Worth reading
63In focus
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
35029
¥100 million (fiscal 2035 revenue target)Wording
Conditional
How definitive the wording is.Items stated in the management plan
FormulatedNet Sales+0.5%
基準 2,025Target2,035Hundreds of millions of yen
Operating profit margin+10.0pt
基準 2,025Target2,035%
ROE+10.0pt
基準 2,025Target2,035%
Each line is the climb from the baseline the document states to the target it sets. The slope is scaled against the largest climb in this document. For metrics expressed as percentages, differences are shown in percentage points (pt).The increase shown by the dotted line is calculated from the two reported figures because the company did not provide the amount of growth.
Operating profitFiscal 2025 actual: adjusted operating profit of ¥217.5 billion → Not disclosed
Only the target level is shown because the current level for comparison was not provided.Total investment planAn investment framework of approximately ¥3 trillion over the next 10 years
Investment amount by sectorField Research and development / acquisition of advanced talent / Amount Not disclosed, Field Capital and business alliances / M&A, etc. / Amount Not disclosed
Statements about the use of capital
Payout ratio / DOE policyTotal payout ratio of approximately 60%. The company will continue to increase dividends steadily in line with earnings growth. Target period: Not disclosed.The payout ratio is the proportion of profit paid out as dividends, while DOE is the ratio of dividends to net assets.
Treasury share acquisition policyRepurchases will be conducted flexibly with a focus on improving capital efficiency. Specific details regarding the repurchase amount, timing and terms: Not disclosed.
Key initiatives
01Providing trusted technologies
02Putting AI-driven capabilities into practice
03Business creation through technology
04Accelerating business model transformation
05Industry-focused management
06AI-driven delivery
07Enhancing the management platform
08Proactive execution of growth investments
09Increasing shareholder returns
Segment targetBusiness Areas Business creation through technology / Sales target Fiscal 2035: revenue of approximately ¥3 trillion / Profit Target Not disclosed, Business Areas Sovereign Platform / Sales target Fiscal 2035: expected revenue of ¥1.5 trillion / Profit Target Not disclosed, Business Areas Uvance / Sales target Fiscal 2025–2030: CAGR of over 20% / Profit Target Not disclosed, Business Areas Modernization / Sales target Fiscal 2025–2030: CAGR of over 10% / Profit Target Not disclosed
Non-financial targetsIndicator Quantum Computing / Target value Fiscal 2035: 1,000 logical qubits / Timing FY2035, Indicator AI use across all projects / Target value More than 90% / Timing Not disclosed, Indicator Productivity of AI-driven delivery / Target value Targeting more than double / Timing Not disclosed, Indicator Development Productivity / Target value Achieve approximately 100 times the current level / Timing Not disclosed
Size of the Target MarketAI services market in 2035: approximately ¥30 trillion in areas for creating new businesses and approximately ¥200 trillion in areas for business expansion through AI. Target market for the Sovereign Platform: ¥8 trillion. Sources: “Our estimates based on materials from research firms” and One-Market Data Global IT Market - Market Forecast 2025 V1.00 (2025-9-25). Target markets are Japan and Europe.
Risks identified by the company
Economic conditions in major markets, particularly Japan, Europe, North America, Oceania and Asia, including China
Foreign exchange trends and interest rate fluctuations
Capital market trends
Intensifying price competition
Changes in market position resulting from competition in technology development
Changes in the parts procurement environment
Changes in competitive relationships resulting from partnerships, alliances and technology licensing
Risks related to public regulations, policies and taxation
Risks related to defects or deficiencies in products and services
The possibility of unprofitable projects arising
Risks related to research and development investment, capital investment, business acquisitions and business reorganizations
Risks related to natural disasters and unexpected events
Changes in Accounting Policies
Reason for revision or withdrawal
Against a backdrop of geopolitical fragmentation, intensifying climate change, a declining working-age population, new threats arising from technological advances, and the rapid evolution of technologies including AI, the company has established a mid- to long-term management vision.
