経営計画・資本政策の見直し/2025-11-14
実施中
公表資料を発表・実施・結果の順に記録しています。この表示は選定した案件の調査状況であり、会社全体の評価ではありません。
Advanced photoresist materials, completed capex and FY2026 target update
Toyo Gosei reported ¥28.84bn of cumulative capex and retained FY2026 sales and profit goals while showing a lower FY2025 profit forecast.
時系列と出典(1件・内容は原文)
- 2025-11-14Plan or update announced Toyo Gosei reported ¥28.84bn of cumulative capex and retained FY2026 sales and profit goals while showing a lower FY2025 profit forecast. 出典資料1
経営陣が表明したこと
Management targets ¥50bn sales and ¥8bn operating profit at a 16% margin by FY2026.
会社の開示資料による ・ 出典資料1
実際に行ったこと・時期
Cumulative capex reached ¥28.84bn and major facilities were completed; FY2025 profit was forecast below the plan trajectory.
経済性について開示したこと
The investment supports advanced photoresist materials and high-purity capacity, but no project ROIC threshold is published.
残る論点
Investor question: What utilization, yield and price/mix are required to recover the capex? IR preparation: publish ramp, depreciation, margin and cash returns.
当調査の分析(会社の説明ではありません)