Komori
Management planning3498Kasumigaseki Capital Co.,Ltd.Real Estate

Notice Concerning the Formation of a Value-Add Project for an Existing Logistics Facility and the Execution of an Asset Management Agreement

A subsidiary formed a value-enhancement project incorporating one existing refrigerated and frozen-storage warehouse in Sendai, Miyagi Prefecture, and entered into an asset management agreement. Operations began on 30 April 2026, and the related income has been incorporated into the consolidated earnings forecast for the fiscal year ending August 2026.

Worth reading
12Immaterial
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Direction
Improvement
Direction inferred from the company’s description.
Scale
1
Number of assets incorporated
Wording
Conditional
How definitive the wording is.

Items stated in the management plan

Publication date30 April 2026

This document does not state the plan name, plan period, or numerical targets.

Key initiatives
01Development of refrigerated and frozen-storage warehouses and automated frozen-storage warehouses
02Value-enhancement initiatives throughout the holding period
03Accelerate the build-up of AUM and expansion of stable income
Plan assumptionsCapital investment in refrigerated and frozen-storage warehouses in preparation for the 2030 fluorocarbon regulations, Growing demand for refrigerated and frozen-storage warehouses driven by increased consumption of refrigerated and frozen foods, Challenges facing the logistics industry, including labor shortages and an aging workforce resulting from the 2024 problem
Risks identified by the company
The total floor area and schedule may change depending on the progress of development.
Items stated in the management plan
ItemDetails
Plan assumptionsCapital investment in refrigerated and frozen-storage warehouses in preparation for the 2030 fluorocarbon regulations, Growing demand for refrigerated and frozen-storage warehouses driven by increased consumption of refrigerated and frozen foods, Challenges facing the logistics industry, including labor shortages and an aging workforce resulting from the 2024 problem
Key initiativesDevelopment of refrigerated and frozen-storage warehouses and automated frozen-storage warehouses, Value-enhancement initiatives throughout the holding period, Accelerate the build-up of AUM and expansion of stable income
Risks identifiedThe total floor area and schedule may change depending on the progress of development.
Publication date30 April 2026
Items this document does not state (21)
Plan namePlan periodProgress against the planSales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetNon-financial targetsResults under the previous planReason for revision or withdrawalSize of the Target MarketDate of board resolution

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

To address challenges facing the logistics industry, including capital investment in refrigerated and frozen-storage warehouses in preparation for the 2030 fluorocarbon regulations, expanding demand driven by increased consumption of refrigerated and frozen foods, labor shortages resulting from the 2024 problem, and the aging workforce. In addition, the property is a relatively new refrigerated and frozen-storage warehouse located in a suitable logistics area. The Company aims to increase asset value through value-enhancement initiatives throughout the holding period, build up AUM, and expand stable income.

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Notice Concerning the Formation of a Value-Add Project for an Existing Logistics Facility and the Execution of an Asset Management Agreement | Kasumigaseki Capital Co.,Ltd. (3498) timely disclosure | Komori