Komori
Nitto Denko (6988) · InitiativeReframed

ROIC-Based Business Portfolio Management

First written in FY2022. 2 of 4 entries say "Reframed", first in FY2024. Latest entry: 2026-05-23.

4entries
5years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022 – FY2023-Q1ReframedFY2024 – 2026-05-232022: 220222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Business Portfolio Optimization and Cost of Capital ManagementA theme 42 companies write about · 1 as a headwind · 41 as a tailwind

Nitto Denko moved to the "Worse" side of this theme in 2024.

The whole theme swung hardest in 2021: 4 of 10 companies on the "Worse" side.

2 other companies' latest entry also says "Reframed".

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 42 companies compared. The sentences above are computed from all 42.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-23ReframedGeneral Meetings of Shareholders

    「The Group will drive transformation in management and operations through the use of data and AI.」

    The company expanded its digital utilization initiatives to include management and operational transformation using data and AI, supply chain resilience, operational efficiency, data governance, and enhanced cybersecurity.
  2. FY2024ReframedAnnual report

    「Based on an approach aimed at improving PBR from both ROE (financial perspective) and PER (non-financial perspective), the Group positions ROE as one of its principal management indicators, focuses on net profit margin and asset turnover, and is pursuing the Three New Activities, niche-top strategies, growth strategies and structural reform, as well as business model transformation.」

    The management approach was reorganized from an explanation of ROIC-based portfolio management to one focused on improving PBR through both ROE and PER, with an emphasis on profit margins and asset turnover.
  3. FY2023-Q1RestatedAnnual report

    「To strengthen management infrastructure, we will further accelerate the speed of management decision-making through ROIC-based business portfolio management and the renewal of core systems, while expanding our human resources management systems, including the development of next-generation management talent.」

    The policy of strengthening management infrastructure, including ROIC-based business portfolio management, has been reiterated.
  4. FY2022First statedAnnual report

    「To strengthen management infrastructure, we will further accelerate the speed of management decision-making through ROIC-based business portfolio management and the renewal of core systems, while expanding our human resources management systems, including the development of next-generation management talent.」

    ROIC-based business portfolio management was explicitly identified for the first time as a means of strengthening management infrastructure.
Moved together

"Medium-Term Performance-Linked Share Compensation and Restricted Stock Compensation" moved the same way as this thread, in the same document, in 2 of its 4 moves.

2★1
  1. ★This thread
  2. 1Medium-Term Performance-Linked Share Compensation and Restricted Stock Compensation2×

★ 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
Nitto Denko's next results are scheduled for 2026-10-27. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-05-23: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
ROIC-Based Business Portfolio Management | NITTO DENKO CORPORATION (6988) | Komori