Komori
Nippon Concrete Industries (5269) · InitiativePole business revenue increased, but nationwide and in-house shipments declinedLatest Governance (2026-10-31): "Advanced"

Responding to changes in demand patterns, such as sectional poles

First written in FY2016. 11 of 33 entries say "Restated". Latest entry: 2026-10-31.

33entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019-Q3OtherFY2022-Q3 – FY2024-Q1OtherFY2025-H1 – FY2026-H12016: 120162017: 320172018: 320182019: 420192020: 220202021: 420212022: 420222023: 320232024: 420242025: 220252026: 32026
Same theme, other companies
Responding to changes in demand structure, including growth in demand for segmented polesA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-10-31AdvancedGovernance

    「ポール関連事業では、コンクリートポールの全国出荷量自体が減少していることに加えて、運搬や施工上の制約から分割柱化が進み、一部では上部に鋼管を用いる複合柱が採用されるなど、当社の生産量にも影響が出ています。」

    分割柱化や複合柱の採用を需要構造の変化として明示し、キャップオンポールの用途拡大とポールエンジニアリング事業の拡大を対応策として示している。
  2. FY2026Pole business revenue increased, but nationwide and in-house shipments declinedAnnual report

    「As nationwide shipments of concrete poles declined year on year, our Group's production and shipments also decreased. However, the adoption of appropriate pricing progressed, and shipments of poles for mobile-phone base stations gradually began to resume, resulting in net sales of ¥14,759 million, up 3.4% year on year.」

    While nationwide shipments and our own production and shipments declined, the adoption of appropriate pricing and the resumption of shipments for base stations resulted in 3.4% year-on-year revenue growth in the pole-related business.
  3. 2026-05-21AdvancedEarnings presentation

    「2025年7月、四国電力向けに新製品「嵌合式分割複合柱」をリリース。」

    ポール需要の減少に対応する新製品を投入し、新規収益源として展開している。
  4. FY2026-H1Station-related shipments resumed despite lower pole shipmentsAnnual report

    「As nationwide shipments of concrete poles declined year on year, our Group's production and shipments also decreased. However, the adoption of appropriate pricing progressed, and shipments of poles for mobile-phone base stations gradually began to resume, resulting in net sales of ¥7,745 million, up 4.0% year on year.」

    While nationwide shipments and our own production and shipments declined, the adoption of appropriate pricing and the gradual resumption of shipments for mobile-phone base stations resulted in 4.0% year-on-year revenue growth in the pole-related business.
  5. FY2025Poles: national shipments, own shipments and market share downAnnual report

    「As nationwide shipments of concrete poles declined by approximately 8% year on year, our Group's shipments and market share also decreased, resulting in net sales of ¥14,271 million, down 3.7% year on year.」

    As nationwide shipments of poles declined, our Group's shipments and market share also decreased, resulting in lower revenue from the pole-related business.
  6. FY2025-H1Nationwide and in-house pole shipments downAnnual report

    「Within this business, nationwide shipments of concrete poles declined year on year, as did the group's shipments, and net sales were ¥7,450 million, down 2.3% from the previous interim consolidated accounting period.」

    Both nationwide shipments of concrete poles and the group's shipments declined year on year, resulting in a 2.3% decline in revenue in the pole-related business.
  7. FY2024AdvancedAnnual report

    「Within this business, nationwide shipments of concrete poles were broadly flat from the previous fiscal year, while the group's shipments increased as a result of its expanded market share. Following negotiations to revise selling prices for major customers and other factors, net sales were ¥14,814 million, up 13.5% year on year.」

    While nationwide shipments were broadly flat, the company's shipments increased as a result of its expanded market share, and revenue in the pole-related business rose 13.5% from the previous fiscal year, also reflecting negotiations to revise selling prices and other factors.
  8. FY2024-Q3AdvancedAnnual report

    「Against a backdrop of broadly flat nationwide shipments of concrete poles year on year, the group's shipments increased as a result of its expanded market share. Following negotiations to revise selling prices for major customers and other factors, net sales were ¥11,887 million, up 17.3% year on year.」

    While nationwide shipments were broadly flat, the company's shipments increased as a result of its expanded market share, and revenue in the pole-related business rose 17.3% year on year, also reflecting negotiations to revise selling prices for major customers and other factors.
  9. FY2024-Q2AdvancedAnnual report

    「Against a backdrop of broadly flat nationwide shipments of concrete poles year on year, the group's shipments increased slightly. Following negotiations to revise selling prices for major customers and other factors, net sales were ¥7,628 million, up 18.1% year on year.」

    While nationwide pole shipments were broadly flat, the company's shipments increased slightly, and revenue rose 18.1% year on year following negotiations to revise selling prices for major customers and other factors.
  10. FY2024-Q1Pole shipments flat; revenue increased following price revisionsAnnual report

    「Against a backdrop of broadly flat nationwide shipments of concrete poles year on year, the group's shipments were also flat. However, following negotiations to revise selling prices for major customers and other factors, net sales were ¥3,789 million, up 27.4% year on year.」

