Komori
Tsubaki Nakashima (6464) · RiskMaterialised

Risks of Temporary Production Interruptions and Restructuring Costs from Consolidating the European Roller Business

First written in FY2021. 3 of 5 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2023.

5entries
3years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2021MaterialisedFY2022-Q2 – FY20232022: 220222023: 220232024: 12024
Same theme, other companies
Additional Costs Associated with Plant Closure and Business Structure ImprovementA theme 19 companies write about · 20 as a headwind · 1 as a tailwind

Tsubaki Nakashima moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).

The whole theme swung hardest in 2024: 4 of 6 companies on the "Worse" side.

1 other company's latest entry also says "Materialised".

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 19 companies compared. The sentences above are computed from all 19.
Full recordFilings, disclosures and news, newest first
  1. FY2023MaterialisedAnnual report

    「オランダのスタンピング工場閉鎖に伴う費用1,966百万円(その他の費用に計上した1,834百万円及び生産停止等による生産性低下影響132百万円)を計上しました。」

    欧州ローラービジネス集約・オランダ拠点停止に伴うリスクについて、閉鎖費用1,834百万円と生産停止等による生産性低下132百万円が実際に発生した。
  2. FY2023-Q3WorsenedAnnual report

    「オランダのスタンピング工場閉鎖に伴う費用1,916百万円(その他の費用に計上した1,726百万円及び生産停止等による生産性低下影響190百万円)を計上しました。」

    工場閉鎖に伴う費用が1,916百万円まで具体化し、閉鎖費用1,726百万円に加えて生産停止等による生産性低下190百万円も実際に発生した。前四半期から構造改革・閉鎖に伴う損益影響が拡大している。
  3. FY2023-Q2MaterialisedAnnual report

    「工場閉鎖費用(注2) - 1,243」

    欧州ローラービジネスの構造改革に続き、オランダのスタンピング工場閉鎖に伴う費用1,243百万円が実際に計上され、工場閉鎖に伴う損益悪化リスクが具体的な費用として顕在化した。
  4. FY2022-Q2MaterialisedAnnual report

    「当第2四半期において、欧州ローラービジネス構造改革に対する費用を計上したことにより」

    前期に見込まれていた欧州ローラービジネスの構造改革費用が実際に計上され、構造改革に伴う損益悪化リスクが顕在化した。
  5. FY2021First statedAnnual report

    「Temporary production interruptions are expected to worsen profit and loss, and restructuring costs are expected to arise, although the amounts are still being calculated.」

    The company expected temporary production interruptions and restructuring costs to adversely affect profit and loss as production was transferred and the plant was closed.
Moved together

"Year-on-Year Declines in Revenue, Operating Profit and Profit Attributable to Owners of the Parent" moved the same way as this thread, in the same document, in 4 of its 5 moves.

422222★123456
  1. ★This thread
  2. 1Year-on-Year Declines in Revenue, Operating Profit and Profit Attributable to Owners of the Parent4×
  3. 2Uncertainty in the Global Economy, Domestic Consumption and Emerging-Market Economies2×
  4. 3Risks Related to Higher Raw-Material Prices, Supply Delays and a Limited Supplier Base2×
  5. 4End-demand dependency risk in automobiles, electronic equipment, consumer goods, machine tools, and other sectors2×
  6. 5Ongoing Shareholder Returns Targeting a 50% Consolidated Payout Ratio2×
  7. 6Declining Machine-Tool Orders and Delayed Recovery2×

★ 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.

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