Nagase

Basic Information

Stock Code
9733
Industry
Services
Category Detail
Education
Prefecture
Tokyo
Establishment Year
May 1976
Listing Year
December 1988
Official Website
https://www.toshin.com/nagase/
TSE Information
TSE Information
Yahoo! Finance
Yahoo! Finance
Other Companies
Meiko Network Japan, Riso Education, Waseda Academy, Tokyo Individual Tutoring Academy, Fullcast, S Science, Eagle Industry, Sprix, San-Ai Oblige, FCE, Wizas, Gakkyusha, Step

Overview

Nagase is a major company in the education services industry founded in 1976, leading the education business by operating cram schools such as Toshin High School nationwide.

Current Situation

Nagase recorded consolidated sales of approximately 45.5 billion yen and operating profit of approximately 5.6 billion yen in FY2023, maintaining solid performance in the university entrance exam prep school market. Its mainstay Toshin High School has 95 locations nationwide, increasing student numbers through satellite and online classes. It operates subsidiaries such as Yotsuya Otsuka, Waseda Juku, and Itoman Swimming School, pursuing diversification. In recent years, it has entered the sports school business, developing new growth areas. It is investing in strengthening educational ICT and expanding content to promote digitalization. Plans to maintain expansion with new school openings and overseas expansion considerations post-2024. Also strengthening individual tutoring to meet diversifying learning needs. Financial base is stable, and sustainability initiatives have begun.

Trivia

Interesting Facts

  • Toshin High School is a pioneer in satellite classes.
  • Yotsuya Otsuka's Nationwide Unified Elementary Test was the industry's first nationwide scale.
  • Former representative Akiyuki Nagase founded the cram school while at University of Tokyo.
  • Itoman Swimming School has over 50 years of history since establishment.
  • Pioneered online classes since the 1990s.
  • Holds exclusive Japanese license for Sesame Street English classes.
  • Large-scale network with approximately 300 franchise affiliates nationwide.
  • Owns one of Japan's largest educational reference book and workbook publishing subsidiaries.
  • Established Nagase Prize internally to support young researchers.
  • Comprehensive education company covering from children to adults.
  • Actively entering sports and health fields as new businesses.
  • Provides nationwide learning opportunities through strengthened digital education.
  • Offering education programs for foreigners with multiple language support.
  • Extensive track record of seminars adapting to school education reforms nationwide.
  • Advancing individualized optimal education to meet diverse learner needs.

Hidden Connections

  • Itoman Sports business inherited from Bridgestone and Sumitomo Rubber, with strong industry ties.
  • Experience in joint development of education systems with Stanford University.
  • Promotes international exchange based on exclusive English education license with Sesame Workshop.
  • Toshin High School's satellite class business holds multiple industry patents.
  • Strong family management culture under Nagase family guidance since founding.
  • Yotsuya Otsuka's Nationwide Unified Elementary Test recognized as standard mock exam in education industry.
  • Built partnerships with multiple IT companies through online education promotion.
  • Limited company Shogakusha, traditional investor in the industry, is a major shareholder.

Future Outlook

Growth Drivers

  • Expansion of educational opportunities through digital education普及
  • New educational needs responding to university entrance exam reforms
  • Business diversification as countermeasure to declining birthrates
  • Aggressive expansion into sports and health fields
  • Improved quality and expanded use of online classes
  • Strengthened global expansion toward overseas markets
  • Advancement of learning efficiency via AI and ICT utilization
  • Increasing demand for individual tutoring education
  • New market development accompanying changes in education-related regulations
  • Education provision adapting to sustainability-focused society
  • New business models leveraging brand power
  • Enhanced support across life stages from children to adults

Strategic Goals

  • Expand online education enrollees to 50% of national students
  • Increase sports school business sales to over 10 billion yen
  • Achieve 100% education ICT adoption across all group schools
  • Reflect sustainability policy across all businesses, reducing environmental impact by 30%
  • Improve brand recognition in overseas markets and launch local schools
  • Provide made-to-order services meeting diverse learning needs
  • Promote employee diversity and work style reforms to optimize workplace environment
  • Strengthen collaboration and quality improvement with nationwide franchise affiliates
  • Build AI-based learning analysis and support systems
  • Launch lifelong learning programs for seniors as new business

Business Segments

Services for Educational Institutions

Overview
Provides class and test support services using ICT for educational institutions.
Competitiveness
Infrastructure and track record supporting both satellite and online
Customers
  • Elementary, junior high, high schools
  • Universities
  • Prep schools
  • Tutoring schools
  • Boards of education
Products
  • Satellite class system
  • Online class platform
  • Educational content provision
  • Mock exam operation
  • Academic ability diagnostic tools

