Matters Concerning Business Plan and Growth Potential

Overview of the Business Plan

RenetJapanGroup,Inc. positions an "environment-welfare linkage model" that integrates reuse, recycling, and social care at the core of its medium- to long-term plan, presenting a growth strategy targeting 2030. Reuse and recycling will capture prolonged demand from GIGA School terminals while expanding a collection network through partnerships with local municipalities. Social care aims to expand group homes providing daytime service support and pursue roll-up M&A to grow stable, stock-type revenue. The foreign workforce business will transition from a training-employment model to a supervision-and-support model to stabilize earnings.

Outlook, Risks and Opportunities

The company plans consolidated net sales of 100 billion yen and ordinary income of 10 billion yen for the fiscal year ending September 2035. The special demand from GIGA School is expected to continue into early 2028; while short-term cost increases such as relocation expenses for the reuse 2nd center and higher personnel costs will be absorbed, profitability is expected to recover and improve in the medium to long term through labor-saving measures and operational efficiency. Growth pillars include roll-up M&A centered on the Chubu area, expansion of company-operated locations, and strengthening overseas procurement.