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Tamura (6768) · InitiativeRestatedLatest Revisions to the earnings forecast (2026-08-27): "Advanced"

Rolling Price Adjustments and Regionally Integrated Development, Procurement and Production

First written in FY2017. 12 of 17 entries say "Advanced", first in FY2018-Q2. Latest entry: 2026-08-27.

17entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2018-Q2 – FY2018AdvancedFY2023 – FY2024-Q22017: 220172018: 220182019: 020192020: 120202021: 320212022: 320222023: 420232024: 020242025: 120252026: 12026
Same theme, other companies

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-27AdvancedRevisions to the earnings forecast

    「Progress in selling-price revisions in the electronic chemicals and assembly-related business」

    Improvement in profitability through price revisions progressed from a reiterated policy to an actual factor contributing to the upward revision of the full-year earnings forecast.
  2. FY2026-H1RestatedAnnual report

    「In solder paste, sales increased in line with rising material prices as a result of market-linked pricing, in addition to the steady performance of automotive applications.」

    The company continues to operate market-linked pricing to address fluctuations in material prices.
  3. FY2024-Q2AdvancedAnnual report

    「As a result, consolidated net sales for the six months ended the second quarter increased 4.9% year on year to a record ¥51,871 million, helped by the effects of price revisions as well as the weaker yen.」

    The effects of price revisions, together with the weaker yen, contributed to higher sales, which reached a record high for a six-month period ended the second quarter.
  4. FY2024-Q1AdvancedAnnual report

    「In addition to the effects of price revisions, the weaker yen contributed to sales, with net sales for the first quarter of the fiscal year under review reaching ¥24,498 million, up 2.2% year on year.」

    The penetration of price revisions was confirmed, and the segment profit margin in the electronic components-related business rose by 2.4 percentage points year on year.
  5. FY2023AdvancedAnnual report

    「In addition to passing through higher prices, thorough cost management and expanding high-value-added products through its growth strategy, the Group will realize the benefits of production improvements advanced under the previous medium-term management plan and work to improve profitability.」

    Earnings improvement measures combining price pass-through, cost management, high-value-added products and production improvements continue as achievements and initiatives under the 13th Medium-Term Management Plan.
  6. FY2023-Q3RestatedAnnual report

    「In the Electronic Chemicals business, firm solder paste sales and efforts to revise prices in response to a significant rise in the price of tin, the principal raw material, contributed to higher sales.」

    The company continues to address revenue and sales through price revision efforts in response to rising tin prices.
  7. FY2023-Q2AdvancedAnnual report

    「In addition, due to efforts to revise product prices, promote factory automation pursued since the previous Medium-Term Management Plan, and improve logistics through the reorganization of sites, operating profit was ¥1,648 million, up 482.8% year on year.」

    Earnings improvement measures combining price revisions, factory automation and logistics improvements through site reorganization were reflected in results as a 482.8% year-on-year increase in operating profit.
  8. FY2022AdvancedAnnual report

    「In addition to passing through higher prices, thorough cost management and expanding high-value-added products through its growth strategy, the Group will realize the benefits of production improvements advanced under the previous medium-term management plan and work to improve profitability.」

    The 13th Medium-Term Management Plan incorporated earnings improvement measures combining price revisions, individual cost management, production improvements and expansion of high-value-added products.
  9. FY2022-Q3AdvancedAnnual report

    「In terms of profit, the effects of market-linked price revisions began to catch up as the pace of increases in raw material prices, including copper and steel, moderated.」

    Against the backdrop of slower increases in copper and steel prices, the effects of market-linked price revisions in the electronic components-related business reached the stage of catching up.
  10. FY2022-Q2RestatedAnnual report

    「Tin prices, a key raw material for solder paste, have continued to rise. Although we are working to introduce a market-linked price revision system with business partners, this became a factor weighing on profit.」

    The company continues to introduce market-linked price revision systems to address raw material prices, but rising tin prices are weighing on profit.
  11. FY2022-Q1AdvancedAnnual report

