経営計画・資本政策の見直し/2025-11-07
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。
FY2028 medium-term plan and three-year capital allocation
Hamamatsu set a ¥289bn three-year capital allocation, a ¥35bn flexible strategic pool and an above-8% FY2028 ROE goal.
時系列と出典(1件・内容は原文)
- 2025-11-07Plan announced The company disclosed FY2028 targets and a three-year capital allocation framework. 出典資料1
経営陣が表明したこと
Management committed ¥289bn of three-year capital, including ¥35bn of flexible strategic investment, and targets ROE above 8%.
実際に行ったこと・時期
The plan has begun; the selected sources do not yet provide a project-by-project spend and return ledger.
一部開示(不足あり) ・ 出典資料1
経済性について開示したこと
Management links capital use to growth, a 7–8% estimated cost of equity and possible additional returns.
一部開示(不足あり) ・ 出典資料1
残る論点
Investor question: Which projects earn above the cost of equity? IR preparation: disclose capital, milestones and realized ROIC by cohort.
当調査の分析(会社の説明ではありません)