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Taisei Lamick Group Head Quarter & Innovation (4994) · TargetAdvancedLatest Revisions to earnings forecasts (2026-11-09): "Cited as achieved"

Positioning overseas markets as a key pillar of the new growth strategy

First written in FY2016. 31 of 38 entries say "Advanced", first in FY2017-Q1. Latest entry: 2026-11-09.

38entries
11years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q1 – FY2021-Q3AdvancedFY2025-H1 – 2026-11-092016: 320162017: 320172018: 420182019: 320192020: 420202021: 420212022: 420222023: 220232024: 320242025: 220252026: 62026
Same theme, other companies
Expansion of the overseas business strategyA theme 52 companies write about · 0 as a headwind · 52 as a tailwind

The whole theme swung hardest in 2023: 3 of 31 companies on the "Worse" side.

1 other company's latest entry also says "Cited as 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.
Showing 14 of the 52 companies compared. The sentences above are computed from all 52.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Taisei Lamick (Thailand) Co., Ltd. has been included in the scope of consolidation for the current fiscal year.」

    In the development of the overseas business, the Thai sales subsidiary established in September 2025 was included in the scope of consolidation, expanding the business platform in existing operating regions.
  2. 2026-05-15AdvancedRevisions to earnings forecasts

    「海外市場においては、既存展開地域に経営資源を集中し、各地域のニーズや供給体制に応じた戦略を策定・実行することで、売上拡大と収益性向上の両立を図り、海外事業の拡大を進めてまいります。」

    海外事業について、既存展開地域への経営資源集中と、地域ごとのニーズ・供給体制に応じた戦略実行を具体的に記載している。
  3. FY2026-H1AdvancedAnnual report

    「In overseas markets, sales exceeded the prior-year period, led by the Americas, where orders remained firm.」

    Firm orders in the Americas drove overseas sales above the prior-year period.
  4. FY2025AdvancedAnnual report

    「In overseas markets, sales and profit increased, supported by firm orders and the foreign-exchange impact of the yen's depreciation.」

    In overseas markets, firm orders and the impact of the yen's depreciation resulted in higher sales and profit.
  5. FY2025-H1AdvancedAnnual report

    「In overseas markets, sales exceeded the prior-year period, supported by firm demand in the relatively strong economies of the Americas, East Asia and ASEAN, as well as the foreign-exchange impact of the yen's depreciation.」

    Demand remained firm in the Americas, East Asia and ASEAN, and the impact of the yen's depreciation also contributed, driving overseas sales above the prior-year period.
  6. FY2024Full-year revenue decline due to normalization of overseas demand and the impact of the TLM transferAnnual report

    「In overseas markets, orders declined due to the fall in takeout and meal-kit demand in the Americas that had grown during the pandemic and the反動減 from orders brought forward amid concerns over the prior year's transportation delays. In addition, sales were affected by the decline resulting from the transfer of shares in Taisei Lamick Malaysia Sdn. Bhd. (now Scientex Packaging (Kajang) Sdn. Bhd.), causing sales to fall below the prior-year period.」

    Full-year sales in overseas markets fell below the prior-year period as the normalization of pandemic-driven demand in the Americas, the反動減 from orders brought forward, and the impact of the TLM share transfer combined.
  7. FY2024-Q3RestatedAnnual report

    「In overseas markets, the decline in takeout and meal-kit demand in the Americas that had grown during the pandemic and the反動減 from orders brought forward amid concerns over the prior year's transportation delays continued. In addition, sales were affected by the decline resulting from the transfer of shares in Taisei Lamick Malaysia Sdn. Bhd. (now Scientex Packaging (Kajang) Sdn. Bhd.), causing sales to fall below those in the same quarter of the prior year.」

    Overseas packaging-film sales fell below the prior-year period as the decline in takeout and meal-kit demand in the Americas, the反動減 from orders brought forward amid concerns over the prior year's transportation delays, and the impact of the TLM share transfer continued.
  8. FY2024-Q2Revenue decline due to normalization of overseas demand and the反動減 from orders brought forwardAnnual report

