Kusuri No Aoki Holdings Co., Ltd.

3549.T
Pharmaceutical Retailers
2026/01/16 Updated
Market Cap: $2.9B (¥453.1B)
Stock Price: $30.11 (¥4,771)
Exchange Rate: 1 USD = ¥158.48

Notice Regarding the Formulation of the 50th Anniversary Vision (Fiscal 2026 to Fiscal 2035) and the 4th Medium-Term Management Plan (Fiscal 2026 to Fiscal 2030)

We have formulated a long-term management vision "50th Anniversary Vision" aiming for the 50th anniversary in 2035, and a five-year growth strategy "4th Medium-Term Management Plan" starting from the fiscal year ending May 2026.

Importance:
Page Updated: December 25, 2025
IR Disclosure Date: December 25, 2025
Strategy/Investment
M&A/Alliance

Key Figures

  • Investment Amount: 200 billion yen
  • Counterparty Company: Unknown
  • Implementation Period: Fiscal 2026 to Fiscal 2030
  • Sales Contribution: 800 billion yen (planned)

AI要約

Overview of Business Progress

We have formulated the 50th Anniversary Vision (Fiscal 2026 to Fiscal 2035), aiming to achieve net sales of 1 trillion yen by the fiscal year ending May 2035, ranking among the top 20 in the retail industry. The 4th Medium-Term Management Plan (Fiscal 2026 to Fiscal 2030) sets the evolution of Food & Drug plus Dispensing as the basic policy, promoting strengthening of fresh food handling and expansion of highly specialized dispensing services. We will actively pursue M&A and aim to open 400 stores during the plan period, with approximately 30% supplemented by M&A. We will also enhance the ratio of large-format stores and logistics infrastructure, targeting fresh food sales of 130 billion yen, private brand sales of 80 billion yen, and dispensing sales of 100 billion yen by the fiscal year ending May 2030.

Future Developments and Impact on Management

A total growth investment of 200 billion yen will be allocated to new store openings, renovations, M&A, and human resource investments to achieve efficient growth. The dividend payout ratio is based on 30%, strengthening shareholder returns. We will secure increased working capital and emergency funds, maintaining a robust financial position. Through these initiatives, we aim for net sales of 800 billion yen and operating income of 44 billion yen by the fiscal year ending May 2030, establishing our position as a life infrastructure and achieving sustainable growth.

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