Kagome Co., Ltd.

2026/02/02 Updated
Market Cap: $1.6B (¥248.2B)
Stock Price: $17.70 (¥2,732)
Exchange Rate: 1 USD = ¥154.32

2035 Vision Medium-Term Management Plan 2026-2028 Briefing

Kagome has formulated a medium-term management plan aiming for net sales of 500 billion yen, operating income of 50 billion yen, and ROE above 12% as its 2035 vision, promoting technological innovation spanning from agriculture to food.

Importance:
Page Updated: February 2, 2026
IR Disclosure Date: February 2, 2026

Key Figures

  • 2035 Net Sales Target: 500 billion yen
  • 2035 Operating Income Target: 50 billion yen
  • 2035 ROE Target: Above 12%
  • Previous Medium-Term Organic Net Sales CAGR: 4.9% (excluding FX impact)
  • Previous Medium-Term M&A Investment Amount: Approx. 36 billion yen
  • EPS (2021 → 2025 Forecast): 109.3 yen → 161.4 yen
  • ROE (2021 → 2025 Forecast): 8.5% → 7.9% (−0.6pt)

AI要約

Initiatives Toward Value Creation

The Kagome Group, consisting of 42 domestic and overseas companies, established new Mission, Vision, and Values amid expanding international operations. The 2035 vision sets forth 'Leading technological innovation from agriculture to food, unlocking the potential of nature together,' and promotes two core initiatives: the development of well-being businesses in agriculture and food, and pioneering environmentally friendly tomato businesses.

Review of Previous Medium-Term Management Plan and Future Challenges

The previous medium-term plan (2022-2025) achieved an organic net sales CAGR of 4.9% and M&A investments of approximately 36 billion yen. Growth progressed in domestic processed foods and international businesses; however, ROE fell short of the 9% target, and total shareholder return remained relatively low. Going forward, efforts will focus on sustainable growth and capital efficiency improvements by strengthening agricultural research foundations, procurement infrastructure, environmental initiatives, and corporate governance.

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