Komori
Business Plan7921TAKARA & COMPANY LTD.Information and Communications, Services and Others

Notice Regarding the Formulation of the "New Medium-Term Management Plan 2029"

The New Medium-Term Management Plan 2029 has been formulated for the 3-year period from the fiscal year ending May 2027 through the fiscal year ending May 2029. The Company is targeting revenue of ¥50.0 billion, operating profit of ¥8.2 billion and ROE of 15.3% for the fiscal year ending May 2029, and has also reviewed its policies on growth investment and shareholder returns.

Worth reading
65In 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
189
¥100 million (revenue, compared with actual results for the fiscal year ending May 2026)
Wording
Conditional
How definitive the wording is.

Items stated in the management plan

Formulated
New Medium-Term Management Plan 2029Plan period 3 years from the fiscal year ending May 2027 through the fiscal year ending May 2029
Publication date 8 July 2026
Net Sales+0.1%
基準 2,026Target2,029100 million
Operating profit+0.1%
基準 2,026Target2,029100 million
Operating profit margin+3.0pt
基準 2,026Target2,029%
Net income for the current fiscal year+0.1%
基準 2,026Target2,029100 million
ROE+3.0pt
基準 2,026Target2,029%

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.

What happened to the previous planNet Sales ¥33 billion / Operating profit ¥4.4 billion / Operating profit margin 13.3% / ROE 10.0% → Net Sales ¥31.1 billion / Operating profit ¥4.4 billion / Operating profit margin 14.2% / ROE 10.8%(Net Sales Decrease of 5.8% / Operating profit 0% / Operating profit margin Increase of 6.8% / ROE Increase of 8.0%)
Total investment plan¥10.0 billion plus for growth investment. The source of funds for capital allocation is ¥22.5 billion.
Investment amount by sectorField Capital Investment / Amount Not disclosed, Field Human resources development / Amount Not disclosed, Field Corporate acquisitions and M&A / Amount Not disclosed, Field Strengthening the management platform / Amount Not disclosed
Statements about the use of capital
Payout ratio / DOE policyThe Company will operate with a target payout ratio of 50%–100% and DOE of at least 7.5%. The applicable period is the medium-term management plan period, from the fiscal year ending May 2027 through the fiscal year ending May 2029.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 policyThe Company will consider share buybacks and other measures as among all available possibilities and means, and will implement flexible shareholder returns. The specific acquisition limit, timing and conditions are Not disclosed.
Self-assessment of PBR and share priceThe Company plans to pursue capital policies that take its cost of capital and share price into account. Although trends in PER are presented, its assessment of the current level of PBR and share price as low is Not disclosed.PBR is a measure of how many times the share price is the book value per share.
Key initiatives
01Full-scale operation of WizLabo2.0
02Accelerate growth through WizLabo Synapse
03Expand sales by leveraging WizLabo's overwhelming system advantages
04Evolve and deepen the content and consulting businesses
05Strengthen and expand capabilities for new financial products, including security tokens (STs)
06Strengthen the disclosure business related to financing by foreign companies
07Increase market share as a support provider for the rapidly growing number of companies listed on the professional market
08Improve product delivery capabilities and customer support across all fields through the use of technology, including AI
09Execute a branding strategy to strengthen the Company's advantages as a pioneer
10Expand WizLabo's translation-related functions to achieve seamless efficiency improvements across the entire disclosure process, rather than limiting them to translation work
11Expand sales of WizLabo AI Translate, a customer-facing translation support tool equipped with an advanced AI translation engine
12Strengthen and expand BPO capabilities for IPO companies, asset management companies and general meeting of shareholders processes
13Strengthen consulting value-added services, support systems and product delivery capabilities through AI implementation
14Strengthen and expand the compliance-related business
15Further expand the Company's strong market position in support for integrated report production and broaden its solution range
16Strengthen and expand interactive IR products connecting investors and listed companies
17Expand the product lineup and sales under core branding support, while improving capabilities for WEB, video, media and SNS initiatives
18Consider and commercialize expanded information-distribution products based on AIO and high-value-added solutions using AI
19Strengthen WizLabo development across the Group
20Expanding the scope of consulting services
21Expand the Web business service domain
22Expand into new business fields
23Accelerate the expansion of the Group's business globally
24Secure digital and technology talent and consulting talent
25Introduce and implement the Company's proprietary 3-day weekend system
26Target annual wage increases of at least 5% over the next 3 years
Plan assumptionsBased on information available at the time the materials were prepared and certain assumptions deemed reasonable. Numerical assumptions regarding specific foreign exchange rates, market growth rates, raw material prices and other factors are Not disclosed.
Segment targetSegment Disclosure-related business / Revenue target for the fiscal year ending May 2029 ¥40.7 billion / Profit Target Not disclosed, Segment Interpretation and Translation Business / Revenue target for the fiscal year ending May 2029 ¥9.3 billion / Profit Target Not disclosed
Non-financial targetsIndicator Annual human resources development investment per employee / Target As a general rule, an amount exceeding the previous fiscal year's level / Timing Plan period, Indicator Serious violations of laws and regulations, including insider trading / Target Maintain 0 incidents / Timing Plan period, Indicator Annual paid-leave utilization rate / Target 70% / Timing Plan period, Indicator CO2 emissions (Scopes 1 and 2) / Target Carbon neutrality by 2050 (net-zero emissions) / Timing 2050, Indicator GHG Emissions / Target 46% reduction from the fiscal year ended March 2024 / Timing Fiscal year ending March 2031, Indicator Customer satisfaction survey / Target Conduct once annually / Timing Plan period, Indicator Wage increase rate / Target At least 5% annually / Timing The next 3 years
Risks identified by the company
Uncertain economic conditions
Changes in the market environment
Various other risk factors
Reason for revision or withdrawal

