Komori
Takuma (6013) · InitiativeOrders decline, but net sales and profit increase

Capturing demand for upgrades to high-efficiency products and for maintenance services

First written in FY2017-Q1. 16 of 33 entries say "Advanced", first in FY2017-Q2. Latest entry: FY2027-H1.

33entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q2 – FY2018OtherFY2021-Q1 – FY2022-Q2AdvancedFY2023-Q3 – FY20262016: 220162017: 420172018: 420182019: 420192020: 420202021: 320212022: 320222023: 320232024: 220242025: 120252026: 32026
Same theme, other companies
Expanding market share for eco-friendly products compatible with various heat sourcesA theme 8 companies write about · 0 as a headwind · 14 as a tailwind

The whole theme swung hardest in 2025: 2 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. FY2027-H1Orders decline, but net sales and profit increaseAnnual report

    「During the current interim consolidated accounting period, order intake decreased by ¥1,417 million from the previous interim consolidated accounting period to ¥17,205 million, because the previous interim consolidated accounting period included the booking of approximately ¥3.4 billion in opening order backlog accompanying the inclusion of ㈱IHI汎用ボイラ as a consolidated subsidiary. Meanwhile, revenue increased by ¥815 million to ¥12,399 million and operating income increased by ¥424 million to ¥918 million, owing to progress on projects for which orders had already been received, among other factors.」

    The Consumer Thermal Energy business saw lower order intake following the previous year's booking of orders accompanying the inclusion of IHI汎用ボイラ as a consolidated subsidiary, while revenue and operating income increased owing to progress on projects for which orders had already been received, among other factors.
  2. FY2026AdvancedAnnual report

    「The company will continue to seek to maintain and expand its domestic business, centered on renewal demand and maintenance, and expand its overseas business from its local subsidiary in Thailand. It will also work to develop new markets for thermal equipment for a decarbonized society, including improvements to existing products such as hydrogen-, biomass- and electric-powered equipment.」

    The company continues to develop markets for thermal equipment through renewals and maintenance, overseas expansion from its Thailand base, and improvements to hydrogen-, biomass- and electric-powered products.
  3. 2026-05-14AdvancedEarnings presentation

    「営業利益は、㈱IHI汎用ボイラの統合関連費用が発生したものの、売上高の増加に伴い増益」

    民生熱エネルギー事業は、受注高30,865百万円、売上高26,846百万円、営業利益1,844百万円となり、いずれも前期から増加した。
  4. FY2025AdvancedAnnual report

    「The company will continue to seek to maintain and expand its domestic business, centered on renewal demand and maintenance, and expand its overseas business from its local subsidiary in Thailand. It will also work to develop new markets for thermal equipment for a decarbonized society, including improvements to existing products such as hydrogen-, biomass- and electric-powered equipment.」

    The company continues to pursue specific plans for renewals and maintenance, overseas expansion from its Thailand base, and the development of markets for thermal equipment powered by hydrogen, biomass and electricity.
  5. FY2025-H1AdvancedAnnual report

    「During the interim consolidated accounting period, demand continued to recover gradually. Orders received increased by ¥863 million from the previous interim consolidated accounting period to ¥11,313 million. In addition, progress on projects already ordered resulted in net sales increasing by ¥119 million to ¥8,560 million and operating profit increasing by ¥58 million to ¥463 million.」

    Against a backdrop of demand recovery, the consumer thermal energy business increased orders received, net sales and operating profit year on year.
  6. FY2024AdvancedAnnual report

    「The company will seek to maintain and expand its domestic business, centered on renewal demand and maintenance, and expand its overseas business from its local subsidiary in Thailand. It will also work to develop new markets for thermal equipment for a decarbonized society, including improvements to existing products such as hydrogen-, biomass- and electric-powered equipment.」

    The company has set out specific plans to develop markets for thermal equipment powered by hydrogen, biomass and electricity, in addition to renewals and maintenance.
  7. FY2024-Q2AdvancedAnnual report

    「During the cumulative second quarter, including orders for large-scale projects, orders received increased by ¥432 million year on year to ¥10,449 million. In addition, progress on projects already ordered and the completion of large-scale projects resulted in net sales increasing by ¥974 million to ¥8,441 million and operating profit increasing by ¥258 million to ¥404 million.」

    In the consumer thermal energy business, orders for and completion of large-scale projects progressed, increasing orders received, net sales and operating profit year on year.
  8. FY2023AdvancedAnnual report

