経営計画・資本政策の見直し/2026-05-14
決定を公表
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。
FY2030 investment and capital-efficiency plan
The 14 May 2026 plan sets ¥350bn of FY2026–30 investment, ¥150bn shareholder returns, an 8%-plus ROE goal, 4% DOE and ¥20bn remaining repurchases through FY2027. These are forward targets, not completed spending or achieved returns; the FY2025 8.1% ROE baseline includes extraordinary income.
時系列と出典(1件・内容は原文)
- 2026-05-14Medium-Term Management Plan 2030 published Toyo Seikan quantified operating cash flow, investment, shareholder returns, DOE, repurchases and ROE targets. FY2025 ROE of 8.1% is historical; excluding extraordinary income the issuer gives 5.9%. 出典資料1
経営陣が表明したこと
On 14 May 2026 Toyo Seikan published an FY2026–30 plan for ¥350bn investment and ¥150bn shareholder returns, alongside 4% DOE, ¥20bn of remaining buybacks through FY2027 and ROE of at least 8% at the stated FY2027 and FY2030 milestones.
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
The dated action verified here is publication of the new plan. This first-pass case has not verified individual post-plan repurchases, capital projects, strategic-shareholding sales or a subsequent plan-versus-actual report; the absence of a verified entry is not a claim none occurred.
経済性について開示したこと
The plan allocates ¥450bn operating cash flow plus ¥50bn asset disposals/financing to ¥350bn investment (¥210bn strategic, ¥140bn maintenance) and ¥150bn shareholder returns. It reports FY2025 ROE of 8.1%, or 5.9% excluding extraordinary income; target returns rely on earnings and controlled equity.
会社の開示資料による ・ 出典資料1
その後の経過
The FY2025 ROE figures predate the May 2026 plan. Its FY2027/30 ROE and cash-allocation targets are not yet outcomes, and this first pass has not completed a post-plan execution search.
一部開示(不足あり) ・ 出典資料1
残る論点
Investor question: Which investment projects clear a disclosed return hurdle, and how will ¥50bn of asset disposals/financing and repurchases be sequenced? IR preparation: reconcile reported and adjusted ROE and show dated plan-versus-actual sources and uses.
当調査の分析(会社の説明ではありません)