Komori
Ainavo Holdings (7539) · InitiativeSiding construction declined as new housing starts fell

Improved Siding Construction Order Volume and Profit Margins, and In-House Processing

First written in FY2017-Q3. 9 of 22 entries say "Advanced", first in FY2017. Latest entry: FY2026-H1.

22entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2019-Q1AdvancedFY2019 – FY2021-Q1RestatedFY2023-Q3 – FY2025-H12017: 220172018: 420182019: 420192020: 120202021: 320212022: 320222023: 220232024: 020242025: 220252026: 12026
Same theme, other companies
Improving the Profitability of the Wall Materials Business amid Market StagnationA theme 3 companies write about · 2 as a headwind · 1 as a tailwind

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

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. FY2026-H1Siding construction declined as new housing starts fellAnnual report

    「The main reasons were a decline in siding construction due to the impact of fewer new housing starts, while tile and stone construction, where the Company has a high market share, and sash construction targeted for stronger sales increased.」

    Siding construction declined as new housing starts fell, while tile and stone construction and sash construction increased.
  2. FY2025AdvancedAnnual report

    「Sales in tile and building materials construction were ¥17,989 million, up 6.7% from the same period of the previous year. The main reasons were an increase in siding construction, including through acquisitions of installation contractors, and an increase in sash construction utilizing subsidies under the Window Renovation program, although demand for exterior tile construction, which has high construction costs, was at the previous year's level.」

    Siding construction through acquisitions of installation contractors and sash construction utilizing subsidies increased, resulting in 6.7% revenue growth in tile and building materials construction.
  3. FY2025-H1RestatedAnnual report

    「Sales in tile and building materials-related construction remained below the previous year. The main reason was a decline in exterior tile construction, despite increases in sash and siding construction.」

    Although siding construction increased, total tile and building materials-related construction fell below the previous year because exterior tile construction declined.
  4. FY2023-Q3RestatedAnnual report

    「Sales in tile and building materials construction remained above the previous year. The main reason was an increase in siding and sash construction for builders and general local contractors.」

    Siding and sash construction for builders and general local contractors continued to increase, reaffirming results consistent with efforts to strengthen sales and construction capabilities.
  5. FY2023-Q1AdvancedAnnual report

    「Sales in tile and building materials construction remained above the previous year. The main reason was an increase in siding and sash construction for builders and general local contractors.」

    Increases in siding and sash construction for builders and general local contractors contributed to higher sales in tile and building materials construction.
  6. FY2022AdvancedAnnual report

    「Sales in tile and building materials construction remained above the previous year. The main reason was an increase in orders for tile and siding construction following the strengthening of sales capabilities.」

    Orders for tile and siding construction increased as sales capabilities were strengthened, demonstrating progress in strengthening sales and construction capabilities.
  7. FY2022-Q3RestatedAnnual report

    「Sales in tile and building materials construction remained above the previous year. The main reasons were increases in siding and sash construction.」

    Siding construction continued to increase, reaffirming results consistent with efforts to strengthen orders and construction capacity in this business.
  8. FY2022-Q1AdvancedAnnual report

    「Sales in tile and building materials construction remained above the previous year. The main reasons were an increase in new siding construction projects and a higher adoption rate for exterior tiles.」

    New siding construction projects and the adoption rate for exterior tiles increased, driving tile and building materials construction sales above the previous year.
  9. FY2021RestatedAnnual report

    「Against this backdrop, during the current fiscal year, the second year of our three-year medium-term plan, the Group continued to focus on strengthening the sales and construction capabilities for sashes, siding, insulation materials, air-conditioning equipment and other growth businesses, in addition to tiles, housing equipment, sanitary fixtures and other products in its core business, across the detached housing, non-residential wooden construction, public- and private-sector non-residential construction, and renovation fields.」

    The Company continued to focus on growth products, including strengthening its siding sales and construction capabilities, in the second year of the medium-term plan.
  10. FY2021-Q3RestatedAnnual report

    「Sales in tile and building materials construction were slightly below the previous year. The main reason was that, although sash and siding construction for local builders increased year on year, orders for exterior tile construction from homebuilders declined.」

    While sash and siding construction for local builders continued to increase, exterior tile construction for homebuilders declined.
  11. FY2021-Q1AdvancedAnnual report

    「Sales in tile and building materials construction exceeded the previous year. The main reason was that, although orders for exterior tile construction from homebuilders declined, sash construction and siding construction for local builders increased year on year.」

    While exterior tile construction for homebuilders declined, sash and siding construction for local builders increased year on year.
  12. FY2020AdvancedAnnual report

