Komori
Alfresa Holdings (2784) · TargetAdvanced

Investment of approximately ¥120 billion over 3 years

First written in FY2019. 16 of 22 entries say "Advanced", first in FY2020-Q2. Latest entry: FY2027-H1.

22entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q1 – FY2025-H1AdvancedFY2026-H1 – FY2027-H12019: 220192020: 320202021: 420212022: 320222023: 320232024: 320242025: 220252026: 22026
Same theme, other companies
Establishment of a growth investment allocation under the medium-term management planA theme 144 companies write about · 0 as a headwind · 155 as a tailwind

61 other companies' latest entry also says "Advanced".

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 144 companies compared. The sentences above are computed from all 144.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1AdvancedAnnual report

    「This was primarily due to ¥5,388 million in purchases of property, plant and equipment, centered on investments in logistics centers and manufacturing facilities to strengthen the manufacturing business; ¥3,206 million in purchases of intangible assets; and ¥1,910 million in purchases of investment securities, including investments in venture companies.」

    During the interim period, investment under the 25-27 Medium-Term Management Plan totaled ¥5,388 million in property, plant and equipment, ¥3,206 million in intangible assets and ¥1,910 million in investment securities.
  2. FY2026AdvancedAnnual report

    「The breakdown of capital investment for the consolidated fiscal year, based on amounts received for property, plant and equipment, is as follows.」

    Capital investment for the fiscal year ending March 2026 totaled ¥33,039 million on a property, plant and equipment basis, including ¥19,788 million in the pharmaceuticals and other manufacturing business and ¥11,772 million in the wholesale business for prescription drugs and other products.
  3. FY2026-H1AdvancedAnnual report

    「There were ¥11.624 billion in payments for the acquisition of property, plant and equipment, mainly logistics equipment such as the construction of logistics centers and manufacturing equipment to strengthen the manufacturing business; ¥2.749 billion in payments for the acquisition of intangible assets; and ¥2.450 billion in payments for the acquisition of investment securities, including investments in venture companies and other items.」

    In connection with the investment plan of approximately ¥120 billion for the fiscal years ending March 2026 through March 2028, the company made specific investments during the interim period in logistics and manufacturing facilities, intangible assets, venture companies and other areas.
  4. FY2025ReframedAnnual report

    「The company plans cumulative investment of approximately ¥120 billion over the 3 years from the fiscal year ending March 2026 through the fiscal year ending March 2028.」

    The company replaced its previous investment plan covering the fiscal years ending March 2023 through March 2025 with a plan of the same scale, approximately ¥120 billion, covering the fiscal years ending March 2026 through March 2028.
  5. FY2025-H1AdvancedAnnual report

    「There were ¥7.846 billion in payments for the acquisition of property, plant and equipment, mainly logistics equipment such as the construction of logistics centers and manufacturing equipment to strengthen the manufacturing business, and ¥4.873 billion in payments for the acquisition of investment securities, including investments in venture companies and other items.」

    The company disclosed investments in logistics and manufacturing facilities and venture companies as specific expenditures during the interim consolidated accounting period.
  6. FY2024AdvancedAnnual report

    「The total planned investment in new facilities, renovations and other items for the fiscal year ending March 2025 is ¥49 billion, to be funded with internal funds and corporate bonds.」

    The company disclosed total planned capital investment of ¥49 billion for the fiscal year ending March 2025 and specified an investment plan funded with internal funds and corporate bonds.
  7. FY2024-Q3AdvancedAnnual report

    「In December 2023, as a funding measure to help create social value, the company issued social bonds totaling ¥20 billion to finance the construction and operation of a new logistics center in Tsukuba, Ibaraki Prefecture, and a pharmaceutical manufacturing building in Ota, Gunma Prefecture.」

    In connection with the logistics and manufacturing facilities covered by the investment plan for the fiscal years ending March 2023 through March 2025, funding was secured through the issuance of ¥20 billion in social bonds.
  8. FY2024-Q2AdvancedAnnual report

