Komori
Otsuka Holdings (4578) · InitiativeAchieved

Reorganization of Reporting Segments in Connection with the 4th Medium-Term Management Plan

First written in FY2024-Q1. 1 of 3 entries say "Advanced", first in FY2024-H1. Latest entry: FY2024.

3entries
2years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024-Q1AdvancedFY2024-H1 – FY20242024: 220242025: 12025
Same theme, other companies

The whole theme swung hardest in 2026: 3 of 6 companies on the "Worse" side.

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

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. FY2024AchievedAnnual report

    「From the current consolidated fiscal year, marking the start of the Fourth Medium-Term Management Plan covering the five years from the fiscal year ending December 2024, the Company has made the following changes to certain businesses previously classified as Other businesses, in order to clarify further the status of revenue, expenses and profit for each segment.」

    With the start of the Fourth Medium-Term Management Plan, reportable segments were reorganized, with logistics for Group companies, fine chemicals for pharmaceutical active ingredients and intermediates, and medical containers and packaging reclassified into the relevant segments.
  2. FY2024-H1AdvancedAnnual report

    「As transactions between segments had increased with the greater synergies and deeper collaboration among Group companies pursued under the Third Medium-Term Management Plan, the Company reviewed its segment classification when formulating the Fourth Medium-Term Management Plan. The purpose was to reflect more appropriately the fact that certain businesses previously classified as Other businesses had become activities directly related to other segments, and to attribute revenue and expenses appropriately to each segment.」

    The Company disclosed the specific details and reasons for the reorganization of reportable segments accompanying the start of the Fourth Medium-Term Management Plan, including the reclassification of logistics for Group companies, fine chemicals for pharmaceutical active ingredients and intermediates, and medical containers and packaging into the relevant segments.
  3. FY2024-Q1First statedAnnual report

    「From the current first quarter of the consolidated fiscal year, marking the start of the Fourth Medium-Term Management Plan, the Company has made the following changes to certain businesses previously classified as Other businesses, in order to clarify further the status of revenue, expenses and profit for each segment.」

    With the start of the Fourth Medium-Term Management Plan, reportable segments were reorganized in light of increased synergies and deeper collaboration among Group companies. The logistics business for Group companies, the fine chemicals business for pharmaceutical active ingredients and intermediates, and part of the medical containers and packaging business were reclassified into the relevant segments.
Moved together

"Pipeline Progress in Clinical Development, Regulatory Approval and Commercialization" moved the same way as this thread, in the same document, in 2 of its 3 moves.

222222★123456
  1. ★This thread
  2. 1Pipeline Progress in Clinical Development, Regulatory Approval and Commercialization2×
  3. 2Investment Plan for Research and Production Facilities2×
  4. 3Improving Capital Efficiency and Ensuring Financial Soundness2×
  5. 4Building the Three Core Brands into ¥100 Billion Brands and Developing the Three Growth Brands2×
  6. 5Sluggish sales of specialty chemicals due to semiconductor market stagnation and delayed recovery in the Chinese market2×
  7. 6Expansion of the women's health business through the acquisition of Yucora2×

★ 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
Otsuka Holdings's next results are scheduled for 2026-10-30. Read the earnings preview
News
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