2025年9月期第2四半期決算説明会 質疑応答集

This document summarizes the Q&A from the financial results briefing held on May 30, 2025, for the second quarter of the fiscal year ending September 2025. Key topics discussed include profit outlook for the second half, the introduction of ROIC, trends in the refrigerated warehouse industry, the impact of Trump tariffs, and policies regarding capital costs and ROIC. It highlights concerns about the depreciation costs of the new center in Vietnam and the impact of fish catch conditions on profits. The document also addresses competition in the refrigerated warehouse sector and the overall shortage of refrigerated warehouses in the industry. The management's future strategy emphasizes maintaining financial health while pursuing growth-oriented investments.