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Feed One (2060) · TargetAdvanced

¥60 Billion Large-Scale Investment and Manufacturing Operations Overhaul Looking 10 Years Ahead

First written in FY2024. 7 of 10 entries say "Advanced", first in FY2026-H1. Latest entry: 2026-07-30.

10entries
3years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024 – FY2025-H1AdvancedFY2025 – 2026-07-302024: 220242025: 220252026: 62026
Same theme, other companies
Five-Year Large-Scale Capital Investment PlanA theme 8 companies write about · 0 as a headwind · 8 as a tailwind

3 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-30AdvancedFinancial results presentation

    「Progressing according to plan without delay」

    The company disclosed first-quarter investment of ¥1.076 billion under the medium-term management plan and stated that the investment plan is progressing without delay.
  2. FY2026AdvancedAnnual report

    「Total investment — ¥16.8 billion (*) (*) Total investment is the cumulative actual investment from the fiscal year ended March 2025 through the fiscal year ending March 2026. The company plans total investment of ¥60 billion over the 6-year period from the fiscal year ending March 2025 through the fiscal year ending March 2030.」

    Regarding investment under Medium-Term Management Plan 2026, the company disclosed cumulative actual investment of ¥16.8 billion from the fiscal year ended March 2025 through the fiscal year ending March 2026. It plans ¥60 billion of investment over 6 years, while total capital expenditure for the fiscal year amounted to ¥11.857 billion.
  3. FY2026-H1AdvancedAnnual report

    「Cash used in investing activities amounted to ¥6.572 billion, compared with ¥1.457 billion used in the same period of the previous year. This was mainly attributable to the acquisition of property, plant and equipment and intangible assets.」

    Regarding the large-scale investment under Medium-Term Management Plan 2026, cash used in investing activities during the interim period amounted to ¥6.572 billion, substantially exceeding the amount for the same period of the previous year.
  4. FY2025RaisedAnnual report

    「The company also plans large-scale investment of approximately ¥80 billion over the 10-year period from the start of this medium-term management plan.」

    In addition to the previous ¥60 billion investment plan, the company has disclosed plans for large-scale investment of approximately ¥80 billion over the 10-year period from the start of this medium-term management plan, thereby expanding the scope and scale of investment.
  5. FY2025-H1RestatedAnnual report

    「Against this backdrop, the Group is pursuing initiatives to achieve the Medium-Term Management Plan 2026—1st STAGE for NEXT 10 YEARS—, which begins in the fiscal year ending March 2025, including strengthening its sales structure, renewing and expanding its production system and strengthening research facilities, taking on the challenge of next-generation aquaculture, and building a business model that links livestock products with feed.」

    In connection with the large-scale investment policy, the company continues to pursue the renewal and expansion of its production systems and the enhancement of its research facilities as planned initiatives. This filing does not provide new progress figures for total investment.
  6. FY2024First statedAnnual report

    「The period covered by this medium-term management plan is positioned as a period for laying the foundation with a view to 10 years from now, and the basic policy is to improve underlying earnings power in preparation for the largest-scale investment to date」

    In addition to cumulative investment of ¥7.4 billion during the period covered by Medium-Term Management Plan 2026, the company has set out planned cumulative investment of ¥60 billion for the next period, from the fiscal year ending March 2025 through the fiscal year ending March 2030. For the first time, it describes a larger-scale investment policy than in the past, including the renewal and expansion of the production systems at aging existing plants.
Moved together

"Management with an Awareness of the Cost of Capital through the Adoption of EBITDA and ROIC" moved the same way as this thread, in the same document, in 8 of its 10 moves.

876655★123456
  1. ★This thread
  2. 1Management with an Awareness of the Cost of Capital through the Adoption of EBITDA and ROIC8×
  3. 2Medium-Term Targets for Net Sales, Ordinary Profit and ROE7×
  4. 3Streamlining Raw-Material Procurement and Production Systems and Reducing Costs6×
  5. 4Improving production efficiency and construction of the Kitakyushu Seafood Processing Plant6×
  6. 5Research and development of low-fishmeal feed and new products5×
  7. 6Intra-Group Reorganization of the Food Business and Brand Strengthening5×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Feed One's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Financial results presentation of 2026-07-30: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
¥60 Billion Large-Scale Investment and Manufacturing Operations Overhaul Looking 10 Years Ahead | FEED ONE CO.,LTD. (2060) | Komori