Komori
Management planning8018SANKYO SEIKO CO.,LTD.Trading & Wholesale

Notice Regarding the Revision of the Medium-Term Management Plan

The net sales target for the fiscal year ending March 2027 was lowered from ¥25 billion to ¥24 billion, and the operating profit target was lowered from ¥2.8 billion to ¥1.5 billion. The ordinary profit target was also revised downward from ¥3.5 billion to ¥2.6 billion.

Worth reading
48Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Deterioration
Direction inferred from the company’s description.
Scale
-1300
¥ million
Wording
Conditional
How definitive the wording is.

Items stated in the management plan

Partially revised
Second Medium-Term Management Plan “CHALLENGE NEXT 100”Plan period Starting fiscal year Not disclosed / Final year Fiscal year ending March 2027
Publication date 15 May 2026
Net Sales-4.0%
基準 25,000Target24,000million
Operating profit-46.4%
基準 2,800Target1,500million

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.

Key initiatives
01Expanding the global brand business
02Transforming the OEM business model
03Proactive investment for growth
04Strengthening proposal capabilities to address customers’ diversifying needs
05Operating the business with an emphasis on profitability by store
06Transforming the business structure into a high-value-added model centered on original functional materials and lifestyle-related products, based on the expansion of the existing OEM business
Reason for revision or withdrawal

In the fashion-related business centered on the “DAKS” and “LEONARD” brands, the business environment in Japan and overseas has remained weaker than expected, and the Company expects a divergence from the quantitative targets set in the original plan.

Items stated in the management plan
ItemDetails
Plan nameSecond Medium-Term Management Plan “CHALLENGE NEXT 100”
Plan periodStarting fiscal year Not disclosed / Final year Fiscal year ending March 2027
Progress against the planPartially revised
Sales Target¥25,000 million → ¥24,000 million(△4.0%)
Operating profit target¥2,800 million → ¥1,500 million(△46.4%)
Key initiativesExpanding the global brand business, Transforming the OEM business model, Proactive investment for growth, Strengthening proposal capabilities to address customers’ diversifying needs, Operating the business with an emphasis on profitability by store, Transforming the business structure into a high-value-added model centered on original functional materials and lifestyle-related products, based on the expansion of the existing OEM business
Reason for revision or withdrawalIn the fashion-related business centered on the “DAKS” and “LEONARD” brands, the business environment in Japan and overseas has remained weaker than expected, and the Company expects a divergence from the quantitative targets set in the original plan.
Publication date15 May 2026
Items this document does not state (17)
Operating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetNon-financial targetsPlan assumptionsResults under the previous planSize of the Target MarketRisks 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 business environment in Japan and overseas has remained weaker than expected in the fashion-related business, centered on the “DAKS” and “LEONARD” brands, and the Company expects a divergence from the quantitative targets set in the original plan.

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.
Notice Regarding the Revision of the Medium-Term Management Plan | SANKYO SEIKO CO.,LTD. (8018) timely disclosure | Komori