今回は、2025年07月31日に掲載された高島<8007>のレポートを要約しました。
元レポートは下記の通りです。
高島<8007>レポートPDF
出典元：FISCO
それでは早速見ていきましょう。
COMPANY RESEARCH AND ANALYSIS REPORT: Takashima & Co., Ltd. (8007) on Tokyo Stock Exchange Prime Market
Summary
Takashima & Co., Ltd. (8007) is a value-adding trading company founded in 1915, with a focus on customer value in its target market. The company operates in three main business segments: Construction Supply, Industrial Materials, and Electronic Devices. In FY3/26, the company aims to achieve record-high operating profit with a total payout ratio expected to reach 100%. Under the Medium-term Management Plan, Sustainability V, the company is focused on sustainable growth and transformation.
Financial Performance
In FY3/25, Takashima & Co., Ltd. reported consolidated net sales of ¥94,503mn, representing a 4.9% year-on-year increase. Operating profit increased by 21.8% to ¥2,129mn, surpassing initial forecasts. However, profit attributable to owners of the parent decreased by 67.6%. For FY3/26, the company forecasts a 16.4% increase in net sales to ¥110,000mn, with operating profit expected to rise by 22.1% to ¥2,600mn.
Business Segments
The company’s three main business segments play a crucial role in its operations:
– Construction Supply Segment, contributing 64.5% of total net sales, focuses on solutions for energy saving and labor saving in construction and architecture.
– Industrial Materials Segment offers a range of products including plastic-related materials and textile-related materials.
– Electronic Devices Segment provides components such as LCD components, sound components, and electronic parts.
Growth Strategy and Shareholder Return Policy
Takashima & Co., Ltd. is committed to achieving a carbon-neutral society by 2050. The company has set numerical targets for FY3/26, including consolidated net sales of ¥110.0bn, profit attributable to owners of parent of ¥1.9bn, ROE of at least 8.0%, and ROIC of at least 6.0%. The company also has a proactive shareholder return policy with a dividend payout ratio of 80% or higher and a total payout ratio of 100%.
Conclusion
Takashima & Co., Ltd. continues to demonstrate strong financial performance and a clear focus on sustainable growth and customer value. With a well-defined growth strategy and a commitment to shareholder returns, the company is well-positioned for future success in the market. Investors can look forward to the company’s continued growth and its contributions to a sustainable future.
