Komori
TAKEDA iP HOLDINGS (7875) · RiskAdvancedLatest Earnings presentation (2026-11-13): "Cited as achieved"

Failure of expanded printing businesses and M&A initiatives to become new growth pillars

First written in FY2017. 10 of 23 entries say "Advanced", first in FY2020. Latest entry: 2026-11-13.

23entries
10years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2019AdvancedFY2020 – FY2022-Q1RestatedFY2022 – FY2023AdvancedFY2025-H1 – 2026-05-142017: 120172018: 120182019: 120192020: 120202021: 420212022: 320222023: 220232024: 120242025: 220252026: 72026
Same theme, other companies
Risks of Unmet Acquisition, Partnership and New Business Investment Plans and Investment LossesA theme 236 companies write about · 239 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 28 of 71 companies on the "Worse" side.

0 other companies' latest entry also says "Cited as achieved".

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 197 companies compared. The sentences above are computed from all 197.Comparing 200 of the theme's 239 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「During the period of the medium-term management plan, we have designated the global packaging business in the Information and Communication segment as a candidate. We invested approximately ¥1.3 billion, up from approximately ¥800 million when the medium-term management plan was announced, and commenced operations at the Group's largest plant in October 2025.」

    For the global packaging business, a candidate for a new business pillar, investment has been increased to approximately ¥1.3 billion, and the new plant in Thailand has commenced operations.
  2. FY2026-H1AdvancedAnnual report

    「In the global packaging business, we prepared for the operation of the TAKEDA PACKAGING (Thailand) CO., LTD. factory and commenced operations in October this year.」

    The plant of the Thai subsidiary of the global packaging business, a candidate for a new business pillar, commenced operations in October 2025.
  3. FY2025RaisedAnnual report

    「During the period of this medium-term management plan, we have designated the global packaging business in the Information and Communication segment as a candidate. We invested approximately ¥1.3 billion, up from approximately ¥800 million when the medium-term management plan was announced, established TAKEDA PACKAGING (Thailand) CO., LTD. in May 2024, and are preparing to commence operations in September of this year.」

    It explicitly identifies the global packaging business as a candidate for a new business pillar and raises the investment amount from approximately ¥800 million at the time the medium-term plan was announced to approximately ¥1.3 billion.
  4. FY2025-H1AdvancedAnnual report

    「The global packaging business has performed well in Japan and overseas, and we made investments to develop it as a growth business, including establishing TAKEDA PACKAGING (Thailand) CO., LTD. in Thailand in May.」

    It positions the global packaging business as a new earnings pillar and describes its strong performance in Japan and overseas and the investment made to establish a Thai subsidiary.
  5. FY2023RestatedAnnual report

    「To strengthen new business development, we established a Growth Strategy Headquarters under the direct supervision of the Representative Director and are moving ahead rapidly with growth strategies such as real estate business development and M&A, with the aim of building new business models at an early stage.」

    To develop a new pillar following the printing and merchandise businesses, it continues to pursue real estate development and M&A through the Growth Strategy Headquarters.
  6. FY2023-Q3RestatedAnnual report

    「At the same time, we are enhancing the semiconductor-related mask business and working to build an earnings structure capable of withstanding the contraction of the printing market.」

    It continues to pursue a policy of enhancing the semiconductor-related mask business and building an earnings structure as a new earnings pillar in response to the shrinking printing market.
  7. FY2023-Q2RestatedAnnual report

    「Under these circumstances, the Company advanced structural reforms around 3 initiatives: strengthening competitiveness in core businesses, strengthening development of new businesses, and strengthening the management base supporting business activities.」

    As part of business structure reforms including the development of new business pillars, it continues 3 reforms covering core businesses, new businesses and the management platform.
  8. FY2022RestatedAnnual report

    「To strengthen new business development, we established a Growth Strategy Headquarters under the direct supervision of the Representative Director and are moving ahead rapidly with growth strategies such as real estate business development and M&A, with the aim of building new business models at an early stage.」

