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Toho (9602) · InitiativeRaisedLatest Earnings presentation (2026-10-15): "Advanced"

Building the foundation for the next phase of rapid growth through growth investment

First written in FY2022. 10 of 12 entries say "Advanced", first in FY2023-Q2. Latest entry: 2026-10-15.

12entries
5years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023-Q2 – 2026-10-152022: 220222023: 120232024: 320242025: 120252026: 52026
Same theme, other companies
Establishment of a growth investment allocation under the medium-term management planA theme 129 companies write about · 0 as a headwind · 139 as a tailwind

60 other companies' latest entry also says "Advanced".

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 129 companies compared. The sentences above are computed from all 129.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-15AdvancedEarnings presentation

    「海外で自社展開網強化のための先行投資を強化。」

    成長投資のうち、海外事業インフラ・自社展開網への投資が実行段階に進んだ。
  2. 2026-10-04Advancedwww.nikkei.com

    「Notice Regarding the Acquisition of Shares in 株式会社デザインココ by a Consolidated Subsidiary of TOHO CO., LTD.」

    It was announced that a consolidated subsidiary of TOHO CO., LTD. had acquired shares in 株式会社デザインココ.
  3. FY2025RaisedAnnual report

    「Under the Medium-Term Management Plan 2028, the 3-year period through February 2028 is positioned as a period for continuing growth investment and transformation. The capital allocation plan calls for approximately ¥120 billion in growth investment over 3 years, including M&A in content and IP and the opening of multiplex cinemas.」

    The planned amount of growth investment was raised from approximately ¥110 billion over 3 years to approximately ¥120 billion, with allocations indicated for content and IP-related M&A, multiplex cinemas, digital initiatives and other areas. ¥40 billion in real estate-related investment is planned separately.
  4. FY2025-Q1AdvancedAnnual report

    「As part of a series of transactions, Tokyo Rakutenchi became our wholly owned consolidated subsidiary during the first quarter of the current fiscal year, following a share consolidation effective 4 April 2024 and a share repurchase effective 22 April 2024 to acquire all shares subject to the agreement not to tender them in the tender offer.」

    As a specific development under the growth investment and large-scale M&A policy, Tokyo Rakutenchi was made a wholly owned subsidiary. The transaction was disclosed as intended to strengthen the real estate leasing and film exhibition businesses.
  5. FY2024AdvancedAnnual report

    「The planned investments over the 3 years through 2025 total approximately ¥110 billion, comprising ¥50 billion for content-related investments, including film, animation, theater production, new IP creation and talent acquisition; ¥50 billion for real estate-related investments, including redevelopment of existing properties and acquisition of new properties; ¥5 billion for opening new multiplex cinemas; and ¥5 billion for overseas expansion, digital transformation and other initiatives. Investments required for large-scale M&A are excluded from this framework.」

    The allocation of approximately ¥110 billion in growth investment over 3 years was specified as ¥50 billion for content, ¥50 billion for real estate, ¥5 billion for multiplex cinemas, and ¥5 billion for overseas expansion, digital transformation and other initiatives. Large-scale M&A was treated separately.
  6. FY2024-Q3AdvancedAnnual report

    「At a meeting of the Board of Directors held on 6 December 2023, the Company resolved to acquire common shares of Tokyo Rakutenchi Co., Ltd., an equity-method affiliate, through a tender offer prescribed by the Financial Instruments and Exchange Act (Act No. 25 of 1948, as amended). Through this tender offer and a series of subsequent procedures, the Company aims to make Tokyo Rakutenchi a wholly owned subsidiary. The purchase price is ¥23,250 million, funded with internal funds.」

    Regarding its growth investment and large-scale M&A policy, the Company resolved to launch a tender offer aimed at making Tokyo Rakutenchi a wholly owned subsidiary. The planned purchase quantity was 3,459,825 shares, with a purchase price of ¥23,250 million.
  7. FY2023-Q3AdvancedAnnual report

    「At a meeting of the Board of Directors held on 27 September 2022, the Company resolved to acquire all shares of AID-DCC and make it a subsidiary.」

    As a specific development under the growth investment policy and promotion of investment, including M&A, the acquisition of all shares of AID-DCC and its conversion into a subsidiary was completed in October 2022.
  8. FY2023-Q2AdvancedAnnual report

    「In the TOHO VISION 2032 TOHO Group Management Strategy formulated in April 2022, the Group set “Entertainment for YOU: Bringing emotion to audiences around the world” as its corporate slogan and identified “planning & IP,” “animation,” “digital” and “overseas” as keywords in its growth strategy, while announcing the promotion of growth investments, including M&A.」

    The policy of making approximately ¥110 billion in growth investments over 3 years, including M&A, progressed into a specific acquisition transaction.
  9. FY2022First statedAnnual report

    「During this period, while assessing the recovery from the COVID-19 pandemic, the Company stated that it would prioritize investment to achieve the next phase of growth and expected total growth investment of approximately ¥110 billion over 3 years.」

    For the 3 years of the Medium-Term Management Plan 2025, the Company initially indicated a policy of making approximately ¥110 billion in growth investments, primarily in content and real estate-related businesses.
Moved together

"Joint Production, Creation and Distribution of Films" moved the same way as this thread, in the same document, in 8 of its 12 moves.

888766★123456
  1. ★This thread
  2. 1Joint Production, Creation and Distribution of Films8×
  3. 2Film business driven by blockbuster and high-profile titles8×
  4. 3A strategy positioning the anime business as the fourth pillar and a growth driver8×
  5. 4Content Expansion Through Video, Animation, Merchandise and ODS7×
  6. 5Shareholder Returns through Dividend Payments and Share Repurchases6×
  7. 6Active investment in the overseas expansion of Godzilla and Japanese IP as growth areas6×

★ 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 Toho yet. It last moved in the Earnings presentation of 2026-10-15: "Advanced".
Building the foundation for the next phase of rapid growth through growth investment | TOHO CO.,LTD (9602) | Komori