DAIKOKU DENKI CO.,LTD. Q4 FY2026 earnings call

• Company Vision & Core Purpose

  • Daikoku Denki has a long history of creating new value for pachinko halls and pachinko fans within the amusement industry, and will retain its legacy of exploration and innovation going forward.
  • The company's 2030 vision is "Make CX Amazing ～Bring unknown customer experiences to the world", which aims to evolve into a diversified corporate group that contributes to society across multiple sectors, while remaining an innovator shaping the future of the pachinko industry.
  • The company will pursue two core strategic challenges to achieve this 2030 vision.

• Core Strategic Challenge 1: Create the future of new play experiences

  • Daikoku Denki aims to evolve beyond being just a pachinko equipment manufacturer to become a game-changer that redefines customer experience through digital technology and data.
  • The company will integrate cutting-edge technologies including AI, IoT, and VR/AR to deliver smart entertainment and immersive, personalized next-generation entertainment experiences tailored to individual user preferences.

• Core Strategic Challenge 2: Expand into new industries and business areas

  • The company will actively pursue entry into new business areas that deliver new value to society with open, unconventional thinking, breaking past existing industry frameworks.
  • Leveraging existing core technologies including AI, VR/AR, audiovisual technology, and interactive technology, Daikoku Denki will develop new entertainment experiences in sectors such as food entertainment and tourism.

• 2025-2027 Mid-Term Plan Segment Strategies

  • Information Systems Business: The core goal is to substantially strengthen the competitiveness and customer appeal of pachinko halls to support the sustainable growth of the pachinko industry. Key priorities include optimizing and innovating hall operations, entering customer acquisition support services, implementing data-driven management, improving productivity through enhanced workforce value, and becoming the DX leader for the pachinko industry via AI and big data utilization.
  • Amusement Business: The core goal is to create hit products and strengthen profitability. Key priorities include revising and enhancing pachislot planning and development systems, growing the content business, maintaining revenue via pachinko software contracting, developing flagship game products, and growing brand recognition and market share through the release of in-house pachislot machines.
  • New Business: The core goal is to contribute to the DK Group via investment in growth businesses and post-acquisition integration (PMI). Key priorities include leveraging synergies with the DK Group, expanding the customer base and improving profitability at theme parks and commercial facilities, growing revenue via stronger sales capabilities for the system development division and AI product development, improving BtoC revenue via stronger online customer acquisition and longer customer stay times, and expanding the Yuri exhibition business, acquiring high-quality content, and pursuing overseas expansion. The plan aims to establish multiple growth pillars through entry into new business areas.

No segment financial performance data (absolute figures or revenue contribution percentages) is provided in the available transcript.

The provided transcript only outlines the strategic framework of the new 2025-2027 mid-term management plan. No specific numerical financial guidance, growth targets, or revisions to prior guidance are included in the available content.

No discussion of operational risks, business risks, or operational failures is included in the available transcript.

No question and answer section is included in the provided transcript.