    「During the consolidated fiscal year, equipment operating rates and demand for new equipment, which had stagnated due to the impact of COVID-19, recovered. Orders received increased by ¥1,570 million year on year to ¥18,400 million, net sales increased by ¥813 million to ¥17,312 million, and operating profit increased by ¥242 million to ¥915 million.」

    Against a backdrop of recovery in equipment operating rates and demand for new equipment, orders received, net sales and operating profit increased year on year.
  9. FY2023-Q3MitigatedAnnual report

    「During the cumulative third quarter, equipment operating rates and demand for new equipment, which had stagnated due to the impact of COVID-19, showed signs of recovery. Orders received increased by ¥803 million year on year to ¥14,213 million, net sales increased by ¥211 million to ¥12,088 million, and operating profit increased by ¥97 million to ¥539 million.」

    Against a backdrop of recovery in equipment operating rates and demand for new equipment, orders received, net sales and operating profit increased year on year.
  10. FY2023-Q2Orders received up, sales and profit flatAnnual report

    「During the cumulative second quarter, equipment operating rates and demand for new equipment, which had stagnated due to the impact of COVID-19, showed signs of recovery. Orders received increased by ¥677 million year on year to ¥10,016 million, but net sales were ¥7,467 million and operating profit was ¥145 million, both broadly in line with the same period of the previous year, due to factors including an increase in long-lead-time projects.」

    Equipment operating rates and demand for new equipment showed signs of recovery, and orders received increased, while net sales and operating profit were broadly in line with the same period of the previous year due to factors including an increase in long-lead-time projects.
  11. FY2023-Q1MitigatedAnnual report

    「During the cumulative first quarter, equipment operating rates and demand for new equipment, which had stagnated due to the impact of COVID-19, showed signs of recovery. Orders received increased by ¥326 million year on year to ¥5,389 million, net sales increased by ¥162 million to ¥3,354 million, and the operating loss narrowed from ¥129 million in the same period of the previous year to ¥67 million.」

    Equipment operating rates and demand for new equipment showed signs of recovery, increasing orders received and net sales while narrowing the operating loss.
  12. FY2022-Q3MitigatedAnnual report

    「Demand that had declined due to the impact of COVID-19 showed some signs of recovery, but the intermittent issuance of states of emergency and priority preventive measures, as well as uncertainty about the outlook amid concerns over a renewed spread of infections, meant that demand did not achieve a full-scale recovery during the cumulative third quarter.」

    Although some signs of recovery in demand were seen, the situation of no full-scale recovery continued.
  13. FY2022-Q2Partial recovery, but no full-scale recoveryAnnual report

    「Demand that had declined due to the impact of COVID-19 showed signs of recovery in some areas, but the intermittent issuance of states of emergency and priority preventive measures meant that demand did not achieve a full-scale recovery during the cumulative second quarter.」

    Although some demand in the consumer thermal energy business showed signs of recovery, it did not achieve a full-scale recovery.
  14. FY2022-Q1Demand recovery trend, losses continueAnnual report

    「Demand that had declined due to the impact of COVID-19 has continued to be affected in industries such as lodging, but overall demand has gradually shown signs of recovery. During the cumulative first quarter, continued efforts to secure this demand resulted in orders received of ¥5,063 million, net sales of ¥3,192 million and an operating loss of ¥129 million, all broadly in line with the same period of the previous year.」

    While the impact of the infection continued in industries such as lodging, overall demand gradually showed signs of recovery. Orders received and net sales were broadly in line with the same period of the previous year, while the operating loss was ¥129 million.
  15. FY2021-Q3Decline in orders, sales and profitAnnual report

    「During the first nine months of the fiscal year, the Company continued efforts to capture upgrade and maintenance demand. However, due to the impact of weaker capital investment appetite amid uncertainty about the outlook caused by COVID-19 and other factors, order intake decreased by ¥555 million year on year to ¥13,786 million, revenue decreased by ¥1,190 million to ¥11,766 million, and operating profit decreased by ¥211 million to ¥309 million.」

    Despite continuing to secure demand for renewals and maintenance, orders received, net sales and operating profit declined year on year due to factors including weaker capital investment appetite.
  16. FY2021-Q2RestatedAnnual report

    「During the first half of the fiscal year, although signs of weaker capital investment appetite emerged amid uncertainty about the outlook due to COVID-19 and other factors, continued efforts to capture upgrade demand resulted in order intake of ¥9,915 million, broadly in line with the previous year.」

    Despite some signs of weaker capital investment appetite, the Company continued efforts to capture upgrade demand and other demand, and order intake remained broadly in line with the previous year.
  17. FY2021-Q1RestatedAnnual report

