KANEMATSU CORPORATION [8020.T]
TOKYO, Jun 02 (Pulse News Wire) – Kanematsu Corporation (8020.T) reported strong fiscal year 2026 results, with operating profit exceeding expectations due to robust performance across segments. However, growth investments, particularly in the ICT sector, faced delays.
During the earnings call held on June 02, 2026 at 14:00, CEO Yoshiya Miyabe addressed concerns over slower-than-planned ICT investment progress, citing challenges such as high valuations and supply constraints. He emphasized the importance of maintaining stable supply chains and securing long-term profitability through strategic investments.
Regarding future plans, CFO Takeshi Kai noted that while capital efficiency remains a priority, the company would consider expanding beyond its initial investment targets if suitable opportunities arise. The company also highlighted continued focus on organic growth and strategic acquisitions to support its mid-term goals.
Despite recent stock price stagnation relative to earnings growth, management believes ongoing investments and operational improvements will drive valuation appreciation in the medium to long term.
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