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Nomura (7131) · InitiativeAdvancedLatest Earnings presentation (2026-09-18): "Softened"

Strengthening the Development and Manufacture of Packaging Machinery and Expanding Overseas Sales

First written in FY2021. 10 of 16 entries say "Advanced", first in FY2024-Q1. Latest entry: 2026-09-18.

16entries
5years
7from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021 – FY2023RestatedFY2024-Q2 – FY2024AdvancedFY2025-H1 – 2026-09-112022: 120222023: 120232024: 320242025: 220252026: 92026
Same theme, other companies
Value Creation Through Standout Packaging SolutionsA theme 20 companies write about · 0 as a headwind · 32 as a tailwind

The whole theme swung hardest in 2025: 2 of 10 companies on the "Worse" side.

0 other companies' latest entry also says "Softened".

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 20 companies compared. The sentences above are computed from all 20.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1AdvancedAnnual report

    「In addition, in the machinery-related business, we were able to steadily convert the orders accumulated in the fiscal year ended October 2025 into revenue, and deliveries progressed generally in line with the initial plan for the fiscal year.」

    The company explains that, in the packaging machinery business, it monetized orders accumulated in the previous fiscal year and deliveries progressed in line with the initial plan for the fiscal year.
  2. FY2025AdvancedAnnual report

    「In addition, we resumed overseas business negotiations that had been stalled during the pandemic and have delivered our products to Thailand and Vietnam.」

    Regarding overseas expansion, the company explains that it has also delivered products to Vietnam, in addition to the previously reported deliveries to Thailand.
  3. FY2025-H1AdvancedAnnual report

    「We also resumed overseas business negotiations that had been stalled during the pandemic and were able to deliver our products to Thailand.」

    Regarding overseas expansion of the packaging machinery business, the company reports concrete progress in resuming overseas business negotiations and delivering products to Thailand.
  4. FY2024RestatedAnnual report

    「To maintain the top domestic market share for automatic weighing and packaging machines for rice and other grains, we will further strengthen coordination between the sales and manufacturing divisions and solidify our competitive advantage. Overseas, we will also strengthen coordination with partner companies and aim to steadily expand sales over the medium to long term.」

    The company continues to pursue maintenance of its top domestic market share and medium- to long-term sales growth through coordination with overseas partner companies.
  5. FY2024-Q2RestatedAnnual report

    「In the second quarter, sales to commercial customers remained firm as inbound demand showed signs of recovery with the containment of COVID-19, while sales of machinery-related products that had been stockpiled during the pandemic also remained firm.」

    The company explained that sales of packaging machinery-related products remained firm. There were no material changes to its policy on expanding overseas sales or developing machinery itself.
  6. FY2024-Q1AdvancedAnnual report

    「In addition to the higher proportion of machinery sales, improvements in cost of sales resulting from cost reductions and the timing shift in hiring personnel made a significant contribution to performance in the first quarter.」

    The higher proportion of machinery sales in the first quarter, together with improvements in cost of sales, contributed to performance in the packaging-related business.
  7. FY2023RestatedAnnual report

    「While maintaining the top domestic market share for automatic weighing and packaging machines for rice and other grains, we will identify local needs and develop a sales strategy to expand overseas sales, particularly in Asia.」

    The company continues to focus on maintaining its top domestic market share, identifying local needs and developing a sales strategy to expand overseas sales, particularly in Asia.
  8. FY2022RestatedAnnual report

    「While maintaining the top domestic market share for automatic weighing and packaging machines for rice and other grains, we will develop machinery suited to local needs and establish a sales structure to expand overseas sales, particularly in Asia.」

    The company has specified its focus on maintaining its top domestic market share, developing machinery and establishing a sales structure to expand overseas sales, particularly in Asia.
  9. FY2021First statedAnnual report

    「Going forward, we will seek to increase the proportion of sales generated overseas by developing machinery suited to local needs and strengthening our sales structure.」

    The average overseas sales ratio for the 3 fiscal years from the fiscal year ended October 2018 through the fiscal year ended October 2020 was stated as 2.2%, with average sales of ¥105 million.
Moved together

"Shareholder returns guided by a 20% payout ratio" moved the same way as this thread, in the same document, in 9 of its 16 moves.

998774★123456
  1. ★This thread
  2. 1Shareholder returns guided by a 20% payout ratio9×
  3. 2Nine-Month Revenue and Profit Growth9×
  4. 3Packaging-related business: higher revenue and higher profit8×
  5. 4Strengthening the Customer Base and Expanding Sales Channels Beyond the Rice Industry7×
  6. 5Revenue growth and lower profit in the logistics packaging business7×
  7. 6Enhancing Proposal Capabilities, Supply Capacity and Profitability in the Packaging Materials Division4×

★ 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 Nomura yet. It last moved in the Earnings presentation of 2026-09-18: "Softened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Strengthening the Development and Manufacture of Packaging Machinery and Expanding Overseas Sales | NOMURA CORPORATION (7131) | Komori