Komori
Takuma (6013) · InitiativeSoftenedLatest Earnings presentation (2026-11-11): "Advanced"

Increase in gross profit through cost reductions

First written in FY2017-Q2. 6 of 10 entries say "Advanced", first in FY2017-Q3. Latest entry: 2026-11-11.

10entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q3 – FY2019SoftenedFY20242016: 12017: 220172018: 120182019: 120192020: 020202021: 020212022: 220222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Improvement in Gross Margin and Operating Profit through Cost ReductionA theme 42 companies write about · 0 as a headwind · 42 as a tailwind

The whole theme swung hardest in 2022: 3 of 27 companies on the "Worse" side.

16 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.
Showing 14 of the 42 companies compared. The sentences above are computed from all 42.
Full recordFilings, disclosures and news, newest first
  1. 2026-11-11AdvancedEarnings presentation

    「増収や、原価低減による採算性の改善などにより増益」

    原価低減による採算性の改善を増益要因として再度具体的に記載している。
  2. FY2024SoftenedAnnual report

    「Meanwhile, in terms of earnings, changes in the project mix in the EPC business, higher depreciation expenses associated with the start-up of the new Harima plant, increased operating expenses including personnel and R&D costs, and the recording of recovery-related costs in the second quarter for equipment problems that occurred in the O&M of the contracted waste-treatment plant (gasification and melting furnace) reduced operating income by ¥3,646 million from the previous fiscal year to ¥11,228 million.」

    Higher costs from the project mix, depreciation expenses for the new plant, personnel and R&D costs, and equipment-failure response measures weakened the previous trend of margin improvement.
  3. FY2023AdvancedAnnual report

    「In terms of earnings, higher revenue and improved margins increased operating income by ¥3,884 million from the previous fiscal year to ¥13,813 million, and ordinary income by ¥4,036 million to ¥14,684 million.」

    Higher revenue and improved margins led to increases in operating income and ordinary income.
  4. FY2023-Q2Progress in cost reductions and expected margin improvementAnnual report

    「As construction of contracted plants progresses smoothly, cost reductions and margin improvement are expected, among other factors. Ordinary income is therefore expected to be ¥13,000 million, above the previous forecast.」

    Progress in contracted plant construction is expected to drive cost reductions and margin improvement, and is cited as a factor behind the upward revision to ordinary income.
  5. FY2022-Q3SoftenedAnnual report

    「Because of higher prices for materials and equipment, including steel, and other factors, cost reductions are not expected to progress as far as initially targeted. Ordinary income is therefore expected to be ¥10,300 million, below the current-period target.」

    Higher materials and equipment prices and other factors mean that cost reductions are not expected to progress as far as initially targeted.
  6. FY2019AdvancedAnnual report

    「In terms of earnings, higher revenue and progress in cost reductions improved margins, increasing operating income by ¥1,917 million to ¥12,405 million.」

    Progress in cost reductions in the domestic Environmental and Energy business improved margins and led to operating income of ¥12,405 million.
  7. FY2018AdvancedAnnual report

    「Although revenue was at the same level as in the previous fiscal year because of the timing of deliveries for contracted projects, efforts to reduce costs improved the cost ratio, and operating income increased 10.8% from the previous fiscal year.」

    Cost reductions improved the cost ratio, increasing operating income in the residential thermal energy business by 10.8%.
  8. FY2017AdvancedAnnual report

    「In addition to higher revenue, progress in cost reductions increased gross profit. Although selling, general and administrative expenses, including R&D expenses, increased, operating income rose by ¥1,784 million, or 19.4%, from the previous fiscal year to ¥10,973 million, and ordinary income rose by ¥1,959 million, or 20.3%, to ¥11,605 million.」

    The full-year results explain that progress in cost reductions led to increases in gross profit, operating income and ordinary income.
  9. FY2017-Q3AdvancedAnnual report

    「In addition to higher revenue, progress in cost reductions increased gross profit. Although selling, general and administrative expenses, including R&D expenses, increased, operating income rose by ¥518 million, or 8.6%, year on year to ¥6,536 million, and ordinary income rose by ¥672 million, or 10.3%, to ¥7,169 million.」

    The report states that progress in cost reductions led to increases in gross profit, operating income and ordinary income.
  10. FY2017-Q2First statedAnnual report

    「In terms of earnings, gross profit increased as a result of cost reductions. Although selling, general and administrative expenses, including R&D expenses, increased, operating income rose by ¥50 million, or 1.5%, year on year to ¥3,343 million, and ordinary income rose by ¥99 million, or 2.8%, to ¥3,698 million.」

    A measure to increase gross profit through cost reductions is explicitly stated for the first time.
Moved together

"Widening operating loss in the Overseas Environmental and Energy Business" moved the same way as this thread, in the same document, in 7 of its 10 moves.

766555★123456
  1. ★This thread
  2. 1Widening operating loss in the Overseas Environmental and Energy Business7×
  3. 2Overseas Plant Maintenance and Biomass Power Generation Boilers6×
  4. 3Profit decline due to lower revenue and higher selling, general and administrative expenses6×
  5. 4Expansion of orders for domestic waste treatment facilities and biomass power generation5×
  6. 5Substantial increase in orders received and high order backlog5×
  7. 6Decline in operating profit in the Consumer Thermal Energy Business5×

★ 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 2026-11-11: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.