Breaking Down Nomura Research Institute, Ltd. Financial Health: Key Insights for Investors

Step into the strategic heartbeat of Nomura Research Institute, Ltd. (4307.T), Japan's largest economic research and consulting firm founded in 1965, where a workforce of over 13,000 professionals across subsidiaries in the United States, United Kingdom and China drives a mission to "envision and realize new paradigms" and "be a trusted partner for mutual growth"; celebrating its 60th anniversary in 2025, NRI translates that corporate philosophy into action through the long-term NRI Group Vision 2030 - a blueprint centered on the convergence of business and technology, the creation of "Digital Social Capital," and concrete management pillars including "three growth stories" and the promotion of eight materiality issues to expand core domains, accelerate digital transformation, and scale global operations with particular emphasis on North America, all while embedding core values such as "Dream up the future," co-creating a thriving, optimal, and safe society, and continuously generating value for clients and society at large

Nomura Research Institute, Ltd. (4307.T) - Intro

• Founded: 1965; celebrated 60th anniversary in 2025.
• Workforce: over 13,000 employees across the group.
• Global footprint: subsidiaries and offices across Asia, North America (including the United States), Europe (including the United Kingdom), and Greater China.
• Core service lines: consulting, IT solutions (systems integration, cloud, AI), and research (economic, industry, and policy analysis).

• Corporate philosophy highlights:
  • Envision and realize new paradigms.
  • Pursue mutual growth with clients and partners.
  • Contribute to a sustainable future society.
• NRI Group Vision 2030: focus on being ahead of the times via convergence of business and technology, and generating prosperity beyond digital transformation.
• Service positioning:
  • Consulting: strategy, organizational transformation, digital business models.
  • IT solutions: large-scale systems integration, cloud migration, AI and data platforms.
  • Research: macroeconomic and industry foresight, policy advisory, risk analysis.

Nomura Research Institute, Ltd. (4307.T) - Overview

• Core mission phrases: 'envision and realize new paradigms' and 'be a trusted partner for mutual growth.'
• Primary societal goals: co-creation of a thriving future society and co-creation of an optimal society that uses resources effectively to raise overall comfort and prosperity.
• Operational focus: continuous value generation through consulting, system integration, and managed services that address social and industry challenges.

• Innovation-led services that combine strategy consulting with advanced IT solutions (AI, cloud, digital transformation).
• Partnerships with public sector and private enterprises to design resilient social infrastructure and digital platforms.
• Long-term programs aimed at sustainability, inclusion, and industrial revitalization to nurture robust, resource-efficient industries.

• Co-creation programs with corporate clients to redesign supply chains, achieving efficiency gains and resource optimization.
• Public-sector engagements to modernize administrative services and social infrastructure via digital platforms.
• Ongoing investments in R&D for AI, data analytics, and cloud-native solutions to sustain recurring service value.

Nomura Research Institute, Ltd. (4307.T) - Mission Statement

• Core mission: create sustainable value for clients, markets, and society by solving social issues through technology-enabled consulting and systems integration.
• Strategy linkage: deliver measurable client outcomes while scaling platform businesses and recurring revenue streams.
• Geographic focus: deepen presence in Japan and accelerate growth in North America and Asia to capture cross-border digital transformation demand.

• Be "ahead of the times" by converging business and technology to reveal prosperity beyond mere digital transformation.
• Transform society dynamically by building and distributing Digital Social Capital - platforms, data assets, and services that underpin public and private-sector resilience.
• Realize the vision via three growth stories and eight materiality issues, aligning commercial success with decarbonization, inclusive growth, digital trust, and resilient infrastructure.

• Business model evolution: from project-driven SI to platform-plus-services, leveraging data assets and cloud-native delivery to raise operating leverage.
• Sustainability integration: materiality issues guide investment priorities (green finance, supply-chain decarbonization, resilient public services).
• Talent and capability build: scale digital engineering, AI, and data sciences to meet platform demand; strategic hiring and M&A in North America emphasized.

• Revenue mix trend: growing share of recurring/platform revenue and consulting versus traditional one-time SI projects.
• Investment focus: R&D, strategic partnerships, and regional expansion (notably North America) to capture enterprise DX and fintech opportunities.
• Corporate history of vision evolution: prior statements such as "Share the Next Values!" (2016) show continuity in aiming for long-term societal value creation.

Nomura Research Institute, Ltd. (4307.T) - Vision Statement

• Dream up the future: proactive innovation to generate new social and economic value.
• Co-creation of a thriving future society: collaborative solutions across public and private sectors for continuous value generation.
• Co-creation of an optimal society: strengthening industries and optimizing resource allocation to improve living standards for all.
• Co-creation of a safe and secure society: protecting critical social infrastructure through resilient systems and cyber-physical safeguards.
• Long-term sustainability focus: embedding environmental, social and governance (ESG) considerations into core business to address systemic social challenges.

• Public-sector co-creation: long-term partnerships with central/local governments on digital transformation and resilience planning, integrating policy research with implementation capabilities.
• Industry strengthening: consulting and system-integration projects that consolidate supply chains, enable factory/finance digitalization, and raise sector productivity using AI and data platforms.
• Safety & security initiatives: cybersecurity operations, critical-infrastructure risk assessments, and emergency-response systems to protect social lifelines.
• Sustainability contributions: decarbonization roadmaps, ESG data platforms and green-finance advisory aligning clients with net-zero targets.

• Revenue mix shift toward high-value DX and consulting services to increase margin and recurring revenues.
• Client co-creation metrics: number of multi-year public/private partnerships and long-term platform contracts.
• ESG performance: reduction targets in operational CO2 emissions, and client projects delivering quantified emissions reductions.
• Investment in talent and technology: headcount in AI/cyber/ESG specialties and annual R&D/strategic spend as a percentage of revenue.