Komori
Ibiden (4062) · InitiativeAchieved

DPF Global Production System and Synergies with Related Businesses

First written in FY2016. 6 of 12 entries say "Advanced", first in FY2019. Latest entry: FY2024-Q1.

12entries
8years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017AdvancedFY2019 – FY2021-Q2AdvancedFY2022-Q2 – FY2023-Q22016: 120162017: 120172018: 020182019: 120192020: 220202021: 320212022: 220222023: 22023
Same theme, other companies
Diversification of global production hubs and local production for local consumptionA theme 151 companies write about · 0 as a headwind · 162 as a tailwind

5 other companies' latest entry also says "Achieved".

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 151 companies compared. The sentences above are computed from all 151.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q1AchievedAnnual report

    「揖斐電電子(北京)有限公司, formerly a consolidated subsidiary of the company, was excluded from the scope of consolidation following the sale of all shares held by the company. IBIDEN DPF France S.A.S. was excluded following completion of its liquidation.」

    The French DPF operation progressed from the initial resolution to dissolve it through completion of liquidation and exclusion from the scope of consolidation.
  2. FY2023-Q3RestatedAnnual report

    「As a result of expanding sales in the Chinese market, centered on 揖斐電精密陶瓷(蘇州)有限公司, which continues stable mass production, sales and operating profit for catalyst substrate retention and sealing materials (AFP) increased from the same period of the previous year.」

    As a result of continuing stable mass production at the Suzhou plant and expanding sales in the Chinese market, AFP sales and operating profit exceeded the same period of the previous year. The same progress as in the previous quarter has been reaffirmed.
  3. FY2023-Q2AdvancedAnnual report

    「As a result of expanding sales in the Chinese market, centered on 揖斐電精密陶瓷(蘇州)有限公司, which continues stable mass production, sales and operating profit for catalyst substrate retention and sealing materials (AFP) increased from the same period of the previous year.」

    As a result of continuing stable mass production at the Suzhou plant and expanding sales in the Chinese market, AFP sales and operating profit exceeded the same period of the previous year.
  4. FY2022-Q3AdvancedAnnual report

    「Sales and operating profit for catalyst substrate retention and sealing materials (AFP) increased from the same period of the previous year, despite the impact of the slowing recovery in the automobile market, as the new plant, 揖斐電精密陶瓷(蘇州)有限公司, transitioned to stable mass production as planned.」

    The new plant in Suzhou, China, transitioned to stable mass production as planned, and AFP sales and operating profit exceeded the same period of the previous year. The report describes the transition from the start of mass production to stable mass production and its contribution to results.
  5. FY2022-Q2AdvancedAnnual report

    「Sales and operating profit for catalyst substrate retention and sealing materials (AFP) increased from the same period of the previous year as the automobile market recovered. Going forward, we will expand sales in China and emerging markets, centered on the new plant, 揖斐電精密陶瓷(蘇州)有限公司, which began mass production as planned.」

    The company explicitly stated that the new Suzhou plant began mass production as planned to support sales expansion in China and emerging markets. AFP sales and operating profit both increased year on year.
  6. FY2022-Q1RestatedAnnual report

    「To expand our share of the Chinese market, which is expected to drive future growth in the automobile market, we will establish a stable mass-production system at the new plant, 揖斐電精密陶瓷(蘇州)有限公司, as planned.」

    The company is reaffirming its policy of establishing a stable mass-production system at the new Suzhou plant to expand its share of the Chinese market.
  7. FY2021-Q3RestatedAnnual report

    「Catalyst substrate retention and sealing materials (AFP) have remained solid in both sales and operating profit, supported by the recovery of the automobile market, particularly in China, since the second quarter. Going forward, we will proceed as planned with the start-up of the new plant to expand our share of the Chinese market, which is expected to drive future growth in the automobile market.」

    The company is reaffirming the solid sales and operating profit performance of AFP in China and its policy of starting up the new China plant as planned.
  8. FY2021-Q2AdvancedAnnual report

    「To expand its share in China, which is expected to drive future growth in the automobile market, we will proceed with the start-up of the new plant in China as planned.」

    The company stated that it is proceeding as planned with the start-up of the new China plant related to AFP to expand its share of the Chinese market.
  9. FY2020AdvancedAnnual report

    「We decided to establish a new production base in Jiangsu Province, China, to expand production capacity for catalyst substrate retention and sealing materials and strengthen customer support in the Chinese market, the world’s largest automobile market.」

    In addition to the existing global production network centered on DPF, the company decided to establish a new base in Jiangsu Province, China, to expand AFP production capacity and provide customer support.
  10. FY2019AdvancedAnnual report

    「In response to market changes, we resolved to dissolve IBIDEN DPF France, the company’s DPF production base in France, in fiscal 2018, and will continue to optimize and improve the efficiency of our global production network.」

    Regarding the optimal global production network, the company presented the resolution to dissolve its French DPF production base and specific measures to optimize and improve the efficiency of its production network.
  11. FY2017RestatedAnnual report

    「In response to these changes in the business environment and demand for products, we will strengthen competitiveness in the exhaust systems field by establishing an optimal global production network and enhancing our ability to make proposals to customers through synergies among the 3 businesses of DPF, AFP and SCR.」

    The company is reaffirming its efforts to enhance its ability to make proposals through an optimal global production network and synergies among DPF, AFP and SCR.
  12. FY2016First statedAnnual report

    「In the Ceramics business, in anticipation of future market expansion, we began mass production at IBIDEN Mexico in June last year as a production base for DPFs for large diesel vehicles.」

    The report also states that the global production network across Japan, Europe and Mexico has been completed and that synergies with the AFP and SCR businesses have improved the company’s ability to make proposals to customers.
Moved together

"Capital Investment to Expand Production Capacity" moved the same way as this thread, in the same document, in 7 of its 12 moves.

733322★123456
  1. ★This thread
  2. 1Capital Investment to Expand Production Capacity7×
  3. 2Supplementing Orders for the Electronics Business by Developing New Customers and New Fields3×
  4. 3Establishing other businesses as the third source of revenue3×
  5. 4Risk of Supply Chain Disruptions and Demand Slowdown Due to COVID-193×
  6. 5Business Structural Reform and Review of the Production Structure in the Electronics Segment2×
  7. 6Building a new business pillar to follow the 3 existing businesses2×

★ 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
Ibiden's next results are scheduled for 2026-10-29. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.