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Besterra (1433) · FactReframed

Growing demand for plant dismantling driven by aging facilities and corporate restructuring

First written in FY2017-Q1. 26 of 39 entries say "Restated". Latest entry: FY2027-H1.

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ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2020-Q2RestatedFY2021-Q2 – FY2024-Q12016: 220162017: 420172018: 420182019: 420192020: 420202021: 420212022: 320222023: 420232024: 320242025: 220252026: 52026
Same theme, other companies
Increasing demand for plant dismantling driven by aging facilities and corporate restructuringA 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.

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  1. FY2027-H1ReframedAnnual report

    「In addition, the GX2040 Vision announced in 2025 set out a direction of approximately 60% to 70% for non-fossil power sources, consisting of renewable energy and nuclear power, as an indication of the power-generation mix for FY2040. The resulting renewal of energy and power facilities is expected to further increase demolition projects.」

    In addition to explaining that demand for dismantling surplus facilities will continue, it identifies the GX2040 Vision, a non-fossil power source ratio of approximately 60–70% in fiscal 2040, and the renewal of energy and power facilities as specific factors behind the increase in dismantling projects.
  2. FY2026-H1ReframedAnnual report

    「Demand for the removal of surplus facilities resulting from reviews of industrial structures has remained solid. In addition, the energy mix policy aimed at achieving a low-carbon society, including the expansion of renewable energy, the decommissioning of aging thermal power plants, and a review of the role of nuclear power, is expected to increase demolition projects over the medium to long term.」

    While maintaining its previous view that demand for the removal of surplus facilities will remain solid, the company provides greater detail on energy mix policy, including the expansion of renewable energy, the decommissioning of aging thermal power plants, and a review of the role of nuclear power, as a factor supporting an increase in demolition projects over the medium to long term.
  3. FY2025ReframedAnnual report

    「Demand for the demolition of surplus facilities resulting from structural reviews across various industries has remained steady without declining. In addition, the energy mix policy aimed at achieving a low-carbon society, including increasing the share of renewable energy and reducing fossil fuel use, is expected to lead to a further increase in demolition projects.」

    In addition to its previous explanation that demand for the demolition of surplus facilities continues, the company explicitly identifies energy mix policy aimed at achieving a low-carbon society as a new factor supporting an increase in demolition projects.
  4. FY2025-H1RestatedAnnual report

    「Under these circumstances, the demolition and maintenance industry in which our group operates primarily provides demolition work for social infrastructure. While demand for the demolition of surplus facilities has remained solid, trends including the acceleration of structural reviews and restructuring across various industries, rising labor costs, and surging material prices show no sign of stopping, and challenging conditions that preclude optimism continue.」

    The company continues to explain that demand for the demolition of surplus facilities has remained solid, while reviews of industrial structures and restructuring continue.
  5. FY2025-Q1RestatedAnnual report

    「Under these circumstances, the demolition and maintenance industry in which our group operates primarily provides demolition work for social infrastructure. While demand for the demolition of surplus facilities has remained steady without declining, trends including the acceleration of structural reviews and restructuring across various industries, rising labor costs, and surging material prices show no sign of stopping, and challenging conditions that preclude optimism continue.」

    The company continues to explain that demand for the demolition of surplus facilities in the demolition and maintenance industry has not declined.
  6. FY2024ReframedAnnual report

    「Under these circumstances, the demolition and maintenance industry in which our group operates primarily provides demolition work for social infrastructure. While demand for the demolition of surplus facilities has remained steady without declining, trends including the acceleration of structural reviews and restructuring across various industries, rising labor costs, and surging material prices show no sign of stopping, and challenging conditions that preclude optimism continue.」

    While maintaining its previous explanation that plant demolition demand continues, the company refers to the industry as the “demolition and maintenance industry” and mentions the maintenance business together with rising labor costs and material prices.
  7. FY2024-Q3RestatedAnnual report

    「Under these circumstances, the demolition and maintenance industry in which our group operates primarily provides demolition work for social infrastructure. While demand for the demolition of surplus facilities has remained steady without declining, trends including the acceleration of structural reviews and restructuring across various industries, rising labor costs, and surging material prices show no sign of stopping, and challenging conditions that preclude optimism continue.」

    The company continues its previous explanation that demand for the demolition of surplus facilities has not declined. The industry is described as the “demolition and maintenance industry,” with reviews of industrial structures and restructuring cited as factors supporting demand.
  8. FY2024-Q2ReframedAnnual report

