Komori
Ube (4208) · InitiativeAdvancedLatest Governance (2026-07-01): "Restated"

Revitalizing and Growing the Chemical Business through Business Portfolio Management

First written in FY2018. 11 of 13 entries say "Advanced", first in FY2019. Latest entry: 2026-07-01.

13entries
9years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2019 – FY20262018: 120182019: 120192020: 120202021: 120212022: 020222023: 120232024: 220242025: 120252026: 52026
Same theme, other companies
Business Portfolio Optimization and Selective Allocation of Management ResourcesA theme 171 companies write about · 0 as a headwind · 176 as a tailwind

29 other companies' latest entry also says "Restated".

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 171 companies compared. The sentences above are computed from all 171.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-01RestatedGovernance

    「スペシャリティ事業に経営資源を重点的に投入するとともに、収益性の低い事業からの撤退・縮小、機械事業及びセメント関連事業の自立化を達成することで、前中期経営計画で掲げた「化学を中核とする企業グループ」から「スペシャリティ化学企業」へポートフォリオを転換」

    スペシャリティ事業への重点投入、低収益事業の撤退・縮小、機械事業およびセメント関連事業の自立化によるポートフォリオ転換が再確認されました。
  2. FY2026AdvancedAnnual report

    「We are advancing measures to reform our business structure for ammonia, caprolactam and nylon polymers, which have substantial earnings volatility and high greenhouse gas (GHG) emissions. We brought forward the scheduled completion of the reduction and shutdown of manufacturing facilities in Thailand by one year, to March 2026, and plan to reduce and shut down manufacturing facilities in Japan in March 2027 and March 2028.」

    The reduction and shutdown of the Basic business has been brought forward in Thailand, while implementation in Japan is scheduled for 2027 and 2028.
  3. FY2025AdvancedAnnual report

    「In addition to steadily implementing the previously announced withdrawal from and reduction of production of ammonia, caprolactam and nylon polymers, we will promote the independence of the Machinery and cement-related businesses through stock-market listings, thereby transforming our portfolio into that of a specialty chemicals company.」

    The portfolio transformation combining increased investment in the Specialty business, withdrawal from and reduction of Basic business production, and the independence of the Machinery and cement-related businesses has taken concrete shape.
  4. FY2025-H1AdvancedAnnual report

    「Aiming for growth driven by both the growth of specialty chemicals and our contribution to the global environment, we are expanding the business through proactive investment in the Specialty business while downsizing and restructuring Basic businesses, including the ammonia and caprolactam chains, thereby transforming our business structure as a group.」

    The shift in the business portfolio, combining proactive investment in the Specialty business with the downsizing and restructuring of Basic businesses such as the ammonia and caprolactam chains, was given concrete form as the purpose of LANXESS's acquisition of the Urethane Systems business.
  5. FY2024AdvancedAnnual report

    「There is no change to the basic policy of the medium-term management plan, but in light of the business environment, we will further accelerate the expansion of the Specialty business and the structural reform of the Basic business in order to reduce fluctuations in our group's performance and place it on a stable growth trajectory.」

    The policy of accelerating focused investment in the Specialty business and structural reform of the Basic businesses, including nylon polymer and caprolactam, to stabilize performance was clarified.
  6. FY2023AdvancedAnnual report

    「Going forward, our current production capacity is approximately 50,000 tonnes per year and our sales are approximately ¥40 billion, but we aim to increase production capacity to at least 80,000 tonnes per year and sales to at least ¥60 billion by 2030.」

    Specific targets were presented for expanding the production capacity and sales scale of the Specialty business, including composites, by 2030 under the Chemicals business portfolio strategy.
  7. FY2021AdvancedAnnual report

    「Recognizing that the Chemicals business is a core business driving the growth of our group, we aim to build a business that combines stability and growth potential while responding to and contributing to a decarbonized society. To achieve this, we will accelerate the shift toward specialty businesses, securing stable earnings through the Basic Chemicals business and strengthening growth potential by expanding the Specialty business.」

    The strategy of dividing the Chemicals business between stable earnings from Basic Chemicals and growth in the Specialty business, while combining decarbonization initiatives with higher value-added products, has taken concrete shape.
  8. FY2021-Q1AdvancedAnnual report

    「Under the current medium-term management plan, we have positioned the Nylon 6 business as a business for proactive expansion and are pursuing further strengthening of our market-leading extrusion applications and expansion into the injection-molding applications market.」

    As part of our proactive expansion strategy for the Nylon 6 business, we acquired PCTNA and obtained a North American base for our injection-molding and compounding businesses, as well as resin-compounding technology and expertise.
  9. FY2019AdvancedAnnual report

    「Key achievements and challenges In the Chemicals segment, we largely executed our plans as scheduled, including expanding production capacity for nylon and separators, reducing costs through the phenol-process anone plant and other initiatives, and transforming the business structure of the polyimide business.」

    Under our business portfolio management strategy, capacity expansions, cost reductions and the transformation of the polyimide business structure related to the proactive expansion and restructuring of the Chemicals business were regarded as having been implemented.
  10. FY2018First statedAnnual report

    「The company is promoting business portfolio management as a business structure reform aimed at future growth.」

    For the revitalisation and further growth of the Chemicals segment, the company first explicitly stated its approach of operating businesses by positioning them in categories including “development areas,” “businesses for proactive expansion,” “core businesses,” and “businesses for revitalisation and restructuring.”
Moved together

"Expansion of capital investment, including growth and maintenance-related renewal" moved the same way as this thread, in the same document, in 8 of its 13 moves.

876666★123456
  1. ★This thread
  2. 1Expansion of capital investment, including growth and maintenance-related renewal8×
  3. 2Reduction of GHG emissions and expansion of environmentally beneficial businesses7×
  4. 3Performance-linked dividends and returns to shareholders6×
  5. 4Improvement in the Equity Ratio6×
  6. 5Risk of impairment of fixed assets due to deterioration in the business environment6×
  7. 6Research and Development of Novel Drugs and Regulatory Submissions6×

★ 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
Ube's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Governance of 2026-07-01: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.