I would like to express my gratitude for our shareholders’ continued support and patronage.
In the fiscal year ended April 30, 2025, we sustained the accelerated pace of customer acquisition that was driven by significantly enhanced investments in customer acquisition and large-scale promotional campaigns during the previous fiscal year. At the same time, we implemented service upgrades to improve user convenience, and thereby worked to drive GMV growth and increase the guarantee balance in both the EC and Financial businesses. As a result, we achieved a V-shaped recovery in the fiscal year ended April 30, 2025, with operating income doubling year-on-year and reaching a record high. This was achieved entirely thanks to your support and we would like to express our sincere gratitude.
In June 2025, we announced the Mid-term Management Plan (for the fiscal years ending April 30, 2026 through April 30, 2028), along with our first-ever Group management policy (long-term vision). As this long-term vision, we introduced the “Raccoon BtoB Network” concept, aiming to “Enable even small new companies to trade with each other safely and conveniently” and “Provide services that make Group customers’ corporate activities more efficient and convenient.” The theme of the Mid-term Management Plan is “Growth of each service by leveraging customer needs and improvement in LTV through conversion to Group customers.” As the first step toward realizing the “Raccoon BtoB Network” concept, this plan focuses on conversion to Group customers and growth of existing services. Details of the Mid-term Management Plan are available on our corporate website, and we would be honored if you could take a moment to review them.
The fiscal year ending April 30, 2026 marks the first year of the Mid-term Management Plan. We are committed to achieving double-digit growth in key indices (GMV and guarantee balances) for each service, with the aim of delivering double-digit growth in both net sales and operating income.
I sincerely ask for further support and encouragement from our shareholders.