    「In overseas markets, sales fell below those in the same quarter of the prior year due to the decline in takeout and meal-kit demand in the Americas that had grown during the pandemic, the反動減 from orders brought forward amid concerns over transportation delays, and the decline in sales resulting from the transfer of shares in Taisei Lamick Malaysia Sdn. Bhd. (now Scientex Packaging (Kajang) Sdn. Bhd.). As a result, sales were ¥12,708 million, down 9.7% year on year.」

    Overseas growth in the packaging-film segment fell below the prior-year period due to declining takeout and meal-kit demand in the Americas, the反動減 from orders brought forward, and the impact of the transfer of the TLM shares.
  9. FY2023-Q3AdvancedAnnual report

    「In the domestic market, sales exceeded those in the same quarter of the prior year, as demand remained firm and the effect of price revisions contributed as well. In overseas markets, sales also exceeded those in the same quarter of the prior year, supported by large orders brought forward to avoid transportation delays in the Americas and the impact of the yen's depreciation on foreign exchange. As a result, sales were ¥20,042 million, up 5.2% year on year.」

    In overseas markets, sales in the packaging-film segment increased 5.2% year on year, supported by large orders brought forward to avoid transportation delays in the Americas and the impact of the yen's depreciation.
  10. FY2023-Q2ReframedAnnual report

    「Under our future strategy for the ASEAN region, we will transfer an 80.2% stake in TLM to SCIENTEX, headquartered in Malaysia, to adapt further to the rapidly changing external environment and local needs, and shift from local production to local procurement.」

    For ASEAN within the overseas growth strategy, the policy is shifting from local production centered on TLM to local procurement following the transfer of the shares to SCIENTEX.
  11. FY2023-Q1AdvancedAnnual report

    「In overseas markets, sales exceeded those in the same quarter of the prior year, supported by continued strong demand for takeout and meal-kit products in the Americas, as well as the impact of the yen's depreciation on foreign exchange. As a result, sales were ¥7,332 million, up 13.7% year on year.」

    In overseas markets, sales exceeded the prior-year period against a backdrop of continued demand for takeout and meal-kit products in the Americas and the impact of the yen's depreciation. Sales in the packaging-film segment were ¥7,332 million, up 13.7% year on year.
  12. FY2022AdvancedAnnual report

    「In overseas markets, sales exceeded those in the prior-year period because demand for packaging materials was recovering while economic conditions in ASEAN continued to fluctuate with the COVID-19 situation, and the meal-kit market in the Americas remained firm.」

    In the overseas business, sales in overseas markets exceeded the prior-year period against a backdrop of recovering demand for packaging materials in ASEAN and the firm meal-kit market in the Americas.
  13. FY2022-Q3AdvancedAnnual report

    「In overseas markets, sales exceeded those in the same quarter of the prior year because, despite an economic downturn in ASEAN caused by the spread of COVID-19, demand for packaging materials was recovering and the meal-kit market in the Americas remained firm during the pandemic.」

    In the overseas packaging-film business, results exceeded the prior-year period, as the recovery in demand for packaging materials and the firm meal-kit market in the Americas offset the continuing economic downturn in ASEAN.
  14. FY2022-Q2AdvancedAnnual report

    「In overseas markets, sales in the Americas exceeded those in the same quarter of the prior year as the meal-kit market remained firm during the COVID-19 pandemic, while ASEAN remained at a low level against a backdrop of an economic downturn caused by the spread of COVID-19.」

    While regional disparities continued in overseas markets, the firm meal-kit market in the Americas drove results above the prior-year period, whereas ASEAN remained at a low level amid an economic downturn caused by the spread of COVID-19.
  15. FY2022-Q1AdvancedAnnual report

    「In overseas markets, sales in the Americas exceeded those in the same quarter of the prior year, against a backdrop including growth in the meal-kit market during the COVID-19 pandemic.」

    In overseas markets, sales of packaging films exceeded the prior-year period against a backdrop of growth in the meal-kit market in the Americas. In addition, unit sales of packaging machinery increased in the Americas and ASEAN, supported by growing demand for sachets and positive evaluations of DANGAN's performance.
  16. FY2021ReframedAnnual report

