Building a business portfolio that reflects changes in the market environment and social structure
First written in FY2020. 4 of 5 entries say "Advanced", first in FY2021-Q1. Latest entry: FY2026.
The whole theme swung hardest in 2021: 4 of 10 companies on the "Worse" side.
25 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「The company is considering M&A, primarily in the semiconductor production equipment business, from the perspective of strengthening the business and pursuing selection and concentration, while also undertaking organizational restructuring to strengthen competitiveness and improve capital efficiency, thereby working to improve growth and efficiency.」
The company continued portfolio management based on the two axes of growth and ROIC, with specific measures including consideration of M&A, organizational restructuring and the transfer of functions related to the advanced packaging business. - FY2024AdvancedAnnual report
「・Portfolio strategy: Implement portfolio management using business and product portfolios」
The company explicitly designated portfolio management covering both the business portfolio and the product portfolio as a basic strategy of its next medium-term plan. - FY2023AdvancedAnnual report
「b. Promote sustainable growth through company-wide deployment of business portfolio management based on the two axes of sales growth and ROIC」
Business portfolio management was expanded from a limited policy to a company-wide initiative, with an explicit method based on the two axes of sales growth and ROIC. - FY2021-Q1AdvancedAnnual report
「●Strengthen the business portfolio by making strategic development investments and promoting open innovation and utilizing M&A」
The policy of responding to changes in the market environment and social structure after the COVID-19 pandemic subsides was translated into specific measures under Value Up 2023 to strengthen the business portfolio through strategic development investment, open innovation and M&A. - FY2020First statedAnnual report
「Furthermore, as significant changes in the market environment and social structure are expected to emerge after the COVID-19 pandemic subsides, our group will work to build a business portfolio that reflects those changes.」
The company newly outlined initiatives to build a business portfolio based on anticipated changes in the market environment and social structure after the pandemic subsides.