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ROI 計算ツール

産業設備のCAPEXに対する正味現在価値、内部収益率、全期間ROI。

要点

産業設備のROIは、単一の数値ではなく、ハードルレートで算出した正味現在価値(NPV)、ハードルレートと比較した内部収益率(IRR)、純キャッシュフロー合計をCAPEXで割った全期間ROIの3つで評価します。通常、NPVがプラスで、IRRがハードルレートをおおむね3パーセントポイント以上上回る場合に、プロジェクトは承認されます。この差は、便益やスケジュールの見積もり誤差を吸収するための余裕となります。

結果
価値を創出する基本ケース(IRRがハードルレートを十分に上回る)
NPV
1,660,500
IRR
18.8%
全期間ROI
97%
純CF合計
4,827,447
年便益運用費期末価値純CF割引後累計
11,400,000200,00001,200,0001,090,909-3,800,000
21,442,000200,00001,242,0001,026,446-2,558,000
31,485,260200,00001,285,260965,635-1,272,740
41,529,818200,00001,329,818908,28357,078
51,575,712200,00001,375,712854,2091,432,790
61,622,984200,00001,422,984803,2372,855,774
71,671,673200,000500,0001,971,6731,011,7804,827,447

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

    設備、輸送、関税、土木工事、据付、試運転を含む、導入にかかる設備投資総額を入力します。

  2. 2
    年間便益と運用費を入力

    初年度の純便益(利益の増加、コストの回避、生産処理量の増加)と、その資産に伴う年間運用費を入力します。

  3. 3
    成長率、分析期間、ハードルレートを設定

    便益の年間成長率、分析期間の年数、取締役会が適用する割引率またはハードルレートを設定します。

  4. 4
    NPV、IRR、投資回収期間を確認

    NPV、IRR、全期間ROIを確認し、IRRをハードルレートと比較してから、案件の検討を次の段階に進めます。

よくある質問

産業設備では、どの程度のROIが良好とされますか?+

産業分野の多くの企業の取締役会は、IRRがハードルレートを3パーセントポイント以上上回り、7〜10年の分析期間でNPVがプラスになることを重視します。ROIのパーセンテージだけでは貨幣の時間価値を考慮できないため、判断指標としての有用性は限定的です。

ROIに資金調達コストを含めるべきですか?+

いいえ。プロジェクトのキャッシュフローには借入による影響を含めず、資本コストは割引率に反映します。資金調達構成は、DSCRの計算で別途検証します。

分析期間はどのように設定すべきですか?+

主要資産の経済的耐用年数を使用します。産業機械では通常7〜15年で、残存価値がある場合は最終年度に計上します。

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