Worth reading
60In 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
—
Displayed only when the document provides numerical figures.Wording
Definitive
How definitive the wording is.Items stated in the management plan
Partially revisedNet Sales+7.1%
基準 700Target750Hundreds of millions of yen
Operating profit margin0.0pt
基準 8Target8%
ROE+4.6pt
基準 10Target14.6%
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. For metrics expressed as percentages, differences are shown in percentage points (pt).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 → 600 Hundreds of millions of yen
Only the target level is shown because the current level for comparison was not provided.Investment amount by sectorField Digital-related investments / Amount ¥30 billion / Period FY2024–FY2031 cumulative
Key initiatives
01Improve earnings quality and allocate resources to growth markets
02Cost Structural Reform
03Manage shareholders’ equity to maximize corporate value
04Optimize cash inflows and outflows
05Develop human capital and establish systems that enable its value to be realized
06Digital investment to achieve business differentiation and operational rationalization
07Expand into growth industries
08Advance portfolio management
09Improve productivity through digitalization
10Transition to equity governance
11Reproduction of human capital
Segment targetSegment Consolidated / Net Sales ¥750 billion / Operating profit ¥60 billion / Operating profit margin 8.0% / Timing Fiscal year ending March 2031, Segment Logistics / Net Sales ¥350 billion / Operating profit ¥19.5 billion / Operating profit margin 5.6% / Timing Fiscal year ending March 2031, Segment Industrial machinery / Net Sales ¥370 billion (including M&A) / Operating profit ¥37.5 billion / Operating profit margin 10.1% / Timing Fiscal year ending March 2031, Segment Other regions / Net Sales ¥30 billion / Operating profit ¥3 billion / Operating profit margin 10.0% / Timing Fiscal year ending March 2031
Non-financial targetsIndicator Employee engagement results / Target 50% or higher / Timing Fiscal year ending March 2031, Indicator Digital-related investments / Target ¥30 billion / Timing FY2024–FY2031 cumulative
Risks identified by the company
Labor shortages
Changes in the supply chain
Carbon Neutrality
Structural changes in domestic industries
Intensifying competition driven by digital transformation
Reason for revision or withdrawal
The response to accelerating changes in the external environment was delayed, and the Company aims to improve profitability and return on capital in the logistics business and revise its management outlook for 2030 following the review of “Medium-Term Management Plan 2026.”
| Item | Details |
|---|---|
| Plan name | Vision2030 Revision |
| Plan period | FY2023–FY2030 |
| Progress against the plan | Partially revised |
| Sales Target | ¥700 billion or more → ¥750 billion plus alpha |
| Operating profit target | Not disclosed → 600 Hundreds of millions of yen |
| Operating profit margin target | 8.0%～ → 8.0% |
| ROE target | Approximately 10.0% → 14.6% or higher |
| Investment amount by sector | Field Digital-related investments / Amount ¥30 billion / Period FY2024–FY2031 cumulative |
| Segment target | Segment Consolidated / Net Sales ¥750 billion / Operating profit ¥60 billion / Operating profit margin 8.0% / Timing Fiscal year ending March 2031, Segment Logistics / Net Sales ¥350 billion / Operating profit ¥19.5 billion / Operating profit margin 5.6% / Timing Fiscal year ending March 2031, Segment Industrial machinery / Net Sales ¥370 billion (including M&A) / Operating profit ¥37.5 billion / Operating profit margin 10.1% / Timing Fiscal year ending March 2031, Segment Other regions / Net Sales ¥30 billion / Operating profit ¥3 billion / Operating profit margin 10.0% / Timing Fiscal year ending March 2031 |
| Non-financial targets | Indicator Employee engagement results / Target 50% or higher / Timing Fiscal year ending March 2031, Indicator Digital-related investments / Target ¥30 billion / Timing FY2024–FY2031 cumulative |
| Key initiatives | Improve earnings quality and allocate resources to growth markets, Cost Structural Reform, Manage shareholders’ equity to maximize corporate value, Optimize cash inflows and outflows, Develop human capital and establish systems that enable its value to be realized, Digital investment to achieve business differentiation and operational rationalization, Expand into growth industries, Advance portfolio management, Improve productivity through digitalization, Transition to equity governance, Reproduction of human capital |
| Reason for revision or withdrawal | The response to accelerating changes in the external environment was delayed, and the Company aims to improve profitability and return on capital in the logistics business and revise its management outlook for 2030 following the review of “Medium-Term Management Plan 2026.” |
| Risks identified | Labor shortages, Changes in the supply chain, Carbon Neutrality, Structural changes in domestic industries, Intensifying competition driven by digital transformation |
| Date of board resolution | 14 May 2026 |
| Publication date | 14 May 2026 |
Items this document does not state (10)
Net income targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planPlan assumptionsResults under the previous planSize of the Target Market
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.To address accelerating changes in the external environment, improve profitability and return on capital in the logistics business, and revise the outlook for management toward 2030 following the review of “Medium-Term Management Plan 2026” in May 2025.
How to read this page
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.