Dairei Co.,Ltd.
Initiatives Toward Achieving Management Awareness of Capital Costs and Stock Prices
As a current evaluation, ROE is 5.5% and remains profitable, PBR is 1.32x. With targets for 2026 and a new medium-term plan, the company aims to improve performance and sustainable growth. Specific initiatives include expanding major customer transactions, entering BtoC markets and overseas, streamlining raw material and product supply, risk diversification, social contribution, and strengthening financial and human resources foundations.
Key Figures
- ROE: 5.5%
- PBR: 1.32x
- Net sales: ¥25,053 million (fiscal year ended March 2026)
- Ordinary income: ¥693 million (fiscal year ended March 2026)
- Stock price: ¥1,980 (year-end)
AI要約
Introduction
Dairy Cold Co., Ltd. resolved at its Board of Directors meeting held on June 16, 2026 to implement management mindful of capital cost and shareholder value. The latest ROE is 5.5% with a stable dividend policy, aiming for medium- to long-term corporate value enhancement. The new medium-term management plan (2026–2028) outlines building a change-responsive corporate structure and a planning-and-development strategy centered on boneless fish, with strengthening in Meat and other businesses included.
Medium-Term Plan and Performance Targets
For the fiscal year ending March 2027, the performance targets are: Net sales of ¥25,200 million (up ¥14.6 billion from the previous year, about +100.6%), Ordinary income of ¥780 million (up ¥86 million, about +112.5%), Ordinary income margin of 3.1% (up 0.3 percentage points), ROE of 5.9% (up 0.4 percentage points). The medium-term plan covers fiscal years 2026–2028, clarifying the policy to improve profitability and achieve sustainable growth.
Dairy Cold Co., Ltd.
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