Komori
Ly (4689) · PolicyAdvanced

Policy of returning profits while continuing growth investment

First written in FY2016. 9 of 23 entries say "Restated". Latest entry: FY2026.

23entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018-Q3RestatedFY2020-Q3 – FY2021RestatedFY2023 – FY2024AdvancedFY2025-H1 – FY20262016: 120162017: 320172018: 320182019: 420192020: 120202021: 220212022: 120222023: 120232024: 220242025: 120252026: 42026
Same theme, other companies
Capital allocation policy balancing future investment and shareholder dividendsA theme 469 companies write about · 0 as a headwind · 471 as a tailwind

25 other companies' latest entry also says "Advanced".

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 197 companies compared. The sentences above are computed from all 197.Comparing 200 of the theme's 473 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「For the 3 fiscal years from fiscal 2026 through fiscal 2028, the Company will continue to invest in business growth and promote shareholder returns through dividends linked to profit growth and flexible acquisitions of treasury shares, with the aim of maximizing corporate value. Capital allocation policy (estimated cumulative amounts for fiscal 2026-2028 / excluding financial businesses) Capital allocation based on operating cash flow and other sources: approximately ¥1.16 trillion Capital investment (approximately 30%) Shareholder returns (approximately 40%) Growth investment (approximately 30% or more)」

    The Company presented a new capital allocation plan to allocate approximately ¥1.16 trillion over the 3 fiscal years from fiscal 2026 through fiscal 2028 to capital investment, shareholder returns, and growth investment.
  2. FY2025RaisedAnnual report

    「Under this approach, the Company established a shareholder return policy targeting a cumulative total payout ratio of at least 70% over the 5 years from fiscal 2025. After comprehensively considering this policy and business performance, the year-end dividend for the fiscal year under review was set at ¥7.00 per share, with total dividends of ¥50 billion, based on a resolution of the Board of Directors meeting held on 16 May 2025.」

    The Company set a new shareholder return target of a cumulative total payout ratio of at least 70% over the 5 years from fiscal 2025 and raised the dividend for the fiscal year to ¥7 per share. It also acquired ¥150 billion of treasury shares.
  3. FY2025-H1AdvancedAnnual report

    「Cash used to acquire treasury shares △150,100 Cancellation of treasury shares △206,018」

    The Company spent ¥150.1 billion to acquire treasury shares, and reduced capital surplus by ¥206,018 million through the cancellation of treasury shares. Under its policy of pursuing growth investment and shareholder returns in parallel, the Company acquired and cancelled treasury shares.
  4. FY2024RestatedAnnual report

    「The Company aims to sustainably increase corporate value over the medium to long term and recognizes the importance of making proactive upfront investments in services geared toward future growth, capital investment, and capital and business alliances. At the same time, the Company regards returning profits to shareholders as its responsibility as a listed company.」

    The Company reaffirmed its policy of balancing growth investment in services and facilities and capital and business alliances with shareholder returns, and set the dividend for the fiscal year at ¥5.56 per share.
  5. FY2023RestatedAnnual report

    「The Company aims to sustainably increase corporate value over the medium to long term and recognizes the importance of making proactive upfront investments in services geared toward future growth, capital investment, and capital and business alliances. At the same time, the Company regards returning profits to shareholders as its responsibility as a listed company.」

    The Company reaffirmed its capital allocation policy of balancing upfront investment in services and facilities and capital and business alliances with profit returns to shareholders, and set the dividend for the fiscal year at ¥5.56 per share.
  6. FY2022AdvancedAnnual report

    「Status of resolution at the Board of Directors meeting (3 December 2021) (acquisition period: 10 December 2021 to 13 January 2022) 103,000,000 68,289,000,000」

    The Company acquired 103 million treasury shares for a total of ¥68,289 million. The dividend was set at ¥5.81 per share, consisting of the base dividend of ¥5.56 plus a commemorative dividend of ¥0.25 marking the first anniversary of the LINE management integration.
  7. FY2021Dividend decreasedAnnual report

    「Under this policy, the year-end dividend for the fiscal year under review was set at ¥5.56 per share, with total dividends of ¥42.2 billion, based on a resolution of the Board of Directors meeting held on 18 May 2021.」

    While reaffirming its policy of pursuing growth investment, capital investment, capital and business alliances, and profit returns in parallel, the dividend per share decreased from ¥8.86 in the previous fiscal year to ¥5.56.
  8. FY2021-Q3RestatedAnnual report

    「Cash provided by financing activities amounted to ¥54,500 million, mainly due to bond issuance and long-term borrowings, despite the early repayment of short-term borrowings and dividend payments.」

    While raising funds through bond issuance and long-term borrowings, the Company also paid dividends, reaffirming its capital allocation policy of pursuing growth investment and profit returns in parallel.
  9. FY2020-Q3RestatedAnnual report

    「Cash provided by financing activities amounted to ¥597,953 million, mainly due to short-term borrowings, bond issuance, and new share issuance, despite cash used to acquire treasury shares.」

    While continuing to acquire treasury shares, the Company also raised funds through short-term borrowings, bond issuance, and new share issuance, reaffirming its policy of pursuing growth investment, capital restructuring, and shareholder returns in parallel.
  10. FY2020-Q2AdvancedAnnual report

