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Tacmina (6322) · FactDivergence between strong domestic and weak overseas conditionsLatest Revision of earnings forecasts (2026-10-23): "Other"

Order conditions remain strong, continuing from the previous fiscal period

First written in FY2017-Q1. 14 of 33 entries say "Restated". Latest entry: 2026-10-23.

33entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2018-Q3OtherFY2019-Q2 – FY2022-Q3OtherFY2025-H1 – FY2026-H12016: 220162017: 420172018: 320182019: 420192020: 420202021: 220212022: 420222023: 320232024: 320242025: 220252026: 22026
Same theme, other companies
Decline in demand due to fluctuations in public investment and industrial capital investmentA theme 36 companies write about · 29 as a headwind · 6 as a tailwind

The whole theme swung hardest in 2024: 8 of 28 companies on the "Worse" side.

2 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.
Showing 14 of the 36 companies compared. The sentences above are computed from all 36.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Divergence between strong domestic and weak overseas conditionsAnnual report

    「Against this backdrop, capital investment in the domestic market remained firm, and performance was strong, particularly in the chemical industry. Overseas, the outlook for slower growth in the EV market led to adjustments to capital investment plans in the secondary battery industry, resulting in challenging performance.」

    Domestic capital investment and the chemical industry remained strong, while overseas secondary battery-related business produced challenging results because of the outlook for slower EV market growth and adjustments to investment plans.
  2. FY2025RestatedAnnual report

    「In Japan, business performed well as capital investment appetite in the chemical industry remained robust and inquiries for water treatment-related business were strong. Overseas, demand in the secondary battery market slowed, resulting in sluggish performance.」

    We reconfirmed the divergence in the order environment, with domestic chemical and water treatment-related business performing well while the overseas secondary battery market was sluggish.
  3. FY2025-H1Domestic business remained strong while overseas business was somewhat sluggishAnnual report

    「Against this backdrop, the Group performed well in Japan, where capital investment appetite in the chemical industry remained robust and inquiries for water treatment-related business were also strong. Overseas, some projects in capital investment plans for the secondary battery industry were put on hold, resulting in somewhat sluggish performance.」

    Domestic business performed well on robust capital investment in the chemical industry and strong inquiries for water treatment-related business, while overseas business was somewhat sluggish because some secondary battery-related investments were put on hold.
  4. FY2024AdvancedAnnual report

    「The order environment surrounding the Group remained strong in Japan, against a backdrop of robust capital investment appetite underpinned by high corporate earnings. Overseas, orders for the secondary battery industry remained strong as capital investment in the industry continued to be active, contributing to business growth.」

    Strong orders continued both in Japan and overseas, and order backlog rose to ¥2,738 million (110.5% year on year).
  5. FY2024-Q3RestatedAnnual report

    「Against this backdrop, domestic orders remained strong against a backdrop of robust capital investment appetite underpinned by high corporate earnings. Overseas, orders for the secondary battery industry remained strong as capital investment in the industry continued to be active.」

    Strong domestic orders driven by robust capital investment appetite continued, as did strong orders for the overseas secondary battery industry.
  6. FY2024-Q2RestatedAnnual report

    「Against this backdrop, domestic orders remained strong against a backdrop of robust capital investment appetite underpinned by high corporate earnings. Overseas, orders for the secondary battery industry remained strong as capital investment in the industry continued to be active.」

    Strong domestic orders driven by robust capital investment appetite continued, as did strong orders for the overseas secondary battery industry.
  7. FY2024-Q1AdvancedAnnual report

    「Against this backdrop, domestic orders remained strong, supported by robust capital investment appetite underpinned by high corporate earnings, and order backlog increased substantially further. Overseas, orders for the secondary battery industry remained strong as capital investment in the industry continued to be active.」

    Domestic orders remained strong against a backdrop of robust capital investment appetite, and order backlog increased substantially further. Overseas, strong orders for the secondary battery industry continued.
  8. FY2023-Q3RestatedAnnual report

    「Against this backdrop, domestic orders remained strong, driven by continued capital investment demand in the chemical industry, increasing sales and substantially expanding order backlog. Overseas, orders for the secondary battery industry remained firm as capital investment in the industry continued to be active.」

    We reconfirmed strong domestic orders from the chemical industry, higher sales, and the buildup of order backlog, as well as firm overseas orders for the secondary battery industry.
  9. FY2023-Q2AdvancedAnnual report

    「Against this backdrop, domestic orders remained strong, driven by continued capital investment demand in the chemical industry, increasing sales and substantially expanding order backlog. Overseas, orders for the secondary battery industry remained firm as capital investment in the industry continued to be active.」

    Sales increased on strong domestic orders from the chemical industry, and order backlog grew substantially. Overseas, strong orders for the secondary battery industry continued.
  10. FY2023-Q1AdvancedAnnual report

