Source disclosure: February 16, 2026
TOYO TANSO CO.,LTD. [5310.T]
TOKYO — Toyo Tanso Co., Ltd., represented by Chairman and CEO Naokazu Kondo, announced on February 16, 2026, its five-year medium-term business plan covering fiscal years from December 2026 to December 2030.
The background behind this new medium-term business plan stems from an assessment of current market trends and demand forecasts over the next five years. This strategic planning process reflects the company’s commitment to adapting swiftly to a rapidly changing business environment through annual reviews of its operational strategies. Additionally, it incorporates adjustments based on recent restructuring efforts within the small carbon brush division completed in 2025 while also aiming to expand sales in silicon semiconductor applications and emerging markets such as advanced nuclear energy uses like high-temperature gas reactors.
Toyo Tanso aims to achieve a consolidated revenue target of 74 billion yen and operating income of 18 billion yen by December 2030, resulting in an operating margin of 24 percent and a return on equity (ROE) of 10 percent under the assumption that exchange rates remain stable at 145 yen per US dollar, 176 yen per euro, and 20 yen per Chinese yuan. The detailed product segment targets include special graphite products reaching 396 billion yen, general carbon products for mechanical purposes growing to 49 billion yen, and composite materials and other products expanding to 232 billion yen by the end of fiscal year 2030. These projections anticipate average annual growth rates ranging between 3.3 percent and 14.3 percent across different segments.
Regarding capital expenditure, Toyo Tanso plans to invest a total of 37.5 billion yen from December 2026 to December 2030, primarily focusing on enhancing production capabilities in high-value-added fields such as semiconductors and future-oriented nuclear power applications. This investment strategy underscores the company's dedication to capturing robust demand in targeted sectors and aligning with its overarching vision for sustainable innovation and global leadership by 2030.
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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