Komori
Sansha Electric Manufacturing (6882) · InitiativeAdvanced

Improving Production Efficiency and Reducing Fixed Costs in the Semiconductor Business

First written in FY2017-Q1. 12 of 15 entries say "Advanced", first in FY2019-Q1. Latest entry: 2026-11-06.

15entries
11years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2017-Q1AdvancedFY2019-Q1 – FY2021RestatedFY2023-Q22016: 120162017: 020172018: 220182019: 120192020: 220202021: 220212022: 120222023: 020232024: 020242025: 220252026: 42026
Same theme, other companies
Profitability improvement in the electronic components manufacturing businessA theme 4 companies write about · 2 as a headwind · 3 as a tailwind

3 other companies' 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. 2026-11-06AdvancedResults

    「Going forward, we will work to improve profitability by establishing a production system capable of meeting strong demand and by passing through higher raw material costs in the second half of the fiscal year.」

    旺盛な需要への対応策として、生産体制の構築と原材料高騰分の価格転嫁を明示した。
  2. FY2027-H1AdvancedAnnual report

    「Going forward, we will work to improve profitability by establishing a production system capable of meeting strong demand and by passing through higher raw material costs in the second half of the fiscal year.」

    For the semiconductor business, the company identified establishing a production system capable of meeting strong demand and passing through higher raw material costs from the second half of the fiscal year as measures to improve profitability.
  3. FY2026AdvancedAnnual report

    「Total capital expenditures made during the consolidated fiscal year were ¥1,290 million. The main expenditures were ¥713 million for expanding production capacity in the power supply equipment business and ¥114 million for expanding production capacity in the semiconductor business.」

    The Company invested ¥713 million in production-capacity expansion in the power supply equipment business and ¥114 million in the semiconductor business to improve productivity and supply capacity.
  4. 2026-05-08WorsenedFinancial results presentation materials

    「在庫削減による利益減少、人件費増加、減価償却費増加など固定費増加により損失」

    半導体事業は売上高が増加したものの、在庫削減による利益減少や人件費・減価償却費の増加により、2026年3月期も639百万円の営業損失となった。固定費圧縮の面では悪化要因が示されている。
  5. FY2026-H1AdvancedAnnual report

    「As a result, total segment revenue was ¥2,986 million, up 0.5% year on year, but did not reach the break-even revenue level. Segment loss improved as process loss costs and other expenses decreased compared with the same period of the previous fiscal year, but the segment still recorded a loss of ¥264 million, compared with a loss of ¥318 million in the same period of the previous fiscal year.」

    In the semiconductor business, process loss costs and other expenses decreased, reducing the segment loss from ¥318 million to ¥264 million. Although revenue remained below the break-even level, improvements on the production side were evident.
  6. FY2025AdvancedAnnual report

    「Factor contributing to the decrease in fixed costs: ¥431 million」

    In the semiconductor business, factors including fixed-cost reductions generated a ¥431 million boost to profit. However, the business as a whole recorded an operating loss of ¥731 million because it could not absorb the substantial decline in revenue and the deterioration in profitability resulting from the product mix.
  7. FY2023-Q2RestatedAnnual report

    「Meanwhile, production delays remain an issue because difficulties in procuring raw materials, including semiconductors, electronic components and molded resin products, continue on the production side.」

    Difficulties in procuring raw materials and electronic components continue to pose challenges for production efficiency and stable supply.
  8. FY2021AdvancedAnnual report

    「Meanwhile, as a result of the initiatives to improve earnings described above, operating profit was ¥416 million, up 62.4% from the previous fiscal year, and ordinary profit was ¥441 million, up 81.4%.」

    Consolidated operating profit increased 62.4% from the previous fiscal year due to reviewing the outsourcing policy, reducing costs and cutting fixed costs. The semiconductor business turned from a loss to a profit of ¥172 million, making the effects of earnings improvement concrete.
  9. FY2021-Q3AdvancedAnnual report

    「Segment profit was ¥28 million, as the effects of reviewing the outsourcing policy and reducing fixed costs, initiatives pursued since the previous fiscal year, reduced the impact of lower revenue, compared with a loss of ¥215 million in the same period of the previous fiscal year.」