    「Building on the business foundations established in each region to date, we will move into a phase aimed at expanding not only scale but also quality, including profitability. By formulating and implementing strategies tailored to the local needs unique to each region, we will establish businesses combining both scale and quality.」

    The overseas business is being repositioned from a growth and expansion phase to a phase focused on expanding quality, including profitability, and establishing business foundations based on the existing regional platforms.
  17. FY2021-Q3AdvancedAnnual report

    「In overseas markets, sales in the Americas exceeded those in the same quarter of the previous year due to increased demand for meal-kit-related products and small pouches believed to have resulted from the spread of COVID-19. In East Asia and ASEAN, however, sales fell below those in the same quarter of the previous year because the negative factors arising from the pandemic could not be fully offset.」

    In overseas markets, the Americas exceeded the prior-year period on growing demand for meal-kit products and sachets, while East Asia and ASEAN fell below the prior-year period as they were unable to absorb the impact of COVID-19. This illustrates the progress and differences by region.
  18. FY2021-Q2AdvancedAnnual report

    「In overseas markets, sales in the Americas exceeded those in the same quarter of the previous year due to increased demand for meal-kit-related products and small pouches believed to have resulted from the spread of COVID-19. In East Asia and ASEAN, however, sales fell below those in the same quarter of the previous year because the negative factors arising from the pandemic could not be fully offset.」

    While East Asia and ASEAN struggled, sales in the Americas exceeded the previous year's level due to increased demand for meal-kit-related products and small pouches. It describes differences in overseas growth by region.
  19. FY2021-Q1AdvancedAnnual report

    「In overseas markets, sales in the Americas exceeded those in the same quarter of the previous year, driven by increased demand for meal-kit-related products believed to have resulted from the spread of COVID-19.」

    It describes the specific progress of overseas growth, with increased demand for meal-kit-related products in the Americas driving sales above the same quarter of the previous year.
  20. FY2020AdvancedAnnual report

    「Our Group has already begun operating overseas and is steadily developing its markets, and we believe there remains ample room for further growth.」

    It explicitly states a policy of positioning overseas operations as a driver of sales growth and pursuing local strategies in East Asia, the Americas, Southeast Asia and Oceania.
  21. FY2020-Q3AdvancedAnnual report

    「In the packaging machinery division, we pursued active sales activities, including exhibiting at trade shows in Japan and overseas and developing new customers. As a result of increased sales volumes in Asia, sales were ¥1,876 million, up 0.6% year on year.」

    Regarding the overseas growth strategy, it states that increased sales volumes in Asia resulted in packaging machinery division sales growth of 0.6% year on year.
  22. FY2020-Q1AdvancedAnnual report

    「Overseas, we opened a Korea branch as DANGAN unit sales increased in East Asia.」

    Against the backdrop of increased DANGAN unit sales in East Asia, it opened a Korea branch and specifically expanded its overseas sales structure.
  23. FY2019AdvancedAnnual report

    「In the Americas, we will implement measures to expand sales with a view to local film production. In East Asia, we will pursue further sales expansion by opening a Korea branch, while in ASEAN we will develop and implement local strategies tailored to conditions in the local liquid packaging market.」

    It is advancing specific measures under a regional overseas strategy covering the Americas, East Asia and ASEAN: opening a Korea branch, expanding sales with a view to local production in the Americas and developing a local strategy for ASEAN.
  24. FY2019-Q3AdvancedAnnual report

    「Overseas, sales exceeded plan in the Americas and East Asia as a result of acquiring new customers.」

    It describes the specific progress of overseas sales exceeding plan through new-customer acquisition in the Americas and East Asia.
  25. FY2019-Q2AdvancedAnnual report

    「In Japan, sales of summer products and other items were strong due to the impact of record hot weather. Overseas, although the relocation of TLM's plant had a negative impact, customer growth in the Americas and strong sales of summer products in Korea resulted in sales of ¥12,591 million, up 4.2% year on year.」