    「During the first quarter of the fiscal year, the Company steadily secured orders for upgrades and maintenance services. Order intake was ¥4,978 million, revenue was ¥3,212 million, and the operating loss was ¥97 million, all broadly in line with the previous year.」

    The Company said that it continued to secure orders for upgrades and maintenance services, but order intake, revenue and profitability remained broadly in line with the previous year.
  18. FY2020AdvancedAnnual report

    「During the fiscal year, continued efforts to capture upgrade demand and expand maintenance orders resulted in order intake increasing by ¥448 million from the previous fiscal year to ¥17,925 million, revenue increasing by ¥913 million to ¥17,868 million, and operating profit increasing by ¥61 million to ¥966 million.」

    The order intake, revenue and operating profit of the Consumer Thermal Energy Business increased year on year due to higher upgrade demand and expanded maintenance orders.
  19. FY2020-Q3RestatedAnnual report

    「During the first nine months of the fiscal year, the Company steadily secured orders for upgrades and maintenance services. Order intake increased by ¥333 million year on year to ¥14,342 million, and revenue increased by ¥749 million to ¥12,956 million. However, operating profit was ¥521 million, broadly in line with the previous year, due to higher operating expenses.」

    The Company continued to secure orders for upgrades and maintenance services, increasing order intake and revenue, while operating profit remained broadly in line with the previous year.
  20. FY2020-Q2AdvancedAnnual report

    「During the first half of the fiscal year, the Company steadily secured orders for upgrades and maintenance services, and order intake was ¥9,819 million, broadly in line with the previous year. In addition, revenue increased by ¥715 million year on year to ¥8,260 million, and operating profit increased by ¥206 million to ¥307 million, mainly due to progress on already-ordered projects.」

    The Company continued to secure orders for upgrades and maintenance services, increasing revenue and operating profit year on year.
  21. FY2020-Q1RestatedAnnual report

    「During the first quarter of the fiscal year, the Company steadily secured orders for upgrades and maintenance services. Order intake was ¥5,012 million, revenue was ¥3,429 million, and the operating loss was ¥83 million, all broadly in line with the previous year.」

    The Company said that it continued to secure orders for upgrades and maintenance services, with order intake, revenue and profitability broadly in line with the previous year.
  22. FY2019Declines in orders and revenue, deterioration in profitabilityAnnual report

    「During the fiscal year, the Company continued efforts to capture upgrade demand and expand maintenance orders. However, compared with the previous year, when it received a large maintenance order, order intake decreased by ¥219 million to ¥17,476 million and revenue decreased by ¥366 million to ¥16,954 million. In terms of profitability, operating profit decreased by ¥110 million to ¥904 million due to lower revenue and higher material prices, among other factors.」

    The Company continued to capture upgrade demand and expand maintenance orders, but order intake, revenue and operating profit all declined from the previous fiscal year.
  23. FY2019-Q3RestatedAnnual report

    「During the first nine months of the fiscal year, the Company steadily secured orders for upgrades and maintenance services. Order intake was ¥14,008 million and revenue was ¥12,206 million, both broadly in line with the previous year.」

    The Company said that it continued to secure orders for upgrades and maintenance services, with order intake and revenue broadly in line with the previous year.
  24. FY2019-Q2RestatedAnnual report

    「During the first half of the fiscal year, the Company steadily secured orders for upgrades and maintenance services. Order intake was ¥9,738 million, revenue was ¥7,545 million, and operating profit was ¥100 million, all broadly in line with the previous year.」

    The Company said that it continued to secure orders for upgrades and maintenance services, with order intake, revenue and operating profit broadly in line with the previous year.
  25. FY2019-Q1RestatedAnnual report

    「During the first quarter of the fiscal year, the Company steadily secured orders for upgrades and maintenance services. Order intake was ¥5,058 million, revenue was ¥3,239 million, and the operating loss was ¥95 million, all broadly in line with the previous year.」

    The Company said that it continued to secure orders for upgrades and maintenance services, with order intake, revenue and profitability broadly in line with the previous year.
  26. FY2018AdvancedAnnual report

    「The Company has worked to capture demand for upgrades of once-through boilers and vacuum hot-water heaters to high-efficiency products, as well as demand for maintenance services such as parts sales and repairs. Order intake increased by ¥971 million, or 5.8%, from the previous fiscal year to ¥17,696 million. Revenue increased by ¥156 million, or 0.9%, to ¥17,321 million. In terms of profitability, operating profit increased by ¥98 million, or 10.8%, to ¥1,015 million.」

