Komori
Taiheiyo Cement (5233) · TargetContinued increase in export volumesLatest Earnings (2026-08-06): "Other"

Expansion of Production Capacity and Logistics Network in the Pacific Rim

First written in FY2016. 6 of 37 entries say "Restated". Latest entry: 2026-08-06.

37entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018-Q3OtherFY2019-Q1 – FY2024-Q3OtherFY2025-H1 – 2026-08-062016: 220162017: 420172018: 420182019: 420192020: 420202021: 420212022: 420222023: 420232024: 320242025: 220252026: 22026
Same theme, other companies
Strengthening the Cement Business's Position in the Pacific RimA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

0 other companies' latest entry also says "Other".

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. 2026-08-06OtherEarnings

    「Total export volumes also increased 3.9% year on year to 2.25 million tonnes.」

    Total export volumes increased 3.9% year on year, indicating continued growth in export volumes.
  2. FY2026Continued increase in export volumesAnnual report

    「Total exports were 8.79 million tonnes, up 7.1% from the previous period.」

    Total exports rose 7.1% from the previous period to 8.79 million tonnes, while the Group's exports also rose 9.8% to 3.32 million tonnes. The increase in exports continued from the previous fiscal year.
  3. FY2026-H1Increase in total exports and the Group's exportsAnnual report

    「Total exports were 4.47 million tonnes, up 10.1% from the same period a year earlier. Against this backdrop, the Group's domestic cement sales, including contract sales, fell 8.3% year on year to 5.67 million tonnes. Exports were 1.64 million tonnes, up 12.4% from the previous period.」

    Total exports rose 10.1% year on year, while the Group's exports also rose 12.4% from the previous period to 1.64 million tonnes. Domestic sales fell 8.3%.
  4. FY2025Increase in total exports and the Group's exportsAnnual report

    「Total exports were 8.21 million tonnes, up 19.7% from the previous period.」

    Total exports rose 19.7% from the previous period to 8.21 million tonnes, while the Group's exports also rose 18.5% to 3.03 million tonnes.
  5. FY2025-H1Increase in exportsAnnual report

    「Total exports were 4.05 million tonnes, up 22.8% from the same period a year earlier.」

    Total exports rose 22.8% year on year to 4.05 million tonnes, while the Group's exports also rose 18.6% to 1.46 million tonnes.
  6. FY2024RaisedAnnual report

    「We will pursue our global strategy by strengthening the earnings base of our existing businesses in the United States and the Philippines, expanding our business scope by entering areas and businesses where we do not yet operate, and expanding our trading business through the development of blended cement and the strengthening of our logistics network.」

    In addition to expanding production capacity and logistics networks across the Pacific Rim, the Company explicitly identified entry into new areas and untapped businesses, the development of blended cement, and expansion of the trading business.
  7. FY2024-Q3Continued decline in total exports and the Group's exportsAnnual report

    「Total exports were 4.99 million tonnes, down 24.9% from the same period a year earlier.」

    Total exports fell 24.9% year on year to 4.99 million tonnes. The Group's exports also fell 2.8% year on year to 1.97 million tonnes, and the decline in exports continued.
  8. FY2024-Q2Continued decline in total exports and the Group's exportsAnnual report

    「Total exports were 3.30 million tonnes, down 31.3% from the same period a year earlier.」

    Total exports fell 31.3% year on year to 3.30 million tonnes. The Group's exports also fell 13.2% year on year to 1.23 million tonnes.
  9. FY2024-Q1Continued decline in total exports and the Group's exportsAnnual report

    「Total exports were 1.50 million tonnes, down 42.7% from the same period a year earlier.」

    Total exports fell 42.7% year on year to 1.50 million tonnes. The Group's exports also fell 24.0% year on year to 610,000 tonnes.
  10. FY2023Widening decline in total exports and the Group's exportsAnnual report

    「Total exports were 8.13 million tonnes, down 29.1% from the previous period.」

    Total exports fell 29.1% from the previous period to 8.13 million tonnes, while the Group's exports fell 41.2% to 2.43 million tonnes, further widening the decline from the previous fiscal year.
  11. FY2023-Q3Widening decline in total exports and the Group's exportsAnnual report

    「Total exports were 6.65 million tonnes, down 22.3% from the same period a year earlier.">」Exports were 2.02 million tonnes, down 33.6% from the same period a year earlier.」

    Total exports fell 22.3% year on year, while the Group's exports fell 33.6%, widening the decline from FY2023-Q2.
  12. FY2023-Q2Widening decline in total exports and the Group's exportsAnnual report

    「Total exports were 4.80 million tonnes, down 15.7% from the same period a year earlier. Against this backdrop, the Group's domestic cement sales, including contract sales, fell 0.5% year on year to 6.56 million tonnes. Exports were 1.41 million tonnes, down 26.7% year on year.」