    「We also expanded the equipment and workforce at the pre-cut siding plant. For non-residential wooden buildings, we proposed bundled packages including sashes, pre-cut siding, tiles and insulation materials, securing more orders than anticipated.」

    The Company expanded equipment and staffing at its pre-cut plant and secured more orders than anticipated for non-residential wooden buildings through bundled proposals covering multiple product categories.
  13. FY2019AdvancedAnnual report

    「As a priority area, we worked to increase the number of buildings receiving siding installation. To reduce installation time, we strengthened the operating structure of plants that cut siding materials before delivery to the site.」

    To increase the number of buildings receiving siding installation, the Company strengthened the operating structure of plants that cut materials before delivery, with the aim of reducing installation time.
  14. FY2019-Q3RestatedAnnual report

    「Completed siding construction value fell below the previous year's level, but margins improved significantly as utilization of pre-cut siding and outside-corner processing increased.」

    Although completed siding construction value fell below the previous year's level, the improvement in margins from higher utilization of pre-cut siding and outside-corner processing was reaffirmed.
  15. FY2019-Q2AdvancedAnnual report

    「In building materials construction, completed exterior tile construction value remained at the previous year's level. Although orders for siding construction increased, completed construction value fell below the previous year's level because of a chronic shortage of skilled workers. However, margins improved significantly as the utilization rates of pre-cut siding and outside-corner processing increased.」

    Although completed construction value fell below the previous year's level because of a shortage of skilled workers, margins improved significantly as utilization of pre-cut siding and outside-corner processing increased.
  16. FY2019-Q1Orders increased, but completed construction value declinedAnnual report

    「Demand for exterior wall tile construction remained firm, but despite an increase in siding construction orders, completed siding construction declined because of a chronic shortage of skilled tradespeople.」

    Although orders for siding construction increased, completed construction value declined because of a shortage of skilled workers.
  17. FY2018Siding construction remained at the previous year's levelAnnual report

    「Although siding construction remained at the previous year's level, sales increased as exterior tile construction for homebuilders rose and sash sales remained strong.」

    Siding construction results were at the previous year's level, while increased exterior tile construction and strong sash sales supported revenue.
  18. FY2018-Q3RestatedAnnual report

    「In addition to housing sashes significantly outperforming the previous year, the volume of siding construction handled progressed steadily as pre-cutting equipment and corner-bonding processing equipment were expanded.」

    The expansion of pre-cutting and corner-bonding processing equipment and the steady performance of siding construction volume were reaffirmed.
  19. FY2018-Q2RestatedAnnual report

    「In addition, the volume of siding construction handled progressed steadily as pre-cutting equipment was expanded.」

    It was reaffirmed that the expansion of pre-cutting equipment contributed to the steady performance of the volume of siding construction handled.
  20. FY2018-Q1RestatedAnnual report

    「In addition, the volume of siding construction handled progressed steadily as pre-cutting equipment was expanded.」

    The volume of siding construction handled progressed steadily following the expansion of pre-cutting equipment, reaffirming the policy of strengthening order volumes and processing capacity.
  21. FY2017AdvancedAnnual report

    「Orders increased in exterior siding construction as we strengthened training for skilled workers and proposals for adopting pre-cut siding. As a result, sales increased 4.2% from the previous fiscal year.」

    Orders increased as the Company trained skilled workers and strengthened proposals for adopting pre-cut siding, resulting in a 4.2% year-on-year increase in exterior construction sales. It also expanded pre-cut plant equipment and installed new equipment for processing siding corner components.
  22. FY2017-Q3First statedAnnual report

    「We regard increasing orders for siding construction, where our market share is low, while also improving margins, as a highly important challenge. As one measure, we focused on converting siding materials to a pre-cut process and increasing the in-house processing ratio for outside-corner components.」

    The Company identified increasing orders and improving margins in its low-share siding construction business as challenges, and cited pre-cutting and expanding the in-house processing ratio for outside-corner components as specific measures.
Moved together

"Annual dividend of ¥32 per share" moved the same way as this thread, in the same document, in 6 of its 22 moves.

654443★123456
  1. ★This thread
  2. 1Annual dividend of ¥32 per share6×
  3. 2Expansion of New Product Offerings and Private-Label Products5×
  4. 3Expansion of Sales and Construction in the Detached Housing Business4×
  5. 4Expanding the range of sash products and strengthening estimating and assembly capabilities4×
  6. 5Strengthening the Construction Organization4×
  7. 6Strengthening the Operating Structure and Reducing Costs3×

★ 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 Ainavo Holdings yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Improved Siding Construction Order Volume and Profit Margins, and In-House Processing | AINAVO HOLDINGS Co.,Ltd. (7539) | Komori