To respond swiftly to the rapidly changing business environment and achieve sustained growth in corporate value.

Items stated in the management plan
ItemDetails
Plan nameNew Medium-Term Management Plan 2029
Plan period3 years from the fiscal year ending May 2027 through the fiscal year ending May 2029
Progress against the planFormulated
Sales Target¥31.1 billion (actual results for the fiscal year ending May 2026) → ¥50.0 billion (target under the plan for the fiscal year ending May 2029)(Increase of 60.8%)
Operating profit target¥4.4 billion (actual results for the fiscal year ending May 2026) → ¥8.2 billion (target under the plan for the fiscal year ending May 2029)(Increase of 86.4%)
Operating profit margin target14.2% (actual results for the fiscal year ending May 2026) → 16.4% (target under the plan for the fiscal year ending May 2029)(Increase of 15.5%)
Net income target¥3.3 billion (actual results for the fiscal year ending May 2026) → ¥5.7 billion (target under the plan for the fiscal year ending May 2029)(Increase of 72.7%)
ROE target10.8% (actual results for the fiscal year ending May 2026) → 15.3% (target under the plan for the fiscal year ending May 2029)(Increase of 41.7%)
Payout ratio / DOE policyThe Company will operate with a target payout ratio of 50%–100% and DOE of at least 7.5%. The applicable period is the medium-term management plan period, from the fiscal year ending May 2027 through the fiscal year ending May 2029.
Treasury share acquisition policyThe Company will consider share buybacks and other measures as among all available possibilities and means, and will implement flexible shareholder returns. The specific acquisition limit, timing and conditions are Not disclosed.
Self-assessment of PBR and share priceThe Company plans to pursue capital policies that take its cost of capital and share price into account. Although trends in PER are presented, its assessment of the current level of PBR and share price as low is Not disclosed.
Total investment plan¥10.0 billion plus for growth investment. The source of funds for capital allocation is ¥22.5 billion.
Investment amount by sectorField Capital Investment / Amount Not disclosed, Field Human resources development / Amount Not disclosed, Field Corporate acquisitions and M&A / Amount Not disclosed, Field Strengthening the management platform / Amount Not disclosed
Segment targetSegment Disclosure-related business / Revenue target for the fiscal year ending May 2029 ¥40.7 billion / Profit Target Not disclosed, Segment Interpretation and Translation Business / Revenue target for the fiscal year ending May 2029 ¥9.3 billion / Profit Target Not disclosed
Non-financial targetsIndicator Annual human resources development investment per employee / Target As a general rule, an amount exceeding the previous fiscal year's level / Timing Plan period, Indicator Serious violations of laws and regulations, including insider trading / Target Maintain 0 incidents / Timing Plan period, Indicator Annual paid-leave utilization rate / Target 70% / Timing Plan period, Indicator CO2 emissions (Scopes 1 and 2) / Target Carbon neutrality by 2050 (net-zero emissions) / Timing 2050, Indicator GHG Emissions / Target 46% reduction from the fiscal year ended March 2024 / Timing Fiscal year ending March 2031, Indicator Customer satisfaction survey / Target Conduct once annually / Timing Plan period, Indicator Wage increase rate / Target At least 5% annually / Timing The next 3 years
