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Ureru Group's Ambitious Growth Strategy: A Vision for 2028

Ureru Group, known for its prowess in digital marketing and D2C (Direct to Consumer) support, has boldly announced its medium-term growth strategy dubbed "Ureru100." The goal is set to achieve consolidated revenue of 10 billion yen and a market capitalization of 25 billion yen within four years, with a clear roadmap leading up to 2028. This strategic initiative was unveiled on October 31, 2025, and represents a significant commitment to growth.

Highlights of Current Financial Performance

As of July 2025, Ureru Group reported outstanding results, marking its best performance since going public.

• - Revenue: 1,567 million yen, a remarkable increase from 756 million yen the previous year, resulting in a 207% year-on-year growth.
• - Gross Profit: 919 million yen, up from 462 million yen, indicating a 198% growth.
• - Operating Loss Improvement: The operating loss shrank from 308 million yen to 166 million yen, showcasing a 45% reduction in the deficit.

The D2C digital marketing support segment is at the heart of this success, achieving a quarterly profit of 43 million yen with 210 million yen in revenue during the fourth quarter of FY2025. This marks a return to a profit-generating structure, demonstrating the Group's resilience and recovery from prior losses.

Future Outlook for FY2026

Looking forward to the fiscal year ending July 2026, Ureru Group anticipates its first full-year operating profit. Management forecasts revenues of 1,880 million yen, representing a 120% increase from the previous year, with projected operating profit hitting 14 million yen. Importantly, these projections do not account for the benefits from any potential M&A activity planned during the current fiscal year, suggesting that the forecast is conservative, leaving room for potential upside.

The Ureru100 Roadmap

Ureru's leadership, under CEO Koichi Kato, has firmly declared the aim of reaching 10 billion yen in consolidated revenue by 2028 through strategic and operational initiatives outlined in the Ureru100 roadmap. It sets an NP margin target of around 5% and a Target Price Earnings Ratio (PER) of 50 as the basis for reaching a market capitalization of 25 billion yen.

To achieve this aggressive revenue target, Ureru Group plans to leverage a dual strategy:
1. Strategic M&A: The Group has executed 8 M&As, established three new subsidiaries, and launched four new sectors within just two years of being listed. This dynamic approach has effectively expanded its operational portfolio.
2. Core Growth Engines: Four primary engines will drive the Ureru100 strategy:
- D2C digital marketing support business
- Global information communication business (JCNT)
- Cross-border e-commerce support
- AI marketing support and Web3 initiatives.

Recent Strategic Moves

Investors are particularly intrigued by Ureru Group's proactive strategies, including:
1. Engaging with TikTok: The company has started capitalizing on the booming livestreaming commerce market via TikTok, with expectations for substantial growth in the cross-border e-commerce sector by FY2026.
2. AI Marketing Innovations: Ureru Group continues to unveil new AI-driven services aimed at enhancing sales in D2C and e-commerce sectors, planning to achieve a 2.4-fold increase in segment revenue by 2026.
3. SaaS Ventures: Through innovative SaaS products focused on visual communication and customer service, the Group is targeting the emerging Web3 and digital asset markets, foreseeing substantial future growth.
4. Continuous M&A Activity: The Group's strategy aligns M&A with internal growth, ensuring synergy and increased value in existing operations.

A Message from the CEO

CEO Koichi Kato has consistently communicated a message of determination: "Achieving 10 billion yen in revenue is not just a goal; it is a commitment to our employees and shareholders. We aim to make Ureru Group a reality, exceeding this target."

As the company navigates the multifaceted landscape of digital marketing and e-commerce, stakeholders can look forward to what promises to be an exciting journey ahead as Ureru Group drives toward its ambitious goals, delivering on its pledge of growth and innovation.

Established in 2010, Ureru Group is determined to lead the market, challenging conventions in marketing dynamics and technology integration. Investors and customers alike are eager to see how these strategies play out over the coming years.