Komori
Menicon (7780) · TargetRevenue is progressing, but the operating margin and ROE targets have not been metLatest Governance (2026-10-23): "Raised"

Vision 2030: Sales of ¥140 billion, operating margin of 12% and ROE of 10%

First written in FY2021. 10 of 20 entries say "Restated". Latest entry: 2026-10-23.

20entries
6years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021RestatedFY2023-Q1 – FY2023-Q3RestatedFY2024-Q1 – FY2024-Q3RestatedFY2025 – 2026-05-132021: 120212022: 320222023: 420232024: 320242025: 220252026: 72026
Same theme, other companies
Achieving Revenue, EBITDA, and ROIC Targets under Vision 2030A theme 5 companies write about · 0 as a headwind · 5 as a tailwind

0 other companies' latest entry also says "Raised".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026Revenue is progressing, but the operating margin and ROE targets have not been metAnnual report

    「The group's performance against each indicator for the current period was consolidated revenue of ¥125,605 million, an operating margin of 8.1%, and ROE of 6.6%. As growth strategy targets for achieving the milestone for the fiscal year ending March 2028, the group has set a daily disposable contact lens revenue target of ¥46 billion and an orthokeratology-related revenue target of ¥16 billion, comprising global orthokeratology lens revenue and care product revenue in Asia.」

    The targets for the fiscal year ending March 2028 were maintained. Current-period revenue was ¥125.605 billion, the operating margin was 8.1%, and ROE was 6.6%. Daily disposable lens revenue was ¥33.8 billion and orthokeratology-related revenue was ¥14.5 billion.
  2. FY2026-H1RestatedAnnual report

    「The group formulated the medium-term management plan Vision2030 and, to realize “Bringing a new way of seeing to the world,” is pursuing 2 growth strategy policies: the “1DAY Strategy: Aim to become a global top player in 1DAY through original products and services,” and the “Orthokeratology-related strategy (myopia progression control): Create new value related to myopia progression control and aim to become a leading company in orthokeratology-related businesses (myopia progression control).”」

    For Vision2030, the group continues to pursue 2 growth strategy policies: becoming a global top player in 1DAY and a leading company in orthokeratology-related businesses.
  3. FY20251DAY target raised; orthokeratology-related target loweredAnnual report

    「As growth strategy targets for achieving the milestone for the fiscal year ending March 2028, the group set a daily disposable contact lens revenue target of ¥46 billion and an orthokeratology-related revenue target of ¥16 billion, comprising global orthokeratology lens revenue and care product revenue in Asia.」

    For the fiscal year ending March 2028 growth strategy targets, the daily disposable lens target was raised from ¥42 billion to ¥46 billion, while the orthokeratology-related target was revised from ¥20 billion to ¥16 billion. Current-period results were revenue of ¥121.491 billion, an operating margin of 8.3%, and ROE of 6.8%.
  4. FY2025-H1ReframedAnnual report

    「The group formulated the medium-term management plan Vision2030 and is pursuing the following strategies under the slogan “Bringing a new way of seeing to the world”: the “1DAY Strategy: Aim to become a global top player in 1DAY through original products and services,” and the “Orthokeratology-related strategy (myopia progression control): Create new value related to myopia progression control and aim to become a leading company in orthokeratology-related businesses (myopia progression control).”」

    For Vision2030's growth strategy, the group explicitly identified 1DAY and orthokeratology-related businesses as 2 strategic policies, aiming to become a global top player and a leading company, respectively.
  5. FY2024RaisedAnnual report

    「As a new milestone for achieving Vision2030, the company set targets for the fiscal year ending March 2028 of consolidated revenue exceeding ¥140 billion, an operating margin of 12%, and ROE of 12%. As growth strategy targets for achieving the milestone for the fiscal year ending March 2028, the group set a revenue target of ¥42 billion for daily disposable contact lenses and a target of ¥20 billion for orthokeratology-related revenue, comprising global orthokeratology lens revenue and care product revenue in Asia.」

    The Vision2030 milestone was revised from the fiscal year ending March 2026 to the fiscal year ending March 2028, the ROE target was raised from 10% to 12%, and growth strategy targets were set at revenue exceeding ¥140 billion, daily disposable lens revenue of ¥42 billion, and orthokeratology-related revenue of ¥20 billion.
  6. FY2024-Q3RestatedAnnual report

    「The group formulated the medium-term management plan Vision2030 and is pursuing growth strategies to expand overseas revenue, increase sales of daily disposable contact lenses, further expand the MELS Plan, and expand its healthcare and lifecare businesses under the slogan “Bringing a new way of seeing to the world.”」

