Worth reading
44Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
290
¥100 million (change in the FY2030 revenue target)Wording
Conditional
How definitive the wording is.Items stated in the management plan
Partially revised (rolling update)Net Sales+0.0%
基準 2,030Target2,031Hundreds of millions of yen
Operating profit+0.0%
基準 2,030Target2,031Hundreds of millions of yen
Operating profit margin+1.0pt
基準 2,030Target2,031％
Each line is the climb from the baseline the document states to the target it sets. The slope is scaled against the largest climb in this document. For metrics expressed as percentages, differences are shown in percentage points (pt).The increase shown by the dotted line is calculated from the two reported figures because the company did not provide the amount of growth.
ROENot disclosed → FY2031: at least 10%
Only the target level is shown because the current level for comparison was not provided.Statements about the use of capital
Payout ratio / DOE policyThe targets for FY2031 are a dividend payout ratio of 40% and DOE of at least 4.0%. The previous FY2030 financial forecast assumed a dividend payout ratio of at least 30% and DOE of at least 3.5%.The payout ratio is the proportion of profit paid out as dividends, while DOE is the ratio of dividends to net assets.
Key initiatives
01Global expansion of the self-care business and expansion into new fields
02Introducing new value in eye care and skincare in Japan and overseas
03Establishing a position in new fields such as hair care and femcare
04Providing well-being lifestyles
05Launching supplements based on phytoscience materials research
06Gastrointestinal and post-treatment care through oral medications and foods; synergies with EYS
07Establishing a foundation and network for the medical business
08Expanding CDMO operations from chemicals to biotechnology and cell processing
09Collaboration within the Group in the ophthalmology business; cosmetics for dermatology
10Developing new prescription ophthalmic drugs and regenerative-medicine products
Reason for revision or withdrawal
To operate and update the mid- to long-term growth strategy using a rolling approach that continuously reviews management forecasts in response to an era of rapid change and uncertainty.
| Item | Details |
|---|---|
| Plan name | Mid- to Long-Term Growth Strategy 2026 (rolling update of the Rohto Group Mid- to Long-Term Growth Strategy 2025–2035) |
| Plan period | 2026–2031 (the long-term strategy’s endpoint is 2035) |
| Progress against the plan | Partially revised (rolling update) |
| Sales Target | FY2030: ¥415.0 billion → FY2030: ¥444.0 billion / FY2031: ¥464.0 billion（+7.0% versus FY2030 (no simple comparison with FY2031 was calculated because the target years differ)） |
| Operating profit target | FY2030: ¥54.0 billion → FY2030: ¥56.8 billion / FY2031: ¥59.8 billion（+5.2% versus FY2030 (no simple comparison with FY2031 was calculated because the target years differ)） |
| Operating profit margin target | FY2030: 13% → FY2030: 12.8% / FY2031: 12.9%（-1.5% versus FY2030） |
| ROE target | Not disclosed → FY2031: at least 10% |
| Payout ratio / DOE policy | The targets for FY2031 are a dividend payout ratio of 40% and DOE of at least 4.0%. The previous FY2030 financial forecast assumed a dividend payout ratio of at least 30% and DOE of at least 3.5%. |
| Key initiatives | Global expansion of the self-care business and expansion into new fields, Introducing new value in eye care and skincare in Japan and overseas, Establishing a position in new fields such as hair care and femcare, Providing well-being lifestyles, Launching supplements based on phytoscience materials research, Gastrointestinal and post-treatment care through oral medications and foods; synergies with EYS, Establishing a foundation and network for the medical business, Expanding CDMO operations from chemicals to biotechnology and cell processing, Collaboration within the Group in the ophthalmology business; cosmetics for dermatology, Developing new prescription ophthalmic drugs and regenerative-medicine products |
| Reason for revision or withdrawal | To operate and update the mid- to long-term growth strategy using a rolling approach that continuously reviews management forecasts in response to an era of rapid change and uncertainty. |
| Publication date | 2 October 2026 |
Items this document does not state (14)
Net income targetROIC targetTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetNon-financial targetsPlan assumptionsResults under the previous planSize of the Target MarketRisks identifiedDate 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 operate and update the mid- to long-term growth strategy using a rolling approach that continuously reviews management forecasts in response to an era of rapid change and uncertainty.
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.