Source disclosure: February 12, 2026
TOAGOSEI CO.,LTD. [4045.T]
TOKYO — TOAGOSEI Co., Ltd., represented by President and CEO COO Hideo Obuchi, presented its medium-term business plan "Connect and Create 2028" on February 12, 2026. The company aims to hold a portfolio of top-tier functional products that contribute to solving societal issues by 2030, while enhancing its enterprise value through active growth investments and optimized capital structure.
The plan acknowledges the increasing uncertainty in the business environment due to geopolitical risks and inflation but views advancements in AI and DX, as well as heightened ESG demands, as opportunities to strengthen competitiveness. Over the three-year period from 2026 to 2028, TOAGOSEI will maximize past investment outcomes while continuing aggressive investments in key areas. This strategy includes deepening production bases and reinforcing innovative research capabilities to build an unshakable business foundation amidst changing conditions.
TOAGOSEI outlined several strategic initiatives aimed at achieving these goals. These include sustained development and investment in focus areas such as mobility, semiconductor, medical, and environmental infrastructure sectors. The company plans to expand globally and offer unique value worldwide, leveraging digital technologies across all operations. Additionally, it seeks to enhance employee pride and develop diverse professionals, aiming to improve its greenhouse gas reduction rate to 40 percent compared to 2013 levels.
Financial targets set out in the plan project a sales increase from ¥1.623 trillion in fiscal year 2025 to ¥1.8 trillion in fiscal year 2028, representing a rise of ¥177 billion. Operating income is forecasted to grow from ¥141 billion to ¥180 billion over the same period, marking a 28 percent improvement. Research and development expenses are expected to remain above four percent of total revenue, with planned cumulative equipment investment totaling ¥590 billion from 2026 to 2028.
Capital strategies emphasize improving shareholder returns and maintaining financial health. The company aims for a price-to-book ratio exceeding one times by 2028, reflecting enhanced capital efficiency and continued positive dividends. Human resource strategies focus on creating an optimal working environment that encourages innovation and supports employees' continuous learning and growth. These efforts underscore TOAGOSEI's commitment to fostering a sustainable future while driving technological advancement and profitability.
Note: Financial figures from the earnings presentation have been removed pending correction. For accurate figures, refer to the company's earnings summary (kessan tanshin) filed separately on TDNet.
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