Komori
Sekisui Chemical (4204) · InitiativeReframed

Transforming existing businesses through Core Business SHINKA

First written in FY2017-Q1. 14 of 18 entries say "Restated". Latest entry: FY2026.

18entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2021-Q3ReframedFY2022 – FY20262016: 220162017: 320172018: 420182019: 320192020: 320202021: 120212022: 120222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Strengthening Earning Power through Core Business TransformationA theme 11 companies write about · 0 as a headwind · 12 as a tailwind

Sekisui Chemical moved to the "Worse" side of this theme in 2022.

The whole theme swung hardest in 2025: 1 of 7 companies on the "Worse" side.

1 other company's latest entry also says "Reframed".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「The basic policy is to practice proactive ESG management on the two pillars of “business strategy” and “strengthening the platform,” and to “accelerate at once” toward achieving the long-term vision. The Company is working to generate results from initiatives in preparation, continuously strengthen its earnings power and continuously strengthen its ESG management platform.」

    The transformation of existing businesses was reorganized from “Growth and Reform (Existing Business Drive)” into a business strategy that includes generating results from preparatory initiatives and continuously strengthening earnings power.
  2. FY2022ReframedAnnual report

    「(b) Growth and Reform (Existing Business Drive) · Growth strategy: secure approximately ¥90 billion in incremental consolidated net sales · Structural reform: secure profitability equivalent to a consolidated operating margin of 10% · DX: strengthen the promotion structure to support the growth strategy and structural reform」

    The transformation of existing businesses was reorganized from growth investment and structural reform into “Growth and Reform (Existing Business Drive),” covering incremental net sales, an operating margin of approximately 10% and DX.
  3. FY2021-Q3RestatedAnnual report

    「During the cumulative consolidated third-quarter period, demand for automobiles and aircraft in Japan and overseas remained weak due to the impact of COVID-19, while construction work was halted or delayed, domestic new housing starts declined and sales activities were restricted. As a result, net sales and profit at each stage declined, but initiatives to reduce fixed costs and implement structural reform were accelerated.」

    Continues to describe efforts to bring forward fixed-cost reductions and structural reform.
  4. FY2021-Q2RestatedAnnual report

    「Initiatives to implement structural reform, improve operational efficiency and reduce fixed costs progressed smoothly.」

    Continues to describe structural reform, operational efficiency improvements and fixed-cost reductions in the Environmental and Lifeline business.
  5. FY2021-Q1RestatedAnnual report

    「Initiatives to reduce fixed costs and implement structural reform progressed smoothly.」

    Describes reductions in fixed costs and structural reform as ongoing measures, including responses to a deteriorating business environment.
  6. FY2020-Q3RestatedAnnual report

    「◆ Pursue quantitative growth through growth investment for the future and qualitative transformation through unceasing structural reform.」

    Continues to describe the transformation of existing businesses through growth investment and structural reform.
  7. FY2020-Q2RestatedAnnual report

    「◆ Pursue quantitative growth through growth investment for the future and qualitative transformation through unceasing structural reform.」

    Continues to describe business transformation through growth investment and structural reform as a pillar of the medium-term management plan.
  8. FY2020-Q1RestatedAnnual report

    「◆ Pursue quantitative growth through growth investment for the future and qualitative transformation through unceasing structural reform.」

    Continues to describe business transformation through growth investment and structural reform as a pillar of the medium-term management plan.
  9. FY2019-Q3RestatedAnnual report

    「◆ Pursue quantitative growth through growth investment for the future and qualitative transformation through unceasing structural reform.」

    Continues to describe the transformation of existing businesses through growth investment and structural reform.
  10. FY2019-Q2RestatedAnnual report

    「The Company focused on launching new products and structural reform, including consolidating product lines and improving production efficiency.」

    Continues to describe new product launches and structural reform as measures to transform existing businesses and strengthen earnings power.
  11. FY2019-Q1RestatedAnnual report

    「Pursue quantitative growth through growth investment for the future and qualitative transformation through unceasing structural reform.」

    Continues to describe business transformation through growth investment and structural reform as a pillar of the medium-term management plan.
  12. FY2018RestatedAnnual report

    「The Company took on “growth in a new dimension” as a priority challenge through (1) quantitative growth driven by growth investment for the future, (2) strengthening earnings power through unceasing structural reform, (3) accelerating growth through “fusion,” and (4) strengthening the management platform from an ESG perspective.」

    Continues to describe the transformation of existing businesses through growth investment, structural reform, fusion and ESG-based strengthening of the management platform.
  13. FY2018-Q3RestatedAnnual report

    「Initiatives aimed at growth in a new dimension, including the launch of new products, development of new fields and growth investment for the future, such as M&A, equity investments, capital expenditures and R&D, as well as structural reform, progressed smoothly.」

    Continues to describe business transformation through new products, new fields, growth investment and structural reform.
  14. FY2018-Q2RestatedAnnual report

    「Pursue quantitative growth through growth investment for the future and qualitative transformation through unceasing structural reform.」

    Reiterates quantitative business growth and qualitative transformation through growth investment for the future and continuous structural reform.
  15. FY2018-Q1ReframedAnnual report

    「Pursue quantitative growth through growth investment for the future and qualitative transformation through unceasing structural reform.」

    The earlier expression of transforming existing business models through “Core Business SHINKA” was reorganized around growth investment for the future and qualitative transformation through continuous structural reform.
  16. FY2017-Q3RestatedAnnual report

    「“Core Business SHINKA” (transforming the business models of existing businesses)」

    Continues to describe the transformation of existing business models as one of the three SHINKA business models.
  17. FY2017-Q2RestatedAnnual report

    「“Core Business SHINKA” (transforming the business models of existing businesses)」

    Continues to describe this as a core pillar of business model transformation under the medium-term management plan.
  18. FY2017-Q1First statedAnnual report

    「“Core Business SHINKA” (transforming the business models of existing businesses)」

    A core pillar of business model transformation under the medium-term management plan.
Moved together

"Medium-term management plan “SHINKA!-Advance 2016”" moved the same way as this thread, in the same document, in 3 of its 18 moves.

332222★123456
  1. ★This thread
  2. 1Medium-term management plan “SHINKA!-Advance 2016”3×
  3. 2Expanding into New Markets and Fields through Frontier SHINKA3×
  4. 3Margin pressure from higher raw material prices2×
  5. 4Energizing people and organizations and advancing CSR management through CSR SHINKA2×
  6. 5Operating margin of 10% or more2×
  7. 6Impact of weak market conditions in China and North America on the mobility and transportation fields2×

★ 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
Sekisui Chemical's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.