Worth reading
42Recurring
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
8
ROE (%, medium- to long-term target)Wording
Conditional
How definitive the wording is.Items stated in the management plan
Partially revisedROE+3.0pt
基準 5Target8％
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).
Investment amount by sectorField Construction of a new logistics center (in Chita, Aichi Prefecture) / Amount Not disclosed, Field Logistics DX equipment, including automated sorting robots and automatic label applicators / Amount Not disclosed, Field Capital investment aimed at labor-saving and manpower reduction / Amount Not disclosed
Statements about the use of capital
Payout ratio / DOE policyFrom the fiscal year ending March 2027, dividends will be paid with a target of the higher of a 40% dividend payout ratio based on consolidated net income or a 2% DOE.The payout ratio is the proportion of profit paid out as dividends, while DOE is the ratio of dividends to net assets.
Treasury share acquisition policyThe Company acquired 74,400 treasury shares in the fiscal year ended March 2026. It will continue to acquire treasury shares as necessary.
Self-assessment of PBR and share pricePBR has remained below 1x. The share price at the end of the fiscal year ended March 2026 was ¥2,081, and PBR was 0.54x.PBR is a measure of how many times the share price is the book value per share.
Key initiatives
01Aggressive sales strategy
02Strategic growth investment
03Enhance shareholder returns
04Reduction of cross-shareholdings
05Proactive IR activities and promotion of dialogue with investors
Risks identified by the company
The long period required to recoup capital investment
The labor-intensive nature of the business
The need for investment across multiple areas to diversify into storage, distribution processing, delivery and overseas operations
A future shortage of workers
Investors' cautious view of the growth rate of the Company's corporate value over the medium to long term
Reason for revision or withdrawal
The contents announced on 11 November 2025 were updated together with results for the fiscal year ended March 2026 and other information, in light of the Tokyo Stock Exchange's request.
| Item | Details |
|---|---|
| Plan name | Initiatives to Achieve Management That Is Conscious of Cost of Capital and Share Price |
| Progress against the plan | Partially revised |
| ROE target | 5％ → More than 8% |
| Payout ratio / DOE policy | From the fiscal year ending March 2027, dividends will be paid with a target of the higher of a 40% dividend payout ratio based on consolidated net income or a 2% DOE. |
| Treasury share acquisition policy | The Company acquired 74,400 treasury shares in the fiscal year ended March 2026. It will continue to acquire treasury shares as necessary. |
| Self-assessment of PBR and share price | PBR has remained below 1x. The share price at the end of the fiscal year ended March 2026 was ¥2,081, and PBR was 0.54x. |
| Investment amount by sector | Field Construction of a new logistics center (in Chita, Aichi Prefecture) / Amount Not disclosed, Field Logistics DX equipment, including automated sorting robots and automatic label applicators / Amount Not disclosed, Field Capital investment aimed at labor-saving and manpower reduction / Amount Not disclosed |
| Key initiatives | Aggressive sales strategy, Strategic growth investment, Enhance shareholder returns, Reduction of cross-shareholdings, Proactive IR activities and promotion of dialogue with investors |
| Reason for revision or withdrawal | The contents announced on 11 November 2025 were updated together with results for the fiscal year ended March 2026 and other information, in light of the Tokyo Stock Exchange's request. |
| Risks identified | The long period required to recoup capital investment, The labor-intensive nature of the business, The need for investment across multiple areas to diversify into storage, distribution processing, delivery and overseas operations, A future shortage of workers, Investors' cautious view of the growth rate of the Company's corporate value over the medium to long term |
| Date of board resolution | 10 August 2026 |
| Publication date | 10 August 2026 |
Items this document does not state (13)
Plan periodSales TargetOperating profit targetOperating profit margin targetNet income targetROIC targetCost of capitalTotal investment planSegment targetNon-financial targetsPlan 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.The contents announced on 11 November 2025 were updated together with results for the fiscal year ended March 2026 and other information, in light of the Tokyo Stock Exchange's request.
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.