Market contraction driven by weaker domestic demand, consolidation of production facilities and overseas relocation
First written in FY2016. 14 of 35 entries say "Reframed", first in FY2017-Q3. Latest entry: FY2026.
Takada moved to the "Worse" side of this theme in 2026.
0 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「In the plant industry served by our Group, concerns and challenges remained, including labor shortages, soaring material and labor costs, US trade policy and geopolitical risks. At the same time, environmental investment in decarbonization-related facilities and construction investment in semiconductor-related plants are expected to increase, along with labor-saving and efficiency gains through the use of DX and AI.」
In addition to the existing issues of labor shortages and rising material prices, US trade policy, geopolitical risks, and labor-saving and efficiency gains through the use of DX and AI were explicitly identified as business-environment issues. - 2026-05-13ReframedEarnings
「一方で、脱炭素社会の実現に向けた環境対応設備への投資や半導体関連プラント建設工事への投資など、設備投資の動きは堅調に推移いたしました。」
環境対応設備・半導体関連プラントへの投資が堅調との記載を継続し、需要側の記述を具体化した。 - FY2026-H1MitigatedAnnual report
「In the plant industry served by our Group, various challenges continued, including soaring raw material prices, rising labor costs due to labor shortages, the need to address digitalization at worksites and in administrative divisions, and US tariff measures. At the same time, capital investment remained solid, including investment in environmental facilities aimed at achieving a decarbonized society and increased construction work on semiconductor-related plants.」
The statement notes that challenges such as rising raw material prices and labor costs continued, while capital investment in environmental facilities and semiconductor-related plants remained solid. - FY2025-H1MitigatedAnnual report
「In the plant industry served by our Group, while the impact of soaring raw material prices and rising labor costs continued, environmental investment aimed at digitalization and decarbonization increased, and capital investment trends remained solid.」
The statement notes that, while the impact of rising raw material prices and labor costs continued, environmental investment aimed at digitalization and decarbonization increased and capital investment trends remained solid. - FY2024ReframedAnnual report
「In the plant industry served by our Group, despite ongoing labor shortages and concerns such as soaring raw material prices and rising labor costs, environmental investment in decarbonization-related facilities and construction work on semiconductor-related plants are expected to increase, as is the promotion of DX in construction and maintenance. At the same time, with the construction industry’s “2024 problem,” for which preparations were advanced during the fiscal year under review, now upon us, appropriate measures are required.」
In addition to the previous expectations for investment in digitalization and decarbonization, semiconductor-related plants, DX in construction and maintenance, and the construction industry’s 2024 problem were explicitly identified as new business-environment issues. - FY2024-Q3ReframedAnnual report
「In the plant industry served by our Group, despite the impact of rising raw material prices and labor costs, capital investment aimed at digitalization and decarbonization increased, and capital investment trends continued to recover.」
The statement indicated that the recovery in capital investment trends would continue, describing increased capital investment aimed at digitalization and decarbonization as the supporting factor. It continued to note the impact of rising raw material prices and labor costs. - FY2024-Q2ReframedAnnual report
「In the plant industry served by our Group, despite the impact of soaring raw material and energy prices and rising labor costs, capital investment trends continued to recover amid investment in digitalization and decarbonization.」
The statement retained the view that capital investment trends would continue to recover, described investment in digitalization and decarbonization as the supporting factor, and explicitly added soaring energy prices to rising raw material prices. - FY2024-Q1ReframedAnnual report
「In the plant industry served by our Group, despite the impact of rising raw material prices and labor costs, investment in digitalization and decarbonization remained solid, and capital investment trends continued to recover.」
The statement retained the view that the recovery in capital investment trends would continue, while describing investment in digitalization and decarbonization as the investment drivers supporting demand. - FY2023-Q2ReframedAnnual report
「In the plant industry served by our Group, despite factors such as rising raw material prices and labor costs, environmental investment aimed at decarbonization, electronics-related capital investment associated with semiconductor shortages, and renewal investment for aging facilities remained solid. As a result, capital investment trends continued to recover.」
While stating that the recovery in capital investment trends continued, the statement specified the demand drivers as decarbonization and environmental investment, electronics-related investment associated with semiconductor shortages, and renewal of aging facilities. Rising raw material prices and labor costs continued to be cited as factors. - FY2023-Q1MitigatedAnnual report
「In the plant industry served by our Group, despite factors such as rising raw material prices and labor costs, environmental investment in decarbonization-related facilities, scheduled maintenance work at oil and chemical plants, and renewal investment associated with aging facilities remained solid, and capital investment trends continued to recover.」
The statement notes that, despite continued increases in raw material prices and labor costs, environmental investment, scheduled maintenance work and renewal investment in aging facilities remained solid, and the recovery in capital investment trends continued. - FY2022MitigatedAnnual report
「In the plant industry served by our Group, in addition to the streamlining of customers’ existing domestic facilities and environmental investment in decarbonization-related facilities, investment in facilities related to 5G is expected to gather momentum. At the same time, labor shortages and rising raw material prices are also expected to continue.」
The statement indicated expectations for the streamlining of existing domestic facilities, decarbonization-related facilities and investment related to 5G. Meanwhile, labor shortages and rising raw material prices were described as continuing factors. - FY2022-Q3MitigatedAnnual report
「In the plant industry served by our Group, despite the impact of the novel coronavirus infection and rising raw material prices, capital investment trends continued to recover.」