    The group continues to pursue the Vision2030 slogan and 4 growth strategies: overseas revenue, daily disposable lenses, the MELS Plan, and healthcare and lifecare.
  7. FY2024-Q2RestatedAnnual report

    「The group formulated the medium-term management plan Vision2030 and is pursuing growth strategies to expand overseas revenue, increase sales of daily disposable contact lenses, further expand the MELS Plan, and expand its healthcare and lifecare businesses under the slogan “Bringing a new way of seeing to the world.”」

    The group continues to pursue the Vision2030 slogan and 4 growth strategies: overseas revenue, daily disposable lenses, the MELS Plan, and healthcare and lifecare.
  8. FY2024-Q1RestatedAnnual report

    「The group formulated the medium-term management plan Vision2030 and is pursuing growth strategies to expand overseas revenue, increase sales of daily disposable contact lenses, further expand the MELS Plan, and expand its healthcare and lifecare businesses under the slogan “Bringing a new way of seeing to the world.”」

    The group continues to pursue the Vision2030 slogan and 4 growth strategies: overseas revenue, daily disposable lenses, the MELS Plan, and healthcare and lifecare.
  9. FY2023AdvancedAnnual report

    「The group's performance against each indicator for the current period was consolidated revenue of ¥110,194 million, an operating margin of 10.9%, and ROE of 10.7%.」

    Against Vision2030's targets for the fiscal year ending March 2026, current-period results were revenue of ¥110.194 billion, an operating margin of 10.9%, and ROE of 10.7%, with each indicator improving from the previous fiscal year. However, the targets of ¥140 billion in revenue and a 12% operating margin have not been reached.
  10. FY2023-Q3RestatedAnnual report

    「Against this backdrop, the group conducted its business activities under a policy of promoting the provision of products and services that enable people to experience happiness and prosperity through their five senses, in pursuit of the Vision2030 slogan, “Bringing a new way of seeing to the world.”」

    The group continues to pursue the Vision2030 slogan and its policy of providing products and services through the five senses.
  11. FY2023-Q2RestatedAnnual report

    「Against this backdrop, the group conducted its business activities under a policy of promoting the provision of products and services that enable people to experience happiness and prosperity through their five senses, in pursuit of the Vision2030 slogan, “Bringing a new way of seeing to the world.”」

    The group continues to pursue the Vision2030 slogan and its policy of providing products and services through the five senses.
  12. FY2023-Q1RestatedAnnual report

    「Against this backdrop, the group conducted its business activities under a policy of promoting the provision of products and services that enable people to experience happiness and prosperity through their five senses, in pursuit of the Vision2030 slogan, “Bringing a new way of seeing to the world.”」

    The group continues to pursue the Vision2030 slogan and its policy of providing products and services through the five senses.
  13. FY2022AdvancedAnnual report

    「As a milestone for achieving Vision2030, the company has set targets for the fiscal year ending March 2026 of consolidated revenue of ¥140 billion, an operating margin of 12%, and ROE of 10%.」

    The group maintained Vision2030's targets for the fiscal year ending March 2026 and reported current-period revenue of ¥100,172 million, an operating margin of 9.9%, and ROE of 10.4%.
  14. FY2021First statedAnnual report

    「The group newly formulated its medium-term management plan, Vision2030. Under the slogan “Bringing a new way of seeing to the world,” it will provide products and services that enable people to experience enjoyment and pleasure through their five senses. As a milestone for achieving Vision2030, it has set targets for the fiscal year ending March 2026 of consolidated revenue of ¥140 billion, an operating margin of 12%, and ROE (return on equity) of 10%.」

    As a new medium-term management plan following the completion of Vision2020, the group set, for the first time, targets for the fiscal year ending March 2026 of consolidated revenue of ¥140 billion, an operating margin of 12%, and ROE of 10%.
Moved together

"Stabilizing the Earnings Base Through MELS PLAN Expansion" moved the same way as this thread, in the same document, in 5 of its 20 moves.

555554★123456
  1. ★This thread
  2. 1Stabilizing the Earnings Base Through MELS PLAN Expansion5×
  3. 2Expanding Market Share in Overseas Contact Lens Operations5×
  4. 3Miru Brand: Expansion of Overseas Channels and European Operations5×
  5. 4Expansion of business areas beyond contact lenses5×
  6. 5Investment in the Disposable Orthokeratology Business Using Euro-Yen Convertible Bonds Due 20255×
  7. 6Shortage of Daily Disposable Contact Lenses4×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Menicon yet. It last moved in the Governance of 2026-10-23: "Raised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.