Financial Targets in Medium-Term Management Plans (ROIC, ROE, Profit, etc.)
First written in FY2019. 4 of 10 entries say "Advanced", first in FY2025. Latest entry: 2026-08-06.
The whole theme swung hardest in 2021: 17 of 77 companies on the "Worse" side.
- FY2026AdvancedAnnual report
「<Targets under the Fourth Medium-Term Management Plan and UACJ VISION 2030 (consolidated)> Fiscal 2025 results: ¥1,181.7 billion, ¥48.2 billion, 4.1%, 7.1%, 12.2%; Fourth Medium-Term Management Plan, fiscal 2027 targets: ¥1,050.0 billion, ¥60.0 billion, —, 9% or more, 9% or more; VISION 2030, fiscal 2030 targets: ¥1,100.0 billion or more, —, 6% or more, 10% or more, 10% or more.」
Progress under the Fourth Medium-Term Management Plan: fiscal 2025 revenue was ¥1,181.7 billion and ROE was 12.2%, exceeding the respective fiscal 2027 targets. Business profit of ¥48.2 billion and ROIC of 7.1%, however, were below the fiscal 2027 targets of ¥60.0 billion and 9% or more. - FY2025AdvancedAnnual report
「<Targets under the Fourth Medium-Term Management Plan and VISION 2030 (consolidated)> Fiscal 2024 results: ¥998.8 billion, ¥45,882 million, 4.6%, 7.6%, 9.9%; Fourth Medium-Term Management Plan, fiscal 2027 targets: ¥1,050.0 billion, ¥60.0 billion, —, 9% or more, 9% or more; VISION 2030, fiscal 2030 targets: ¥1,100.0 billion or more, —, 6% or more, 10% or more, 10% or more.」
The Fourth Medium-Term Management Plan's target framework was updated, showing fiscal 2027 targets of ¥1,050.0 billion in revenue, ¥60.0 billion in business profit, ROIC of 9% or more and ROE of 9% or more, along with the fiscal 2030 targets under VISION 2030. Fiscal 2024 ROE was 9.9% and ROIC was 7.6%. - FY2024ReframedAnnual report
「<Targets under the Fourth Medium-Term Management Plan and VISION 2030 (consolidated)> Fiscal 2023 results; Fourth Medium-Term Management Plan: fiscal 2027 targets; VISION2030: fiscal 2030 targets. ROE: 5.3%, 9% or more, 10% or more.」
The plan framework has been updated from the Third Medium-Term Management Plan to the Fourth Medium-Term Management Plan, with new ROE targets of 9% or more for fiscal 2027 and 10% or more under VISION 2030 for fiscal 2030. - FY2023Update to the difference between fiscal 2022 results and the fiscal 2023 targets under the Third Medium-Term Management Plan.Annual report
「Revenue: ¥962.9 billion, ¥700.0 billion, ¥800.0 billion or more; operating profit: ¥17.2 billion, ¥30.0 billion, —; ordinary profit: ¥8.7 billion, ¥25.0 billion, —; operating margin: 1.8%, 4.2%, 6% or more; ROIC (before tax): 3.0%, 6.0%, 10% or more; ROE: 2.0%, 7.5%, 10% or more.」
Fiscal 2022 results were disclosed as revenue of ¥962.9 billion, operating profit of ¥17.2 billion, ROIC of 3.0% and ROE of 2.0%, together with comparisons against the Third Medium-Term Management Plan's fiscal 2023 targets, including operating profit of ¥30.0 billion, ROIC of 6.0% and ROE of 7.5%. - FY2022ReframedAnnual report
「<Targets under the Third Medium-Term Management Plan and VISION2030 (consolidated)> Current: fiscal 2021 results; Third Medium-Term Plan: fiscal 2023 plan; VISION2030: fiscal 2030 targets. Revenue: ¥782.9 billion, ¥700.0 billion, ¥800.0 billion or more. Operating margin: 7.6%, 4.2%, 6% or more. ROIC (before tax): 11.05%, 6.0%, 10% or more. ROE: 15.6%, 7.5%, 10% or more.」
The company has shifted from the fiscal 2018–2020 medium-term plan's targets to the target framework of the Third Medium-Term Management Plan (fiscal 2021–2023) and VISION2030 (fiscal 2030), setting new targets for revenue, operating margin, ROIC and ROE. - FY2019First statedAnnual report
「In May 2018, the UACJ Group formulated its medium-term management plan for fiscal 2018 through fiscal 2020 and announced the following numerical targets to be achieved in the final year: operating profit of ¥37,000 million, ordinary profit of ¥30,000 million, Adjusted EBITDA of ¥77,000 million, an equity ratio of 26.0%, a debt-to-equity ratio of 1.5x, ROIC of 6.4% and ROE of 8.0%.」
The fiscal 2018–2020 medium-term plan's specific final-year targets for profit, capital structure, ROIC and ROE are being recorded for the first time as a standalone topic.