    「For copper, a key material for transformers and reactors, we have already introduced a market-linked price revision system with many business partners and have advanced efforts to improve future earnings, including the introduction of similar price revision systems for steel and petrochemical products.」

    The company has introduced a market-linked copper price revision system with many business partners and has moved to the stage of expanding the scope to steel and petrochemical products.
  12. FY2021AdvancedAnnual report

    「For copper, a key material for transformers and reactors, we have already introduced a market-linked price revision system with many customers and are pursuing similar negotiations for steel. For unit products such as chargers, we plan to begin market-linked price revisions for semiconductors and petrochemical products with some customers from fiscal 2021.」

    Having introduced market-linked copper price revisions with many customers, the company has moved to the stage of expanding the scope to steel, semiconductors and petrochemical products.
  13. FY2020RestatedAnnual report

    「The Group has introduced a common IT system at more than 90% of its sites worldwide and is advancing integrated cost management across manufacturing and sales.」

    Initiatives involving common IT systems, consolidated cost management, production-site optimization, and cost measures through design and process changes are continuing.
  14. FY2018AdvancedAnnual report

    「The group is working to minimize the impact by globally implementing an IT system covering more than 95% of consolidated sales and agreeing with customers on automatic price revision rules linked to market conditions for material prices, including copper and steel, and foreign exchange rates.」

    In addition to a regionally integrated development, procurement, and production structure, IT-based cost management covering more than 95% of sales and automatic price revision rules were given concrete form.
  15. FY2018-Q3AdvancedAnnual report

    「This will enable local production for local consumption through integrated production from solder processing, leading to business expansion and higher profits through lower costs. In addition, by establishing a new production site in the ASEAN region, we will seek to reduce foreign-exchange risk and strengthen the Tamura Group’s crisis management structure.」

    The conversion of ESE into a subsidiary advanced specific measures to achieve end-to-end regional production and reduce costs and foreign exchange risk through production sites in ASEAN.
  16. FY2018-Q2AdvancedAnnual report

    「This will enable local production for local consumption through integrated production from solder processing, leading to business expansion and higher profits through lower costs. In addition, by establishing a new production site in the ASEAN region, we will seek to reduce foreign-exchange risk and strengthen the Tamura Group’s crisis management structure.」

    Specific measures were presented for a regionally integrated production structure and foreign exchange measures, including establishing a new production site in ASEAN and advancing local production for local consumption through end-to-end production from solder processing.
  17. FY2017First statedAnnual report

    「To minimize these effects, the group is establishing arrangements with customers for rolling price revisions and a development, procurement, and production structure completed within each region.」

    Specific measures were presented to address sharp changes in foreign exchange rates and material prices, including rules for price revisions with customers and a regionally integrated supply structure.
Moved together

"Improving Earnings Through Structural Reform, Foreign-Exchange Measures, Cost Reduction and Individual Customer Initiatives" moved the same way as this thread, in the same document, in 9 of its 17 moves.

977666★123456
  1. ★This thread
  2. 1Improving Earnings Through Structural Reform, Foreign-Exchange Measures, Cost Reduction and Individual Customer Initiatives9×
  3. 2Accelerating Structural Reform, Foreign-Exchange Measures and Cost Reduction in the Electronic Components Business7×
  4. 3Slowing Market for the Electronic Chemicals Business, Centered on Smartphones7×
  5. 4Improving Production Efficiency Across Global Sites6×
  6. 5Foreign-Exchange Losses Caused by Yen Appreciation6×
  7. 6Establishing a Foshan Plant, Fitting Out the Suzhou Plant and Transferring Production to Strengthen China’s Production Structure6×

★ 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 Tamura yet. It last moved in the Revisions to the earnings forecast of 2026-08-27: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rolling Price Adjustments and Regionally Integrated Development, Procurement and Production | TAMURA CORPORATION (6768) | Komori