The statement notes that, although the effects of the novel coronavirus infection and rising raw material prices remained, the recovery in capital investment trends continued. - FY2022-Q2MitigatedAnnual report
「In the plant industry served by our Group, uncertainty remained due to the novel coronavirus infection and the impact of rising raw material prices, but overall capital investment trends recovered.」
The statement notes that, although uncertainty caused by the novel coronavirus infection and rising raw material prices remained, capital investment trends across the industry recovered. - FY2022-Q1MitigatedAnnual report
「In the plant industry served by our Group, despite the impact of the novel coronavirus infection and rising raw material prices, overall capital investment trends and other indicators showed signs of recovery.」
The statement indicated that, despite the novel coronavirus infection and rising raw material prices, the plant industry as a whole was showing signs of recovery in capital investment trends and other areas. - FY2021WorsenedAnnual report
「In the plant industry served by our Group, investment in the streamlining and labor-saving of customers’ domestic facilities, the review of production systems and growth fields is expected. At the same time, capital investment may remain cautious due to the prolonged impact of the novel coronavirus infection.」
The statement indicated expectations for investment in the streamlining and labor-saving of domestic facilities, while pointing to the possibility that the prolonged infection could make customers more cautious about capital investment. - FY2021-Q3WorsenedAnnual report
「In the plant industry served by our Group, capital investment remained cautious due to declines in corporate earnings and other effects of the novel coronavirus infection, and its impact on order-taking activities began to emerge.」
The statement notes that customers became more cautious about capital investment against a backdrop of declines in corporate earnings and other factors, and that the impact on order-taking activities began to emerge. - FY2021-Q2WorsenedAnnual report
「In the plant industry served by our Group, capital investment remained cautious due to declines in corporate earnings and other effects of the novel coronavirus infection, raising concern about the impact on future order-taking activities.」
Against a backdrop of declines in corporate earnings caused by the infection, the statement indicated that customers had become more cautious about capital investment and that the situation raised concern about the impact on future order-taking activities. - FY2021-Q1WorsenedAnnual report
「In the plant industry served by our Group, customers became more cautious about capital investment and investment in growth fields due to the impact of the novel coronavirus infection, and conditions remained challenging.」
The statement explicitly noted that customers had become more cautious about capital investment and investment in growth fields due to the impact of the novel coronavirus infection, indicating that market conditions had become more challenging. - FY2020ReframedAnnual report
「In the plant industry served by our Group, investment in the streamlining and labor-saving of customers’ domestic facilities, the review of production systems and growth fields is expected. At the same time, the industry as a whole may face difficulty making reasonable estimates of capital investment trends due to the spread of the novel coronavirus infection, in addition to labor shortages.」
In addition to the conventional investment in streamlining and labor-saving at domestic facilities, the statement indicated expectations for reviews of production systems and investment in growth fields, while pointing to the possibility that the spread of the infection could make capital investment trends difficult to estimate. - FY2020-Q3RestatedAnnual report
「In the plant industry served by our Group, capital investment to streamline, make more labor-efficient and automate customers’ domestic production facilities continued, while rising labor costs due to labor shortages and soaring material costs remained challenges.」
The statement continues to recognize that investment in streamlining, labor-saving and automation at domestic production facilities is continuing, while rising labor costs due to labor shortages and soaring material costs remain challenges. - FY2020-Q2RestatedAnnual report
「In the plant industry served by our Group, capital investment to streamline, make more labor-efficient and automate customers’ domestic production facilities continued, while rising labor costs due to labor shortages and soaring material costs remained challenges.」
Investment in streamlining, labor-saving and automation at customers’ domestic production facilities continued, while rising labor costs due to labor shortages and soaring material costs remained ongoing challenges. - FY2020-Q1ReframedAnnual report
「In the plant industry served by our Group, capital investment in the streamlining, labor-saving and automation of customers’ existing domestic facilities, as well as investment in growth fields, continued. At the same time, the operating environment remained challenging due to labor shortages, soaring material costs and other factors.」
The wording concerning customers’ existing domestic facilities has expanded from streamlining and labor-saving to include automation and investment in growth fields. Meanwhile, the challenging environment caused by labor shortages and soaring material costs continued. - FY2019ReframedAnnual report
「In the plant industry served by our Group, customer capital investment in streamlining and labor-saving, as well as maintenance and renewal, remained solid against a backdrop of aging facilities. At the same time, the environment continued to put pressure on corporate earnings through rising labor and material costs.」
The description of the business environment has shifted from a focus on shrinking demand and consolidation and restructuring to wording that also reflects solid demand through streamlining and labor-saving investment and maintenance and renewal investment against a backdrop of aging facilities. Meanwhile, earnings pressure from rising labor and material costs continued. - FY2019-Q3ReframedAnnual report
「In the plant industry served by our Group, customer capital investment in streamlining and labor-saving, as well as maintenance and renewal, remained solid against a backdrop of aging facilities. At the same time, risks such as pressure on corporate earnings from rising material and labor costs remained, and the operating environment continued to be challenging.」
The statement describes solid demand in the form of customer investment in streamlining and labor-saving, as well as maintenance and renewal, while noting that the risk of earnings pressure from rising material and labor costs continued. - FY2019-Q2RestatedAnnual report
