Itoham Yonekyu Holdings (2296) · InitiativeAdvancedLatest Earnings presentation (2026-08-03): "Restated"
Capital-cost-conscious management and improving ROE and PBR
First written in FY2025. 1 of 3 entries say "Advanced", first in FY2026. Latest entry: 2026-08-03.
3entries
2years
1from disclosures
How it moved
Same theme, other companies
Improving asset and capital efficiency through ROE and ROICA theme 84 companies write about · 3 as a headwind · 82 as a tailwind
The whole theme swung hardest in 2023: 6 of 42 companies on the "Worse" side.
12 other companies' latest entry also says "Restated".
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.
Showing 14 of the 84 companies compared. The sentences above are computed from all 84.Full recordFilings, disclosures and news, newest first
- 2026-08-03RestatedEarnings presentation
「Through strengthening our earnings base, we aim to restore ROE to 8% and ROIC to the 6% range at an early stage.」
The company reconfirms its medium- to long-term policy of targeting ROE of at least 8% and ROIC of at least 6% by strengthening its earnings base. - FY2026AdvancedAnnual report
「中期経営計画2026における各施策を通じて2026年度にＲＯＥ6.6％、ＲＯＩＣ5.8％の実現を目指しており、2025年度はＲＯＥ7.0％、ＲＯＩＣ6.2％となりました。」
資本コストを意識した経営について、ROE・ROICの2025年度実績が2026年度目標を上回ったことを開示している。 - FY2025First statedAnnual report
「本中計で基礎収益力の底上げ、ＲＯＩＣを指標とした事業管理の推進、最適な財務レバレッジの追求に取り組むことにより、ＲＯＥを向上。また、成長投資による利益拡大、持続的成長を支える経営基盤の強化に取り組む。」
資本コスト・資本効率性・PBRを分析対象とし、基礎収益力、ROIC、財務レバレッジ、成長投資を通じてROE・PER・企業価値を改善する経営方針を初めて独立したテーマとして明示している。