    「Under these circumstances, the demolition industry in which our group operates primarily provides demolition work for social infrastructure. As social interest in the environment has grown and environmental protection, including the issue of global warming, has become a shared global concern, reviews of industrial structures and restructuring continue across various industries, and demand for the demolition of surplus facilities has remained steady without declining.」

    In addition to its previous explanation that demand for the demolition of surplus facilities has not declined, the company explicitly identifies growing social interest in the environment, the issue of global warming, and environmental protection becoming a shared global concern as factors supporting demand.
  9. FY2024-Q1RestatedAnnual report

    「Reviews of industrial structures and restructuring continue across various industries, and demand for the demolition of surplus facilities has remained steady without declining.」

    The company explains that demand for the demolition of surplus facilities driven by reviews of industrial structures and restructuring continues not to decline.
  10. FY2023RestatedAnnual report

    「Reviews of industrial structures and restructuring continue, and demand for the demolition of surplus facilities has remained steady without declining.」

    The company explains that demand for the demolition of surplus facilities driven by reviews of industrial structures and restructuring continues not to decline.
  11. FY2023-Q3RestatedAnnual report

    「Under these circumstances, the plant demolition industry in which our group operates primarily provides demolition work for social infrastructure. As the spread of COVID-19 remains elevated, reviews of industrial structures and restructuring continue across various industries, and demand for the demolition of surplus facilities has remained steady without declining.」

    The company continues to explain that demand for the demolition of surplus facilities driven by reviews of industrial structures and restructuring has not declined even as the effects of the infectious disease continue.
  12. FY2023-Q2RestatedAnnual report

    「As the spread of COVID-19 remains elevated, reviews of industrial structures and restructuring continue across various industries, and demand for the demolition of surplus facilities has remained steady without declining.」

    The company continues to explain that demand for the demolition of surplus facilities driven by reviews of industrial structures and restructuring has not declined even as the effects of the infectious disease continue.
  13. FY2023-Q1RestatedAnnual report

    「As the spread of COVID-19 remains elevated, reviews of industrial structures and restructuring continue across various industries, and demand for the demolition of surplus facilities has remained steady without declining.」

    The company continues to explain that demand for the demolition of surplus facilities driven by reviews of industrial structures and restructuring has not declined even as the effects of the infectious disease continue.
  14. FY2022-Q3RestatedAnnual report

    「Reviews of industrial structures and restructuring continue across various industries, and demand for the demolition of surplus facilities has remained steady without declining.」

    The company explains that demand for the demolition of surplus facilities driven by reviews of industrial structures and restructuring continues not to decline.
  15. FY2022-Q2RestatedAnnual report

    「Reviews of industrial structures and restructuring continue across various industries, and demand for the demolition of surplus facilities has remained steady without declining.」

    The company continues to explain that demand for the demolition of surplus facilities driven by reviews of industrial structures and restructuring has not declined even amid the spread of infectious diseases.
  16. FY2022-Q1RestatedAnnual report

    「Reviews of industrial structures and restructuring continue across various industries, and demand for the demolition of surplus facilities has remained steady without declining.」

    The company explains that demand for the demolition of surplus facilities driven by reviews of industrial structures and restructuring has not declined even amid the spread of infectious diseases.
  17. FY2021RestatedAnnual report

    「In the plant demolition sector, strong investment appetite continues, driven by facilities built during the period of rapid economic growth entering the demolition phase, equipment replacement to improve productivity and energy efficiency, and the demolition of surplus facilities resulting from reviews of production systems.」

    The company reconfirms its explanation that strong investment appetite for plant demolition demand continues, driven by the demolition of aging facilities, equipment replacement, and the demolition of surplus facilities resulting from reviews of production systems.
  18. FY2021-Q3RestatedAnnual report

    「Meanwhile, surplus facilities are expected to continue increasing across various industries as a result of reviews of industrial structures and other factors, and demand for demolition work after the end of the COVID-19 pandemic is expected to remain solid.」

    The company continues to describe the expected increase in surplus facilities resulting from reviews of industrial structures and the outlook for solid demolition demand after the end of the COVID-19 pandemic, as in the previous quarter.
  19. FY2021-Q2RestatedAnnual report

    「Meanwhile, surplus facilities are expected to continue increasing across various industries as a result of reviews of industrial structures and other factors, and demand for demolition work after the end of the COVID-19 pandemic is expected to remain solid.」

