Worth reading
52Recurring
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
740
億円（2030年12月期の売上高目標）Wording
Conditional
How definitive the wording is.Items stated in the management plan
FormulatedNet Sales+60.5%
基準 461Target740Hundreds of millions of yen
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. The increase shown by the dotted line is calculated from the two reported figures because the company did not provide the amount of growth.
Operating profitNot disclosed → 180（2030年12月期目標）
Operating profit marginNot disclosed → 24.0（2030年12月期目標）
ROENot disclosed → 10（2030年12月期目標）
Only the target level is shown because the current level for comparison was not provided.Total investment plan375億円（2026年12月期～2030年12月期）
Investment amount by sectorField Capital expenditure / Amount ¥37.5 billion / Details 半導体や次世代原子力用途等、高付加価値分野の生産能力増強を中心
Key initiatives
01シリコン半導体用途における拡販進展
02次世代原子力用途（高温ガス炉）等成長市場への展開強化
03経営人材育成に向けた人材マネジメント
04社会やガバナンス関連の施策
05「どこにもないもの」を追求した研究開発
06高付加価値分野の生産能力増強を中心に、注力用途の需要を確実に捕捉するための設備投資・能力増強を厳選して実行
Plan assumptions前提為替レート：145円/US$、176円/€、20.0円/人民元
Segment targetCategory Special graphite products / Fiscal year ending December 2025 ¥20.3 billion / Target for the fiscal year ending December 2030 396億円 / CAGR 14.3％, Category General carbon products (carbon for machinery) / Fiscal year ending December 2025 ¥4.2 billion / Target for the fiscal year ending December 2030 ¥4.9 billion / CAGR 3.3％, Category General carbon products (carbon for electrical applications) / Fiscal year ending December 2025 ¥4.3 billion / Target for the fiscal year ending December 2030 ¥4.3 billion / CAGR Not disclosed, Category Composite materials and other products / Fiscal year ending December 2025 ¥15.3 billion / Target for the fiscal year ending December 2030 ¥23.2 billion / CAGR 8.7％, Category Products / Fiscal year ending December 2025 ¥1.9 billion / Target for the fiscal year ending December 2030 ¥1.8 billion / CAGR ▲1.7％, Category Total / Fiscal year ending December 2025 461億円 / Target for the fiscal year ending December 2030 ¥74.0 billion / CAGR 9.9％
Risks identified by the company
急速に変化する経営環境
実際の業績は今後様々な要因によって異なる可能性
| Item | Details |
|---|---|
| Plan name | Medium-Term Management Plan (2026–2030) |
| Plan period | 2026年12月期～2030年12月期（5ヶ年） |
| Progress against the plan | Formulated |
| Sales Target | 461（2025年12月期） → 740（2030年12月期目標）（9.9％（年平均成長率）） |
| Operating profit target | Not disclosed → 180（2030年12月期目標） |
| Operating profit margin target | Not disclosed → 24.0（2030年12月期目標） |
| ROE target | Not disclosed → 10（2030年12月期目標） |
| Total investment plan | 375億円（2026年12月期～2030年12月期） |
| Investment amount by sector | Field Capital expenditure / Amount ¥37.5 billion / Details 半導体や次世代原子力用途等、高付加価値分野の生産能力増強を中心 |
| Segment target | Category Special graphite products / Fiscal year ending December 2025 ¥20.3 billion / Target for the fiscal year ending December 2030 396億円 / CAGR 14.3％, Category General carbon products (carbon for machinery) / Fiscal year ending December 2025 ¥4.2 billion / Target for the fiscal year ending December 2030 ¥4.9 billion / CAGR 3.3％, Category General carbon products (carbon for electrical applications) / Fiscal year ending December 2025 ¥4.3 billion / Target for the fiscal year ending December 2030 ¥4.3 billion / CAGR Not disclosed, Category Composite materials and other products / Fiscal year ending December 2025 ¥15.3 billion / Target for the fiscal year ending December 2030 ¥23.2 billion / CAGR 8.7％, Category Products / Fiscal year ending December 2025 ¥1.9 billion / Target for the fiscal year ending December 2030 ¥1.8 billion / CAGR ▲1.7％, Category Total / Fiscal year ending December 2025 461億円 / Target for the fiscal year ending December 2030 ¥74.0 billion / CAGR 9.9％ |
| Plan assumptions | 前提為替レート：145円/US$、176円/€、20.0円/人民元 |
| Key initiatives | シリコン半導体用途における拡販進展, 次世代原子力用途（高温ガス炉）等成長市場への展開強化, 経営人材育成に向けた人材マネジメント, 社会やガバナンス関連の施策, 「どこにもないもの」を追求した研究開発, 高付加価値分野の生産能力増強を中心に、注力用途の需要を確実に捕捉するための設備投資・能力増強を厳選して実行 |
| Risks identified | 急速に変化する経営環境, 実際の業績は今後様々な要因によって異なる可能性 |
| Date of board resolution | 16 February 2026 |
| Publication date | 16 February 2026 |
Items this document does not state (10)
Net income targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceNon-financial targetsResults under the previous planReason for revision or withdrawalSize of the Target Market
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.最新の市場動向と需要予測を反映し、SiC半導体用途の需要を慎重に見積もったこと、2025年に実施した小型カーボンブラシ事業の整理の影響を織り込んだことが理由として挙げられている。一方で、シリコン半導体用途の拡販や次世代原子力など成長市場への展開を強化し、中長期的な成長を目指すとしている。
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.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.