    Nationwide pole shipments and the company's shipments were flat, but revenue rose 27.4% year on year following negotiations to revise selling prices for major customers and other factors.
  11. FY2023Sharp contraction in the pole market; COP shipments downAnnual report

    「Within this business, nationwide shipments of concrete poles declined by approximately 16% from the previous fiscal year amid a difficult environment. Shipments of COP, which had been strong in the previous fiscal year, fell sharply, and net sales were ¥13,049 million, down 20.3% year on year.」

    Nationwide shipments of concrete poles fell approximately 16%, and COP shipments also declined sharply, resulting in a 20.3% year-on-year decline in revenue in the pole-related business.
  12. FY2023-Q3Nationwide pole shipments down; shipments for base stations continue to declineAnnual report

    「Against the difficult backdrop of an approximately 17% year-on-year decline in nationwide shipments of concrete poles, shipments of poles for mobile phone base stations fell sharply due to the semiconductor shortage and other factors. Net sales were ¥10,132 million, down 20.0% year on year.」

    Nationwide pole shipments fell approximately 17% year on year, and shipments for base stations also fell sharply due to the semiconductor shortage and other factors. Revenue in the pole-related business was ¥10,132 million, down 20.0% year on year.
  13. FY2023-Q2Nationwide pole shipments down; shipments for base stations down sharplyAnnual report

    「Against the extremely difficult backdrop of an approximately 16% year-on-year decline in nationwide shipments of concrete poles, shipments of poles for mobile phone base stations fell sharply due to the semiconductor shortage and other factors. Net sales were ¥6,457 million, down 16.5% year on year.」

    Nationwide pole shipments fell approximately 16% year on year, and shipments for mobile phone base stations also fell sharply due to the semiconductor shortage and other factors. Revenue in the pole-related business was ¥6,457 million, down 16.5% year on year.
  14. FY2023-Q1Declining nationwide pole shipments and shipments for base stationsAnnual report

    「Against a backdrop of an approximately 17% year-on-year decline in nationwide shipments of concrete poles, the group's revenue increased from the portion attributable to Tohoku Pole Co., Ltd., which was newly consolidated in July last year. However, shipments of poles for mobile phone base stations fell sharply due to the semiconductor shortage and other factors, and net sales were ¥2,974 million, down 5.4% year on year.」

    Although revenue increased following the new consolidation of Tohoku Pole, nationwide pole shipments declined by approximately 17%, and shipments for base stations also fell sharply due to the semiconductor shortage and other factors.
  15. FY2022Demand for base stations slowed in the second half of the fiscal yearAnnual report

    「Although demand for poles for mobile phone base stations remained strong, it slowed in the second half of the fiscal year.」

    The report stated that demand for mobile phone base stations remained strong but slowed in the second half of the year.
  16. FY2022-Q3RestatedAnnual report

    「Although nationwide shipments of concrete poles have likewise remained flat year on year, demand for poles for mobile phone base stations remains strong, as it did in the previous fiscal year.」

    While nationwide shipments remained flat year on year, demand for poles for mobile phone base stations continued to be strong.
  17. FY2022-Q2AdvancedAnnual report

    「Although nationwide shipments of concrete poles have likewise remained flat year on year, demand for poles for mobile phone base stations remains strong, as it did in the previous fiscal year.」

    While nationwide shipments remained flat, strong demand for mobile phone base stations continued, and revenue in the pole-related business was ¥7,734 million, up 18.6% year on year.
  18. FY2022-Q1RestatedAnnual report

    「Although nationwide shipments of concrete poles have remained flat year on year, demand for poles for mobile phone base stations has remained strong from the previous fiscal year.」

    The company reconfirmed that demand for mobile phone base stations remains strong while nationwide shipments are flat.
  19. FY2021AdvancedAnnual report

    「In the pole-related business, shipments for mobile phone base stations remained strong. The company worked to expand sales of its proprietary interlocking sectional Cap-on Poles, designed with an emphasis on constructability, and will strengthen efforts to win orders, including pole construction and maintenance, with the aim of further expanding earnings.」

    The company has outlined concrete measures including shipments for mobile phone base stations, expanded sales of interlocking sectional Cap-on Poles, and stronger efforts to win orders including construction and maintenance work.
  20. FY2021-Q3AdvancedAnnual report

    「In the pole products business, nationwide demand for concrete poles was flat, while shipments of poles for mobile phone base stations remained strong. Completion of large-scale sports facility ball-net construction projects also contributed to significant sales growth, and market share is showing signs of recovery.」

    Strong shipments of poles for base stations and completion of large-scale ball-net construction projects have continued to support sales growth and a recovery in market share in the pole products business.
  21. FY2021-Q2AdvancedAnnual report

    「Shipments of poles for mobile phone base stations remained strong, while increased demand for composite poles for the power sector and completion of large-scale pole erection projects at sports facilities led to significant sales growth, with market share also showing signs of recovery.」

    The report stated that strong shipments of poles for base stations, increased demand for composite poles for the power sector, and completion of large-scale pole erection projects are driving a recovery in sales and market share in the pole products business.
  22. FY2021-Q1AdvancedAnnual report

