NEC (6701) Innovation Day 2025 summary

Current status and future direction

• BluStellar, launched as a DX brand, is positioned as a key driver for company-wide transformation, supporting all operations and integrating IT services and social infrastructure.

• Since 2019, transformation has focused on business model, technology, and talent, consolidating 10,000 DX product codes into 500 groups and developing a 12,000-strong DX talent pool.

• All DX functions were integrated into a cross-functional structure of over 30,000 members, with BluStellar branded as a value creation model leveraging 500 products, 150 offerings, and 30 scenarios.

• Achieved FY2025 mid-term plan target a year early; revised FY2025 revenue target to JPY 624 billion, aiming for JPY 1 trillion revenue and 20% operating profit long-term.

• FY26/3 revenue forecast is JPY 3,420bn, with adjusted operating profit of JPY 330bn, both revised upward from previous guidance due to recent performance improvements.

Growth strategy for BluStellar

• Focus on expanding BluStellar scenarios, leveraging AI and security for competitive advantage, and market expansion.

• FY2025 target (excluding ABeam): JPY 457 billion revenue, with scenario offerings at JPY 150 billion; future target is JPY 700 billion revenue and 20% OP margin.

• Standardized offerings in AI, security, cloud, and managed services will be expanded and adapted to new technologies and customer needs.

• Scenarios are deployed across industries, aiming to exceed the domestic DX market CAGR of 14%.

• Growth will be driven by expanding BluStellar Scenarios, ABeam synergies, and increasing the share of high-value offerings.

Competitive advantage and case studies

• AI and security technologies are core strengths, with world-leading biometric authentication and over 560 CISSP-certified employees.

• AI scenario for a food manufacturer increased social media video views by 125%, boosting sales.

• Security and network scenario for a manufacturer optimized costs and strengthened cybersecurity governance.

• Modernization scenario for a financial institution reduced data preparation time and enabled faster decision-making.

• The BluStellar Scenario approach leverages AI, security, and co-creation with clients to deliver rapid, reliable solutions across industries.