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Seikagaku (4548) · InitiativeAdvanced

Strategic Investments Expected to Drive Growth and Synergies

First written in FY2020-Q2. 8 of 12 entries say "Advanced", first in FY2020. Latest entry: FY2025.

12entries
7years
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2020 – FY2022OtherFY2023-Q1AdvancedFY2024-Q2 – FY2024-Q32019: 12020: 320202021: 220212022: 220222023: 120232024: 220242025: 12025
Same theme, other companies
Reinvestment in R&D, capital expenditures and M&AA theme 69 companies write about · 0 as a headwind · 69 as a tailwind

The whole theme swung hardest in 2025: 3 of 36 companies on the "Worse" side.

17 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 69 companies compared. The sentences above are computed from all 69.
Full recordFilings, disclosures and news, newest first
  1. FY2025AdvancedAnnual report

    「Although sales of active pharmaceutical ingredients declined, increased contract manufacturing of pharmaceuticals at the overseas subsidiary Dalton Chemical Laboratories Inc. resulted in a 3.5% increase in sales from the previous fiscal year.」

    In the active pharmaceutical ingredients and contract manufacturing business, including Dalton Chemical Laboratories Inc., higher contract manufacturing offset the decline in active pharmaceutical ingredients, resulting in a 3.5% year-on-year increase in sales.
  2. FY2025-H1Slight decline as higher contract manufacturing was offset by lower active pharmaceutical ingredientsAnnual report

    「Contract manufacturing of pharmaceuticals at the overseas subsidiary Dalton Chemical Laboratories Inc. increased, while sales of active pharmaceutical ingredients declined. Sales were ¥1,600 million, roughly in line with the same period of the previous year.」

    In the active pharmaceutical ingredients and contract manufacturing business, including Dalton Chemical Laboratories Inc., contract manufacturing of pharmaceuticals increased while active pharmaceutical ingredients declined, resulting in sales of ¥1,600 million.
  3. FY2024-Q3AdvancedAnnual report

    「Sales increased due to higher sales of active pharmaceutical ingredients, increased contract manufacturing and related sales at the overseas subsidiary Dalton Chemical Laboratories Inc., and the weaker yen.」

    The active pharmaceutical ingredients and contract manufacturing business, including Dalton Chemical Laboratories Inc., recorded higher sales due to increases in active pharmaceutical ingredients and contract manufacturing and related activities, as well as the weaker yen. Cumulative sales for the first 3 quarters were ¥2,474 million, up 13.6% year on year.
  4. FY2024-Q2AdvancedAnnual report

    「Our sales increased due to higher sales of active pharmaceutical ingredients, increased contract manufacturing and related sales at the overseas subsidiary Dalton Chemical Laboratories Inc., and the weaker yen.」

    The active pharmaceutical ingredients and contract manufacturing business, including Dalton Chemical Laboratories Inc., generated sales of ¥1,622 million, up 8.3% year on year. Higher sales of active pharmaceutical ingredients and contract manufacturing sales at the overseas subsidiary due to the weaker yen contributed to the increase.
  5. FY2023-Q1Slight decline as higher contract manufacturing offset lower active pharmaceutical ingredientsAnnual report

    「Although contract manufacturing and related activities at the overseas subsidiary Dalton Chemical Laboratories Inc. declined, sales of active pharmaceutical ingredients increased, resulting in sales roughly in line with the same period of the previous year.」

    Although Dalton Chemical Laboratories Inc.'s contract manufacturing and related activities declined, sales of active pharmaceutical ingredients increased, leaving sales of active pharmaceutical ingredients and contract manufacturing roughly in line with the same period of the previous year.
  6. FY2022AdvancedAnnual report

    「As part of diversifying our earnings model, we made Canada's Dalton Chemical Laboratories Inc. a subsidiary in March 2020, adding contract manufacturing of pharmaceuticals to the business areas of our group. We are progressively bringing in-house the chemical synthesis products previously outsourced and transferring the manufacture of active pharmaceutical ingredients and some of our products, with the aim of optimizing and improving production efficiency.」

