Transaction unveils five-year growth plan, revised dividend policy

Transaction Co. announced its "Fifth Mid-Term Management Plan" for fiscal years 2026-2030, targeting consolidated net sales of 45 bn yen and operating profit of 9.5 bn yen by FY8/30, representing an average annual growth rate exceeding 10%. The plan emphasizes an evolution of its e-commerce and entertainment (IP) businesses, with e-commerce sales projected to increase 2.5 times and entertainment (IP) sales to double by FY8/30 compared to FY8/25.

To support this growth, the company allocated 4.0 bn yen for M&A and new businesses over the five-year period, alongside 4.0 bn yen for capital investments. The strategy also includes substantial investments in human capital, AI, and DX to improve operational efficiency and strengthen sales and marketing. For FY8/26, the company forecasts net sales of 29.5 bn yen and operating profit of 6.1 bn yen.

Concurrently, Transaction revised its dividend policy, targeting a payout ratio of 40% or more and a minimum Dividend on Equity (DOE) of 7.0%, while aiming for continued consecutive dividend increases. For FY8/25, the company reported an EPS of 70.87 yen and a dividend per share of 28.5 yen (57 yen before stock split), marking its 14th consecutive year of dividend increases.