    Demand capture through upgrades to high-efficiency products, parts sales and repairs continued, increasing order intake, revenue and operating profit.
  27. FY2018-Q3AdvancedAnnual report

    「The Company has worked to capture demand for upgrades of once-through boilers and vacuum hot-water heaters to high-efficiency products, as well as demand for maintenance services such as parts sales and repairs. Order intake increased by ¥565 million, or 4.3%, year on year to ¥13,818 million. Revenue decreased by ¥46 million, or 0.4%, to ¥12,186 million. In terms of profitability, operating profit increased by ¥44 million, or 8.6%, year on year to ¥567 million.」

    Demand capture through upgrades to high-efficiency products, parts sales and repairs continued. Order intake and operating profit increased, while revenue declined slightly.
  28. FY2018-Q2AdvancedAnnual report

    「The Company has worked to capture demand for upgrades of once-through boilers and vacuum hot-water heaters to high-efficiency products, as well as demand for maintenance services such as parts sales and repairs. Order intake increased by ¥588 million, or 6.5%, year on year to ¥9,656 million. Revenue decreased by ¥54 million, or 0.7%, to ¥7,377 million.」

    Demand capture through upgrades to high-efficiency products, parts sales and repairs continued. Order intake increased, while revenue declined by 0.7%.
  29. FY2018-Q1AdvancedAnnual report

    「The Company has worked to capture demand for upgrades of once-through boilers and vacuum hot-water heaters to high-efficiency products, as well as demand for maintenance services such as parts sales and repairs. Order intake increased by ¥384 million, or 8.0%, year on year to ¥5,191 million. Revenue decreased by ¥229 million, or 6.7%, to ¥3,178 million.」

    Demand capture through upgrades to high-efficiency products, parts sales and repairs continued. Order intake increased by 8.0% year on year, while revenue declined by 6.7%.
  30. FY2017AdvancedAnnual report

    「The Company has worked to capture demand for upgrades of once-through boilers and vacuum hot-water heaters to high-efficiency products, as well as demand for maintenance services such as parts sales and repairs. Order intake increased by ¥274 million, or 1.7%, from the previous fiscal year to ¥16,724 million. Revenue increased by ¥774 million, or 4.7%, to ¥17,164 million.」

    Demand capture through upgrades to high-efficiency products, parts sales and repairs continued, increasing order intake and revenue year on year.
  31. FY2017-Q3AdvancedAnnual report

    「The Company has worked to capture demand for upgrades of once-through boilers and vacuum hot-water heaters to high-efficiency products, as well as demand for maintenance services such as parts sales and repairs. Order intake increased by ¥409 million, or 3.2%, year on year to ¥13,252 million. Revenue increased by ¥591 million, or 5.1%, to ¥12,233 million.」

    Demand capture through upgrades to high-efficiency products, parts sales and repairs continued, increasing order intake and revenue.
  32. FY2017-Q2AdvancedAnnual report

    「The Company has worked to capture demand for upgrades of once-through boilers and vacuum hot-water heaters to high-efficiency products, as well as demand for maintenance services such as parts sales and repairs. Order intake increased by ¥543 million, or 6.4%, year on year to ¥9,067 million. Revenue increased by ¥142 million, or 2.0%, to ¥7,432 million.」

    Demand capture through upgrades to high-efficiency products, parts sales and repairs continued, increasing order intake and revenue.
  33. FY2017-Q1First statedAnnual report

    「The Company has worked to capture demand for upgrades of once-through boilers and vacuum hot-water heaters to high-efficiency products, as well as demand for maintenance services such as parts sales and repairs. Order intake increased by ¥213 million, or 4.7%, year on year to ¥4,806 million.」

    The Company is working to capture demand through upgrades to high-efficiency products, parts sales and repairs.
Moved together

"Decline in operating profit in the Consumer Thermal Energy Business" moved the same way as this thread, in the same document, in 16 of its 33 moves.

161414131212★123456
  1. ★This thread
  2. 1Decline in operating profit in the Consumer Thermal Energy Business16×
  3. 2Further strengthening the financial position14×
  4. 3Overseas Plant Maintenance and Biomass Power Generation Boilers14×
  5. 4Substantial increase in orders received and high order backlog13×
  6. 5Maintain and expand the EPC business’s market position12×
  7. 6Profit decline due to lower revenue and higher selling, general and administrative expenses12×

★ 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 Takuma yet. It last moved in the Earnings presentation of 2026-05-14: "Advanced".
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