Worth reading
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Displayed only when the document provides numerical figures.Wording
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How definitive the wording is.Contents of this document
Summary of Q&AFY ending August 2026, third quarter4 items taken from the company’s own explanation
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
- Potential for price increases and pricing policy for シャドテン and スピフル
- Background to the decline in the gross profit margin after revising the earnings forecast and the improvement policy
- Talent management and personnel exchanges with English Company
- Reason for the former executive vice president's departure and his shareholding ratio
- Expansion into support for companies' globalisation beyond English-language education
- Business alliance with Mercer Japan and joint programmes
- Demand for English learning in the age of AI
- Subscription revenue ratio and expansion of the corporate business
New initiatives
- Improving the gross profit margin by introducing the business model to English Company
- Sharing expertise between the two companies and personnel exchanges, such as exchange programmes
- Developing and rolling out joint programmes with Mercer Japan
- Expanding the corporate business to provide comprehensive support for companies' globalisation
Key KPIsA metric the company considers important as a management benchmark.
- Subscription revenue ratioOver 40%
- Subscription revenue ratio at the time of listingApproximately 20%
Acquisition of treasury shares
Mention of the acquisition of treasury shares through ToSTNeT-3. The amount, number of shares and period for the acquisition are Not disclosed| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | FY ending August 2026, third quarter |
| Key KPIs | Indicator name Subscription revenue ratio / Value Over 40% / Year on year against the same period last year Not disclosed, Indicator name Subscription revenue ratio at the time of listing / Value Approximately 20% / Year on year against the same period last year Not disclosed |
| Acquisition of treasury shares | Mention of the acquisition of treasury shares through ToSTNeT-3. The amount, number of shares and period for the acquisition are Not disclosed |
| Key points of the Q&A | Potential for price increases and pricing policy for シャドテン and スピフル, Background to the decline in the gross profit margin after revising the earnings forecast and the improvement policy, Talent management and personnel exchanges with English Company, Reason for the former executive vice president's departure and his shareholding ratio, Expansion into support for companies' globalisation beyond English-language education, Business alliance with Mercer Japan and joint programmes, Demand for English learning in the age of AI, Subscription revenue ratio and expansion of the corporate business |
| New initiatives | Improving the gross profit margin by introducing the business model to English Company, Sharing expertise between the two companies and personnel exchanges, such as exchange programmes, Developing and rolling out joint programmes with Mercer Japan, Expanding the corporate business to provide comprehensive support for companies' globalisation |
Items this document does not state (25)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk 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 explained that the decline in the gross profit margin was attributable to the difference between the gross profit margins of プログリット and English Company, as well as the increasing share of subscription services in consolidated revenue. It explained that the primary purpose of the share repurchase was to absorb share sales by the former executive vice president and his asset management company.
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.