    「Based on a resolution of the Board of Directors meeting held on 8 May 2019, the Company issued new shares and acquired treasury shares. As a result of this issuance, acquisition and other transactions, issued shares increased by 1,513,061,050 shares and treasury shares increased by 1,834,415,100 shares during the cumulative second quarter of the fiscal year under review. In addition, based on a resolution of the Board of Directors meeting held on 4 September 2019, the Company cancelled treasury shares. As a result of this cancellation, issued shares and treasury shares each decreased by 1,842,273,100 shares during the cumulative second quarter of the fiscal year under review.」

    The Company carried out a third-party allotment of new shares to ソフトバンク, a tender offer for its own shares, and the cancellation of treasury shares, advancing measures related to growth investment, capital restructuring, and shareholder returns.
  11. FY2020-Q1AdvancedAnnual report

    「Based on a resolution of the Board of Directors meeting held on 8 May 2019, the Company issued new shares and acquired treasury shares. As a result of this issuance, acquisition and other transactions, issued shares increased by 1,511,518,550 shares and treasury shares increased by 1,834,394,100 shares during the cumulative first quarter of the fiscal year under review.」

    The Company conducted a tender offer for its own shares and a third-party allotment of new shares to ソフトバンク, implementing its capital allocation policy of pursuing growth investment and profit returns in parallel.
  12. FY2019RaisedAnnual report

    「Total number of shares to be acquired: 1,834,377,700 shares (maximum) Total acquisition cost: ¥526,466,399,900 (maximum)」

    The maximum treasury share acquisition limit was expanded from 611,111,211 shares and ¥220 billion in 2018 to 1,834,377,700 shares and ¥526,466,399,900 under the resolution adopted in May 2019.
  13. FY2019-Q3RestatedAnnual report

    「Cash used in financing activities amounted to ¥264,804 million, mainly due to the acquisition of treasury shares.」

    The continued implementation of shareholder return measures, including the acquisition of treasury shares, was reflected as ¥264,804 million of cash used in financing activities.
  14. FY2019-Q2AdvancedAnnual report

    「With respect to the acquisition of treasury shares, based on a resolution of the Board of Directors meeting held on 10 July 2018, the Company acquired 611,109,700 common shares at ¥360 per share through a tender offer. In addition, based on a resolution of the Board of Directors meeting held on 26 September 2018, the Company cancelled treasury shares. As a result of this cancellation, treasury shares decreased by 546,146,785 shares during the cumulative second quarter of the fiscal year under review.」

    The Company conducted a tender offer for its own shares and acquired 611,109,700 shares. It subsequently cancelled 546,146,785 shares, implementing its capital allocation policy of pursuing growth investment and profit returns in parallel.
  15. FY2019-Q1AdvancedAnnual report

    「Total number of shares to be acquired: 611,111,211 shares (maximum) Total acquisition cost: ¥220,000,035,960 (maximum)」

    As a specific measure to enhance shareholder returns and improve capital efficiency, the Company resolved to conduct a tender offer for its own shares from ソフトバンクグループジャパン and set a maximum acquisition amount of ¥220 billion.
  16. FY2018-Q3RestatedAnnual report

    「Cash flow from investing activities resulted in an outflow of ¥45,698 million, mainly due to the acquisition of property, plant and equipment and intangible assets.」

    While continuing to invest in facilities and intangible assets, the Company also paid dividends, reaffirming its policy of pursuing growth investment and profit returns in parallel.
  17. FY2018-Q1RestatedAnnual report

    「Cash used in investing activities amounted to ¥17,173 million, mainly due to the acquisition of property, plant and equipment and intangible assets. Cash used in financing activities amounted to ¥50,360 million, mainly due to dividend payments.」

    The Company made investments in tangible and intangible assets while paying dividends, reaffirming its policy of pursuing growth investment and profit returns in parallel.
  18. FY2017RestatedAnnual report

    「The Company will continue to pursue higher corporate value by investing for future growth while providing appropriate returns to shareholders.」

    The Company reaffirmed its capital allocation policy of pursuing growth investment, capital investment, capital and business alliances, and profit returns in parallel, and paid a dividend of ¥8.86 per share.
  19. FY2017-Q3RestatedAnnual report

    「Cash used in investing activities amounted to ¥47,232 million, mainly due to the acquisition of property, plant and equipment and intangible assets. Cash used in financing activities amounted to ¥26,855 million, mainly due to dividend payments, despite proceeds from borrowings.」

    While continuing to invest in facilities and intangible assets, the Company also paid dividends, demonstrating a capital allocation track record of pursuing growth investment and profit returns in parallel.
  20. FY2016First statedAnnual report

    「The Company will continue to pursue higher corporate value by investing for future growth while providing appropriate returns to shareholders.」

    The Company has outlined a capital allocation policy that simultaneously advances investment in services and facilities, capital and business alliances, and shareholder returns.
Moved together

"Making payments and financial services a new core business" moved the same way as this thread, in the same document, in 11 of its 23 moves.

11119655★123456
  1. ★This thread
  2. 1Making payments and financial services a new core business11×
  3. 2Growth Through an E-Commerce Revolution11×
  4. 3Expansion of E-Commerce Gross Merchandise Value and User Base9×
  5. 4Continuous Service Improvement and Enhanced User Experience6×
  6. 5Diversification of Business Activities and Expansion of New Businesses and Services5×
  7. 6Consistent Revenue and Profit Growth Since Service Launch5×

★ 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
Ly's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-05-28: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Policy of returning profits while continuing growth investment | LY Corporation (4689) | Komori