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Iwabuchi (5983) · FactAdvanced

Signs of a Recovery in Demand Related to Distribution Lines Driven by Renewal Work on Aging Facilities

First written in FY2017-Q1. 9 of 12 entries say "Advanced", first in FY2024-Q3. Latest entry: 2026-08-13.

12entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017-Q1 – FY2024-Q2AdvancedFY2024-Q3 – 2026-08-132016: 220162017: 020172018: 020182019: 020192020: 020202021: 020212022: 020222023: 120232024: 320242025: 220252026: 42026
Same theme, other companies

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

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. 2026-08-13AdvancedEarnings

    「In the power distribution lines-related business, in addition to replacement construction for aging facilities under the revenue cap system, we launched new products and conducted sales activities aimed at expanding sales. As a result, sales were ¥1,192 million, an increase of ¥55 million from the same period of the previous year.」

    In addition to replacement construction for aging facilities, the Company launched new products and conducted sales expansion activities, increasing sales in the power distribution lines-related business by ¥55 million year on year.
  2. FY2026AdvancedAnnual report

    「Under the revenue-cap regulation, replacement work was carried out on highly aged equipment in power distribution lines, and the company also launched new products and conducted sales activities aimed at expanding sales. As a result, revenue was ¥4,418 million, up ¥343 million from the previous consolidated fiscal year.」

    Continued replacement work on highly aged equipment under the revenue-cap regulation, together with new product launches and sales expansion activities, resulted in a ¥343 million increase in full-year revenue.
  3. FY2026-H1AdvancedAnnual report

    「Under the revenue-cap regulation, replacement work was carried out on highly aged equipment in power distribution lines. The company also launched new products and conducted sales activities aimed at expanding sales, including products addressing customer needs at group companies. As a result, revenue was ¥2,213 million, up ¥249 million year on year.」

    In addition to replacement work on highly aged equipment under the revenue-cap regulation, the company launched new products and conducted sales expansion activities, including at group companies, resulting in a ¥249 million year-on-year increase in power distribution line-related revenue.
  4. FY2025AdvancedAnnual report

    「Under the revenue-cap regulation, replacement work was carried out on highly aged equipment in power distribution lines, and the company also launched new products and conducted sales activities aimed at expanding sales. As a result, revenue was ¥4,075 million, up ¥356 million from the previous consolidated fiscal year.」

    Continued replacement work on highly aged equipment under the revenue-cap regulation, together with new product launches and sales expansion activities, resulted in a ¥356 million increase in full-year revenue.
  5. FY2025-H1AdvancedAnnual report

    「Under the revenue-cap regulation, replacement work was carried out on highly aged equipment in power distribution lines, and the company also launched new products and conducted sales activities aimed at expanding sales. As a result, revenue was ¥1,964 million, up ¥117 million year on year.」

    Continued replacement work on highly aged equipment under the revenue-cap regulation, together with new product launches and sales expansion activities, resulted in a ¥117 million year-on-year increase in power distribution line-related revenue.
  6. FY2024AdvancedAnnual report

    「Under the revenue-cap regulation, replacement work was carried out on highly aged equipment in power distribution lines, and the company also launched new products and conducted sales activities aimed at expanding sales. The company also reviewed its selling prices. As a result, revenue was ¥3,719 million, up ¥365 million from the previous consolidated fiscal year.」

    In addition to replacement work on highly aged equipment under the revenue-cap regulation, the company launched new products, conducted sales expansion activities, and reviewed selling prices, resulting in a ¥365 million year-on-year increase in power distribution line-related revenue.
  7. FY2024-Q3AdvancedAnnual report

    「Under the revenue-cap regulation, replacement work was carried out on highly aged equipment in power distribution lines, and the company also launched new products and conducted sales activities aimed at expanding sales. As a result, revenue was ¥2,788 million, up ¥309 million year on year.」

    In addition to replacement work on highly aged equipment under the revenue-cap regulation, the company launched new products and conducted sales expansion activities, resulting in a ¥309 million year-on-year increase in power distribution line-related revenue.
  8. FY2024-Q2A previous theme resurfacingAnnual report

    「Under the revenue-cap regulation, replacement work was carried out on highly aged equipment in power distribution lines, and the company also launched new products and conducted sales activities aimed at expanding sales. As a result, revenue was ¥1,846 million, up ¥233 million year on year.」

    The disclosure states that replacement demand for highly aged equipment, which had previously disappeared from the discussion, resurfaced under the revenue-cap regulation, with power distribution line-related revenue increasing ¥233 million year on year.
  9. FY2017-Q2DroppedAnnual report

    「Capital investment in power distribution lines remains restrained due to increased fuel costs for alternative power generation following the suspension of nuclear power generation, as well as the full liberalization of retail electricity sales introduced this fiscal year. The company worked to secure orders through measures including the launch of new products.」

    In this quarter's discussion of power distribution lines, references to replacement work on aging equipment and signs of recovery from the previous quarter were absent and replaced by discussion of securing orders through new product launches.
  10. FY2017-Q1First statedAnnual report

    「Capital investment in power distribution lines remains restrained due to increased fuel costs for alternative power generation following the suspension of nuclear power generation, as well as the full liberalization of retail electricity sales introduced this fiscal year. However, some projects, including replacement work on aging equipment, showed signs of recovery, and related products remained firm.」

    The disclosure states that some demand, including replacement work on aging equipment, is showing signs of recovery despite continued restraint in capital investment.
Moved together

"Capital Investment Restraint and Slowing Orders in Information and Communications and Telecommunications" moved the same way as this thread, in the same document, in 5 of its 12 moves.

544433★123456
  1. ★This thread
  2. 1Capital Investment Restraint and Slowing Orders in Information and Communications and Telecommunications5×
  3. 2New product launches, products related to rebuilding, LED conversion-related products, and sales expansion targeting new demand4×
  4. 3Emphasis on stable dividends, sustainable earnings and capital-efficient management4×
  5. 4Payment of Dividends, Including the Commemorative Dividend Marking the 20th Anniversary of Listing4×
  6. 5Shareholder returns and improved capital efficiency through share repurchases3×
  7. 6Decline in Broadband Property Count and Fall in Market Prices3×

★ 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 Iwabuchi yet. It last moved in the Earnings of 2026-08-13: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Signs of a Recovery in Demand Related to Distribution Lines Driven by Renewal Work on Aging Facilities | IWABUCHI CORPORATION (5983) | Komori