Shimojima Co., Ltd. engages in the wholesale and retail of paper products, plastic products and packaging materials, and in-store materials primarily in Japan. The company operates through three reporting segments: Paper Products, Chemicals & Packaging Materials, and Retail Supplies. It offers paper bags, wrapping paper, and paper containers; plastic bags, adhesive tapes, food packaging materials, strings and ribbons, and other packaging materials; and in-store display materials, stationery and office supplies, goods for in-store use, apparel-related materials, and horticulture-related materials. It also provides OPP bags, boxes, kitchen goods, tableware, hygiene and cleaning supplies, event supplies, and ceremonial goods. The company was founded in 1920 and is headquartered in Tokyo, Japan.
Shimojima disclosed progress and future initiatives toward capital-cost-conscious management. The company targets ROE of…
Summary
Shimojima disclosed progress and future initiatives toward capital-cost-conscious management. The company targets ROE of 8.0%, PER of 12.5x or above, and PBR of 1.0x or above by March 2030, with ROIC of 6.5–7.2% and D/E ratio of 50%. Key measures include expanding high-margin original products (environmental goods at 25% sales mix by 2030), reducing SG&A via digitalization, investing ¥305B in growth (¥150B in logistics), enhancing IR engagement, and targeting 5-year TSR of 112% or above with continued 50% dividend payout ratio or 3% DOE minimum.
資本コストや株価を意識した経営の実現に向けた対応の進捗並びに今後の取組みについて
TDnet PDF
2026-05-13
15:30
Div Increase
¥748M ¥32.0/sh+18%
Shimojima announced a dividend increase for fiscal year ending March 31, 2026, raising the final dividend from the previ…
Summary
Shimojima announced a dividend increase for fiscal year ending March 31, 2026, raising the final dividend from the previously forecast 27 yen to 32 yen per share (+5 yen), resulting in an annual dividend of 59 yen per share (up 9.3% YoY). The company cited better-than-expected earnings performance and targets a consolidated dividend payout ratio of 50.4% and ROE-based dividend rate (DOE) of 3.8%.