Primary contents from here.
To establish management foundations for sustained growth in the next 100 years, we formulated the Medium-term Business Plan for the five-year period from April 2023 to March 2028.
Period covered
Five-year period from April 2023 to March 2028
Okasan Securities Group Medium-term Business Plan
Basic policies
Goal:
Reforming the business model to establish management foundations for sustained growth in the next 100 years
Growth strategy:
-Enhancement of One-to-One Marketing
-Advancement of platforms
-Evolution of corporate branding
Promoting digitalization across all domains to support realization of the growth strategy.Targets for key management indicators
Assets under custody: 10 trillion yen
ROE: 8%
Total payout ratio: 50%
(Payment of special dividends amounting to 10 billion yen or over during each fiscal year from FY ending March 2026 through FY ending March 2028*)
- In March 2026, the Company introduced a new shareholder return policy, replacing the one announced in March 2023.
The previous policy provided for the purchase of at least 1 billion yen per year in treasury shares during the period covered by the Medium-term Business Plan until the PBR exceeds 1.0.
Okasan Securities Group Medium-term Business Plan
For more details, please refer to the Medium-term Business Plan.

