Komori
Mani (7730) · RiskFirst stated

Investment Returns and Excess-Capacity Risks Related to the Smart Factory and New Vietnam Plant

First written in FY2023. . Latest entry: FY2023.

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Same theme, other companies
Risk of capacity shortfalls and investment burdens from large-scale capital expendituresA theme 39 companies write about · 39 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 10 of 25 companies on the "Worse" side.

3 other companies' latest entry also says "First stated".

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Showing 14 of the 39 companies compared. The sentences above are computed from all 39.
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  1. FY2023First statedAnnual report

    「The investment funds required for all of these capital investments are expected to be financed entirely with equity. However, investment funds could increase substantially during the construction and installation of the facilities due to rising material prices and labor costs. In addition, surplus equipment could arise if the performance of the Group falls below expectations or deteriorates.」

    For the domestic smart factory and the Vietnam plant expansion, the company has, for the first time, separately disclosed the risks of higher investment due to rising material and labor costs, surplus equipment due to weaker-than-expected performance, and failure to achieve cost reductions.
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Mani's next results are scheduled for 2026-10-15. Read the earnings preview
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