Worth reading
21Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
150
¥100 millionWording
Conditional
How definitive the wording is.Items stated in the management plan
Date of board resolution29 October 2026
Publication date29 October 2026
This document does not state the plan name, plan period, or numerical targets.
Total investment planApproximately ¥15 billion
Investment amount by sectorField Expansion of production facilities / Amount Approximately ¥15 billion
Key initiatives
01Expansion of separator production capacity
02Expansion of the supply structure
03Production structure optimization
Plan assumptionsDemand remains high, driven by increased investment in AI servers, data centers and related areas., Further growth is expected going forward., Current equipment operating conditions
Non-financial targetsIndicator name Production Capacity / Target value Approximately 1.3 times the current level / Timing December 2028 (scheduled start of operations) / fiscal year ending March 2029
| Item | Details |
|---|---|
| Total investment plan | Approximately ¥15 billion |
| Investment amount by sector | Field Expansion of production facilities / Amount Approximately ¥15 billion |
| Non-financial targets | Indicator name Production Capacity / Target value Approximately 1.3 times the current level / Timing December 2028 (scheduled start of operations) / fiscal year ending March 2029 |
| Plan assumptions | Demand remains high, driven by increased investment in AI servers, data centers and related areas., Further growth is expected going forward., Current equipment operating conditions |
| Key initiatives | Expansion of separator production capacity, Expansion of the supply structure, Production structure optimization |
| Date of board resolution | 29 October 2026 |
| Publication date | 29 October 2026 |
Items this document does not state (18)
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 priceSegment targetResults under the previous planReason for revision or withdrawalSize of the Target MarketRisks identified
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.The plan reflects the high level of separator demand, driven by increased investment in AI servers, data centers and related areas as generative AI becomes more widespread, expectations for further growth, and current equipment operating conditions.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.