経営計画・資本政策の見直し/2024-05-15
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。
Four-Year Business Plan for 2027 and 2026 target update
Daifuku set an ¥80bn strategic-investment allowance, reported first-year progress and raised FY2027 operating-profit and ROE targets in February 2026.
時系列と出典(3件・内容は原文)
- 2024-05-15Plan announced Daifuku launched its four-year plan with a strategic-investment allowance. 出典資料1
- 2024-12-31(公表 2025-05-15)First-year progress reported Daifuku reported strong progress and a ¥10bn treasury-share purchase. 出典資料1
- 2026-02-12Targets raised FY2027 operating income and ROE were raised to ¥120bn and 17%. 出典資料1
経営陣が表明したこと
Daifuku targets FY2027 operating income of ¥120bn and ROE of 17% with an ¥80bn strategic-investment allowance.
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
It reported first-year progress, a ¥10bn treasury-share purchase and raised its targets in February 2026.
経済性について開示したこと
Management links ROIC, investment guidelines, financial strength, debt discipline and at least 35% payout.
一部開示(不足あり) ・ 出典資料1
残る論点
Investor question: Which strategic investments support the target upgrade? IR preparation: publish capital and return attribution by project.
当調査の分析(会社の説明ではありません)