{"id":123673,"date":"2026-09-28T15:56:10","date_gmt":"2026-09-28T06:56:10","guid":{"rendered":"https:\/\/japanir.jp\/en\/ir\/4478-20260928-01_wp_business_update\/"},"modified":"2026-09-28T15:56:10","modified_gmt":"2026-09-28T06:56:10","slug":"4478-20260928-01_wp_business_update","status":"publish","type":"ir_release","link":"https:\/\/japanir.jp\/en\/company\/company-4478\/ir\/4478-20260928-01_wp_business_update\/","title":{"rendered":"Presentation on Business Plan and Growth Potential"},"content":{"rendered":"<p>For the fiscal year ended June 2026, net sales grew strongly by +27.6% year-over-year, platform ARR exceeded 43.5 billion yen, and HR\/AI-related areas expanded mainly in the Corporate Mid and Corporate Small segments. For the fiscal year ending June 2027, the company targets net sales of 52.2 billion yen and an adjusted operating profit margin of 11%, and presents a long-term plan aiming to achieve the Rule of 40 by 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K.K.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-09-28","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/09\/4478-20260928-01.pdf","jir_short_summary":"For the fiscal year ended June 2026, net sales grew strongly by +27.6% year-over-year, platform ARR exceeded 43.5 billion yen, and HR\/AI-related areas expanded mainly in the Corporate Mid and Corporate Small segments. For the fiscal year ending June 2027, the company targets net sales of 52.2 billion yen and an adjusted operating profit margin of 11%, and presents a long-term plan aiming to achieve the Rule of 40 by 2028.","jir_summary":"### Key Points\nThis document is a \"Presentation on Business Plan and Growth Potential\" outlining results for the fiscal year ended June 2026 and medium- to long-term strategy. Net sales for the fiscal year ended June 2026 increased 27.6% year-over-year to over 42.4 billion yen, platform ARR reached approximately 43.5 billion yen, and expansion including transaction ARR continues. For the fiscal year ending June 2027, the company targets net sales of 52.2 billion yen and an adjusted operating profit margin of 11%, and presents a long-term plan aiming to achieve the Rule of 40 by 2028.\n\n### Growth Drivers and Future Vision\nThe customer base is being expanded across three segments: Individual Entrepreneurs, Corporate Small, and Corporate Mid. By expanding AI utilization and strengthening Done-for-You experiences, the company will accelerate penetration into the cloud ERP market and enhance network effects through an AI ecosystem. Over the medium to long term, freee product penetration, expansion in HR areas, and deeper Embedded Finance will be leveraged to maximize profitability and customer LTV.","jir_financial_highlights":"Net Sales: 42,441 million yen (Year-over-Year +27.6%)\nAdjusted Operating Profit: 2,663 million yen (Year-over-Year +41.3%)\nPlatform ARR: 43,595 million yen (Year-over-Year +21.8%)","jir_category":"","jir_hashtags":"#freee, #BusinessPlan, #MidLongTermStrategy, #AI","jir_key_figures":"Net Sales: 42,441 million yen (Fiscal year ended June 2026 results, Year-over-Year +27.6%)\nPlatform ARR: 43,595 million yen (Year-over-Year +21.8%)\nAdjusted Operating Profit: 2,663 million yen (Year-over-Year +41.3%)","jir_meta_title":"freee K.K. \u2014 Presentation on Business Plan and Growth Potential | September 2026","jir_meta_description":"freee K.K. discloses growth performance for the fiscal year ended June 2026 and its medium- and long-term growth strategies. Explains trends in net sales, ARR, and adjusted profits, expansion of AI utilization and Done-for-You services, and targets for 2027 and 2028.","jir_og_title":"Overview of freee K.K.'s Business Plan and Growth Strategy | September 2026","jir_og_description":"Summary of solid revenue growth and platform expansion for the fiscal year ended June 2026, deepening AI utilization, and a new long-term strategy aiming to achieve the Rule of 40.","jir_og_image_url":"\/assets\/og\/company-business_update.jpg","jir_chart_data_collection":"[{\"jir_chart_id\": \"revenue_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Revenue Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2024\/6\\\",\\\"2025\/6\\\",\\\"2026\/6\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue\\\",\\\"data\\\":[44241,42441,42441],\\\"borderColor\\\":\\\"#3e95cd\\\",\\\"fill\\\":false}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"operating_profit_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Adjusted Operating Profit Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2024\/6\\\",\\\"2025\/6\\\",\\\"2026\/6\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Adjusted Operating Profit\\\",\\\"data\\\":[-7562,1885,2663],\\\"borderColor\\\":\\\"#3e95cd\\\",\\\"fill\\\":false}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"segment_revenue_breakdown\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Segment Revenue Breakdown\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"bar\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Individual Entrepreneurs\\\",\\\"Corporate Small\\\",\\\"Corporate Mid\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue\\\",\\\"data\\\":[22386,17892,10463],\\\"backgroundColor\\\":\\\"#4e79a7\\\"}]}}\"}, {\"jir_chart_id\": \"margin_analysis\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Margin Analysis\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2024\/6\\\",\\\"2025\/6\\\",\\\"2026\/6\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"adjusted EBIT margin\\\",\\\"data\\\":[-29.7,5.7,6.3],\\\"borderColor\\\":\\\"#3e95cd\\\",\\\"fill\\\":false}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"guidance_comparison\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Guidance Comparison\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2026\/6\\\",\\\"2027\/6\\\",\\\"2028\/6\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue Growth Rate\\\",\\\"data\\\":[27.6,23.0,20],\\\"borderColor\\\":\\\"#3e95cd\\\",\\\"fill\\\":false}]},\\\"options\\\":{}}\"}]","ir_related_company":9086,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"business_update","footnotes":""},"sector":[],"importance":[],"class_list":["post-123673","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.7 - 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