Plan assumptionsBased on information available at the time the materials were prepared and certain assumptions deemed reasonable. Numerical assumptions regarding specific foreign exchange rates, market growth rates, raw material prices and other factors are Not disclosed.
Key initiativesFull-scale operation of WizLabo2.0, Accelerate growth through WizLabo Synapse, Expand sales by leveraging WizLabo's overwhelming system advantages, Evolve and deepen the content and consulting businesses, Strengthen and expand capabilities for new financial products, including security tokens (STs), Strengthen the disclosure business related to financing by foreign companies, Increase market share as a support provider for the rapidly growing number of companies listed on the professional market, Improve product delivery capabilities and customer support across all fields through the use of technology, including AI, Execute a branding strategy to strengthen the Company's advantages as a pioneer, Expand WizLabo's translation-related functions to achieve seamless efficiency improvements across the entire disclosure process, rather than limiting them to translation work, Expand sales of WizLabo AI Translate, a customer-facing translation support tool equipped with an advanced AI translation engine, Strengthen and expand BPO capabilities for IPO companies, asset management companies and general meeting of shareholders processes, Strengthen consulting value-added services, support systems and product delivery capabilities through AI implementation, Strengthen and expand the compliance-related business, Further expand the Company's strong market position in support for integrated report production and broaden its solution range, Strengthen and expand interactive IR products connecting investors and listed companies, Expand the product lineup and sales under core branding support, while improving capabilities for WEB, video, media and SNS initiatives, Consider and commercialize expanded information-distribution products based on AIO and high-value-added solutions using AI, Strengthen WizLabo development across the Group, Expanding the scope of consulting services, Expand the Web business service domain, Expand into new business fields, Accelerate the expansion of the Group's business globally, Secure digital and technology talent and consulting talent, Introduce and implement the Company's proprietary 3-day weekend system, Target annual wage increases of at least 5% over the next 3 years
Results under the previous planNet Sales ¥33 billion / Operating profit ¥4.4 billion / Operating profit margin 13.3% / ROE 10.0% → Net Sales ¥31.1 billion / Operating profit ¥4.4 billion / Operating profit margin 14.2% / ROE 10.8%(Net Sales Decrease of 5.8% / Operating profit 0% / Operating profit margin Increase of 6.8% / ROE Increase of 8.0%)
Reason for revision or withdrawalTo respond swiftly to the rapidly changing business environment and achieve sustained growth in corporate value.
Risks identifiedUncertain economic conditions, Changes in the market environment, Various other risk factors
Publication date8 July 2026
Items this document does not state (4)
ROIC targetCost of capitalSize 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.

To respond swiftly to the rapidly changing business environment and achieve sustained growth in corporate value.

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.
Notice Regarding the Formulation of the "New Medium-Term Management Plan 2029" | TAKARA & COMPANY LTD. (7921) timely disclosure | Komori