Canon Marketing Japan (8060) Investor Day 2026 summary

2026–2030 strategy and targets

• Vision: become a business-creation group, improving sustainable corporate value by solving social issues through business; grow service-led, high-profit operations and strengthen management resources and customer relationships.

• Priorities include expanding ICT-based services, combining IT solutions with Canon products, investing to establish new business pillars and reinforce core operations, and improving talent, engagement, productivity and IT infrastructure.

• 2028 targets: sales ¥750bn and operating profit ¥66bn, versus 2025 actuals of ¥679.8bn and ¥58.2bn; 2030 targets are ¥850bn and ¥75bn.

• IT solutions sales target: ¥400bn in 2028 and ¥500bn in 2030; service and outsourcing sales target: ¥140bn in 2028 and ¥200bn in 2030.

• Five-year cumulative targets: ¥200bn in growth investment and ¥100bn in dividends, compared with 2025 figures of ¥172.6bn and ¥71.8bn, respectively.

Enterprise segment

• 2028 plan: sales ¥300bn and operating profit ¥26bn, up from 2025 actuals of ¥265.8bn and ¥21.1bn; operating margin rises from 7.9% to 8.7%.

• From 2021 to 2025, sales grew 39%, operating profit 52% and IT solutions sales 61%; IT solutions’ sales mix increased from 67% to 78%.

• Expand the customer base and IT solutions, including priority areas such as smart supply chains, mobility DX, financial core IT, education ICT, back-office DX, cloud and security.

• Use the established customer base alongside group-company capabilities to grow SI and BPO: examples include a large food-manufacturer SI project and municipal business-process outsourcing.

• Create recurring services by combining customer relationships, group expertise, data-center capabilities and emerging technologies such as AI; aim to expand successful services across customer channels and sizes.

Area segment

• 2028 plan: sales ¥245bn and operating profit ¥25bn, versus 2025 actuals of ¥240.3bn and ¥22.3bn; operating margin rises from 9.3% to 10.2%.

• From 2021 to 2025, sales increased 9%, operating profit 85% and operating margin 3.8 percentage points; IT solutions sales rose 34%, with mix growing from 28% to 35%.

• Compared with the 2021–2025 focus on IT maintenance and operations, expand full-service support for SMEs, spanning IT investment planning, selection, implementation, operation, maintenance and training, as well as management support.

• Full-service SME sales target: ¥21bn in 2028, from ¥16.4bn in 2025, with stated CAGR of 8.6%; 2025 contract count was 240,000, up from 135,000 in 2021.

• Grow recurring revenue and profitability through cross-selling, partner-channel distribution of support services, security and industry solutions, and deeper relationships that raise spend per customer.