    「This was primarily due to ¥6.083 billion in payments for the acquisition of property, plant and equipment, mainly logistics equipment such as the construction of logistics centers and manufacturing equipment to strengthen the manufacturing business, as well as ¥2.636 billion in payments for the acquisition of investment securities, including investments in venture companies.」

    In connection with the fiscal 2023 investment plan, the company spent ¥6.083 billion on logistics and manufacturing facilities and ¥2.636 billion on investments in venture companies and other items during the cumulative second-quarter period.
  9. FY2024-Q1AdvancedAnnual report

    「In May 2023, the company invested through a third-party allotment of shares in 凜研究所, based in Chuo-ku, Tokyo, which conducts research and development focused on antibody drugs.」

    In connection with the investment plan, the company invested through a third-party allotment of shares in 凜研究所, which conducts research and development of antibody drugs.
  10. FY2023ReframedAnnual report

    「The company plans to invest approximately ¥120 billion in total over the 3-year period from the fiscal year ending March 2023 through the fiscal year ending March 2025.」

    The company replaced its previous investment plan covering the fiscal years ending March 2020 through March 2022 with a plan of the same scale, approximately ¥120 billion, covering the fiscal years ending March 2023 through March 2025.
  11. FY2023-Q2AdvancedAnnual report

    「Funds used in investing activities amounted to ¥1.5326 billion, compared with ¥732.5 million in the year-earlier period. This was mainly due to ¥1.2751 billion in expenditures for the acquisition of property, plant and equipment, primarily distribution facilities for the construction of distribution centres and manufacturing facilities to strengthen the manufacturing business, and ¥160.9 million in expenditures for the acquisition of investment securities, including investments in venture companies.」

    In connection with the investment policy set out in the 19-21 Medium-Term Management Plan, the company spent ¥12.751 billion on logistics and manufacturing facilities and ¥1.609 billion on investments in venture companies and other items.
  12. FY2023-Q1AdvancedAnnual report

    「In June 2022, our consolidated subsidiary アルフレッサ株式会社 (head office: Chiyoda-ku, Tokyo) entered into a capital and business alliance agreement with 株式会社フロンティア・フィールド (head office: Minato-ku, Tokyo), which provides 「日病モバイル」, a smartphone service exclusively for medical institutions.」

    As an investment in a new medical services field, the company entered into a capital and business alliance with a company providing a smartphone service exclusively for medical institutions.
  13. FY2022-Q3RestatedAnnual report

    「In August 2021, アルフレッサ also invested in NCメディカルリサーチ株式会社 (head office: Minato-ku, Tokyo), which develops regenerative medicine products. The company is developing regenerative medicine products using human bone marrow-derived mesenchymal stem cells as the raw material, and in connection with the investment, the two companies also entered into an exclusive domestic distribution agreement for the product after approval and launch.」

    The company continues to cite its investment in a company developing regenerative medicine products and its exclusive domestic distribution agreement effective after approval and launch as initiatives under the investment plan.
  14. FY2022-Q2AdvancedAnnual report

    「In August 2021, Alfresa invested in NC Medical Research, based in Minato-ku, Tokyo, which develops regenerative medicine products. The company is developing regenerative medicine products using human bone marrow-derived mesenchymal stem cells as raw materials, and in connection with the investment, the two companies also entered into an exclusive domestic distribution agreement covering the product after approval and launch.」

    In addition to investing in a company developing regenerative medicine products, the company entered into an exclusive domestic distribution agreement effective after approval and launch, making the target investment areas and business development more concrete.
  15. FY2022-Q1AdvancedAnnual report

    「As an investment in a venture company aimed at expanding its business domains, Alfresa entered into a capital and business alliance with Donut Robotics, based in Minato-ku, Tokyo, in May 2021.」

    In connection with the three-year investment plan of approximately ¥120 billion, the company entered into a capital and business alliance with a venture company possessing robotics technology.
  16. FY2021RestatedAnnual report

    「The company plans cumulative investment of approximately ¥120 billion over the 3 years from the fiscal year ending March 2020 through the fiscal year ending March 2022.」

    The company continues to set out a three-year cumulative investment plan of approximately ¥120 billion, comprising approximately ¥84 billion in business-strengthening investment and approximately ¥36 billion in business-expansion investment.
  17. FY2021-Q3AdvancedAnnual report

