DeNA launches AI investment fund, targets ¥15bn operating profit by FY2026

DeNA Co., Ltd. announced the establishment and investment in the Delight Ventures Builder III Investment Limited Partnership (ILP), an AI-focused fund. DeNA plans to be the primary investor, contributing 98.99% of the ¥5.051 billion total investment. This initiative aligns with DeNA's "AI-ALL-IN" policy, aiming to foster innovation and growth through startup and entrepreneurial capabilities.

Concurrently, DeNA revealed a strategy to implement management conscious of capital cost and stock price, targeting sustainable growth and enhanced corporate value. The company committed to achieving ¥15.0 billion in non-GAAP operating profit for FY2026, a significant increase from ¥1.2 billion in FY2023. This plan includes an aim to achieve an ROE of 8% or more, alongside a comprehensive review of its business portfolio and financial structure.

Key focuses for FY2024-FY2026 involve establishing structural strengths in each business, accelerating business development to capture AI trends, and reinforcing balance sheet management for improved capital efficiency. DeNA also plans to re-examine shareholder return policies, including share buybacks, and scrutinize growth investments from a profitability perspective.