Usen-Next Holdings reports record performance, unveils ambitious growth plan

Usen-Next Holdings reported record performance for the fiscal year ended August 31, 2025, with net sales reaching 390,408 million yen (up 19.5% year-over-year) and operating profit at 31,571 million yen (up 8.5% year-over-year). This strong performance, driven by content distribution and communication and energy segments, allowed the company to increase its year-end dividend per share to 8.5 yen, an increase of 1.5 yen from its latest forecast. Including the interim dividend, the total dividend per share for FY2025 is 15.5 yen.

The company also announced "Road to 2030," a new five-year medium-term management plan aiming for over 50% sales and earnings growth by the fiscal year ending August 31, 2030, targeting net sales between 600,000 million yen and 645,000 million yen. Key strategic themes include stable growth in digital and conventional categories, a shift to growth-oriented financial strategy, and talent development. The plan emphasizes enhancing corporate value through growth investments, with a dividend payout ratio target of 20-30% by FY2030.

For FY2026, Usen-Next Holdings forecasts continued growth, with projected net sales of 424,000 million yen (up 9% year-over-year) and operating profit of 33,500 million yen (up 6% year-over-year). This outlook accounts for the residual impact of new banknote replacement demand and includes the consolidation of new real estate and insurance subsidiaries.