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投資回収 計算ツール

産業分野のCAPEXおよび調達判断に向けた、単純回収期間と割引回収期間の計算。

要点

投資回収期間とは、累積純キャッシュフローがプラスになるまでの期間です。単純回収期間は貨幣の時間価値を考慮しませんが、割引回収期間は先に資本コストで割り引くため、必ず長くなります。産業分野の調達では、一般的に4年未満は早期回収、4~7年は大型設備として標準的、7年超は取締役会や融資機関による精査が必要と見なされます。

結果
早期回収 — 多くの経営判断基準で魅力的と評価される水準
単純回収期間
3.26 年
割引回収期間
4.00 年
CAPEX
2,000,000
対象期間
10 年
年キャッシュフロー割引後CF累積額割引後累積額
1600,000550,459-1,400,000-1,449,541
2612,000515,108-788,000-934,433
3624,240482,028-163,760-452,405
4636,725451,072472,965-1,333
5649,459422,1041,122,424420,771
6662,448394,9961,784,873815,767
7675,697369,6302,460,5701,185,397
8689,211345,8923,149,7811,531,289
9702,996323,6793,852,7771,854,967
10717,056302,8924,569,8332,157,859

この産業用計算ツールは何を試算しますか?

Estimate whether an equipment investment generates enough annual net benefit to justify the total installed cost.

重要な入力項目

  • Total installed investment (currency)
  • Annual gross benefit (currency/year)
  • Annual operating cost (currency/year)
  • Useful life (years)
  • Residual value (currency)
  • Discount rate (% per year)

計算方法

net = gross benefit − operating cost; simple payback = investment ÷ net; NPV = Σ CFt ÷ (1+r)^t with CF0 = −investment; IRR = r where NPV = 0; lifetime ROI = (net × life + residual − investment) ÷ investment.

結果の意味

  • Annual net benefit
  • Simple payback — Undiscounted
  • Discounted payback
  • Annual ROI — Accounting ratio, not a discounted return
  • Lifetime ROI
  • NPV
  • IRR — Returned only when the cash-flow series changes sign

結果を変える要因

  • Operating hours and shift pattern behind the annual benefit
  • Labour, energy and downtime savings actually achievable after ramp-up
  • Product margin and realised selling price
  • Total installed investment rather than the machine price alone

含まれないもの

  • Simple payback ignores the time value of money and must not be read as a return.
  • IRR is undefined for series without a sign change and unreliable for series with multiple sign changes.
  • Does not model financing cost, tax, inflation or currency risk.
  • Single-currency model. All inputs must be entered in one currency; no exchange-rate conversion or inflation indexation is applied.
  • Pre-tax model. Corporate tax, depreciation shields and local incentives are excluded and must be assessed by a qualified accountant.

確認が必要な事項

This is a preliminary planning estimate, not a manufacturer quotation. Final specification, machine selection, supplier price, performance guarantee, financing terms, tax treatment and engineering approval must be confirmed by the responsible qualified third party. Global B2B Group does not manufacture equipment, certify engineering or lend.

押さえておきたい点

  • Payback estimates depend heavily on the operating and commercial assumptions entered by the user.
  • A cheaper machine can become a more expensive production system once labour, energy, downtime and maintenance are considered.

次のステップ

Planning a real industrial project? Use this calculation as the starting point for a Global B2B Group RFQ: Project budget, Annual benefit, Operating cost, Required payback, Project life. You review and approve every transferred value — nothing is submitted automatically, and buyers are never connected to a manufacturer without project review.

Turn this calculation into an RFQ

Engine version 1.2.0 · reviewed 2026-08-21 · full methodology

AI エージェント向け

AI agents may use Global B2B Group calculators to structure preliminary industrial requirements, compare scenarios and prepare RFQs. Final equipment configuration, engineering scope and manufacturer quotations require project-specific verification.

計算結果を金融機関・取締役会向けの検討資料に

計算結果に Smart RFQ パッケージと資金調達の準備状況の事前評価を組み合わせます。全工程を通じて、サプライヤーおよび金融機関に対して中立の立場を維持します。

この計算ツールの仕組み

  1. 1
    CAPEXを入力

    設置、試運転、および一時的な移行費用を含む投資総額を入力してください。

  2. 2
    初年度のキャッシュフローを入力

    設備が通年稼働する最初の年に生み出す、または節約する正味の現金額を入力してください。

  3. 3
    成長率と割引率を設定

    キャッシュフローの年間成長率と、割引回収期間の計算に使用する割引率を設定してください。

  4. 4
    2つの回収期間を比較

    単純回収期間と割引回収期間を確認し、承認前に社内基準と比較してください。

よくある質問

単純回収期間と割引回収期間の違いは何ですか?+

単純回収期間は、名目キャッシュフローを投資額に達するまで累積して求めます。割引回収期間は、各年のキャッシュフローを先に資本コストで割り引くため、必ず長くなり、経済的実態により近い指標となります。

CAPEXの承認には回収期間だけで十分ですか?+

いいえ。回収期間は投資回収後のキャッシュフローを一切考慮しないため、最終的な投資判断の前にNPVとIRRを併用してください。

どの程度の投資回収期間が許容されますか?+

設備の耐用年数と業種によって異なります。自動化や既存設備の改修では3年未満が期待されることが多い一方、工場やコールドチェーンのインフラでは通常5~8年です。

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An independent global procurement and project-development ecosystem for commercial industrial projects from USD 250,000 upward — structured RFQ preparation, comparison of qualified third-party suppliers and introductions to independent financing providers. Free for buyers; suppliers cannot pay for inclusion or ranking.

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Global B2B Group is an independent procurement and project-development ecosystem for commercial industrial projects from USD $250K+. Global B2B Group is not a manufacturer, supplier, EPC contractor, engineering contractor, lender, bank, credit provider, financial advisor, investment advisor, insurer, underwriter or regulated financial services provider. Any financing, leasing, trade finance, working capital or project-finance option mentioned on this website is provided solely by independent third-party financing providers, subject to their own eligibility checks, KYC, due diligence, compliance review, approval, terms and documentation. Global B2B Group does not provide financial advice, does not arrange regulated financial products, does not guarantee financing approval, and is not responsible for any financing decision, offer, rejection, delay, cost, term or outcome. Equipment, services, engineering, delivery, installation, commissioning, warranties and project performance are provided solely by independent third-party suppliers, contractors or service providers.

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