    「Against this backdrop, domestic orders remained strong, driven by continued capital investment demand in the chemical industry, resulting in a substantial increase in order backlog. Overseas, orders for the secondary battery industry remained firm as capital investment in the industry continued to be active.」

    Strong domestic orders driven by capital investment demand in the chemical industry led to a substantial increase in order backlog. Overseas, orders for the secondary battery industry remained firm.
  11. FY2022AdvancedAnnual report

    「The domestic chemical business recovered to pre-pandemic levels from the second half onward and remained strong, driven by continued capital investment demand in the chemical industry. Water treatment-related business, mainly for plants, recovered somewhat slowly and produced sluggish results. Overseas, orders for the secondary battery industry remained strong as capital investment in the industry continued to be active.」

    Domestic chemical-related business recovered to pre-pandemic levels, while plant-focused water treatment-related business remained sluggish and overseas secondary battery-related business continued to perform well.
  12. FY2022-Q3Signs of recovery in domestic chemical and plant operations; overseas business for secondary batteries remained strongAnnual report

    「Against this backdrop, the order environment surrounding the Group showed signs of recovery in Japan in the chemical and plant-related businesses, but remained below pre-pandemic levels, indicating that the overall recovery was somewhat delayed. Overseas, orders for the secondary battery industry remained strong as capital investment in the industry continued to be active.」

    The areas targeted for recovery in Japan expanded from the former focus on water treatment-related business to include chemical and plant-related operations, but they had not returned to pre-pandemic levels. Overseas, strong orders for secondary battery-related business continued.
  13. FY2022-Q2RestatedAnnual report

    「Against this backdrop, the order environment surrounding our group showed some signs of recovery in Japan’s water treatment-related sales, but had not reached pre-pandemic levels, and recovery overall remained somewhat delayed. Overseas, orders from the secondary battery industry remained strong as capital investment in the industry continued to be active.」

    We reconfirmed the delay in the recovery of domestic water treatment-related business and the strong order environment for overseas secondary battery-related business.
  14. FY2022-Q1Signs of recovery in domestic water treatment; overseas business for secondary batteries remained strongAnnual report

    「Against this backdrop, the order environment surrounding the Group showed some signs of recovery in domestic water treatment-related sales, but the recovery remained below pre-pandemic levels and got off to a somewhat slow start. Overseas, orders for the secondary battery industry remained strong as capital investment in the industry continued to be active.」

    Domestic water treatment-related business remained at a low level despite signs of recovery, while overseas business for the secondary battery industry remained strong.
  15. FY2021-Q2RestatedAnnual report

    「Against this backdrop, the order environment surrounding the Group remained firm in Japan for the chemical industry, but sales, particularly in water treatment-related operations, remained sluggish because of the stagnation in economic activity. Overseas, despite the impact of travel restrictions and other limits on activity resulting from the global spread of COVID-19, business remained firm with no significant downturn.」

    We reconfirmed that chemical-related business remained firm in Japan while water treatment-related business was sluggish, and that overseas business held up without a significant downturn despite restrictions including travel controls.
  16. FY2021-Q1Domestic water treatment remained sluggish; overseas business held up despite activity restrictionsAnnual report

    「Against this backdrop, the order environment surrounding the Group remained firm in Japan for the chemical industry, but sales, particularly in water treatment-related operations, remained sluggish because of the stagnation in economic activity. Overseas, despite the impact of travel restrictions and other limits on activity resulting from the global spread of COVID-19, business remained firm with no significant downturn.」

    In Japan, chemical-related business remained firm while water treatment-related business was sluggish. Overseas business held up without a significant downturn despite restrictions including travel controls.
  17. FY2020Order conditions remained sluggish throughout the fiscal yearAnnual report

    「The order environment surrounding the Group remained generally sluggish. In Japan, large projects that generated numerous orders in the previous fiscal year declined as companies reviewed their capital investment plans. Overseas, results were also sluggish because capital investment by Korean companies was delayed.」

    Order conditions remained generally sluggish throughout the fiscal year because of fewer large domestic projects and delays in capital investment by Korean companies.
  18. FY2020-Q3Fewer large domestic projects; overseas orders remained sluggishAnnual report

    「Against this backdrop, the order environment surrounding the Group was challenging. In Japan, large projects that generated numerous orders in the previous fiscal year declined as companies reviewed their capital investment plans. Overseas, results were also sluggish because capital investment by Korean companies was delayed.」

    In Japan, large projects declined as companies reviewed their capital investment plans, while overseas order conditions were sluggish because capital investment by Korean companies was delayed.
  19. FY2020-Q2Cautious capital investment and weak overseas conditionsAnnual report

    「Under these circumstances, order conditions surrounding the Group reflected a cautious stance toward companies' capital investment plans, and overseas orders were particularly weak because capital investment by South Korean companies paused.」

    A cautious stance toward companies' capital investment plans was evident, and overseas order conditions were weak, particularly because capital investment by South Korean companies paused.
  20. FY2020-Q1Divergence between generally solid domestic and weak overseas conditionsAnnual report