    「As investments in venture companies aimed at expanding its business domains, Alfresa invested during the cumulative consolidated period through the third quarter in PharmaBio, based in Nagoya, Aichi, which develops regenerative medicine products and provides contract development and manufacturing services; Gene Therapy Research Institute, based in Kawasaki, Kanagawa, which conducts research and development of gene therapy technologies originating in Japan and develops and manufactures therapeutic drugs; Integrity Healthcare, based in Chuo-ku, Tokyo, which provides online medical care systems to medical institutions; and Metcela, based in Tsuruoka, Yamagata, which develops regenerative medicine products for chronic heart failure.」

    The company invested in 4 companies engaged in regenerative medicine, gene therapy, online medical care and regenerative medicine for chronic heart failure.
  18. FY2021-Q2AdvancedAnnual report

    「Furthermore, during the cumulative second quarter, アルフレッサ invested in ファーマバイオ株式会社 (head office: Nagoya, Aichi), which develops regenerative medicine products and provides contract development and manufacturing services; 株式会社遺伝子治療研究所 (head office: Kawasaki, Kanagawa), which conducts research and development into gene therapy technologies originating in Japan and develops and manufactures treatments; and 株式会社インテグリティ・ヘルスケア (head office: Chuo-ku, Tokyo), which provides online medical consultation systems to medical institutions, as investments in venture companies with a view to expanding its business fields.」

    The company invested in 3 companies in the fields of regenerative medicine, gene therapy and online medical care to expand its business domains. In addition to the 2 investments disclosed in the previous quarter, investment in an online medical care company was made concrete.
  19. FY2021-Q1AdvancedAnnual report

    「During the cumulative first quarter, consolidated subsidiary アルフレッサ株式会社 invested in ファーマバイオ株式会社 (head office: Chiyoda-ku, Tokyo), which develops regenerative medicine products and provides contract development and manufacturing services, and 株式会社遺伝子治療研究所 (head office: Kawasaki, Kanagawa), which conducts research and development into gene therapy technologies originating in Japan and develops and manufactures treatments, as investments in venture companies with a view to expanding its business fields.」

    In connection with the three-year investment plan of approximately ¥120 billion, the company invested in 2 companies in the fields of regenerative medicine products and gene therapy.
  20. FY2020-Q3RestatedAnnual report

    「In September 2019, Alfresa invested in Lily MedTech, a venture company based in Bunkyo-ku, Tokyo, seeking to develop breast ultrasound diagnostic imaging equipment.」

    The company continues to cite its investment in Lily MedTech as a specific investment made under the three-year investment plan of approximately ¥120 billion.
  21. FY2020-Q2AdvancedAnnual report

    「In September this year, Alfresa invested in Lily MedTech, a venture company based in Bunkyo-ku, Tokyo, seeking to develop breast ultrasound diagnostic imaging equipment.」

    In connection with the three-year investment plan of approximately ¥120 billion, the company made a specific investment in a medical device development venture.
  22. FY2019First statedAnnual report

    「The company plans cumulative investment of approximately ¥120 billion over the 3 years from the fiscal year ending March 2020 through the fiscal year ending March 2022: approximately ¥84 billion in business-strengthening investment and approximately ¥36 billion in business-expansion investment.」

    The company plans cumulative investment of approximately ¥120 billion over 3 years in logistics centers, business locations, manufacturing facilities, product introductions and new businesses in the health sector, among other areas.
Moved together

"Strengthening the Production System and Strategic Investment" moved the same way as this thread, in the same document, in 9 of its 22 moves.

999666★123456
  1. ★This thread
  2. 1Strengthening the Production System and Strategic Investment9×
  3. 2Expanding the business and earnings platforms through acquisitions and integration9×
  4. 3Profitability pressure on the self-medication business from lower inbound demand and labor shortages9×
  5. 4Share Repurchases as an Agile Capital Policy6×
  6. 5Realization of Total Supply Chain Services6×
  7. 6Expansion of healthcare-related operations through the dispensing-pharmacy business6×

★ 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
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