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How definitive the wording is.Contents of this document
Summary of Q&AFiscal year ending February 2027, second quarter5 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Operating profit¥3.43 million
Full-year earnings forecast
Operating profit
¥3.02 million
What the company explained in this material
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
- Issues Timing of shareholder returns / Summary of response The company will consider the matter on a timeline while maintaining a transparent policy. It intends to present some form of policy around the time of the full-year results in April–May 2027.
- Issues IR activities and improving liquidity / Summary of response The company will set trading volume as a KPI and increase information dissemination by working with external support companies and others.
- Issues Timing of financial target disclosure / Summary of response The company expects to disclose the targets around April–May 2027, but will disclose them earlier if they are finalized sooner.
- Issues Cash Allocation / Summary of response While prioritizing growth investments, the company will discuss its allocation policy and disclose it at an appropriate time.
- Issues Potential resumption of share buybacks / Summary of response Another buyback is possible, but the criteria and conditions for making that decision have not yet been finalized.
- Issues Leaving the full-year forecast unchanged / Summary of response The company will not revise its forecast at this point because second-half orders, contracts for the graduating class of 2028, and adoption trends and demand for services targeting the graduating class of 2029 remain uncertain.
- Issues Expansion of the G3 business / Summary of response The business is tracking at approximately the same level as in the year-earlier period, but the company aims to expand it in the second half and enter adjacent areas.
- Issues Goodfind leading indicators / Summary of response The company is considering student membership, active usage and points of contact with students as hypotheses, but has not disclosed any established leading indicators.
- Issues Use of ROIC and ROE / Summary of response Rather than deciding not to introduce them, the company is considering incorporating ROIC and ROE as capital-efficiency metrics alongside HPI.
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
- AssumptionsSeasonality
- AssumptionsLaunch timing for services targeting the graduating class of 2029FiguresAround November to December
New initiatives
- Strengthening IR activities with trading volume as a KPI
- Expanding information dissemination through collaboration with external support companies and information distribution companies
- Increasing news releases and website updates in the second half
- Expanding the Goodfind and G3 businesses
- Formulating a vision, financial targets and shareholder return policy targeted for April–May 2027
Key KPIsA metric the company considers important as a management benchmark.
- Trading volume targetNot yet set; policy is to set one and proceed
- Number of individual-investor shareholdersPolicy is to maintain an internal target
Acquisition of treasury shares
StatusCompleted in July
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Fiscal year ending February 2027, second quarter |
| Operating profit | ¥3.43 million |
| Full-year earnings forecast | Operating profit ¥3.02 million |
| Key KPIs | Indicator name Trading volume target / Value Not yet set; policy is to set one and proceed / Year on year against the same period last year Not disclosed, Indicator name Number of individual-investor shareholders / Value Policy is to maintain an internal target / Year on year against the same period last year Not disclosed |
| Assumptions Underlying the Business Outlook | Assumptions Seasonality / Figures Not disclosed, Assumptions Launch timing for services targeting the graduating class of 2029 / Figures Around November to December |
| Acquisition of treasury shares | Status Completed in July / Buyback limit Not disclosed |
| Key points of the Q&A | Issues Timing of shareholder returns / Summary of response The company will consider the matter on a timeline while maintaining a transparent policy. It intends to present some form of policy around the time of the full-year results in April–May 2027., Issues IR activities and improving liquidity / Summary of response The company will set trading volume as a KPI and increase information dissemination by working with external support companies and others., Issues Timing of financial target disclosure / Summary of response The company expects to disclose the targets around April–May 2027, but will disclose them earlier if they are finalized sooner., Issues Cash Allocation / Summary of response While prioritizing growth investments, the company will discuss its allocation policy and disclose it at an appropriate time., Issues Potential resumption of share buybacks / Summary of response Another buyback is possible, but the criteria and conditions for making that decision have not yet been finalized., Issues Leaving the full-year forecast unchanged / Summary of response The company will not revise its forecast at this point because second-half orders, contracts for the graduating class of 2028, and adoption trends and demand for services targeting the graduating class of 2029 remain uncertain., Issues Expansion of the G3 business / Summary of response The business is tracking at approximately the same level as in the year-earlier period, but the company aims to expand it in the second half and enter adjacent areas., Issues Goodfind leading indicators / Summary of response The company is considering student membership, active usage and points of contact with students as hypotheses, but has not disclosed any established leading indicators., Issues Use of ROIC and ROE / Summary of response Rather than deciding not to introduce them, the company is considering incorporating ROIC and ROE as capital-efficiency metrics alongside HPI. |
| New initiatives | Strengthening IR activities with trading volume as a KPI, Expanding information dissemination through collaboration with external support companies and information distribution companies, Increasing news releases and website updates in the second half, Expanding the Goodfind and G3 businesses, Formulating a vision, financial targets and shareholder return policy targeted for April–May 2027 |
Items this document does not state (22)
Net SalesOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsNumber of employeesRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioCapital expendituresOrders received and order backlogMarket Size / Share
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 the difficulty of forecasting second-half orders and operating conditions, as well as adoption trends and demand for services targeting the graduating class of 2029, as reasons for leaving its full-year forecast unchanged. As for why it has not yet finalized its shareholder return and capital policies, the company said it wants to consider growth investments, share buybacks and the sustainability of dividends together with its overall policy.
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