Komori
SBI Holdings (8473) · TargetAdvanced

Maintaining ROE of at least 10%

First written in FY2020. 3 of 6 entries say "Advanced", first in FY2021. Latest entry: FY2026.

6entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020AdvancedFY2021 – FY2022DroppedFY2024RaisedFY2025 – FY20262020: 120202021: 120212022: 120222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
ROE Improvement TargetA theme 262 companies write about · 3 as a headwind · 262 as a tailwind

The whole theme swung hardest in 2020: 27 of 114 companies on the "Worse" side.

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.
Showing 14 of the 197 companies compared. The sentences above are computed from all 197.Comparing 200 of the theme's 266 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「なお、連結税引前利益とROEは、2025年5月に公表した中期ビジョンにおける目標(連結税引前利益:5,000億円、ROE:15%)を上回りました。」

    2029年3月期に連結税引前利益5,000億円、ROE15%を目指す中期ビジョンに対し、当期は税引前利益5,167億円、ROE28.0%となった。
  2. FY2025RaisedAnnual report

    「創業30周年(2029年3月期)に目指す姿 〈新中期ビジョンのKey Indicators〉 ・ROE 15%」

    前期に明示されていたROE10%以上の恒常的維持目標に代わり、2029年3月期にROE15%を目指す新たな中期目標を設定した。
  3. FY2024DroppedAnnual report

    「このように、経営資源を国内外の注力分野に投下することで、さらなる利益成長につなげていきます。」

    前期まで明示されていたROE10%以上を恒常的に維持する目標は、本 filing の「目標とする経営指標」では確認できず、成長投資と利益成長を述べる記載に変わっている。
  4. FY2022AdvancedAnnual report

    「このように、経営資源を国内外の注力分野に投下することで、さらなる利益成長につなげ、親会社所有者帰属持分当期利益率(ROE)を10%以上の水準で恒常的に維持することを目標に掲げています。」

    ROE10%以上の恒常的維持目標を再確認し、当期の親会社所有者帰属持分当期利益率は49.4%となった。
  5. FY2021AdvancedAnnual report

    「このように、経営資源を国内外の注力分野に投下することで、さらなる利益成長につなげ、親会社所有者帰属持分当期利益率(ROE)を10%以上の水準で恒常的に維持することを目標に掲げています。」

    ROE10%以上の恒常的維持目標を再掲し、当期の親会社所有者帰属持分当期利益率は16.0%となった。
  6. FY2020First statedAnnual report

    「The Group aims to generate further profit growth by deploying management resources in priority areas in Japan and overseas and to maintain return on equity (ROE) at 10% or higher.」

    First explicitly states the goal of maintaining ROE at 10% or higher through selective concentration and reinvestment in growth areas and innovative businesses.
Moved together

"Entry into the virtual-currency business" moved the same way as this thread, in the same document, in 4 of its 6 moves.

444444★123456
  1. ★This thread
  2. 1Entry into the virtual-currency business4×
  3. 2Diversifying Securities Revenue Sources and Strengthening Wholesale Operations4×
  4. 3Recruiting and developing outstanding global talent and passing on capabilities to new graduates4×
  5. 4Group-wide internal controls, integrated risk management and compliance4×
  6. 5Revenue Growth and Profit Growth in Consolidated Results4×
  7. 6Higher revenue and slightly lower profit before tax in the financial services business4×

★ 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
SBI Holdings's next results are scheduled for 2026-11-02. Read the earnings preview
News
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