Komori
Ariake Japan (2815) · TargetSoftened

Long-Term ROE Target of at Least 12%

First written in FY2017. 3 of 8 entries say "Softened", first in 2026-05-13. Latest entry: 2026-08-07.

8entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017 – FY2018AchievedFY2019OtherFY2021 – FY20222017: 120172018: 120182019: 120192020: 020202021: 120212022: 120222023: 020232024: 020242025: 020252026: 32026
Same theme, other companies
Improving Capital Efficiency and Profitability Through ROE and ROICA theme 361 companies write about · 7 as a headwind · 364 as a tailwind

Ariake Japan moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).

The whole theme swung hardest in 2021: 27 of 111 companies on the "Worse" side.

15 other companies' latest entry also says "Softened".

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 193 companies compared. The sentences above are computed from all 193.Comparing 200 of the theme's 372 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-07SoftenedEarnings presentation

    「Fiscal 2028: ROE 8.1%; fiscal 2030: ROE above 9%」

    The company has changed its long-term ROE target from at least 10% as presented in the FY2026 annual securities report to above 9% in fiscal 2030.
  2. FY2026SoftenedAnnual report

    「ROE was 7.26%, an improvement of 0.60 percentage points from 6.66% in the previous consolidated fiscal year, but substantially below the long-term target of 10.0%.」

    The company stated that ROE improved from the previous fiscal year but was 2.74 percentage points below the revised long-term target of 10.0%.
  3. 2026-05-13SoftenedEarnings presentation

    「We are targeting ROE of 8% in fiscal 2028 and, over the long term, aim for ROE of at least 10%.」

    Compared with the previous long-term target of ROE of at least 12%, the company has presented new targets of 8% in fiscal 2028 and at least 10% over the long term.
  4. FY2022ROE fell 4.43 percentage points below the targetAnnual report

    「ROE was 7.57%, down 0.05 percentage points from 7.62% in the previous consolidated fiscal year, and below the 12.0% target.」

    The company stated that ROE for the fiscal year ended March 2022 was 7.57%, 4.43 percentage points below the long-term target of 12% or higher. It cited increases in net assets resulting from the gain on the sale of a U.S. subsidiary and higher profit as factors.
  5. FY2021ROE fell 4.38 percentage points below the targetAnnual report

    「ROE was 7.62%, down 1.62 percentage points from 9.24% in the previous consolidated fiscal year, and below the 12.0% target.」

    The company stated that ROE for the fiscal year ended March 2021 was 7.62%, below the long-term target of 12% or higher. It cited an increase in net assets resulting from the gain on the sale of Ariake U.S.A.,Inc. as a factor.
  6. FY2019AchievedAnnual report

    「ROE was 20.6%, an improvement of 8.9 percentage points from 11.7% in the previous consolidated fiscal year, exceeding the 12.0% target.」

    The company explicitly stated that ROE for FY2019 was 20.6%, exceeding the long-term target of 12% or higher.
  7. FY2018ROE fell 0.3 percentage points below the targetAnnual report

    「ROE was 11.7%, down 0.5 percentage points from 12.2% in the previous consolidated fiscal year, and slightly below the 12.0% target.」

    The company reaffirmed its long-term ROE target of 12% or higher and explained that ROE for the fiscal year was 11.7%, 0.3 percentage points below the target.
  8. FY2017First statedAnnual report

    「The respective targets are DOE of 3.0% and long-term ROE of at least 12%.」

    The company listed a long-term ROE target of 12% or higher for the first time as an independent topic, alongside DOE of 3.0%, among its principal management indicators.
Moved together

"Economic Conditions, Declining Demand and Changes in Consumer Spending" moved the same way as this thread, in the same document, in 2 of its 8 moves.

2222★1234
  1. ★This thread
  2. 1Economic Conditions, Declining Demand and Changes in Consumer Spending2×
  3. 2Risks from Laws and Regulations, Political and Economic Conditions, and Social Disruption at Overseas Bases2×
  4. 3Impact on Earnings from Fluctuations in Livestock-Based Raw Materials2×
  5. 4Three-Year Medium-Term Management Plan Ending in the Fiscal Year Ending March 20192×

★ 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
Ariake Japan's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Earnings presentation of 2026-08-07: "Softened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.