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Sun A.Kaken (4234) · InitiativeAdvanced

Rebuilding the Industrial Materials Production System Centered on Kakegawa Factory WEST

First written in FY2016. 13 of 23 entries say "Advanced", first in FY2017-Q2. Latest entry: 2026-08-06.

23entries
11years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2018-Q3 – FY2020AdvancedFY2021 – FY2023AdvancedFY2024-Q3 – FY2025-H12016: 220162017: 320172018: 320182019: 220192020: 120202021: 120212022: 120222023: 220232024: 220242025: 120252026: 52026
Same theme, other companies

Sun A.Kaken moved to the "Worse" side of this theme in 2018.

The whole theme swung hardest in 2018: 1 of 9 companies on the "Worse" side.

9 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 22 companies compared. The sentences above are computed from all 22.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-06AdvancedEarnings

    「Profits increased because the Company changed its production structure, reducing contract processing costs and containing the increase in fixed costs.」

    The effects of the change in the production structure were reflected in lower contract processing costs and higher profits.
  2. FY2026AdvancedAnnual report

    「Under these circumstances, the division worked to optimise product pricing, focus sales activities on profitability, shift to a production structure centred on Kakegawa Factory WEST, and consolidate and integrate facilities. As a result, it achieved profitability in the current consolidated fiscal year and made a certain degree of progress in improving its earnings structure, a longstanding issue.」

    As a result of shifting to a production structure centred on Kakegawa Factory WEST and consolidating and integrating facilities, the Industrial Materials division became profitable. The company demonstrated concrete progress in the earnings impact of restructuring its production system.
  3. FY2025Progress in optimising facilities and personnel and accelerating cost reductionsAnnual report

    「To overcome this situation, the company is working to shift to a production structure centred on Kakegawa Factory WEST, which offers high production capacity and a clean environment, while consolidating and integrating facilities. Going forward, it will accelerate these activities and achieve a transition to a low-cost structure at an early stage. The optimisation of facilities and personnel across organisational boundaries with シノムラ化学工業 Co., Ltd. is steadily progressing.」

    The company explained that, in addition to shifting to a production structure centred on Kakegawa Factory WEST and consolidating and integrating facilities, the optimisation of facilities and personnel with シノムラ化学工業 is steadily progressing.
  4. FY2025-H1AdvancedAnnual report

    「Demand for laminated products for paper and fabric, used in applications such as adhesive tape, had been declining because of sluggish freight volumes and inflows of overseas-made tape, but showed signs of a modest recovery recently. Orders from the Group also recovered, resulting in higher revenue. Orders for release paper for automotive-related applications remained firm, while orders for release paper for electronic-component applications recovered, resulting in higher revenue. As a result, revenue for the current interim consolidated accounting period was ¥5,041 million, up 5.5% year on year.」

    Industrial Materials revenue rose 5.5% year on year on the recovery of orders for laminated products and release paper, while the segment loss narrowed from ¥172 million in the previous year’s corresponding period to ¥99 million. Business performance related to the production-system restructuring improved.
  5. FY2024-Q3AdvancedAnnual report

    「As a result, revenue for the cumulative third quarter of the current consolidated fiscal year was ¥7,322 million, down 0.9% year on year.」

    Industrial Materials revenue was broadly flat, down 0.9% year on year, while the segment loss narrowed from ¥285.76 million in the previous year’s corresponding period to ¥205.65 million. Losses related to the production-system restructuring were reduced.
  6. FY2024-Q2Segment loss narrowed with sales broadly flatAnnual report

    「As a result, revenue for the cumulative second quarter of the current consolidated fiscal year was ¥4,778 million, down 0.9% year on year.」

    Industrial Materials revenue was broadly flat, down 0.9% year on year, while the segment loss narrowed from ¥189 million in the previous year’s corresponding period to ¥172 million. This filing does not directly link the reduction in losses to measures to restructure the production system.
  7. FY2023AdvancedAnnual report

    「In terms of profitability, following the integration in April of the sales division of consolidated subsidiary シノムラ化学工業株式会社 into the company, the group will pursue cost reductions and sales synergies. At the same time, within the consolidated group, it will focus on optimizing the production structure to improve profitability and eliminate segment losses.」

    The company has entered the concrete stage of integrating シノムラ化学工業’s sales division into its own organisation and advancing sales synergies and optimisation of the Group’s production structure.
  8. FY2022AdvancedAnnual report

    「In terms of earnings, we will work to improve profitability by establishing an optimal production system among the Group's factories, including through coordination with subsidiary シノムラ化学工業株式会社, and by advancing cooperation in new product development and sales.」

    The company outlined the establishment of an optimal production structure across Group factories, including collaboration with シノムラ化学工業, and cooperation in new product development and sales as specific measures to restructure its production system. The operating loss in Industrial Materials also narrowed from ¥236 million in the previous fiscal year to ¥84 million.
  9. FY2021AdvancedAnnual report

    「In the industrial materials segment, operating losses had continued as the prolonged market stagnation prevented the company from fully absorbing the higher depreciation burden resulting from the completion of Kakegawa Factory WEST. However, profitability improved as depreciation expense declined following the impairment treatment of the factory at the end of the previous fiscal year and the continued depreciation, production at Nara Factory was transferred to other factories to reduce production costs in the segment, and the operating profit of シノムラ化学工業株式会社 was incorporated following its acquisition as a subsidiary during the current fiscal year.」

    Impairment treatment and continued depreciation at Kakegawa Factory WEST, the transfer of production from Nara Factory, and the consolidation of シノムラ化学工業株式会社 represented concrete progress in improving the production system, reducing the industrial materials operating loss from ¥547 million to ¥236 million.
  10. FY2020WorsenedAnnual report

