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Toda Kogyo Corp. (4100) · RiskWorsened

Loss of competitiveness due to new-product development capability and intensifying competition

First written in FY2016. 1 of 4 entries say "Restated". Latest entry: FY2026-H1.

4entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017ReframedFY20242016: 120162017: 120172018: 020182019: 020192020: 020202021: 020212022: 020222023: 020232024: 120242025: 12025
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 583 companies write about · 607 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 31 of 91 companies on the "Worse" side.

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 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 607 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1WorsenedAnnual report

    「一方、磁石材料や軟磁性材料は自動車市場における新車販売台数の減少や中国における同業他社との競争激化により苦戦いたしました。」

    磁石材料・軟磁性材料について、自動車市場の新車販売台数減少と中国での同業他社との競争激化により苦戦したと記載している。競争力低下リスクが具体的な事業影響として顕在化している。
  2. FY2024ReframedAnnual report

    「市場環境変化が激しく、製品ライフサイクルの短命化が進む現代においては、開発した新製品をより早く確実に社会実装する必要があります。そのため、新製品の開発にあたり、ステージゲート方式を導入し、開発テーマの選択と集中によるリソースの効率的な活用を進めております。」

    競争力低下リスクの説明を、競合激化だけでなく製品ライフサイクル短命化・社会実装の遅れ・技術革新まで含む新製品開発力のリスクへ広げ、ステージゲート方式による対応を記載した。
  3. FY2017RestatedAnnual report

    「Although we continue activities such as developing new products and pursuing technological innovation to maintain our competitive advantages, competition with industry peers continues. There is no guarantee that the Group's advantages will persist, and intensifying competition could reduce our relative competitiveness and significantly affect performance.」

    新製品開発・技術革新を続ける一方、競合激化による競争力低下の可能性を引き続き記載している。
  4. FY2016First statedAnnual report

    「Although we continue activities such as developing new products and pursuing technological innovation to maintain our competitive advantages, competition with industry peers continues. There is no guarantee that the Group's advantages will persist, and intensifying competition could reduce our relative competitiveness and significantly affect performance.」

    The company describes its competitive advantages as an iron oxide producer while acknowledging that they are not guaranteed to continue and could be eroded by intensifying competition.
Moved together

"Strengthening and improving financial soundness" moved the same way as this thread, in the same document, in 2 of its 4 moves.

2222★1234
  1. ★This thread
  2. 1Strengthening and improving financial soundness2×
  3. 2Deterioration in profitability and liquidity caused by unforeseen changes in the business environment2×
  4. 3Impact of affiliate losses and equity-method earnings on performance2×
  5. 4Expansion into high-value-added products, readily dispersible pigments, and dispersions2×

★ 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.

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Loss of competitiveness due to new-product development capability and intensifying competition | TODA KOGYO CORP. (4100) | Komori