    Total exports fell 15.7% year on year, while the Group's exports fell 26.7%, widening the decline in exports from FY2023-Q1.
  13. FY2023-Q1Decline in total exports and the Group's exportsAnnual report

    「Total exports were 2.63 million tonnes, down 7.7% from the same period a year earlier. In addition, cost conditions remained challenging due to higher coal prices for cement production and other factors. Exports were 800,000 tonnes, down 19.1% from the same period a year earlier.」

    Total exports fell 7.7% year on year, while the Group's exports fell 19.1%, indicating a decline in exports.
  14. FY2022Increase in total exports and the Group's exportsAnnual report

    「Total exports were 11.48 million tonnes, up 3.3% from the previous period.」

    Total exports rose 3.3% from the previous period to 11.48 million tonnes, while the Group's exports also rose 9.7% to 4.14 million tonnes.
  15. FY2022-Q3Increase in total exports and the Group's exportsAnnual report

    「Total exports were 8.56 million tonnes, up 4.2% from the same period a year earlier.」

    Total exports rose 4.2% year on year, while the Group's exports also rose 9.8% year on year to 3.05 million tonnes.
  16. FY2022-Q2Increase in total exports and the Group's exportsAnnual report

    「Total exports were 5.70 million tonnes, up 8.4% from the same period a year earlier.">」Exports were 1.93 million tonnes, up 7.4% from the same period a year earlier.」

    Total exports rose 8.4% year on year, while the Group's exports also rose 7.4%.
  17. FY2022-Q1Increase in total exports and the Group's exportsAnnual report

    「Total exports were 2.86 million tonnes, up 19.5% from the same period a year earlier. Against this backdrop, the Group's domestic cement sales, including contract sales, fell 2.0% year on year to 3.27 million tonnes. Exports were 990,000 tonnes, up 16.2% year on year.」

    Total exports rose 19.5% year on year, while the Group's exports also rose 16.2%. Domestic sales fell 2.0%, resulting in divergent trends between domestic sales and exports.
  18. FY2021Increase in total exports; decline in the Group's exportsAnnual report

    「Total exports were 11.11 million tonnes, up 5.5% from the previous period.">」Exports were 3.77 million tonnes, down 2.2% from the previous period.」

    Total exports rose 5.5% from the previous period, while the Group's exports fell 2.2%, resulting in divergent trends for the overall market and the Group.
  19. FY2021-Q3Increase in total exports; decline in the Group's exportsAnnual report

    「Total exports were 8.22 million tonnes, up 5.7% from the same period a year earlier. Against this backdrop, the Group's domestic cement sales, including contract sales, fell 4.5% year on year to 10.55 million tonnes. Exports were 2.78 million tonnes, down 2.7% year on year.」

    Total exports rose 5.7% year on year, while the Group's exports fell 2.7% to 2.78 million tonnes, with divergent trends for the overall market and the Group continuing.
  20. FY2021-Q2Increase in total exports; decline in the Group's exportsAnnual report

    「Total exports were 5.25 million tonnes, up 4.8% from the same period a year earlier. Exports were 1.80 million tonnes, down 2.5% from the same period a year earlier.」

    Total exports rose 4.8% year on year, while the Group's exports fell 2.5% to 1.80 million tonnes, resulting in divergent trends for the overall market and the Group.
  21. FY2021-Q1Increase in exportsAnnual report

    「Total exports were 2.39 million tonnes, up 2.6% from the same period a year earlier.」

    Total exports rose 2.6% year on year, while the Group's exports also rose 8.9% from the previous period to 850,000 tonnes.
  22. FY2020Increase in exportsAnnual report

    「Total exports were 10.53 million tonnes, up 1.5% from the previous period.」

    Total exports rose 1.5% from the previous period, while the Group's exports also rose 10.8% to 3.86 million tonnes.
  23. FY2020-Q3Slight decline in total exports; increase in the Group's exportsAnnual report

    「Total exports were 7.77 million tonnes, down 0.6% from the same period a year earlier.」

    Total exports declined slightly, falling 0.6% year on year, while the Group's exports rose 7.2% year on year to 2.86 million tonnes.
  24. FY2020-Q2Continued decline in total exportsAnnual report

    「Total exports were 5.01 million tonnes, down 4.6% from the same period a year earlier.」

    Total exports fell 4.6% year on year. By contrast, the Group's exports rose 0.3% year on year to 1.85 million tonnes.
  25. FY2020-Q1Continued decline in export volumeAnnual report