    「Under these circumstances, order conditions surrounding the Group were generally solid in Japan, but overseas orders were weak because capital investment by South Korean companies paused.」

    Order conditions were generally solid in Japan, while overseas orders were weak because capital investment by South Korean companies paused.
  21. FY2019RestatedAnnual report

    「Under these circumstances, order conditions surrounding the Group remained favorable, supported by strong capital investment demand in Japan and overseas.」

    The company reconfirms that order conditions were favorable against a backdrop of strong capital investment demand in Japan and overseas.
  22. FY2019-Q3RestatedAnnual report

    「Under these circumstances, order conditions surrounding the Group remained favorable, supported by strong capital investment demand in Japan and overseas.」

    The company reconfirms that order conditions remain favorable against a backdrop of strong capital investment demand in Japan and overseas.
  23. FY2019-Q2RestatedAnnual report

    「Under these circumstances, order conditions surrounding the Group remained favorable, supported by strong capital investment demand in Japan and overseas.」

    The company reconfirms that order conditions remain favorable against a backdrop of strong capital investment demand in Japan and overseas.
  24. FY2018AdvancedAnnual report

    「Order conditions surrounding the Group remained solid on strong capital investment demand in Japan and overseas. However, pumps for ballast water treatment equipment manufacturers performed poorly because customers temporarily adjusted their inventories after the deadline for installing equipment under the Ballast Water Management Convention was extended by 2 years.」

    Overall order conditions were solid against a backdrop of capital investment demand in Japan and overseas, and orders received totaled ¥1,014 million (148.7% year on year), while orders for ballast water applications were weak.
  25. FY2018-Q3Orders remain solid on capital investment demand, but weak for ballast water applicationsAnnual report

    「Under these circumstances, order conditions surrounding the Group remained solid on strong capital investment demand in Japan and overseas. However, pumps for ballast water treatment equipment manufacturers performed poorly because customers temporarily adjusted their inventories after the deadline for installing equipment under the Ballast Water Management Convention was extended by 2 years.」

    Overall order conditions were solid against a backdrop of strong capital investment demand in Japan and overseas, while orders from ballast water treatment equipment manufacturers were weak due to customers' inventory adjustments following the extension of the installation deadline.
  26. FY2018-Q2RestatedAnnual report

    「Under these circumstances, order conditions surrounding the Group remained solid, continuing the trend from the previous period, supported by manufacturers' willingness to invest in equipment.」

    The company reconfirms that order conditions remained solid, continuing the trend from the previous period, against a backdrop of manufacturers' willingness to invest in equipment.
  27. FY2018-Q1RestatedAnnual report

    「Under these circumstances, order conditions surrounding the Group remained solid, continuing the trend from the previous period, supported by manufacturers' willingness to invest in equipment.」

    The company reconfirms that order conditions remained solid, continuing the trend from the previous period, against a backdrop of manufacturers' willingness to invest in equipment.
  28. FY2017RestatedAnnual report

    「Order conditions surrounding the Group remained firm, continuing the trend from the previous year, with orders remaining solid both in Japan and overseas, particularly for the Company's mainstay metering pumps.」

    The company reconfirms that order conditions remained firm, continuing the trend from the previous year, and that orders were solid both in Japan and overseas, particularly for metering pumps.
  29. FY2017-Q3RestatedAnnual report

    「Under these circumstances, order conditions surrounding the Group remained favorable, continuing the trend from the previous period.」

    The company reconfirms that order conditions remained favorable, continuing the trend from the previous period.
  30. FY2017-Q2RestatedAnnual report

    「Under these circumstances, order conditions surrounding the Group remained favorable, continuing the trend from the previous period.」

    The company reconfirms that order conditions remained favorable, continuing the trend from the previous period.
  31. FY2017-Q1First statedAnnual report

    「Despite these circumstances, order conditions surrounding the Group remained favorable, continuing the trend from the previous period.」

    The company explains that order conditions during the current quarter remained favorable, continuing the trend from the previous period.
Moved together

"Developing markets that will become new pillars" moved the same way as this thread, in the same document, in 5 of its 33 moves.

544443★123456
  1. ★This thread
  2. 1Developing markets that will become new pillars5×
  3. 2Chemical transfer pump sales decline amid weakness in the large-plant, nonferrous metals and steelmaking markets4×
  4. 3Strengthening resource allocation and proposals for the battery and coating, water treatment and sterilization markets4×
  5. 4Equity Ratio Rises4×
  6. 5Increasing the Overseas Sales Ratio4×
  7. 6Strengthening Marketing Capabilities and Communications3×

★ 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 It last moved in the Revision of earnings forecasts of 2026-10-23: "Other".
News
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Order conditions remain strong, continuing from the previous fiscal period | TACMINA CORPORATION (6322) | Komori