    Despite the negative impact of TLM's plant relocation, customer growth in the Americas and strong sales of summer products in Korea lifted packaging film division sales 4.2% year on year.
  26. FY2019-Q1AdvancedAnnual report

    「In Japan, sales of summer products and other items were strong. Overseas, customer numbers expanded in the Americas and summer products performed well in Korea, but sales were affected negatively by the relocation of TLM's plant, resulting in sales of ¥6,323 million, up 2.0% year on year.」

    It states that customer growth in the Americas and strong sales of summer products in Korea drove packaging film division sales up 2.0% year on year, while the relocation of TLM's plant remained a negative factor.
  27. FY2018AdvancedAnnual report

    「We recognize that growth in overseas markets is essential to the growth of our Group, and need to implement measures such as the timely deployment of resources and promote the development of liquid filling machines and films suited to each market.」

    It clearly identifies overseas markets as essential to growth and specifies a policy of developing products and deploying resources for each region.
  28. FY2018-Q3AdvancedAnnual report

    「Overseas, our sales increased on a net basis after we made Taisei Lamick Malaysia SDN.BHD., a Malaysian manufacturer and seller of flexible packaging materials, a subsidiary in September 2016.」

    It describes the business impact of expanding overseas markets through the acquisition of TLM as a subsidiary, namely a net increase in sales.
  29. FY2018-Q2AdvancedAnnual report

    「In overseas markets, sales of food-related products remained solid in the Americas, while in Asia we worked to expand our sales regions following the addition of TLM in ASEAN.」

    It describes the addition of TLM in ASEAN, the expansion of overseas sales regions and solid sales of food-related products in the Americas.
  30. FY2018-Q1AdvancedAnnual report

    「In overseas markets, orders for food-related products remained solid in the Americas, while in Asia we worked to expand our sales regions following the addition of MPIB.」

    It states that, following the acquisition of MPIB as a subsidiary, the Company expanded its sales regions in Asia, while orders for food-related products remained solid in the Americas.
  31. FY2017-Q3AdvancedAnnual report

    「In overseas markets, we worked to expand orders for food-related products, mainly in Asia.」

    It states that the Company worked to expand orders for food-related products in overseas markets, particularly Asia. It also explains that, in the packaging machinery division, exhibitions in Asia led to strong development of new customers and additional installations by existing customers.
  32. FY2017-Q2AdvancedAnnual report

    「During the second quarter of the fiscal year, we acquired shares in Malaysia Packaging Industry Berhad and included the company in the scope of consolidation.」

    The policy of making overseas markets a pillar of the growth strategy led to the specific progress of acquiring shares in MPIB and making it a consolidated subsidiary.
  33. FY2017-Q1AdvancedAnnual report

    「Overseas, we pursued active sales activities in Japan and overseas, including opening a new sales office in Los Angeles to expand our sales coverage in North America.」

    It describes the specific progress of opening a new sales office in Los Angeles to expand sales coverage in North America.
  34. FY2016First statedAnnual report

    「We position overseas markets as a key pillar of our new growth strategy, develop specific strategies with an emphasis on speed and actively pursue sales expansion.」

    It positions overseas markets as a pillar of growth and sets out the development of specific strategies and sales expansion.
Moved together

"Expansion of the machinery business through the DANGAN series" moved the same way as this thread, in the same document, in 16 of its 38 moves.

16151212109★123456
  1. ★This thread
  2. 1Expansion of the machinery business through the DANGAN series16×
  3. 2Cost reductions through production optimization and in-house manufacturing15×
  4. 3Expanding production capacity through investment in plant and equipment12×
  5. 4Making MPIB a subsidiary and establishing it as the ASEAN regional strategic hub under Global Challenge 201812×
  6. 5Decline in Packaging Machinery Demand Following the Completion of South Korean Companies' Capital Investment Cycle10×
  7. 6Flexible Capital Policy Through Share Repurchases9×

★ 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
Taisei Lamick Group Head Quarter & Innovation's next results are scheduled for 2026-11-09. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-11-09: "Cited as achieved".
News
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