New Medium-Term Management Plan “Beyond Our Limits”: Taking on a Challenge Beyond the Ordinary
First written in FY2023-Q1. 11 of 16 entries say "Advanced", first in FY2023-Q2. Latest entry: 2026-09-02.
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- FY2026AdvancedAnnual report
「In the consolidated fiscal year under review, the fourth year of the plan, ROE, a Group KGI, was 8.8%, entrusted financial assets were ¥13.4 trillion, and ordinary profit, a key KPI, was ¥20.4 billion.」
“Beyond Our Limits” entered its fourth year, and annual results of ROE of 8.8%, assets under custody of ¥13.4 trillion, and ordinary profit of ¥20.4 billion were disclosed. These improved or increased from the previous year's ROE of 5.8%, assets under custody of ¥10.9 trillion, and ordinary profit of ¥18.3 billion. - FY2026-H1AdvancedAnnual report
「Our group launched the medium-term management plan “Beyond Our Limits” — Challenging a Different Dimension in fiscal 2022 to achieve further growth, and this fiscal year is the fourth year of the plan. The plan's basic strategic policies are “strengthening financial capabilities” and “priority initiatives aimed at reaching a different dimension.” Under strengthening financial capabilities, we are working to further enhance wealth-management services, a focus area of the customer-segment strategy developed by 東海東京証券株式会社, the group's core subsidiary. Under the priority initiatives aimed at reaching a different dimension, we are proceeding with discussions on business alliances with “Powerful Partners,” which have strong customer bases including major business corporations, to build new financial business models. We are also pursuing the acquisition of “New Bonanza” to provide diverse services and capabilities as a great platformer, and strengthening our DX capabilities.」
The medium-term management plan “Beyond Our Limits” has progressed from its third year to its fourth year, and the group continues to advance as priority initiatives the strengthening of financial capabilities, discussions on alliances with Powerful Partners, acquisition of New Bonanza, and strengthening of DX capabilities. - FY2025-H1AdvancedAnnual report
「Our group has been implementing the medium-term management plan “Beyond Our Limits” — Challenging a Different Dimension since fiscal 2022 to achieve further growth, and this fiscal year is the third year of the plan. The plan's basic strategic policies are “strengthening financial capabilities” and “priority initiatives aimed at reaching a different dimension.” Under the latter, we are proceeding with discussions on business alliances with “Powerful Partners,” which have strong customer bases including major business corporations, to build new financial business models. We are also pursuing the acquisition of “New Bonanza” to provide diverse services and capabilities as a great platformer, and strengthening the DX capabilities of “Digital New World.”」
“Beyond Our Limits” has entered its third year, and the group continues to advance its priority initiatives of strengthening financial capabilities, pursuing business alliances with Powerful Partners, acquiring New Bonanza, and strengthening the DX capabilities of Digital New World. - FY2024AdvancedAnnual report
「In the consolidated fiscal year under review, the second year of the plan, return on equity (ROE), a group KGI, was 5.8%, assets under custody were ¥10.9 trillion, and ordinary profit, a key KPI, was ¥18.3 billion.」
For the second year of the Beyond Our Limits plan, annual results of ROE of 5.8%, assets under custody of ¥10.9 trillion, and ordinary profit of ¥18.3 billion were disclosed, presenting the plan's progress in measurable terms. - FY2024-Q3RestatedAnnual report
「Our group launched the medium-term management plan “Beyond Our Limits” — Challenging a Different Dimension in fiscal 2022 to achieve further growth, and this fiscal year is the second year of the plan.」
The disclosure continues to state that the new medium-term management plan is in its second year and that the policy of advancing it toward further growth remains in place. - FY2024-Q2RestatedAnnual report
「Our group launched the medium-term management plan “Beyond Our Limits” — Challenging a Different Dimension in fiscal 2022 to achieve further growth, and this fiscal year is the second year of the plan.」
The disclosure continues to state that “Beyond Our Limits” is in its second year and that the policy of advancing the plan toward further growth remains in place. - FY2024-Q1AdvancedAnnual report
「Our group launched the medium-term management plan “Beyond Our Limits” — Challenging a Different Dimension in fiscal 2022 to achieve further growth, and this fiscal year is the second year of the plan.」
It was explicitly stated that the “Beyond Our Limits” plan had progressed from its launch year to its second year. No changes to the plan's name, covered period or basic policies were stated. - FY2023-Q3RestatedAnnual report
「This plan seeks to become a corporate group that inspires “pride” and “admiration,” taking “Social Value & Justice” comes first as its guiding principle and challenging ourselves to reach a “different-dimensional world.” Its basic strategic policies are to significantly enhance the appeal of our group by strengthening our financial capabilities, form alliances with “Powerful Partners” through priority initiatives aimed at reaching a different dimension, and acquire new capabilities as “New Bonanza.” The ¥12 trillion target for assets under custody in the group KGI represents the group-wide target as of the end of March 2027. Of this amount, the group aims for ¥10 trillion in the financial-capabilities strengthening area and ¥2 trillion in the priority initiatives for a different dimension and other areas.」
The guiding principle, basic policies, alliance with Powerful Partners, acquisition of new capabilities, and target of ¥12 trillion in assets under custody as of the end of March 2027 under the new medium-term management plan continue to be stated. - FY2023-Q2AdvancedAnnual report
「This plan seeks to become a corporate group that inspires “pride” and “admiration,” taking “Social Value & Justice” comes first as its guiding principle and challenging ourselves to reach a “different-dimensional world.” Its basic strategic policies are to significantly enhance the appeal of our group by strengthening our financial capabilities, form alliances with “Powerful Partners” through priority initiatives aimed at reaching a different dimension, and acquire new capabilities as “New Bonanza.”」
The new medium-term management plan specifies its basic strategic policies of adopting “Social Value & Justice” comes first as its guiding principle, strengthening financial capabilities, forming alliances with Powerful Partners, and acquiring new capabilities. The group KGI is a target of ¥12 trillion in assets under custody as of the end of March 2027, comprising ¥10 trillion in the financial-capabilities strengthening area and ¥2 trillion in the priority-initiatives and other areas. - FY2023-Q1First statedAnnual report
「To achieve further growth, our group formulated a new five-year medium-term management plan covering fiscal 2022 through fiscal 2026, “Beyond Our Limits ～異次元への挑戦” (*), and launched it in the first quarter of the current fiscal year.」
We formulated a new five-year medium-term management plan covering fiscal 2022 through fiscal 2026 and began implementing it from the current first quarter.