#Japan #Tokyo #AI Healthcare #Convano #BTC Strategy

Convano Corporation Restructuring and Revised Forecast

Convano Corporation, based in Shibuya, Tokyo, recently disclosed its strategic restructuring plan during a board meeting held on November 21, 2025. The focus will shift from relying heavily on Bitcoin (BTC) financial strategies to enhancing business growth by prioritizing its core operations, particularly in AI, healthcare, and M&A.

1. Business Strategy Restructuring

The company has decided to concentrate its investment on three key areas for medium-term growth:

1.1 AI and Data Consulting (DataStrategy)

DataStrategy is rapidly expanding in the realms of AI marketing and data analytics, predicting revenues of 1.1 billion yen in November 2025 and a minimum of 1.5 billion yen in December. This impressive growth of over 400 million yen within a month demonstrates the scalable and profitable business model of the company, which has successfully maintained a steady profit margin during its rapid expansion.

1.2 Healthcare Sector (Sinks Healthcare)

Sinks Healthcare has notably accelerated its sales in the thread lift business, primarily focusing on nose contouring. Cumulatively, the operating profit for the third quarter exceeded 12.1 billion yen, significantly outperforming their previously set annual targets. The number of clinics offering their services has surged from 300 to over 400 and is expected to reach 600 by the end of March 2026.

1.3 M&A and Business Succession

The company is increasing efforts to consider acquisitions in the healthcare sector, aiming to enhance synergies in existing businesses and expand operational scale.

2. Financial Strategy Review: Moving from BTC Dependency to Core Growth Investment

Given the heightened volatility in BTC trading, the previously planned acquisition strategy of up to 21,000 BTC has been reassessed. Convano has decided to reallocate resources toward business growth initiatives instead.

2.1 Specific Adjustments Include:

• - Halting funding that involves dilution through new share options.
• - Revising terms for the fifth ordinary bond to improve financial health.
• - Maintaining limited BTC holdings while moving toward a business structure that minimizes market dependency for profits.
• - Directing funds into business investments, M&A, and AI technological investments.

This strategic shift aims to stabilize profit generation through its core business.

3. Revised Full-Year Performance Forecast

Based on the acceleration in business growth, Convano has updated its full-year performance projections for the fiscal year ending March 2026:


Revenue growth is anticipated at approximately 21%, driven by significant expansions in AI and healthcare businesses. However, operating and net profits are projected to decline due to prior investment and conservative market assumptions, even as the contributions from core business operations are steadily increasing.

4. Future Outlook

Convano aims for substantial growth as outlined in its mid-term strategy, “Supporting Code 2029,” targeting revenues of 237 billion yen and an operating profit of 9.5 billion yen by March 2027. This recent decision stands as an initial step to:

• - Decrease dependency on BTC market conditions.
• - Transition towards stable growth driven by core business operations.
• - Strengthen future profit generation capabilities.

Moving forward, Convano is committed to balancing value return to shareholders and maintaining sustainable growth.

About Convano Corporation

Convano operates a nail service chain under the FASTNAIL brand with the mission of “creating new values and expanding opportunities.” Leveraging expertise in digital marketing and AI system development, the company is set to expand its business in the beauty and lifestyle sectors. Future endeavors include a significant foray into the WEB3 infrastructure arena, aiming to establish itself as a next-generation platformer originating from Japan.

Company Website: Convano Corporation