Nomura Research Institute (4307) Investor presentation summary

Perception of environmental changes

• Rapid expansion of AI and digital technologies is transforming industries and business models, driving the need for productivity improvements and new growth areas.

• Societal challenges include depopulation, labor shortages, aging infrastructure, and rising geopolitical risks, prompting companies to modernize legacy IT and enhance risk management.

• The era of "AI-Driven Corporate Transformation" is emerging, shifting from IT-driven reforms to AI-driven operations and value creation across entire organizations and supply chains.

Key themes and strategic focus of MTP2028

• The plan targets three growth areas: AI-driven business transformation, digital security services, and social co-creation services.

• AI-driven transformation includes comprehensive support for clients' AI initiatives, embedding AI in platform services, and expanding co-creation with tech partners.

• Digital security services focus on advanced security, regulatory compliance, and global support, with significant investment in digital trust platforms and security technologies.

• Social co-creation services aim to reduce social costs, expand financial platforms, and promote digital social capital through policy-driven service development.

Business transformation and operational innovation

• Internal transformation leverages proprietary AI-driven development models to boost productivity and profitability, targeting full-scale deployment by FY2028.

• Talent development emphasizes upskilling in AI and cybersecurity, with a shift toward upstream consulting and diversified business models.

• Recurring revenue models and joint ventures are being expanded to stabilize earnings.