Komori
Nitto Fuji Flour Milling (2003) · RiskMaterialised

Failures and performance deterioration of aging manufacturing equipment, and repair and impairment risks

First written in FY2026-H1. 2 of 4 entries say "Materialised", first in 2026-05-07. Latest entry: FY2026.

4entries
2years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2026-H1Advanced2026-05-202025: 120252026: 32026
Same theme, other companies
Risks of production delays or shutdowns due to manufacturing-equipment problemsA theme 30 companies write about · 31 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 5 of 10 companies on the "Worse" side.

4 other companies' latest entry also says "Materialised".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 30 companies compared. The sentences above are computed from all 30.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「製粉及び食品事業における老朽化した設備に対する修繕費の増加」

    老朽化設備による修繕費増加が実際に発生し、製粉・食品事業の営業利益を下押しした。大規模修繕対応により成長投資等の重要施策に遅れが生じる見通しも示されている。
  2. FY2026-H1First statedAnnual report

    「当社グループは多数の固定資産を保有しておりますが、製造設備の一部には導入から長期間が経過したものがあり、老朽化に伴う故障や性能低下が発生した場合、生産効率の低下や修繕費の増加等により、業績に影響を与える可能性があります。設備導入に際しては、収益性や投資回収可能性を十分に検討しておりますが、事業計画との乖離が生じた場合には、減損処理が必要となる可能性があり、経営成績及び財政状態に影響を及ぼすことが懸念されます。なお、当社グループでは、長期修繕計画に基づき、設備の現況を把握しながら修繕・更新を計画的に実施することで、リスクの低減に努めております。」

    設備・固定資産に関するリスクを独立して追加し、老朽化設備による故障、生産効率低下、修繕費増加、減損処理の可能性を記載した。長期修繕計画に基づく修繕・更新を対応策として示している。
Moved together

"Intensifying sales competition, consumers’ focus on saving, rising raw material prices" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Intensifying sales competition, consumers’ focus on saving, rising raw material prices2×
  3. 2Impairment losses due to declining profitability at food-service business stores2×
  4. 3Proposal-based sales and new customer development through integrated manufacturing, sales, and research and development2×
  5. 4Developing Trusted, Well-Rounded Employees2×
  6. 5Downward pressure on profits in the flour milling and food business from weak by-product market conditions2×
  7. 6Medium-Term Management Plan 2026: Financial Targets and Eight Business Strategies2×

★ 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
Nitto Fuji Flour Milling's next results are scheduled for 2026-11-02. Read the earnings preview It last moved in the Management Plan of 2026-05-20: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.