Expand the TAM, 02 Deepen and scale up relationships with existing customers, AI development, Business Systems Development, Operations and maintenance, DEVELOP & SELL, ReNom CHARGE, AI becomes an assistant, Automated AI modeling, Departments become AI agents, Social infrastructure operates autonomously, Expand project scale, changed from high voltage to extra-high voltage |
| Size of the Target Market | Market Size ¥3.84 trillion in 2025 and ¥6.25 trillion in 2030 / Growth rate Expanded 62.8% from 2025 to 2030 / Source Fuji Chimera Research Institute, "IT Investment Trends by Industry / Future Outlook for the DX Market, FY2026 Edition: DX Investment" |
| Risks identified | Impact of technological innovation, Securing and Developing Human Resources, Earnings volatility during a period of business expansion, Earnings volatility due to deterioration in project profitability |
| Publication date | 29 September 2026 |
Items this document does not state (16)
Sales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetResults 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 policy is to disclose the "Matters Concerning the Business Plan and Growth Potential" around September each year. In addition, because revenue from energy storage facility development exceeded 20% of total revenue and its importance increased, segment disclosure changed to the Infrastructure Asset Business starting with the fiscal year ended June 2026.
How to read this page
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.