Worth reading
58In focus
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
248
¥ millions (year-on-year change in operating income)Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Presentation materials for financial resultsSecond quarter of the fiscal year ending October 20268 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥3,838 million+18.1%
Operating profit¥560 million+79.7%
Ordinary income¥560 million+78.7%
Net income¥408 million+96.6%
Gross Profit Margin29.7 %
Operating profit margin14.6 %
Selling, general and administrative expenses¥579 million
Full-year earnings forecast
Net Sales
¥7,360 million
Gross profit
¥1,996 million
Operating profit
¥810 million
Ordinary income
¥809 million
Net income
¥548 million
Earnings per share
¥414.74
Progress against full-year forecast 通期の予想に対して、いまどこまで進んだかの割合です。
Net Sales
52.2 %
Operating profit
69.1 %
Ordinary income
69.2 %
Net income
74.5 %
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
First-half progress exceeded the plan. Both the packaging-related business and the logistics packaging business are broadly on track against the full-year forecast.Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
- Increase in gross profit¥279 million
- Selling, general and administrative expenses and personnel expenses¥-8 million
- Selling, general and administrative expenses and other expenses¥-22 million
New initiatives
- Strengthening staffing to enhance product and service development and proposal capabilities
- Restructuring the product and service organization and stabilizing the supply system
- Expanding packaging materials into the western Japan market and industries other than rice
- Strengthening the organization from packaging machinery design through after-sales service
- Strengthening sales promotion for freshness-preserving packers
- Expanding sales of environmentally friendly products, including paper cushioning materials and recycled products, in the logistics packaging business
- Developing new customers and strengthening sales promotion through trade shows
Segment results
Packaging-related business
Net Sales
¥3,371 million+21.1%
Segment profit
¥507 million+82.1%
Logistics packaging business
Net Sales
¥466 million+0.2%
Segment profit
¥52 million+57.8%
Number of employees
112 People including average temporary employees; consolidated, as of 31 October 2025
Capital expenditures
¥19 million
Annual Dividend
¥96 per share
Payout ratio
25 Approximately %
| Item | Details |
|---|---|
| Document type | Presentation materials for financial results |
| Fiscal Period Covered | Second quarter of the fiscal year ending October 2026 |
| Net Sales | ¥3,838 million (YoY +18.1%) |
| Operating profit | ¥560 million (YoY +79.7%) |
| Ordinary income | ¥560 million (YoY +78.7%) |
| Net income | ¥408 million (YoY +96.6%) |
| Gross Profit Margin | 29.7 % |
| Operating profit margin | 14.6 % |
| Selling, general and administrative expenses | ¥579 million |
| Full-year earnings forecast | Net Sales ¥7,360 million / Gross profit ¥1,996 million / Operating profit ¥810 million / Ordinary income ¥809 million / Net income ¥548 million / Earnings per share ¥414.74 |
| Progress against full-year forecast | Net Sales 52.2 % / Operating profit 69.1 % / Ordinary income 69.2 % / Net income 74.5 % |
| Self-assessment against the plan | First-half progress exceeded the plan. Both the packaging-related business and the logistics packaging business are broadly on track against the full-year forecast. |
| Segment results | Packaging-related business Net Sales ¥3,371 million (YoY +21.1%) / Segment profit ¥507 million (YoY +82.1%) / Logistics packaging business Net Sales ¥466 million (YoY +0.2%) / Segment profit ¥52 million (YoY +57.8%) |
| Breakdown of Factors Affecting the Change | Factors Increase in gross profit / Amount ¥279 million, Factors Selling, general and administrative expenses and personnel expenses / Amount ¥-8 million, Factors Selling, general and administrative expenses and other expenses / Amount ¥-22 million |
| Number of employees | 112 People (including average temporary employees; consolidated, as of 31 October 2025) |
| Annual Dividend | ¥96 per share |
| Payout ratio | 25 Approximately % |
| Capital expenditures | ¥19 million |
| New initiatives | Strengthening staffing to enhance product and service development and proposal capabilities, Restructuring the product and service organization and stabilizing the supply system, Expanding packaging materials into the western Japan market and industries other than rice, Strengthening the organization from packaging machinery design through after-sales service, Strengthening sales promotion for freshness-preserving packers, Expanding sales of environmentally friendly products, including paper cushioning materials and recycled products, in the logistics packaging business, Developing new customers and strengthening sales promotion through trade shows |
Items this document does not state (12)
Results for the three months of the current quarterKey KPIsUnit price and quantity metricsNumber of stores and locationsAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAcquisition of treasury sharesOrders received and order backlogMarket Size / ShareKey points of the Q&A
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 was able to monetize accumulated machinery orders through the fiscal year ended October 2025, deliver machinery projects scheduled for the second half ahead of schedule, secure a stable supply of materials and ongoing orders by strengthening collaboration with customers and suppliers, and keep selling, general and administrative expenses under control relative to the increase in revenue.
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.