    「The planned consolidation of production facilities, which was originally scheduled for completion during the period, was delayed, preventing progress in reducing overall manufacturing costs.」

    The consolidation of production facilities, including Kakegawa Factory WEST, was delayed, preventing progress in reducing manufacturing costs. An impairment loss of ¥580 million was also recognized for Kakegawa Factory WEST, and earnings-related problems associated with restructuring the production system have continued.
  11. FY2019WorsenedAnnual report

    「In addition, the recognition of an impairment loss on Kakegawa Factory WEST resulted in lower profit.」

    An impairment loss of ¥500 million was recognized for Kakegawa Factory WEST due to declining profitability. The earnings-related problems associated with restructuring the production system have also become apparent in the accounts.
  12. FY2019-Q3WorsenedAnnual report

    「For laminated products made by laminating paper and fabric used as tape substrates and other materials, demand for adhesive tape used in logistics and construction increased, but order opportunities declined amid intensifying competition among tape manufacturers. Production activity was also partially stalled as the transfer of production for specific products to the new factory took longer, resulting in lower revenue.」

    The transfer of production for specific products to the new factory took longer, leading to partial stagnation in production activity and lower revenue. The impact of delays in implementing the production system restructuring has continued and become more concrete.
  13. FY2019-Q2WorsenedAnnual report

    「For laminated products made by laminating paper and fabric used as tape substrates and other materials, demand for adhesive tape used in logistics and construction remained firm, but order opportunities declined amid intensifying competition among tape manufacturers. Production volume also declined due in part to delays in transferring production of certain products to the new factory, resulting in lower revenue.」

    Delays in transferring production of certain products to the new factory led to lower production volume and lower revenue. A new delay in implementing the production system restructuring was noted.
  14. FY2018WorsenedAnnual report

    「However, we were unable to secure sufficient orders to match the expanded production capacity resulting from the operation of the new Kakegawa Factory WEST, and fell short of the sales target.」

    Although Kakegawa Factory WEST began operations and expanded production capacity, sufficient orders to match that capacity could not be secured, resulting in a shortfall against the sales target.
  15. FY2018-Q3WorsenedAnnual report

    「Under these circumstances, the earnings of the group began to show signs of slowing profitability due to the cost burden of the new factory completed in the previous fiscal year and higher raw material costs. However, supported by strong orders for functional materials, the group maintained an overall trend of higher revenue.」

    As costs associated with the new factory completed in the previous fiscal year continued, the rise in raw material costs also became a factor slowing profitability, and the cost burden associated with the factory restructuring was explicitly identified as a drag on earnings.
  16. FY2018-Q2RestatedAnnual report

    「In terms of earnings, costs associated with the new factory completed in the previous fiscal year began to be incurred from the start of the period and were a factor weighing on profitability, but the impact was absorbed by higher earnings from functional materials, resulting in higher profit for the Group as a whole.」

    The record states that costs associated with the new factory completed in the previous fiscal year continued but were absorbed by higher earnings from functional materials. This is a continuation of the existing situation, not a new milestone related to the operation of the new factory.
  17. FY2018-Q1AdvancedAnnual report

    「In terms of earnings, costs associated with the new factory completed in the previous fiscal year increased, but profitability improved substantially as the utilization rate of equipment rose alongside increased orders for functional materials, resulting in higher profit for the Group as a whole.」

    For the new factory completed in the previous fiscal year, the record notes higher costs as well as increased equipment utilization and improved profitability driven by higher orders for functional materials.
  18. FY2017-Q3AdvancedAnnual report

    「In terms of earnings, new depreciation expenses arose following the start of operations at the new Kakegawa Factory WEST and the R&D Center, the new hub for research and development activities. However, profits increased on higher sales of functional materials and the sustained low level of raw material costs.」

    Kakegawa Factory WEST entered the operating phase after completion, resulting in new depreciation expense.
  19. FY2017-Q2AdvancedAnnual report

    「In terms of earnings, depreciation expenses began during the period following the completion of the new Kakegawa Factory WEST and the R&D Center, the new hub for research and development activities. However, substantially higher profits were achieved through the sustained low level of raw material costs and improved profitability in functional materials.」

    Kakegawa Factory WEST was completed, and depreciation expense on its equipment began to be incurred during the period. This represents concrete progress in factory construction and the restructuring of the production system.
  20. FY2016First statedAnnual report

    「For this segment, we will promptly transition Kakegawa Factory WEST, completed in June this year, to full-scale operations and restructure the production system of the industrial materials division, which has four sites including the new factory, in order to optimize production across the Group.」

    The record indicates the completion and full-scale operation of Kakegawa Factory WEST and the restructuring of the production system across 4 sites. The equipment plan calls for a 50% increase in capacity after completion.
Moved together

"Achieving Stable Growth" moved the same way as this thread, in the same document, in 17 of its 23 moves.

171614131310★123456
  1. ★This thread
  2. 1Achieving Stable Growth17×
  3. 2Substantial improvement in profit levels16×
  4. 3Expanding Industrial Materials revenue and moving away from a low-profitability structure14×
  5. 4Strengthening Cost Competitiveness through the Streamlining of Raw Materials, Manufacturing Processes and Inventory13×
  6. 5Increasing the proportion of high-value-added functional materials and improving profitability13×
  7. 6Changes in Orders Driven by Slower Smartphone Market Growth and Technological Innovation10×

★ 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
No upcoming earnings preview for Sun A.Kaken yet. It last moved in the Earnings of 2026-08-06: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rebuilding the Industrial Materials Production System Centered on Kakegawa Factory WEST | Sun A.Kaken Company,Limited (4234) | Komori