Komori
Nissui (1332) · InitiativeAdvancedLatest Earnings presentation (2026-08-06): "Worsened"

Allocation of Blue Nature Bond proceeds to the aquaculture business

First written in FY2019-Q3. 3 of 9 entries say "Advanced", first in FY2024-Q2. Latest entry: 2026-08-06.

9entries
8years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019-Q3 – FY2019OtherFY2025-H1 – FY2026-H12019: 220192020: 020202021: 020212022: 020222023: 120232024: 120242025: 220252026: 32026
Same theme, other companies
Reducing Production Costs and Improving Profitability in South American Salmon and Trout FarmingA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-08-06WorsenedEarnings presentation

    「生残率悪化や魚体重減少により期初計画を下回る立ち上がりとなるも、」

    南米養殖事業は生残率悪化と魚体重減少により期初計画を下回る立ち上がりとなり、収益改善の前提が悪化した。
  2. FY2026AdvancedAnnual report

    「Revenue and profit increased, helped by lower aquaculture costs resulting from improved survival rates and other factors.」

    南米養殖では生残率向上、加工度向上、販売価格上昇、北米向け販売強化が進み、養殖コスト低減と収益改善を実現した。
  3. 2026-05-14AdvancedEarnings

    「Revenue and profit increased, helped by lower aquaculture costs resulting from improved survival rates and other factors.」

    南米鮭鱒養殖で、生残率向上と養殖コスト低減が利益改善として具体化した。
  4. FY2026-H1市況回復・生産改善と為替影響の併存Annual report

    「<South America> • In addition to higher selling prices following a recovery in market conditions, aquaculture performance improved through higher survival rates and other factors, but sales declined and profit increased because of foreign exchange effects.」

    南米鮭鱒では市況・販売価格と生残率が改善した一方、為替影響により減収となった。
  5. FY2025南米養殖の市況回復とコスト・生残率課題の併存Annual report

    「<南米>・飼料価格の上昇などのコスト増や生簀繰りの影響による生残率の低下に加え、水揚げ時期が集中したことで加工原料向け商品の販売比率が増加したことにより平均販売単価が下落していましたが、期末にかけ市況が好転したことで増益となりました。」

    南米鮭鱒では飼料価格、生残率、平均販売単価の悪化が残る一方、期末の市況好転により増益となった。
  6. FY2025-H1生残率低下とコスト増による減益Annual report

    「鮭鱒市況価格に回復の兆しが見られる中、水揚げ数量は増加しましたが、飼料価格上昇などのコスト増や生簀繰りの影響による生残率の低下に加え、製品構成により平均販売単価が下落したこともあり増収・減益となりました。」

    南米鮭鱒では水揚げ数量が増加した一方、飼料価格上昇、生残率低下、平均販売単価下落により増収減益となった。
  7. FY2024-Q2AdvancedAnnual report

    「生育環境改良による生残率の改善やトラウトの販売数量の増加、平均販売価格が上昇していたこともあり増収となりましたが、第2四半期末に向けて鮭鱒市況が調整局面に入ったことで在池魚評価(注1)の影響が大きくなり減益となりました。」

    南米鮭鱒について、生育環境改良による生残率改善と販売数量増加が進んだ。一方、市況調整により在池魚評価の影響が拡大し、減益となった。
  8. FY2019RestatedAnnual report

    「Although sales volumes of salmon and trout fell substantially because of the impact of juvenile fish mortality in the previous year, we worked to reduce production costs and were able to limit the decline in profit.」

    南米鮭鱒の稚魚斃死による数量減少に対し、生産コスト低減で減益幅を抑える取り組みを通期でも記載している。
  9. FY2019-Q3First statedAnnual report

    「Although sales volumes of salmon and trout fell substantially because of the impact of juvenile fish mortality in the previous year, we worked to reduce production costs and were able to limit the decline in profit.」

    The Company described efforts to reduce production costs and limit the decline in profit in response to lower sales volumes caused by juvenile fish mortality in South American salmon and trout aquaculture.
Moved together

"Disease risk in farmed fish" moved the same way as this thread, in the same document, in 4 of its 9 moves.

433222★123456
  1. ★This thread
  2. 1Disease risk in farmed fish4×
  3. 2Active Investment in Growth Areas3×
  4. 3Strengthening Access to Fishery Resources3×
  5. 4Evolving the Fisheries Business into a Stable, Profit-Oriented Structure2×
  6. 5Change in the Chilled Business Transaction Structure2×
  7. 6Impact of climate change on access to resources and business operations2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Nissui yet. It last moved in the Earnings presentation of 2026-08-06: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.