Casio Computer Co (6952) Investor presentation summary

Performance trends and financial targets

• Achieved a turnaround to growth, mainly driven by the Timepiece Business and a stronger profit base, with FY March 2026 net sales at ¥276.3 billion and operating profit at ¥23.1 billion, targeting further increases by FY March 2029.

• ROE improved to 8.0% in FY March 2026, with a target of over 10% by FY March 2029; OPM is expected to rise from 8.4% to 11.1% in the same period.

Strategic direction and business portfolio

• Focus on maximizing corporate value through short-term profitability and establishing a foundation for medium-term growth, with innovation in new fields and a robust management foundation.

• Priority investments in growth fields, especially Timepiece and EdTech, while restructuring or exiting unprofitable businesses.

• Strategic capital allocation prioritizes investments in core and new businesses, with a three-year plan allocating ¥30 billion to strategic investment and ¥60 billion+ to shareholder returns.

Segment strategies and growth initiatives

• Timepiece Business aims to return G-SHOCK to growth, expand in high-potential regions (India, Brazil), and increase high-value product offerings, especially targeting women and youth.

• EdTech focuses on expanding scientific calculator market share in emerging markets, enhancing ICT education services, and developing region-specific products.

• Sound Business targets a return to profitability through structural reform, cost reduction, and new product launches.

• New businesses, such as wellness (Moflin), are being developed to establish unique market positions and leverage existing technologies.