Worth reading
46Recurring
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
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Displayed only when the document provides numerical figures.Wording
Conditional
How definitive the wording is.Items stated in the management plan
Partially revisedTotal investment planApproximately ¥7 billion in growth investment by 2030
Investment amount by sectorField Growth Investment / Amount Approximately ¥7 billion / Period By 2030
Statements about the use of capital
Cost of capitalPrioritize projects expected to generate returns exceeding the cost of shareholders’ equityThe cost of capital is the minimum rate of return expected by shareholders and banks from the company.
Key initiatives
01Strengthening the management structure
02Plant-related businesses
03Construction-related businesses
04New Businesses
05Business foundation: Promoting GX
06Business foundation: Human capital management
07Business foundation: Promoting DX
08Business foundation: Promoting research and development
09Growth Investment
Plan assumptionsWith carbon neutrality viewed as a business opportunity, demand for thermal insulation and refrigeration materials is expected from the shift to next-generation fuels such as hydrogen and ammonia, and the introduction of CCS, CCUS, methanation, chemical recycling and other technologies.
Non-financial targetsIndicator name Energy-saving effect rate through consolidation / Target value 10～20％ / Timing Not disclosed
Risks identified by the company
Delays in the schedules of carbon neutrality-related projects
Profitability issues arising from surging material prices and other factors
Delays in securing technical personnel
Challenges in accumulating, analyzing and organizing technical know-how
Reason for revision or withdrawal
In addition to profitability issues arising from surging material prices and other factors, there are challenges involving delays in securing technical personnel and the accumulation, analysis and organization of technical know-how, including the preparation of operating manuals tailored to the materials being processed. Accordingly, rather than seeking an immediate large-scale expansion of equipment installations, the Company will initially undertake demonstration research using experimental equipment at its Gifu Plant.
| Item | Details |
|---|---|
| Plan name | FY2024-FY2026 Medium-Term Management Plan |
| Plan period | FY2024-FY2026 |
| Progress against the plan | Partially revised |
| Cost of capital | Prioritize projects expected to generate returns exceeding the cost of shareholders’ equity |
| Total investment plan | Approximately ¥7 billion in growth investment by 2030 |
| Investment amount by sector | Field Growth Investment / Amount Approximately ¥7 billion / Period By 2030 |
| Non-financial targets | Indicator name Energy-saving effect rate through consolidation / Target value 10～20％ / Timing Not disclosed |
| Plan assumptions | With carbon neutrality viewed as a business opportunity, demand for thermal insulation and refrigeration materials is expected from the shift to next-generation fuels such as hydrogen and ammonia, and the introduction of CCS, CCUS, methanation, chemical recycling and other technologies. |
| Key initiatives | Strengthening the management structure, Plant-related businesses, Construction-related businesses, New Businesses, Business foundation: Promoting GX, Business foundation: Human capital management, Business foundation: Promoting DX, Business foundation: Promoting research and development, Growth Investment |
| Reason for revision or withdrawal | In addition to profitability issues arising from surging material prices and other factors, there are challenges involving delays in securing technical personnel and the accumulation, analysis and organization of technical know-how, including the preparation of operating manuals tailored to the materials being processed. Accordingly, rather than seeking an immediate large-scale expansion of equipment installations, the Company will initially undertake demonstration research using experimental equipment at its Gifu Plant. |
| Risks identified | Delays in the schedules of carbon neutrality-related projects, Profitability issues arising from surging material prices and other factors, Delays in securing technical personnel, Challenges in accumulating, analyzing and organizing technical know-how |
| Publication date | 13 May 2026 |
Items this document does not state (13)
Sales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policySelf-assessment of PBR and share priceSegment targetResults 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.Due to delays in the schedules of carbon neutrality-related projects, profitability issues arising from surging material prices and other factors, delays in securing technical personnel, and challenges in accumulating, analyzing and organizing technical know-how.
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.