New Medium-Term Plan: FY2022/3–FY2024/3

Key insights

6 takeaways

01
SEGA SAMMY is targeting an ordinary income of 45.0 billion yen and a return on equity (ROE) exceeding 10% by the end of fiscal year 2024.
02
The company has committed to investing up to 100 billion yen over five years to develop large-scale 'Super Games' designed for long-term engagement and recurring revenue.
03
The core growth strategy focuses on scaling existing intellectual properties into global brands through a systematic program of remasters, remakes, and reboots.
04
Capital allocation policy mandates a total return ratio of at least 50% and a dividend on equity (DOE) of 3% or higher to prioritize shareholder returns.
05
Profitability in the Pachislot and Pachinko division is being stabilized through the implementation of the ZEEG cabinet standard and a shift toward e-commerce sales channels.
06
Long-term corporate strategy includes diversifying revenue streams through the development of integrated resorts and strengthening governance via increased board diversity and performance-linked executive compensation.

Summary

SEGA SAMMY aims to transform into a premier global content provider by the end of the fiscal year 2024, targeting an ordinary income of 45.0 billion yen and a return on equity exceeding 10%. The core strategy centers on scaling existing intellectual properties into global brands through a rigorous program of remasters, remakes, and reboots. To secure long-term growth, the company has committed to a substantial investment of up to 100 billion yen over five years, specifically earmarked for the development of large-scale "Super Games" that can sustain long-term engagement and revenue.

The business model balances aggressive expansion in the consumer entertainment sector with the stabilization of the Pachislot and Pachinko divisions. Profitability in the latter segment is being driven by the adoption of the ZEEG cabinet standard and a strategic transition toward e-commerce channels. Simultaneously, the firm is positioning itself to capture new revenue streams through the development of integrated resorts. This multi-faceted approach is supported by a robust capital allocation policy, which mandates a total return ratio of at least 50% and a dividend on equity of 3% or higher, ensuring that improved business efficiency directly benefits shareholders.

Sustainability and governance remain central to this growth trajectory, with a focus on environmental responsibility, addiction prevention, and the modernization of corporate oversight. By increasing board diversity and aligning executive compensation with return on equity targets, the company seeks to foster a culture of accountability. These initiatives are designed to solidify a sustainable market position by 2030, leveraging a diversified portfolio that spans digital consumer entertainment, traditional gaming hardware, and large-scale resort operations to ensure long-term corporate value.