Worth reading
25Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
70
¥100 millionWording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
Partially revisedTotal investment planApproximately ¥15.1 billion (the total of the approximately ¥8.1 billion previously announced and approximately ¥7 billion in additional investment, through the fiscal year ending March 2031)
Investment amount by sectorField Japan / Details Expansion of related facilities for building additions, automation, and the strengthening of production and technology infrastructure / Amount Not disclosed, Field Malaysia / Details New installation of production equipment / Amount Not disclosed, Field Vietnam / Details Construction of the First New Building, additional construction of the Second New Building, and phased installation of production equipment / Amount Not disclosed
Key initiatives
01Further strengthen the Vietnam site as a core overseas production site
02Automation at the Japan site and strengthening of production and technology infrastructure
03Accelerate construction of the new factory at the Vietnam site (First New Building)
04Additional building construction (Second New Building)
05Optimize the roles and production allocation of each site
Plan assumptionsMarket and customer trends, productivity, yield, and the customer and product mix will be reviewed regularly, and equipment will be introduced in phases in line with demand.
Risks identified by the company
Risks associated with excessive concentration of production functions at the Malaysia site
Reason for revision or withdrawal
In addition to growing demand from existing customers, inquiries related to new customers and new inspection processes have increased, leading to the determination that supply capacity exceeding the previously announced plan is necessary.
| Item | Details |
|---|---|
| Plan name | Investment Plan to Expand Production Capacity in the CTC Segment |
| Plan period | By the fiscal year ending March 2031 |
| Progress against the plan | Partially revised |
| Total investment plan | Approximately ¥15.1 billion (the total of the approximately ¥8.1 billion previously announced and approximately ¥7 billion in additional investment, through the fiscal year ending March 2031) |
| Investment amount by sector | Field Japan / Details Expansion of related facilities for building additions, automation, and the strengthening of production and technology infrastructure / Amount Not disclosed, Field Malaysia / Details New installation of production equipment / Amount Not disclosed, Field Vietnam / Details Construction of the First New Building, additional construction of the Second New Building, and phased installation of production equipment / Amount Not disclosed |
| Plan assumptions | Market and customer trends, productivity, yield, and the customer and product mix will be reviewed regularly, and equipment will be introduced in phases in line with demand. |
| Key initiatives | Further strengthen the Vietnam site as a core overseas production site, Automation at the Japan site and strengthening of production and technology infrastructure, Accelerate construction of the new factory at the Vietnam site (First New Building), Additional building construction (Second New Building), Optimize the roles and production allocation of each site |
| Reason for revision or withdrawal | In addition to growing demand from existing customers, inquiries related to new customers and new inspection processes have increased, leading to the determination that supply capacity exceeding the previously announced plan is necessary. |
| Risks identified | Risks associated with excessive concentration of production functions at the Malaysia site |
| Date of board resolution | 10 November 2026 |
| Publication date | 10 November 2026 |
Items this document does not state (14)
Sales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceSegment targetNon-financial targetsResults under the previous planSize of the Target Market
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.In addition to growing demand from existing customers, inquiries related to new customers and new inspection processes have increased, leading to the determination that supply capacity exceeding the previously announced plan is necessary.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.