Komori
Warabeya Nichiyo Holdings (2918) · FactMitigated

Initial Losses Associated with the Start of Operations at the Iruma Plant

First written in FY2025-Q1. 6 of 8 entries say "Mitigated", first in FY2026-H1. Latest entry: 2026-10-07.

8entries
3years
4from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2025-Q1 – FY2025-H1MitigatedFY2026-H1 – 2026-10-072024: 220242025: 120252026: 52026
Same theme, other companies
Upfront fixed-cost and personnel-cost burden associated with production capacity expansionA theme 29 companies write about · 29 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2019: 7 of 14 companies on the "Worse" side.

11 other companies' latest entry also says "Mitigated".

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 29 companies compared. The sentences above are computed from all 29.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Although raw material costs, particularly rice, increased in the food-related business, the impact of higher revenue, including from product specification reviews, and improved profitability at the Iruma Plant contributed to operating income of ¥7.0 billion, up ¥2.755 billion, or 64.9%, from the previous fiscal year.」

    For the Iruma Plant, the company progressed from reporting earnings pressure from initial losses to reporting improved profitability as a factor driving higher operating income in the food-related business.
  2. FY2026-H1MitigatedAnnual report

    「Despite initial losses at the Isesaki Plant, operating profit was ¥4,950 million, up ¥872 million, or 21.4%, year on year, due to the review of product specifications and improved profitability at the Iruma Plant, among other factors.」

    For the Iruma Plant, in addition to the previous earnings pressure from initial losses, improved profitability was cited as a factor driving the increase in operating income.
  3. FY2025-H1RestatedAnnual report

    「Operating income was ¥4.256 billion, down ¥235 million, or 5.2%, year on year, mainly due to initial losses at the Iruma Plant, which began operations in March.」

    Initial losses at the Iruma Plant were cited as a factor behind the decline in operating income for the interim consolidated accounting period of the 61st fiscal year, with the same impact continuing from the previous quarter.
  4. FY2025-Q1First statedAnnual report

    「Operating income was ¥2.219 billion, down ¥150 million, or 6.3%, year on year, mainly due to initial losses at the Iruma Plant, which began operations in March.」

    The Iruma Plant began operations in March, and initial losses appeared separately for the first time as a factor behind the decline in consolidated operating income in the first quarter of the 61st fiscal year.
Moved together

"Expansion of the Convenience Store Business through New Categories and New Areas" moved the same way as this thread, in the same document, in 3 of its 8 moves.

332222★123456
  1. ★This thread
  2. 1Expansion of the Convenience Store Business through New Categories and New Areas3×
  3. 2Review of unprofitable transactions in the logistics-related business3×
  4. 3Construction of the Isesaki Plant and transfer of production functions from the Gunma Plant2×
  5. 4Capital investment to increase production capacity and productivity2×
  6. 5Target of consolidated ROE of at least 8%2×
  7. 6Strengthening Quality and Hygiene Management and HACCP Certification at All Factories2×

★ 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
No upcoming earnings preview for Warabeya Nichiyo Holdings yet. It last moved in the Earnings of 2026-10-07: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Initial Losses Associated with the Start of Operations at the Iruma Plant | WARABEYA NICHIYO HOLDINGS CO.,LTD. (2918) | Komori