Sanyo Trading boosts value through capital cost, share price focus

Sanyo Trading is actively pursuing a management strategy focused on capital cost and stock price, aiming to maintain its return on equity (ROE) above its cost of capital. The company targets 10-12% ROE by September 2028, expanding its price-to-earnings ratio (PER) and consistently achieving a price-to-book ratio (PBR) greater than 1. Its current ROE stands at 9.3%, driven by high shareholders' equity, an asset-light business model, and high-value-added merchandise and services.

To achieve these goals, Sanyo Trading emphasizes constructive dialogue with capital markets. In the fiscal year ended September 30, 2025, the company conducted 58 institutional investor meetings, including overseas IR. These dialogues inform management decisions, leading to improvements like the change to four market segments, enhanced information disclosure including segment-specific performance forecasts, and earlier financial results announcements.

The company continues to address shareholder returns, maintaining a progressive dividend policy with a payout ratio of 30% or higher as a target during the SV2028 period. These actions reflect Sanyo Trading's commitment to increasing visibility and responding to investor feedback to boost corporate value.