Franchise Expansion Support

Overview
Franchise business providing class delivery and management support to affiliated cram schools nationwide.
Competitiveness
Nationwide network and brand power
Customers
  • Individual cram school owners
  • Tutoring school chains
  • Regional education operators
Products
  • Class content provision
  • Operational know-how support
  • Advertising and marketing support

Textbooks and Publishing

Overview
Comprehensive planning, production, and sales of various educational materials.
Competitiveness
Extensive publishing know-how and quality
Customers
  • Tutoring schools
  • Schools
  • Individual learners
  • Online learning services
Products
  • Exam reference books
  • Workbooks
  • Digital materials
  • Educational software

Sports School Business

Overview
Provides operations for swimming and fitness as well as related services.
Competitiveness
Long track record and know-how in operations
Customers
  • Swimming club operators
  • Sports facilities
  • Municipalities
  • Health promotion facilities
Products
  • Swimming lesson programs
  • Fitness classes
  • Sports event operations

Corporate Education Solutions

Overview
Provides online education services for corporations and organizations.
Competitiveness
Flexible services meeting diverse needs
Customers
  • Corporate training managers
  • Educational institutions
  • Local governments
Products
  • Online course delivery
  • Learning management system
  • Career development support

Competitive Advantage

Strengths

  • Robust system for satellite classes and online education
  • Strong brand recognition of Toshin and Yotsuya Otsuka
  • Broad business expansion across diverse educational fields
  • Nationwide franchise network
  • Stable financial base and funding capacity
  • Years of experience and know-how in the education industry
  • Risk diversification through multi-segment operations
  • Development capabilities for advanced digital materials
  • Community-based sports school operations
  • Educational services spanning wide age groups
  • Established track record in high school and university exam prep
  • Enhanced competitiveness through education ICT advancement
  • Group synergy through subsidiaries
  • High quality of educational content
  • Nationwide mock exam operations and exam support

Competitive Advantages

  • Broad access through dual satellite and online class delivery
  • Strong customer base built on Toshin brand trust and reliability
  • Nationwide advancement network for elementary students led by Yotsuya Otsuka
  • Stable revenue base from diversified businesses
  • Accumulated know-how from long-term education operations and high-quality instructors
  • Maximized learning outcomes and convenience through digitalization
  • New customer acquisition via community-based sports schools
  • Scale advantages from nationwide franchise expansion
  • Linkage between educational content development and publishing business
  • Maintaining competitive edge through latest ICT adoption
  • Covering broad customer segments with extensive product and service lineup
  • Active acquisitions and expansions of group companies leveraging capital
  • Advanced operations of online specialist schools alongside traditional tutoring
  • Business diversification and growth through sports school acquisition
  • Marketing power and customer retention via nationwide unified tests

Threats

  • Declining student population due to falling birthrates
  • Intensifying competition from new online education companies
  • Impacts from changes in public education systems and university entrance reforms
  • Challenges in securing instructors due to work style reforms
  • Reduced education spending amid economic fluctuations
  • Risks from inability to keep pace with rapid technology changes
  • Intensified price competition from other education firms
  • Risk of reduced enrollment from social changes like pandemics
  • Potential operating cost increases from stricter regulations
  • Revenue deterioration from brand image decline
  • Risk of declining franchise cram school affiliates
  • Increasing competition in sports school business

Innovations

2024: Sports School Business Acquisition

Overview
Acquired Sumitomo Rubber Group sports club, strengthening business diversification.
Impact
Contributes to sales expansion and new market development

2023: Online Education Platform Enhancement

Overview
Expanded functions of Toshin Online School and began AI utilization.
Impact
Improves student satisfaction and promotes new customer acquisition

2022: Next-Generation Digital Content Development

Overview
Began trial operations of new materials using AR/VR technology.
Impact
Achieves improved learning outcomes and differentiation

2021: Advanced Satellite Communication Classes

Overview
Upgraded to 4K-compatible satellite class system.
Impact
Improves class quality and student satisfaction

2020: Individual Tutoring Expansion Program Launch

Overview
Introduced AI analysis-based automated learning plan creation at Toshin Kobetsu Juku.
Impact
Realizes personalized optimal learning and supports grade improvements

Sustainability

  • Promoting paper resource reduction through digital materials
  • Addressing educational disparities via collaboration with local schools
  • Advancing work-life balance reforms for employees
  • Energy-saving school facilities to reduce environmental impact
  • Promoting diversity, inclusion, and women's empowerment