「In the plant industry served by our Group, capital investment to increase the added value and efficiency of customers’ domestic production facilities, as well as investment to shift to high-performance products, continued. At the same time, risks such as pressure on corporate earnings from rising material and labor costs remained, and the operating environment continued to be challenging.」
The statement continues to describe ongoing capital investment associated with increasing added value and efficiency and shifting to high-performance products, while noting that rising material and labor costs have made the operating environment challenging. - FY2019-Q1ReframedAnnual report
「In the plant industry served by our Group, capital investment to increase the added value and efficiency of customers’ domestic production facilities, as well as investment to shift to high-performance products, continued. At the same time, the operating environment remained challenging, including the impact of rising construction costs against a backdrop of increasingly severe labor shortages.」
The business environment is described primarily in terms of capital investment to increase added value and efficiency and to shift to high-performance products, rather than consolidation and restructuring or overseas relocation of domestic facilities. Meanwhile, the challenging environment caused by higher construction costs against a backdrop of labor shortages continued. - FY2018RestatedAnnual report
「In the plant industry served by our Group, capital investment in the streamlining and labor-saving of customers’ production facilities continued. At the same time, the operating environment remained challenging due to pressure on corporate earnings resulting from chronic labor shortages, rising construction costs associated with soaring raw material prices and other factors.」
The statement continues to describe ongoing customer investment in streamlining and labor-saving, while noting that labor shortages and rising construction costs have made the operating environment challenging. - FY2018-Q3ReframedAnnual report
「In the plant industry served by our Group, capital investment in the streamlining and labor-saving of customers’ existing domestic facilities continued. At the same time, risks such as pressure on corporate earnings from rising construction costs due to chronic labor shortages and soaring raw material prices remained, and the operating environment continued to be challenging.」
The wording concerning customer facilities changed from streamlining and concentration of existing production facilities to investment in streamlining and labor-saving at existing domestic facilities. The statement that the operating environment remained challenging was retained. - FY2018-Q2RestatedAnnual report
「In the plant industry served by our Group, capital investment projects aimed at streamlining and concentrating customers’ domestic production facilities continued. At the same time, risks such as pressure on corporate earnings from rising labor costs due to material cost increases and labor shortages remained, and the operating environment continued to be challenging.」
The statement describes the continuation of capital investment projects aimed at streamlining and concentrating customers’ domestic production facilities, while noting that the operating environment remained challenging. - FY2018-Q1RestatedAnnual report
「In the plant industry served by our Group, capital investment projects associated with consolidation and restructuring through the streamlining and concentration of customers’ domestic production facilities are trending upward, including shifts from commodity products to high-performance products. At the same time, risks such as pressure on corporate earnings from rising material and labor costs remained, and the operating environment continued to be challenging.」
The statement describes a shift by customers’ domestic production facilities toward high-performance products, as well as an upward trend in consolidation and restructuring through streamlining and concentration and the associated capital investment projects, while noting that the operating environment remained challenging. - FY2017RestatedAnnual report
「In the plant industry served by our Group, capital investment projects associated with consolidation and restructuring through the streamlining and concentration of customers’ domestic production facilities are expected, including shifts from commodity products to high-performance products.」
The consolidation and restructuring of customers’ domestic production facilities through streamlining and concentration continues to be described as part of the future business environment. - FY2017-Q3ReframedAnnual report
「In the plant industry served by our Group, the operating environment remained challenging. Consolidation and restructuring through the streamlining and concentration of customers’ production facilities continued, while risks such as pressure on corporate earnings from rising material and labor costs also remained.」
The wording changed from consolidation and restructuring and overseas relocation of existing production facilities to consolidation and restructuring through streamlining and concentration. The statement that the operating environment remained challenging was retained. - FY2017-Q2RestatedAnnual report
「In the plant industry related to the Group, a challenging business environment continued as customers advanced the consolidation and overseas relocation of their production facilities, while risks such as pressure on corporate earnings from higher material and labour costs also emerged.」
The company continued to describe a challenging business environment driven by customers' consolidation and overseas relocation of production facilities and rising material and labour costs. - FY2017-Q1RestatedAnnual report
「In the plant industry related to the Group, a challenging business environment continued as customers advanced the consolidation and overseas relocation of their production facilities, while risks such as pressure on corporate earnings from higher material and labour costs also emerged.」
The company continued to describe a challenging business environment as customers advanced the consolidation and overseas relocation of their production facilities. - FY2016First statedAnnual report
「A challenging business environment continued as production facilities were consolidated or relocated overseas, amid shrinking domestic demand and inflows of lower-priced overseas products, particularly in the basic materials industries such as oil refining and petrochemicals.」
The company identified structural contraction in demand and relocation of facilities in the plant industry as business-environment concerns.