    The company continues to describe the expected increase in surplus facilities resulting from reviews of industrial structures and the outlook for solid demolition demand after the end of the COVID-19 pandemic, using the same pattern as in the previous quarter.
  20. FY2021-Q1ReframedAnnual report

    「Meanwhile, surplus facilities are expected to continue increasing across various industries as a result of reviews of industrial structures and other factors, and demand for demolition work after the end of the COVID-19 pandemic is expected to remain solid.」

    Regarding the strength of plant demolition demand, the company cites the expected increase in surplus facilities resulting from reviews of industrial structures and other factors as a new factor supporting demand after the end of the COVID-19 pandemic.
  21. FY2020RestatedAnnual report

    「In the plant demolition sector, strong investment appetite continues for purposes including demolishing facilities built during the period of rapid economic growth, replacing equipment to improve productivity, and reviewing production sites and production systems.」

    The company reconfirms that strong investment appetite continues in the plant demolition sector, driven by the demolition of aging facilities, equipment replacement to improve productivity, and reviews of production sites and production systems.
  22. FY2020-Q3ReframedAnnual report

    「Meanwhile, although weakness is evident in machinery investment, the plant demolition sector continues to see a gradual increase in demolition projects for purposes including demolishing facilities built during the period of rapid economic growth, replacing equipment to improve productivity, and reviewing production sites and production systems.」

    The trend of increasing plant demolition projects continues, but this time weakness in machinery investment is explicitly noted and the increase in projects is described as a gradual upward trend.
  23. FY2020-Q2RestatedAnnual report

    「In the plant demolition sector, strong investment appetite continues for purposes including demolishing facilities built during the period of rapid economic growth, replacing equipment to improve productivity, and reviewing production sites and production systems, resulting in a continued increase in demolition projects.」

    The company continues to describe strong investment appetite and an increase in demolition projects, driven by the demolition of aging facilities, equipment replacement, and reviews of production sites and production systems, as part of the market environment.
  24. FY2020-Q1RestatedAnnual report

    「In the plant demolition sector, strong investment appetite continues for purposes including demolishing facilities built during the period of rapid economic growth, replacing equipment to improve productivity, and reviewing production sites and production systems, resulting in a continued increase in demolition projects.」

    The company continues to describe strong investment appetite and an increase in demolition projects, driven by the demolition of aging facilities, equipment replacement, and reviews of production sites and production systems, as part of the market environment.
  25. FY2019RestatedAnnual report

    「In the plant demolition sector, strong investment appetite continues for purposes including demolishing facilities built during the period of rapid economic growth, replacing equipment to improve productivity, and reviewing production sites and production systems, resulting in a continued increase in demolition projects.」

    The company continues to describe the increase in demolition projects driven by the demolition of aging facilities, equipment replacement to improve productivity, and reviews of production sites and production systems as part of the market environment.
  26. FY2019-Q3RestatedAnnual report

    「In the plant demolition sector, equipment renewals and replacements have been encouraged by increased investment appetite resulting from improved corporate performance and by increased restructuring, including corporate reorganizations and reviews of production sites and production systems aimed at strengthening international competitiveness, leading to an increase in demolition projects.」

    The company describes the increase in demolition projects driven by improved corporate performance, increased appetite for capital investment, and corporate reorganizations and reviews of production systems using the same pattern as before.
  27. FY2019-Q2RestatedAnnual report

    「In the plant demolition sector, equipment renewals and replacements have been encouraged by increased investment appetite resulting from improved corporate performance and by increased restructuring, including corporate reorganizations and reviews of production sites and production systems aimed at strengthening international competitiveness, leading to an increase in demolition projects.」

    The company describes the increase in demolition projects driven by improved corporate performance, increased appetite for capital investment, and corporate reorganizations and reviews of production systems using the same pattern as before.
  28. FY2019-Q1RestatedAnnual report

    「In the plant demolition sector, equipment renewals and replacements have been encouraged by increased investment appetite resulting from improved corporate performance and by increased restructuring, including corporate reorganizations and reviews of production sites and production systems aimed at strengthening international competitiveness, leading to an increase in demolition projects.」

    The company describes the increase in demolition projects driven by improved corporate performance, increased appetite for capital investment, and corporate reorganizations and reviews of production systems using the same pattern as in the previous fiscal year.
  29. FY2018ReframedAnnual report

    「In the plant demolition sector, equipment renewals and replacements have been encouraged by increased investment appetite resulting from improved corporate performance and by increased restructuring, including corporate reorganizations and reviews of production sites and production systems aimed at strengthening international competitiveness, leading to an increase in demolition projects.」

