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Mitsui Matsushima Holdings (1518) · FactAdvanced

Increase in the 생활関連 business order backlog following the acquisition of 三生電子 as a subsidiary

First written in FY2021-Q1. 4 of 12 entries say "Advanced", first in FY2021-Q3. Latest entry: FY2026.

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ProgressHeldSoftenedWorseOtherFY2023-Q2 – FY2023-Q3MitigatedFY2026-H1 – FY20262020: 120202021: 420212022: 420222023: 120232024: 020242025: 120252026: 12026
Same theme, other companies
Increase in order backlog following the conversion into a subsidiaryA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Industrial products Orders received (¥ million) 23,349 Year on year 1.1% Order backlog (¥ million) 10,595 Year on year 9.1%」

    For industrial products, including 三生電子 and 日本カタン, orders received were ¥23,349 million and the order backlog was ¥10,595 million, with the order backlog continuing to increase from the previous fiscal year.
  2. FY2026-H1MitigatedAnnual report

    「During the interim consolidated accounting period, the order backlog in the industrial products segment increased significantly. In addition to the order backlog carried forward from the previous consolidated fiscal year at 三生電子株式会社 and 日本カタン株式会社, orders exceeded those in the previous interim consolidated accounting period, resulting in an order backlog of ¥11,856 million, up ¥4,113 million year on year (53.1%).」

    The order backlog for industrial products, including 三生電子 and 日本カタン, increased 53.1% year on year, reversing the decline that had continued through the previous fiscal year.
  3. FY2023-Q3New record decline in the order backlogAnnual report

    「During the first nine months of the consolidated fiscal year, the order backlog in the 생활関連 business decreased. This was mainly because deliveries of large projects ordered in the previous fiscal year by 三生電子株式会社 (electronic components) were concentrated in the first nine months of the consolidated fiscal year, consuming the order backlog, resulting in a decrease of ¥1,163 million year on year (21.2%) to ¥4,326 million.」

    Concentrated deliveries of large projects at 三生電子 reduced the order backlog in the 생활関連 business to ¥4,326 million, down 21.2% year on year. The backlog continued to decline from the previous quarter, although the rate of decline improved from 34.7% to 21.2%.
  4. FY2023-Q2New record decline in the order backlogAnnual report

    「During the first half of the consolidated fiscal year, the order backlog in the 생활関連 business decreased significantly. This was mainly because deliveries of large projects ordered in the previous fiscal year by 三生電子株式会社 (electronic components) were concentrated in the first half of the consolidated fiscal year, consuming the order backlog, resulting in a decrease of ¥2,211 million year on year (34.7%) to ¥4,171 million.」

    Concentrated deliveries of large projects at 三生電子 reduced the order backlog in the 생활関連 business to ¥4,171 million. The year-on-year decline rate was updated from 46.5% in the previous quarter to 34.7%, although the decline itself continued.
  5. FY2023-Q1WorsenedAnnual report

    「During the first quarter of the consolidated fiscal year, the order backlog in the 생활関連 business decreased significantly. This was mainly because deliveries of large projects ordered in the previous fiscal year by 三生電子株式会社 (electronic components) were concentrated in the first quarter of the consolidated fiscal year, consuming the order backlog, resulting in a decrease of ¥3,585 million year on year (46.5%) to ¥4,128 million.」

    Concentrated deliveries of large projects at 三生電子 reduced the order backlog in the 생활関連 business by 46.5% year on year to ¥4,128 million, marking a shift from the increases recorded through the previous fiscal year to a decline.
  6. FY2022WorsenedAnnual report

    「생활関連 business Orders received ¥13,372 million 19.1% decrease year on year Order backlog ¥5,131 million 26.2% decrease year on year」

    For the full year, both orders received and the order backlog in the 생활関連 business, which had expanded after 三生電子 became a subsidiary, fell below the same period of the previous year.
  7. FY2022-Q3WorsenedAnnual report

    「Orders that had increased amid stronger demand for semiconductors and electronic components, mainly at 三生電子株式会社 in the electronic components field, began to moderate, resulting in orders received of ¥10,719 million, down ¥2,802 million year on year (20.7%), and an order backlog of ¥5,490 million, down ¥1,768 million (24.4%).」

    Orders that had expanded after 三生電子 became a subsidiary moderated as the increase driven by stronger demand subsided, and both orders received and the order backlog fell below the same period of the previous year.
  8. FY2022-Q2AdvancedAnnual report

    「This increased to ¥7,451 million, up ¥2,441 million, or 48.7%, year on year, owing mainly to 三生電子株式会社 in the electronic components field securing more orders than in the same quarter of the previous year.」

    Orders at 三生電子 continued to increase, and orders received in the 생활関連 business rose 48.7% year on year to ¥7,451 million.
  9. FY2022-Q1AdvancedAnnual report

    「In addition to the order backlog carried forward from the previous fiscal year at 三生電子株式会社 in the electronic components field, orders received exceeded those in the same quarter of the previous year, resulting in orders received of ¥3,886 million, up ¥1,269 million year on year (48.5%), and an order backlog of ¥7,714 million, up ¥4,829 million (167.4%).」

    The order backlog carried forward by 三生電子 and the increase in new orders expanded orders received in the 생활関連 business to ¥3,886 million and the order backlog to ¥7,714 million.
  10. FY2021Updated full-year order backlogAnnual report

    「생활関連 business Orders received ¥16,520 million 171.4% year on year Order backlog ¥6,952 million Year on year -」

    For the full year, orders received in the 생활関連 business were ¥16,520 million and the order backlog was ¥6,952 million, updating the order status, including 三生電子 and other businesses, to full-year figures.
  11. FY2021-Q3AdvancedAnnual report

    「From the first quarter of the consolidated fiscal period, orders received increased to ¥13,521 million, up ¥6,050 million year on year (81.0%), and the order backlog increased to ¥7,258 million, up ¥6,798 million year on year (-%), mainly because 三生電子株式会社 (electronic components) became a subsidiary.」

    The contribution of 三生電子 to orders received in the 생활関連 business expanded, with orders received increasing to ¥13,521 million and the order backlog to ¥7,258 million.
  12. FY2021-Q1First statedAnnual report

    「This increased to ¥2,884 million, an increase of ¥2,404 million year on year (500.0%), mainly because 三生電子株式会社, which operates in the electronic components field, became a subsidiary during the first quarter of the consolidated fiscal period.」

    The order backlog of the 생활関連 business increased 500.0% year on year to ¥2,884 million, primarily as a result of 三生電子 becoming a subsidiary; this fact has been newly disclosed.
Moved together

"Developing new businesses and expanding the lifestyle-related business through M&A and other measures" moved the same way as this thread, in the same document, in 4 of its 12 moves.

443222★123456
  1. ★This thread
  2. 1Developing new businesses and expanding the lifestyle-related business through M&A and other measures4×
  3. 2Decline in lifestyle-related business profit due to lower orders in the electronic components field4×
  4. 3Restructuring the business portfolio through the transfer of subsidiaries and affiliates3×
  5. 4Stabilizing and diversifying earnings by developing new businesses2×
  6. 5Shareholder Returns Through Dividends and Share Repurchases2×
  7. 6Entry into the industrial chain business through the acquisition of JCH2×

★ 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.

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Mitsui Matsushima Holdings's next results are scheduled for 2026-11-13. Read the earnings preview
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