Worth reading
29Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Neutral
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Conditional
How definitive the wording is.Items stated in the management plan
Partially revisedStatements about the use of capital
Payout ratio / DOE policyHalf of net income will be allocated to dividends or share repurchases. The applicable period is Not disclosed.The payout ratio is the proportion of profit paid out as dividends, while DOE is the ratio of dividends to net assets.
Treasury share acquisition policyHalf of net income will be allocated to dividends or share repurchases. The repurchase limit, timing and conditions are Not disclosed.
Self-assessment of PBR and share priceThe company's assessment of its current position is Not disclosed. As investment targets, it identifies low-PBR companies, specifically listed companies with a PBR of 1.0 or below.PBR is a measure of how many times the share price is the book value per share.
Key initiatives
01Japan Awakening Platform
02Listed-company information and number of voting-rights mandates
03Number of corporate-value enhancement proposals and implementations
04Benefits of joining a listed-company group
05AI strategist and AI secretary
06Employees dispatched by companies for management practice training and student internships
07Smooth and rapid finance among group companies in the broad sense
Risks identified by the company
Diversification is often a factor that discounts corporate value
M&A without business-model innovation may improve the share price in the short term but does not contribute to corporate value over the long term
The need to continue deploying highly paid, high-level personnel for post-merger integration (PMI) work in M&A may become a constraint
Reason for revision or withdrawal
Following the management refresh on 26 March 2026, the company fundamentally reviewed its investment strategy in order to build significantly on its previously announced M&A and real estate investment strategies. It will also provide more detailed explanations through IR and PR because the renewed website contains references to the strategy.
| Item | Details |
|---|---|
| Plan name | トライアイズ' Growth Equation (Grouwth Logic) |
| Progress against the plan | Partially revised |
| Payout ratio / DOE policy | Half of net income will be allocated to dividends or share repurchases. The applicable period is Not disclosed. |
| Treasury share acquisition policy | Half of net income will be allocated to dividends or share repurchases. The repurchase limit, timing and conditions are Not disclosed. |
| Self-assessment of PBR and share price | The company's assessment of its current position is Not disclosed. As investment targets, it identifies low-PBR companies, specifically listed companies with a PBR of 1.0 or below. |
| Key initiatives | Japan Awakening Platform, Listed-company information and number of voting-rights mandates, Number of corporate-value enhancement proposals and implementations, Benefits of joining a listed-company group, AI strategist and AI secretary, Employees dispatched by companies for management practice training and student internships, Smooth and rapid finance among group companies in the broad sense |
| Reason for revision or withdrawal | Following the management refresh on 26 March 2026, the company fundamentally reviewed its investment strategy in order to build significantly on its previously announced M&A and real estate investment strategies. It will also provide more detailed explanations through IR and PR because the renewed website contains references to the strategy. |
| Risks identified | Diversification is often a factor that discounts corporate value, M&A without business-model innovation may improve the share price in the short term but does not contribute to corporate value over the long term, The need to continue deploying highly paid, high-level personnel for post-merger integration (PMI) work in M&A may become a constraint |
| Publication date | 30 March 2026 |
Items this document does not state (16)
Plan periodSales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetCost of capitalTotal investment planInvestment amount by sectorSegment targetNon-financial targetsPlan assumptionsResults under the previous planSize 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.Following the management refresh on 26 March 2026, the company fundamentally reviewed its investment strategy while carrying forward its previously announced M&A and real estate investment strategies. It also stated that, because the renewed website contains references to the strategy, it would provide more detailed explanations through IR and PR.
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.