    Through the acquisition of Dalton Chemical Laboratories Inc., the company added contract manufacturing of pharmaceuticals to its business areas and is proceeding with the in-house production of chemical synthesis products and the transfer of manufacturing for active pharmaceutical ingredients and products.
  7. FY2022-Q1AdvancedAnnual report

    「Active pharmaceutical ingredients and contract manufacturing of pharmaceuticals (¥720 million, up 144.0% year on year): Although sales of active pharmaceutical ingredients declined, sales increased significantly due to the addition of sales from the overseas subsidiary Dalton Chemical Laboratories Inc.'s contract manufacturing of pharmaceuticals and related activities.」

    With the addition of Dalton Chemical Laboratories Inc.'s contract manufacturing and related pharmaceutical sales, sales of active pharmaceutical ingredients and contract manufacturing were ¥720 million, up 144.0% year on year. The contribution from the business following the strategic investment was reflected in first-quarter results.
  8. FY2021AdvancedAnnual report

    「Active pharmaceutical ingredients and contract manufacturing of pharmaceuticals (¥1,846 million, up 81.0% year on year)」

    With the addition of Dalton Chemical Laboratories Inc.'s contract manufacturing and related pharmaceutical sales, sales of active pharmaceutical ingredients and contract manufacturing increased 81.0% year on year. The contribution from the business following the strategic investment was reflected in full-year results.
  9. FY2021-Q2AdvancedAnnual report

    「Active pharmaceutical ingredients and contract manufacturing of pharmaceuticals (¥948 million, up 77.1% year on year): Sales increased due to higher shipments of active pharmaceutical ingredients in Japan and overseas, as well as the addition of sales from Dalton Chemical Laboratories Inc.'s contract manufacturing of pharmaceuticals and related activities.」

    Following the acquisition of Dalton Chemical Laboratories Inc., its contract manufacturing and related pharmaceutical sales were added to the pharmaceutical business, resulting in a 77.1% year-on-year increase in sales of active pharmaceutical ingredients and contract manufacturing.
  10. FY2020AdvancedAnnual report

    「As part of the third initiative, "Reform to improve productivity," we acquired all shares of Canada's Dalton Chemical Laboratories Inc. in March 2020 and made it a subsidiary.」

    Regarding strategic investments expected to generate growth and synergies, the company completed the acquisition of all shares of Dalton Chemical Laboratories Inc. and made it a subsidiary in March 2020. The objectives were to accelerate new drug development, optimize and improve production efficiency, reduce costs and expand the CDMO business.
  11. FY2020-Q3RestatedAnnual report

    「To strengthen our earnings base and improve capital efficiency, we will actively pursue business investments in research and development aimed at creating new value and in production-system development, as well as strategic investments expected to generate future growth and synergies.」

    The company continues to make business investments in research and development and production-system development, as well as strategic investments expected to generate future growth and synergies.
  12. FY2020-Q2First statedAnnual report

    「To strengthen our earnings base and improve capital efficiency, we will actively pursue business investments in research and development aimed at creating new value and in production-system development, as well as strategic investments expected to generate future growth and synergies.」

    For the first time, the company explicitly identified business investments in research and development and production-system development, together with strategic investments expected to generate future growth and synergies, as its capital allocation policy.
Moved together

"Strengthening Core Technologies and the Development Pipeline in Glycoscience" moved the same way as this thread, in the same document, in 6 of its 12 moves.

643333★123456
  1. ★This thread
  2. 1Strengthening Core Technologies and the Development Pipeline in Glycoscience6×
  3. 2Developing the LAL business as one of the pillars of growth4×
  4. 3Stable and Sustainable Dividends alongside R&D Investment3×
  5. 4Domestic Launch of SI-6603 and U.S. Approval3×
  6. 5Stable Supply and Global-Standard Production and Quality Control Systems3×
  7. 6Linking Executive Compensation to Shareholder Returns through Share Price- and Performance-Based Incentives3×

★ 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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Strategic Investments Expected to Drive Growth and Synergies | SEIKAGAKU CORPORATION (4548) | Komori