rakumo announced its medium-term management plan in February 2025, setting out a policy of entering the organizational transformation support sector, with growth in its groupware business as the core strategy. The plan calls for PMI of 2 M&A targets and expansion into new fields, with progress being made toward achieving numerical targets for ARR, EBITA and operating profit.
rakumo announced its medium-term management plan in February 2025, setting targets of ¥3.0 billion for ARR, ¥1.0 billion for adjusted EBITA and ¥700 million for operating profit in the fiscal year ending December 2027. ARR was ¥2.01 billion in the interim period of the fiscal year ending December 2026, while cumulative M&A investment totaled ¥1.65 billion, representing progress of 67.0% and 55.0%, respectively. The three-year M&A investment budget has been set at ¥3.0 billion.
The 3 priority initiatives are "growth of existing services," "product expansion into new fields" and "accelerated M&A." The company is expanding licenses for local governments, improving its agency sales process and strengthening its direct sales structure, and has obtained tentative orders for multiple projects. In the HR tech sector, it partnered with Pasona and began offering aloop. Following the announcement of its implementation at Sun Asterisk, the company is strengthening support for human resource development and recruitment, and the implementation was announced in April 2026.
The M&A strategy is led by the representative director and president. The company acquired Startre, now DEGINA, in July 2025 and made Agent Share a subsidiary in August 2026. In the second half, it plans to prepare new initiatives, including web-based business meetings and AI services, with the aim of generating earnings contributions from PMI. Financially, the company aims to recover from the operating loss recorded in the interim period of the fiscal year ending December 2026, and is also considering the use of debt financing in the future.
For future capital allocation, the company plans to allocate ¥2.0 billion to M&A, ¥700 million to investments in new and existing businesses, and ¥900 million to dividends, share repurchases and shareholder benefits from the fiscal year ending December 2026 through the fiscal year ending December 2027. The effectiveness of PMI and investment discipline are considered critical to the success of the medium-term plan.
sources_nodes_ja:[{"outlet":"topics.smt.docomo.ne.jp","stance":"match","note_ja":""}] }
facts=[{"k":"Announcement of medium-term plan","v":"rakumo announced its medium-term management plan in February 2025."},{"k":"ARR target","v":"The company aims to increase ARR to ¥3.0 billion in the fiscal year ending December 2027, a 179% increase from the fiscal year ended December 2024."},{"k":"EBITA target","v":"Adjusted EBITA is expected to reach ¥1.0 billion in the fiscal year ending December 2027, representing a similar 129.4% increase."},{"k":"M&A investment budget","v":"A three-year M&A investment budget of ¥3.0 billion has been established."},{"k":"Current ARR progress","v":"ARR was ¥2.01 billion in the interim period of the fiscal year ending December 2026, representing progress of 67.0%."},{"k":"HR tech partnership","v":"rakumo formed a business partnership with Pasona and began offering aloop. Implementation at Sun Asterisk was also announced."}] }
primary_sources_and_notes_ja