    Demand for demolition continues to increase, but this time the main factors are described as investment appetite arising from improved corporate performance, corporate reorganizations and reviews of production systems, and equipment renewals and replacements.
  30. FY2018-Q3RestatedAnnual report

    「In the plant demolition sector, the number of renovation and demolition projects has increased as the capital stock accumulated since the period of rapid economic growth has aged. Restructuring has also increased as companies reorganize their businesses and relocate overseas. In addition, various government policies, including measures to strengthen industrial competitiveness and upgrade the energy supply structure, have provided support, and demolition projects associated with increased corporate capital investment have remained solid.」

    The company describes the increase in plant demolition projects and their solid performance, driven by aging facilities, corporate reorganizations and overseas relocations, and government policies, using the same pattern as in the previous quarter.
  31. FY2018-Q2RestatedAnnual report

    「In the plant demolition sector, the number of renovation and demolition projects has increased as the capital stock accumulated since the period of rapid economic growth has aged. Restructuring has also increased as companies reorganize their businesses and relocate overseas. In addition, various government policies, including measures to strengthen industrial competitiveness and upgrade the energy supply structure, have provided support, and demolition projects associated with increased corporate capital investment have remained solid.」

    The company describes the increase in plant demolition projects driven by aging facilities, corporate reorganizations and overseas relocations, and government policies using the same pattern as before, stating that projects have remained solid.
  32. FY2018-Q1RestatedAnnual report

    「In the plant demolition sector, the number of renovation and demolition projects has increased as the capital stock accumulated since the period of rapid economic growth has aged. Restructuring has also increased as companies reorganize their businesses and relocate overseas. In addition, various government policies, including measures to strengthen industrial competitiveness and upgrade the energy supply structure, have provided support, resulting in an increase in demolition projects associated with corporate capital investment.」

    The company continues to describe the increase in plant demolition projects driven by aging facilities, corporate restructuring and overseas relocation, and government policies as part of the market environment.
  33. FY2017ReframedAnnual report

    「In the plant demolition sector, the increase in restructuring, including corporate reorganizations and reviews of production sites and production systems, together with various government measures to strengthen industrial competitiveness and upgrade the energy supply structure, has promoted equipment renewal and other changes, resulting in an increase in demolition projects.」

    The theme of increasing plant demolition projects continues, but this time the main drivers cited are corporate restructuring, reviews of production systems, equipment renewal and government measures rather than aging facilities.
  34. FY2017-Q2RestatedAnnual report

    「In the plant demolition sector, the number of renovation and demolition projects has increased as the capital stock accumulated since the period of rapid economic growth has aged. Restructuring has also increased as companies reorganize their businesses and relocate overseas. In addition, various government policies, including measures to strengthen industrial competitiveness and upgrade the energy supply structure, have provided support, and demolition projects associated with increased corporate capital investment have remained solid.」

    The company describes the same pattern as previously, with rising plant demolition projects driven by aging facilities, corporate restructuring and overseas relocation, and government policies. This time, projects are described as having remained solid.
  35. FY2017-Q1First statedAnnual report

    「In the plant demolition sector, the number of renovation and demolition projects has increased as the capital stock accumulated since the period of rapid economic growth has aged. Restructuring has also increased as companies reorganize their businesses and relocate overseas. In addition, various government policies, including measures to strengthen industrial competitiveness and upgrade the energy supply structure, have provided support, resulting in an increase in demolition projects associated with corporate capital investment.」

    The company states that plant demolition projects associated with corporate capital investment are increasing against a backdrop of aging facilities, corporate restructuring and overseas relocation, and government policies.
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"Price fluctuation risk for investment securities, primarily shares of business partners" moved the same way as this thread, in the same document, in 8 of its 39 moves.

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  1. ★This thread
  2. 1Price fluctuation risk for investment securities, primarily shares of business partners8×
  3. 2Uncertainty over the outlook due to yen appreciation, stock price volatility, and the slowdown in the Chinese economy6×
  4. 3Chronic Shortage of Skilled Construction Workers and Rising Labor Rates3×
  5. 4Fluctuations in the Recognition of Completed Construction Revenue Due to Larger, Longer-Term Projects3×
  6. 5Occurrence of a Serious Occupational Accident3×
  7. 6Dilution of Existing Shareholders Through the Exercise of Stock Acquisition Rights3×

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Growing demand for plant dismantling driven by aging facilities and corporate restructuring | BESTERRA CO.,LTD (1433) | Komori