| Item | Details |
|---|---|
| Plan name | Mid- to Long-Term Management Vision 2035 |
| Plan period | Fiscal years 2026–2035 |
| Progress against the plan | Formulated |
| Sales Target | Fiscal 2025 actual: ¥3.2958 trillion → Fiscal 2035: ¥3.5029 trillion |
| Operating profit target | Fiscal 2025 actual: adjusted operating profit of ¥217.5 billion → Not disclosed |
| Operating profit margin target | Fiscal 2025 actual: 6.6% → Fiscal 2035: 25–30% |
| ROE target | Fiscal 2025 actual: 15.8% → Fiscal 2035: over 20% |
| Payout ratio / DOE policy | Total payout ratio of approximately 60%. The company will continue to increase dividends steadily in line with earnings growth. Target period: Not disclosed. |
| Treasury share acquisition policy | Repurchases will be conducted flexibly with a focus on improving capital efficiency. Specific details regarding the repurchase amount, timing and terms: Not disclosed. |
| Total investment plan | An investment framework of approximately ¥3 trillion over the next 10 years |
| Investment amount by sector | Field Research and development / acquisition of advanced talent / Amount Not disclosed, Field Capital and business alliances / M&A, etc. / Amount Not disclosed |
| Segment target | Business Areas Business creation through technology / Sales target Fiscal 2035: revenue of approximately ¥3 trillion / Profit Target Not disclosed, Business Areas Sovereign Platform / Sales target Fiscal 2035: expected revenue of ¥1.5 trillion / Profit Target Not disclosed, Business Areas Uvance / Sales target Fiscal 2025–2030: CAGR of over 20% / Profit Target Not disclosed, Business Areas Modernization / Sales target Fiscal 2025–2030: CAGR of over 10% / Profit Target Not disclosed |
| Non-financial targets | Indicator Quantum Computing / Target value Fiscal 2035: 1,000 logical qubits / Timing FY2035, Indicator AI use across all projects / Target value More than 90% / Timing Not disclosed, Indicator Productivity of AI-driven delivery / Target value Targeting more than double / Timing Not disclosed, Indicator Development Productivity / Target value Achieve approximately 100 times the current level / Timing Not disclosed |
| Key initiatives | Providing trusted technologies, Putting AI-driven capabilities into practice, Business creation through technology, Accelerating business model transformation, Industry-focused management, AI-driven delivery, Enhancing the management platform, Proactive execution of growth investments, Increasing shareholder returns |
| Reason for revision or withdrawal | Against a backdrop of geopolitical fragmentation, intensifying climate change, a declining working-age population, new threats arising from technological advances, and the rapid evolution of technologies including AI, the company has established a mid- to long-term management vision. |
| Size of the Target Market | AI services market in 2035: approximately ¥30 trillion in areas for creating new businesses and approximately ¥200 trillion in areas for business expansion through AI. Target market for the Sovereign Platform: ¥8 trillion. Sources: “Our estimates based on materials from research firms” and One-Market Data Global IT Market - Market Forecast 2025 V1.00 (2025-9-25). Target markets are Japan and Europe. |
| Risks identified | Economic conditions in major markets, particularly Japan, Europe, North America, Oceania and Asia, including China, Foreign exchange trends and interest rate fluctuations, Capital market trends, Intensifying price competition, Changes in market position resulting from competition in technology development, Changes in the parts procurement environment, Changes in competitive relationships resulting from partnerships, alliances and technology licensing, Risks related to public regulations, policies and taxation, Risks related to defects or deficiencies in products and services, The possibility of unprofitable projects arising, Risks related to research and development investment, capital investment, business acquisitions and business reorganizations, Risks related to natural disasters and unexpected events, Changes in Accounting Policies |
| Date of board resolution | 28 May 2026 |
| Publication date | 28 May 2026 |
Items this document does not state (6)
Net income targetROIC targetCost of capitalSelf-assessment of PBR and share pricePlan assumptionsResults under the previous plan
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 recognizes that society will undergo structural changes over the next 10 years due to geopolitical fragmentation, climate change, a declining working-age population, and the rapid evolution of technologies including AI.
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.