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Taiheiyo Cement (5233) · TargetShortfall against targets continued ahead of the final year of the medium-term plan

Domestic Business Revitalization, Global Growth and Sustainability under the 2026 Mid-Term Management Plan

First written in FY2024. 2 of 7 entries say "Advanced", first in FY2026-H1. Latest entry: FY2026.

7entries
3years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024 – FY2025AdvancedFY2026-H12024: 120242025: 220252026: 42026
Same theme, other companies
Completion of the Three-Year Medium-Term Management Plan and Continuation of the Growth StrategyA theme 10 companies write about · 0 as a headwind · 10 as a tailwind

The whole theme swung hardest in 2021: 1 of 7 companies on the "Worse" side.

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. FY2026Shortfall against targets continued ahead of the final year of the medium-term planAnnual report

    「As management targets under the “26 Medium-Term Management Plan,” our group set a target operating margin of at least 10% and ROE of at least 10% for fiscal 2026, and has worked toward achieving them. However, fiscal 2025 results fell below the targets, with an operating margin of 8.3% and ROE of 3.8%.」

    Against the fiscal 2026 targets under the 26 Medium-Term Management Plan, fiscal 2025 results were an operating margin of 8.3% and ROE of 3.8%, both below target.
  2. FY2026-H1AdvancedAnnual report

    「As its policy for the U.S. business under the 26 Medium-Term Management Plan covering fiscal 2024 through fiscal 2026, our company identified the consideration of investment opportunities to expand existing businesses, a growth strategy leveraging carbon neutrality, and supply chain enhancement.」

    In line with the U.S. business policy under the 26 Medium-Term Management Plan, an agreement was signed to acquire Vulcan's assets to expand existing businesses and strengthen the supply chain, demonstrating the concrete execution of investment under the plan.
  3. FY2025First-year results fell below the medium-term plan targetsAnnual report

    「As management targets under the “26 Medium-Term Management Plan,” our group set a target operating margin of at least 10% and ROE of at least 10% for fiscal 2026, and has worked toward achieving them. However, fiscal 2024 results fell below the targets, with an operating margin of 8.7% and ROE of 9.5%.」

    Against the fiscal 2026 targets under the 26 Medium-Term Management Plan, the fiscal 2024 operating margin was 8.7% and ROE was 9.5%, both below target.
  4. FY2024First statedAnnual report

    「In addition, we formulated the “26 Medium-Term Management Plan” covering fiscal 2024 through fiscal 2026 as a medium-term plan for achieving these objectives, and will pursue it vigorously. (3) Our vision under the 26 Medium-Term Management Plan “3D Approach for Sustainable Future: Three-Dimensional Challenges toward a Sustainable Society” Our group will pursue three initiatives in an integrated manner toward realizing a sustainable society and broadly share the benefits generated through these initiatives with our stakeholders. ① Revitalization of the domestic business ② Further advancement of the global strategy ③ Promotion of sustainability management and contribution to carbon neutrality」

    The 26 Medium-Term Management Plan for fiscal 2024–2026, following the 23 Medium-Term Management Plan, was formulated, and a new plan integrating the revitalization of the domestic business, the global strategy, sustainability and carbon neutrality was disclosed for the first time.
Moved together

"Supply System, Logistics and Production Optimization through the Acquisition of a U.S. Cement Business" moved the same way as this thread, in the same document, in 2 of its 7 moves.

2★1
  1. ★This thread
  2. 1Supply System, Logistics and Production Optimization through the Acquisition of a U.S. Cement Business2×

★ 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 M&A and Subsidiary Changes of 2026-06-08: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Domestic Business Revitalization, Global Growth and Sustainability under the 2026 Mid-Term Management Plan | TAIHEIYO CEMENT CORPORATION (5233) | Komori