    「In the pole products business, shipments of interlocking sectional Cap-on Poles, designed with an emphasis on constructability, were strong. At the same time, the company strengthened product sales integrated with pole erection work and worked to expand earnings.」

    As a response to changes in demand, the report described increased shipments of interlocking sectional Cap-on Poles and stronger product sales integrated with pole erection work.
  23. FY2020-Q2RestatedAnnual report

    「In the pole products business, the company will launch new products and change its production structure to respond to changing needs, while modifying facilities and production lines to significantly improve productivity.」

    The company has indicated a policy of advancing new product launches, changes to its production structure, and modifications to facilities and production lines as measures to address changes in the applications driving pole demand.
  24. FY2020-Q1RestatedAnnual report

    「Within the precast concrete products business, shipments of poles for mobile phone base stations remained firm, but shipments of poles for power distribution and telecommunications lines declined. Net sales were ¥1,934 million, down 16.2% year on year.」

    The demand mix continues to be characterized by firm shipments for mobile phone base stations and declining shipments for power distribution and telecommunications lines.
  25. FY2019AdvancedAnnual report

    「During the period, the pole business commercialized interlocking concrete poles and launched a business providing maintenance and management services for existing poles. In the foundation business, the company re-examined the characteristics of each construction method and pursued initiatives including appropriate designs and proposals.」

    As a response to changes in demand for poles, the report described the commercialization of interlocking concrete poles, giving more concrete form to initiatives in product development and maintenance services.
  26. FY2019-Q3RestatedAnnual report

    「Within the precast concrete products business, a difficult environment of continuing industry-wide declines in shipments persisted in the pole products business. The company was consequently affected by lower shipments of poles for telecommunications lines and other products, and net sales were ¥7,114 million, down 7.9% year on year.」

    Declining shipments across the pole products industry and sluggish shipments of poles for telecommunications lines and other products continue.
  27. FY2019-Q2RestatedAnnual report

    「Within the precast concrete products business, industry-wide shipments in the pole products business continued to decline, and the company was affected by lower shipments of poles for telecommunications lines and other products. Net sales were ¥4,494 million, down 11.8% year on year.」

    The change in demand patterns, reflected in sluggish shipments of poles for telecommunications lines and other products, continues.
  28. FY2019-Q1RestatedAnnual report

    「Within the precast concrete products business, shipments of poles for telecommunications lines declined in the pole products business, while shipments of poles for mobile phone base stations remained firm. Net sales were ¥2,308 million, down 12.5% year on year.」

    The change in demand mix, with sluggish shipments of poles for telecommunications lines and firm shipments for mobile phone base stations, continues.
  29. FY2018RestatedAnnual report

    「In the concrete pole field, the company will focus on developing products that meet customer requirements, including high-durability and salt-resistant poles, a range of sectional poles with improved constructability, and multi-sectional high poles with flanged joints.」

    The company continues to pursue a product development policy addressing changes in demand patterns and customer requirements, including high-durability and salt-resistant poles and sectional poles.
  30. FY2018-Q2RestatedAnnual report

    「Within the precast concrete products business, shipments in the pole products business declined across the industry, and the company was unable to maintain the previous year's level. Net sales were ¥5,095 million, down 6.3% year on year.」

    The report described declining industry-wide shipments of pole products and lower revenue year on year, indicating that the theme of responding to changes in demand patterns remains ongoing.
  31. FY2018-Q1RestatedAnnual report

    「In the pole products business, shipments of poles for power distribution lines, telecommunications lines, sports netting and lighting were sluggish, but shipments of poles for mobile phone base stations remained firm. As a result, net sales were ¥2,637 million, down 1.0% year on year.」

    The report described sluggish shipments for traditional applications of pole products and firm shipments for mobile phone base stations.
  32. FY2017RestatedAnnual report

    「In the pole business, the company also continues to promote product development that meets customer needs and respond to changes in demand patterns」

    The company continues to develop products that meet customer needs and respond to changes in demand patterns.
  33. FY2016First statedAnnual report

    「In the pole business, the company is responding to changes in demand patterns, such as sectional poles」

    The company regards growing demand for sectional poles as a change in demand patterns and has indicated a policy of responding through its products and sales activities.
Moved together

"Deepening expertise and differentiation in the Foundations business, and improving construction quality" moved the same way as this thread, in the same document, in 8 of its 33 moves.

888887★123456
  1. ★This thread
  2. 1Deepening expertise and differentiation in the Foundations business, and improving construction quality8×
  3. 2Restructuring the Business Model to Address Changes in the Business Environment8×
  4. 3Commercialization of the Environmental Energy Business8×
  5. 4Effective Use of Company-Owned Land Through Solar Power Generation and Other Initiatives8×
  6. 5Cost Reduction and Cost Cutting8×
  7. 6Company-wide revenue and profit growth in the first quarter7×

★ 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
Nippon Concrete Industries's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Governance of 2026-10-31: "Advanced".
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