    「Total export volume declined 8.2% year on year to 2.32 million tonnes.」

    Total exports fell 8.2% year on year, while the Group's exports also fell 8.2% to 780,000 tonnes. The decline in export volumes continued.
  26. FY2019Continued decline in export volumeAnnual report

    「Total export volume declined 12.1% from the previous period to 10.37 million tonnes.」

    Total export volume declined 12.1% from the previous period, while the Group's export volume also declined 17.7% to 3.48 million tonnes. The decline in export volume was confirmed for the full year as well.
  27. FY2019-Q3Continued decline in export volumeAnnual report

    「Total export volume declined 12.8% year on year to 7.82 million tonnes.」

    Total export volume declined 12.8% year on year, while the Group's export volume also declined 16.3% year on year to 2.67 million tonnes. The decline in export volume continued.
  28. FY2019-Q2Continued decline in export volumeAnnual report

    「Total export volume declined 14.6% year on year to 5.26 million tonnes.」

    Total export volume declined 14.6% year on year, while the Group's export volume also declined 15.4% to 1.84 million tonnes.
  29. FY2019-Q1Decline in export volumeAnnual report

    「Total export volume declined 16.3% year on year to 2.54 million tonnes.」

    In connection with logistics and export operations across the Pacific Rim, total export volume declined 16.3% year on year. No new plans or changes regarding production-capacity expansion or other initiatives were indicated.
  30. FY2018RaisedAnnual report

    「We will expand our strategic business domains across the Pacific Rim and further enhance our presence by establishing a brand image based on quality, technology, and the environment.」

    In addition to the previous focus on expanding production capacity and the logistics network, strategic expansion of business domains across the Pacific Rim and establishment of a brand in terms of quality, technology, and the environment were set out, broadening the scope of overseas operations.
  31. FY2018-Q3RestatedAnnual report

    「Total export volume increased 4.4% year on year to 8.97 million tonnes.」

    An increase in total export volume was indicated in connection with logistics and export operations across the Pacific Rim. However, the Group's export volume declined 4.1% year on year to 3.19 million tonnes, and no new production-capacity expansion or other initiatives were indicated.
  32. FY2018-Q2RestatedAnnual report

    「Total export volume increased 13.0% year on year to 6.16 million tonnes.」

    An increase in total export volume was indicated, but no new plans or achievements regarding expansion of production capacity or the logistics network were described.
  33. FY2018-Q1RestatedAnnual report

    「Total export volume increased 12.6% year on year to 3.03 million tonnes.」

    Continued growth in export volume was indicated, but no new plans or achievements regarding production capacity or the logistics network were presented.
  34. FY2017RestatedAnnual report

    「While acquiring a certain scale of business, including cement production capacity, across the Pacific Rim, we will strengthen the earnings base of existing businesses and promote a trading business that leverages our overseas logistics network, thereby maintaining and enhancing our presence in the region.」

    The strategy of acquiring production capacity across the Pacific Rim, strengthening the earnings base of existing businesses, and conducting trading operations using the logistics network was reiterated.
  35. FY2017-Q3RestatedAnnual report

    「Total export volume increased 12.4% year on year to 8.59 million tonnes.」

    An increase in export volume was indicated, but no new plans or achievements regarding expansion of production capacity or the logistics network were described.
  36. FY2017-Q2RestatedAnnual report

    「Total export volume increased 5.5% year on year to 5.45 million tonnes.」

    The increase in export volume and the solid performance of the Vietnam and Philippines businesses were indicated, but no new plans or achievements regarding expansion of production capacity or the logistics network were specified.
  37. FY2016First statedAnnual report

    「While acquiring a certain scale of business, including cement production capacity, across the Pacific Rim, we will strengthen the earnings base of existing businesses and promote a trading business that leverages our overseas logistics network, thereby maintaining and enhancing our presence in the region.」

    Overseas, acquiring production capacity, improving the profitability of existing businesses, and conducting trading operations through the logistics network were identified as the means of advancing the business.
Moved together

"Waste Recycling, Alternative Fuel Production and Useful Resource Recovery" moved the same way as this thread, in the same document, in 2 of its 37 moves.

222222★123456
  1. ★This thread
  2. 1Waste Recycling, Alternative Fuel Production and Useful Resource Recovery2×
  3. 2Balancing a Stronger Financial Position with Stable Dividends in Profit Allocation2×
  4. 3Maximizing the Use of Limestone Resources Held and Expanding the Resources Business2×
  5. 4Strengthening the Management Foundation through Talent Development and Group Management2×
  6. 5Maximizing Profitability in the Environmental Business and Building New Business Models2×
  7. 6Developing the Building Materials and Construction/Civil Engineering Business into an Earnings Pillar2×

★ 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 Taiheiyo Cement yet. It last moved in the Earnings of 2026-08-06: "Other".
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