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Tacmina (6322) · FactDomestic conditions remain strong; overseas demand adjustments continue

Capture capital investment demand driven by carbon neutrality, BCP and portfolio transformation

First written in FY2022-Q3. 3 of 8 entries say "Restated". Latest entry: FY2026-H1.

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ProgressHeldSoftenedWorseRestatedFY2022-Q3 – FY2023-Q3RestatedFY2024-Q2AdvancedFY20242022: 220222023: 320232024: 120242025: 22025
Same theme, other companies
Capital investment demand in the chemical industry driven by carbon neutrality, BCP and other factorsA 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. FY2026-H1Domestic conditions remain strong; overseas demand adjustments continueAnnual report

    「In the domestic market, capital investment remained firm and performance was particularly strong in the chemicals industry. In contrast, overseas markets produced difficult results, partly because investment plans in the secondary battery industry were adjusted amid expectations of slower growth in the EV market.」

    While capital investment demand was strong, particularly in Japan's chemicals industry, adjustments to investment plans continued in overseas secondary battery-related markets amid expectations of slower growth in the EV market.
  2. FY2025Divergence between strong domestic conditions and slowing overseas demandAnnual report

    「In the domestic market, solid capital investment demand continued in the chemicals industry, the main market for the Company's flagship Smooth Flow Pump, particularly in secondary battery- and materials-related areas, and sales of the product line remained strong, continuing the trend from the previous fiscal year.」

    The Company captured domestic demand for investment related to secondary batteries and materials, as well as demand for reducing environmental impact and improving automation, while overseas demand for secondary batteries slowed.
  3. FY2024AdvancedAnnual report

    「In the domestic market, solid capital investment demand continued in the chemicals industry, the main market for the Group's flagship Smooth Flow Pump, particularly in secondary battery- and materials-related areas. Although the MLCC market experienced a pause due to inventory adjustments, sales of the product line remained strong, continuing the trend from the previous fiscal year. In addition, customer efforts toward carbon neutrality, BCP measures and business portfolio transformation have contributed to the expanding adoption of solutions using Smooth Flow technology, including those aimed at reducing environmental impact and improving automation and efficiency.」

    While capturing capital investment demand related to secondary batteries and materials, the Company also saw broader adoption of solutions aimed at reducing environmental impact and improving automation and efficiency.
  4. FY2024-Q2RestatedAnnual report

    「Customer trends toward carbon neutrality, BCP measures and portfolio transformation have also contributed to the expanding adoption of solutions using Smooth Flow technology, including those aimed at reducing environmental impact and improving automation and efficiency.」

    The Company has reconfirmed that adoption of solutions aimed at reducing environmental impact and improving automation and efficiency is expanding against a backdrop of carbon neutrality, BCP measures and portfolio transformation.
  5. FY2024-Q1AdvancedAnnual report

    「In the chemicals industry, the main market for the Company's flagship Smooth Flow Pump, solid capital investment demand continued, particularly in secondary battery- and materials-related areas, and sales of the product line remained firm. In addition, in response to customer trends looking beyond the post-COVID period, adoption has been expanding for solutions using Smooth Flow technology, including those aimed at reducing environmental impact and improving automation and efficiency.」

    Amid continued capital investment demand related to secondary batteries and materials, adoption of solutions aimed at reducing environmental impact and improving automation and efficiency has expanded, supporting further demand capture.
  6. FY2023-Q3RestatedAnnual report

    「In the domestic market, sales of the high-performance solution pump product range remained strong and increased because the chemical industry, a major market for our core smooth-flow pump, was pursuing active capital investment, supported by efforts to diversify revenue sources, particularly in secondary batteries and materials, and to focus on research and development aimed at creating high-value-added services.」

    Capital investment in the chemicals industry, centered on secondary batteries and materials, and strong sales of high-performance solution pumps have continued.
  7. FY2023-Q2RestatedAnnual report

    「In the domestic market, sales of the high-performance solution pump product line remained strong because the chemicals industry, the main market for the Company's flagship Smooth Flow Pump, showed an active stance toward capital investment, driven by efforts to diversify revenue sources, particularly in the secondary battery market and materials industries, and to focus on research and development aimed at creating high-value-added services.」

    In the chemicals industry, centered on secondary batteries and materials, active capital investment and strong sales of high-performance solution pumps have continued, supported by efforts to diversify revenue sources and create high-value-added services through research and development.
  8. FY2022-Q3First statedAnnual report

    「Demand for electronic materials, particularly materials related to secondary batteries and MLCCs, continued to drive active investment as market needs broadened, contributing to securing sales.」

    In the chemicals industry, many companies had active capital investment plans driven by carbon neutrality, BCP measures and portfolio transformation. In materials-related areas such as secondary batteries and MLCCs, the expansion of market needs and continued investment also contributed to securing sales.
Moved together

"Order conditions remain strong, continuing from the previous fiscal period" moved the same way as this thread, in the same document, in 2 of its 8 moves.

222222★123456
  1. ★This thread
  2. 1Order conditions remain strong, continuing from the previous fiscal period2×
  3. 2Developing markets that will become new pillars2×
  4. 3Higher revenue fails to prevent declines in all profit measures as low-margin projects and higher SG&A expenses weigh2×
  5. 4Chemical transfer pump sales decline amid weakness in the large-plant, nonferrous metals and steelmaking markets2×
  6. 5Sales of measuring instruments and equipment decline due to insufficient market demand and the reversal of special demand.2×
  7. 6Strengthening resource allocation and proposals for the battery and coating, water treatment and sterilization markets2×

★ 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
Tacmina's next results are scheduled for 2026-11-05. Read the earnings preview
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