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How definitive the wording is.Items stated in the management plan
Annual updateNet Sales+370.3%
基準 2,027Target9,533100 million / ¥ million
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 → Fiscal year ending June 2027 earnings forecast: ¥503 million
Net income for the current fiscal yearNot disclosed → Fiscal year ending June 2027 earnings forecast: ¥303 million
ROENot disclosed → Underlying ROE: 28.9% (assuming a full-year contribution from grid-scale battery storage facilities)
Only the target level is shown because the current level for comparison was not provided.Total investment plan¥6.67 billion (of which ¥4.35 billion has already been invested)
Investment amount by sectorField Growth investment already made / Amount ¥4.35 billion, Field Remaining growth investment allocation (planned investment in publicly announced grid-scale battery storage facilities) / Amount ¥2.32 billion
Key initiatives
01Expansion of the E-Commerce Business
02Expansion of capabilities across the supply chain
03Nonlinear growth through new businesses, including M&A
Plan assumptionsImpact of growth in existing businesses and the collaboration business with Japan Post, Full-year contribution from the first grid-scale battery storage project and sequential starts of operations for the second project onward, New consolidation of 中京電力, 中村商事 and みとわ through M&A, The earnings forecast for the fiscal year ending June 2027 does not include the vacant-home revitalization business (Nestia), The earnings forecast for the fiscal year ending June 2027 does not include selection for the Ministry of Economy, Trade and Industry's Subsidy for Accelerating SME Growth
Non-financial targetsIndicator Food-related businesses / Target value 25,000 companies / Timing Not disclosed
Size of the Target MarketMarket Domestic food-loss market / Scale ¥850 billion / Growth rate Not disclosed / Source KURADASHI estimate based on the Ministry of the Environment's "Report on Demonstration and Verification Activities for the Promotion of Carbon-Free 2R Business Development Using Digital Technologies, FY2021" and the Ministry of Economy, Trade and Industry's "Report on the FY2021 Digital Transaction Environment Development Project (Market Research on Electronic Commerce)", Market Domestic food-loss volume / Scale 4.61 million tonnes (of which 2.37 million tonnes are from businesses) / Growth rate Not disclosed / Source Ministry of Agriculture, Forestry and Fisheries and Ministry of the Environment, "Estimated Food-Loss Volume (FY2024)", Market Outlook for domestic grid-scale battery storage deployment (2030) / Scale 23,800MWh / Growth rate Not disclosed / Source Not disclosed, Market Vacant houses / Scale 9 million units; market size of ¥9 trillion / Growth rate Not disclosed / Source Not disclosed, Market Food and beverage advertising market / Scale ¥398.3 billion (2024) / Growth rate Not disclosed / Source Dentsu, "Advertising Expenditures in Japan 2024"
| Item | Details |
|---|---|
| Plan name | Medium-Term Management Plan |
| Plan period | July 2024-June 2027 (fiscal years ending June 2025-June 2027) |
| Progress against the plan | Annual update |
| Sales Target | Fiscal year ending June 2027 medium-term management plan: ¥10 billion → Fiscal year ending June 2027 earnings forecast: ¥9,533 million (¥9.53 billion)（Approximately -4.7%） |
| Operating profit target | Not disclosed → Fiscal year ending June 2027 earnings forecast: ¥503 million |
| Net income target | Not disclosed → Fiscal year ending June 2027 earnings forecast: ¥303 million |
| ROE target | Not disclosed → Underlying ROE: 28.9% (assuming a full-year contribution from grid-scale battery storage facilities) |
| Total investment plan | ¥6.67 billion (of which ¥4.35 billion has already been invested) |
| Investment amount by sector | Field Growth investment already made / Amount ¥4.35 billion, Field Remaining growth investment allocation (planned investment in publicly announced grid-scale battery storage facilities) / Amount ¥2.32 billion |
| Non-financial targets | Indicator Food-related businesses / Target value 25,000 companies / Timing Not disclosed |
| Plan assumptions | Impact of growth in existing businesses and the collaboration business with Japan Post, Full-year contribution from the first grid-scale battery storage project and sequential starts of operations for the second project onward, New consolidation of 中京電力, 中村商事 and みとわ through M&A, The earnings forecast for the fiscal year ending June 2027 does not include the vacant-home revitalization business (Nestia), The earnings forecast for the fiscal year ending June 2027 does not include selection for the Ministry of Economy, Trade and Industry's Subsidy for Accelerating SME Growth |
| Key initiatives | Expansion of the E-Commerce Business, Expansion of capabilities across the supply chain, Nonlinear growth through new businesses, including M&A |
| Size of the Target Market | Market Domestic food-loss market / Scale ¥850 billion / Growth rate Not disclosed / Source KURADASHI estimate based on the Ministry of the Environment's "Report on Demonstration and Verification Activities for the Promotion of Carbon-Free 2R Business Development Using Digital Technologies, FY2021" and the Ministry of Economy, Trade and Industry's "Report on the FY2021 Digital Transaction Environment Development Project (Market Research on Electronic Commerce)", Market Domestic food-loss volume / Scale 4.61 million tonnes (of which 2.37 million tonnes are from businesses) / Growth rate Not disclosed / Source Ministry of Agriculture, Forestry and Fisheries and Ministry of the Environment, "Estimated Food-Loss Volume (FY2024)", Market Outlook for domestic grid-scale battery storage deployment (2030) / Scale 23,800MWh / Growth rate Not disclosed / Source Not disclosed, Market Vacant houses / Scale 9 million units; market size of ¥9 trillion / Growth rate Not disclosed / Source Not disclosed, Market Food and beverage advertising market / Scale ¥398.3 billion (2024) / Growth rate Not disclosed / Source Dentsu, "Advertising Expenditures in Japan 2024" |
| Publication date | 29 September 2026 |
Items this document does not state (11)
Operating profit margin targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceSegment targetResults under the previous planReason for revision or withdrawalRisks identifiedDate 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.The company expects growth in the fiscal year ending June 2027 from growth in its existing businesses, collaboration with Japan Post, the start of operations at grid-scale battery storage facilities, and the newly consolidated businesses of 中京電力, 中村商事 and みとわ acquired through M&A. It also states that it is proceeding with execution of the medium-term management plan and investment in new businesses.
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