SCSK (9719) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
9 Sep, 2026Basic policy and vision for integration
Aims to become a "Co-Creative IT Company" by 2030, focusing on co-creation with customers, partners, and communities, and targeting net sales of ¥1 trillion.
Integration seeks to unify system integration (SI) and network integration (NI), leveraging both companies' strengths to deliver industry-specific and cross-industry solutions.
Merger scheduled for April 2027, with preparations and synergy realization beginning in FY2026.
Business synergies and quantitative targets
Plans include cross-selling and joint proposals to key clients, high-quality application and hybrid cloud design, integrated managed services, and smart manufacturing through OT/IT convergence.
Quantitative synergy target: additional net sales of ¥50 billion by FY2030, excluding organic growth.
Strategic accounts span multiple industries, with a combined customer base of nearly 10,000 companies and over ¥750 billion in sales.
Advancement of corporate functions and cost synergies
Focus on building a lean organization, optimizing personnel, and standardizing operations to enhance value and efficiency.
Targeting over ¥6 billion in cost synergies from FY2026 to FY2028 through operational efficiency and personnel optimization.
Planned investments in IT and office integration between ¥22–26 billion from FY2026–2030.
Latest events from SCSK
- Net sales rose 8.1% year-over-year, with robust order growth and stable operating profit.9719
Q1 2025 - Net sales up 8.8% YoY, profit attributable to owners up 4.2%, operating profit flat.9719
Q2 2025 - Sales and profits soared, with delisting imminent after a successful tender offer.9719
Q3 2026 - Record-high sales and profit, upward guidance, and major acquisition integration in Q3 FY2024.9719
Q3 2025 - Record sales and profit growth, with double-digit gains and higher dividends forecast.9719
Q4 2025 - Net sales and profits surged on strong IT demand and acquisitions, with guidance unchanged.9719
Q1 2026 - Double-digit sales and profit growth, with delisting planned after a tender offer.9719
Q2 2026 - Double-digit sales and profit growth, with strong FY2026 outlook and higher dividends.9719
Q4 2026 - Net sales rose 7.3% year-over-year, but operating profit declined 6.1% amid margin pressure.9719
Q1 2027