Komori
Sumitomo Bakelite (4203) · InitiativeReframedLatest Financial results (2026-05-11): "Advanced"

Focus and concentration, and strengthening marketing and manufacturing capabilities

First written in FY2018. 2 of 4 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-05-11.

4entries
9years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY20182018: 120182019: 020192020: 020202021: 020212022: 020222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Comprehensive Enhancement of Manufacturing and Sales CapabilitiesA theme 75 companies write about · 1 as a headwind · 79 as a tailwind

The whole theme swung hardest in 2025: 8 of 49 companies on the "Worse" side.

30 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 75 companies compared. The sentences above are computed from all 75.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-11AdvancedFinancial results

    「We will transform our product portfolios in each business division, realize synergies from acquired businesses at an early stage, and turn our efforts to date into results.」

    For the final year of the 2024–2026 Medium-Term Management Plan, the company has stated its policy of turning product portfolio transformation and synergies from acquired businesses into results.
  2. FY2026-H1ReframedAnnual report

    「これを実現するために、現在進行中の中期経営計画2024-26では、「“ニッチ&トップシェア”を目指し、価値創造につながるポートフォリオ改革に挑戦する」ことを掲げ、事業運営に取り組んでいます。」

    従来の「選択と集中」や生産革新の強化という表現に加え、2024-26中期経営計画では価値創造につながるポートフォリオ改革として再整理している。
  3. FY2025-H1AdvancedAnnual report

    「事業利益は、ベースアップ等による人件費の増加があるものの、生産効率の改善や高付加価値品へのシフト、販売価格改定など収益構造を改善した結果、23.7%増の158億24百万円、営業利益は、24.3%増の156億61百万円となりました。」

    生産効率の改善、高付加価値品へのシフト、販売価格改定という収益構造改善の手段が、事業利益・営業利益の増加と併せて記載されている。
  4. FY2018First statedAnnual report

    「「選択と集中」を進め、顧客価値創造につながる「マーケティング力」と生産革新を通した「モノづくり力」を強化することでこれを実現させていく所存であります。」

    10%目標の達成手段として、選択と集中、マーケティング力、生産革新を通じたモノづくり力強化を明示している。
Moved together

"Optimizing the global semiconductor business network and expanding market share" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Optimizing the global semiconductor business network and expanding market share2×
  3. 2Expansion of LαZ's Business Areas Through Memory Applications and a New Line2×
  4. 3Developing the ECU complete sealing, automotive applications and smart community markets2×
  5. 4Expansion of the aircraft-related business through collaboration with Vaupell2×
  6. 5Expansion of sales channels for P-Plus freshness-preserving film2×
  7. 6Withdrawal from Low-Margin Areas and Specialization in Advanced, High-Value-Added Areas2×

★ 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
Sumitomo Bakelite's next results are scheduled for 2026-11-04. Read the earnings preview It last moved in the Financial results of 2026-05-11: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.