U-NEXT HOLDINGS unveils "Road to 2030" plan, boosts dividend

U-NEXT HOLDINGS Co., Ltd. has launched its "Road to 2030" Medium-Term Management Plan, aiming for a 50%+ increase in sales and earnings by fiscal year 2030. Net sales are projected to reach JPY 600.0-645.0 billion and operating income JPY 45.0-51.5 billion. This new plan, which commenced in the fiscal year ending August 2026, focuses on strategic themes including digital and conventional category growth, a shift to growth-oriented financial strategy, talent development, social trend adaptation, and new business creation.

The announcement was accompanied by a summary of the fiscal year ending August 2025 results, revealing record-high sales and operating income for the ninth consecutive year. Sales were up 19% and operating income up 8% year-over-year, exceeding forecasts at all levels.

In line with strong performance, the company resolved to distribute a year-end dividend of JPY 8.5 per share for the fiscal year ending August 2025, an increase of JPY 1.5 from the previous forecast, bringing the total annual dividend to JPY 15.5. The company targets a dividend payout ratio of 20-30% by fiscal year 2030, prioritizing growth investments while still delivering shareholder returns.