    As a result of reviewing the outsourcing policy and reducing fixed costs, segment profit in the semiconductor business turned from a loss of ¥215 million in the same period of the previous fiscal year to a profit of ¥28 million. The effects of these measures were evident in profit despite lower revenue.
  10. FY2021-Q2AdvancedAnnual report

    「As a result, segment revenue was ¥2,738 million, down 12.5% year on year. Segment profit was ¥23 million, as the effects of reviewing the outsourcing policy and reducing fixed costs, initiatives pursued since the previous fiscal year, reduced the impact of lower revenue, compared with a loss of ¥98 million in the same period of the previous fiscal year.」

    In the semiconductor business, segment profit turned from a loss of ¥98 million in the same period of the previous fiscal year to a profit of ¥23 million despite lower revenue, as a result of reviewing the outsourcing policy and reducing fixed costs. The effects of measures to improve production efficiency and reduce fixed costs continue to be evident.
  11. FY2021-Q1AdvancedAnnual report

    「Segment profit was ¥62 million, compared with a loss of ¥4 million in the same quarter of the previous fiscal year, after the impact of lower revenue was offset by the effects of reviewing the outsourcing policy, an initiative pursued since the previous fiscal year, and reducing fixed costs.」

    The impact of lower revenue in the semiconductor business was offset by reviewing the outsourcing policy and reducing fixed costs, and segment profit turned from a loss of ¥4 million in the same period of the previous fiscal year to a profit of ¥62 million. The effects of measures to improve production efficiency and reduce fixed costs have become evident.
  12. FY2019-Q3AdvancedAnnual report

    「Segment profit was ¥943 million, up 58.9% year on year, due to higher revenue and the effects of productivity improvement initiatives, including at subsidiaries.」

    The effects of productivity improvement initiatives, including at subsidiaries, were reflected in power supply equipment business profit, and segment profit increased 58.9% year on year.
  13. FY2019-Q2AdvancedAnnual report

    「Segment profit was ¥502 million, up 59.7% year on year, due to the effects of initiatives to improve productivity, including at subsidiaries, on the production side.」

    The effects of initiatives to improve productivity, including at subsidiaries, were reflected in power supply equipment business profit, and segment profit was ¥502 million, up 59.7% year on year.
  14. FY2019-Q1AdvancedAnnual report

    「In this business, modules for commercial air conditioners and factory automation equipment, which had driven the previous fiscal year, showed signs of adjustment. However, modules for various inverters and power discretes for white goods remained solid. Sales were ¥1,691 million, up 1.3% year on year, while segment profit was ¥201 million, up 85.0% year on year, reflecting higher sales as well as improved profitability from changes in the product mix and productivity improvements.」

    The company explained that profitability improved as a result of changes in the product mix and higher productivity. Segment profit in the semiconductor business was ¥201 million, up 85.0% year on year. The effects of previous production-efficiency improvement measures were reflected in results.
  15. FY2017-Q1First statedAnnual report

    「Segment profit was ¥26 million, down 15.0% year on year. Although the effects of measures to improve production efficiency emerged and efforts were made to reduce fixed costs, these were insufficient to fully offset the decline in profit resulting from lower revenue.」

    The company said it was improving production efficiency and reducing fixed costs in the semiconductor business, with the effects becoming evident. However, it could not fully offset the impact of lower revenue, and segment profit was ¥26 million, down 15.0% year on year.
Moved together

"Strengthening products in areas of strength and accelerating new product development" moved the same way as this thread, in the same document, in 8 of its 15 moves.

866444★123456
  1. ★This thread
  2. 1Strengthening products in areas of strength and accelerating new product development8×
  3. 2Stable growth and improved profitability driven by global expansion and a steady stream of new products6×
  4. 3Power Equipment Business Swings to a Profit in the Third Quarter6×
  5. 4Spin-off of the service business and enhancement of solution proposal capabilities4×
  6. 5Deterioration of the Semiconductor Business Due to the Economic Slowdown in China and Asia4×
  7. 6Funding for investment and shareholder returns constrained by lower operating cash flow4×

★ 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 Sansha Electric Manufacturing yet. It last moved in the Results of 2026-11-06: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.