    To develop new pillars following the semiconductor-related mask and logistics businesses, it continues to pursue real estate development and M&A through the Growth Strategy Headquarters.
  9. FY2022-Q3AdvancedAnnual report

    「④ Restructuring the business portfolio By understanding the growth potential of core and non-core businesses and strengthening business portfolio management, we will promote business conversion and diversification to accelerate growth and seek to restructure our business portfolio, including through new business development and M&A.」

    It provides specifics on developing new business pillars through restructuring that includes assessing the growth potential of core and non-core businesses, managing the business portfolio, diversification, new business development and M&A.
  10. FY2022-Q2RestatedAnnual report

    「During the fiscal year, we advanced structural reforms around 3 initiatives to realize the business model we seek, namely, a “business partner that solves customers' issues by providing one-stop solutions”: strengthening competitiveness in core businesses, strengthening development of new businesses, and strengthening the management base supporting business activities.」

    It continues 3 business structure reforms, including strengthening new business development, to develop new business pillars.
  11. FY2022-Q1AdvancedAnnual report

    「We also reorganized facilities in the growth-area logistics business, selling the Hatogaya Logistics Center in the Kanto region and seeking to improve productivity by consolidating operations at the Komaki Logistics Center and other locations. In the Kansai region, we strengthened outsourced packaging services utilizing our manufacturing and marketing authorizations for quasi-drugs and cosmetics.」

    It provides specifics on reorganising operating bases and strengthening contract packaging for the logistics business, positioned as a new pillar following the semiconductor-related mask business.
  12. FY2021AdvancedAnnual report

    「To strengthen new business development, we established a Growth Strategy Headquarters under the direct supervision of the Representative Director and are moving ahead rapidly with growth strategies such as real estate business development and M&A, with the aim of building new business models at an early stage.」

    To develop new business pillars, it established a Growth Strategy Headquarters under the direct supervision of the Representative Director and put in place a structure for advancing real estate development and M&A.
  13. FY2021-Q3AdvancedAnnual report

    「In the Kansai region, we have discontinued rotary printing presses and transferred production to sites in other regions and to external contractors. We are also using our manufacturing and sales approvals for quasi-drugs and cosmetics to convert the business to the logistics business, a growth field.」

    For the logistics business, positioned as a new pillar, it states that the business conversion is progressing alongside the discontinuation of printing equipment and transfer of production in the Kansai region and the use of existing approvals.
  14. FY2020AdvancedAnnual report

    「The logistics business has grown as a new pillar following the semiconductor-related mask business. Since opening the Komaki Logistics Centre in 2014, we had mainly operated in the Chubu region, but in 2018 we renovated the Hatogaya Plant, previously used as a printing plant in the Kanto region, into the Hatogaya Logistics Centre, thereby expanding our operating base into the Kanto region.」

    It states that the logistics business has grown as a new pillar following the semiconductor-related mask business and that the conversion to the Hatogaya Logistics Centre expanded the operating base into the Kanto region.
  15. FY2019RestatedAnnual report

    「While demand for printed materials, or paper media, is expected to continue shrinking and prices are expected to remain low, we are actively developing expanded printing businesses, including semiconductor-related mask operations and customer sales promotion support, including through M&A. However, if businesses that are expected to become the next pillars after the printing and merchandise businesses fail to develop as planned due to deteriorating market conditions, competition intensifying beyond expectations or failed M&A, the Company's performance could stagnate.」

    Against the backdrop of a shrinking paper media market, it continues to develop semiconductor-related masks and sales promotion support, including through M&A, while identifying the risk that a new earnings pillar will fail to develop.
  16. FY2018RestatedAnnual report

    「While demand for printed materials, or paper media, is expected to continue shrinking and prices are expected to remain low, we are actively developing expanded printing businesses, including semiconductor-related mask operations and customer sales promotion support, including through M&A. However, if businesses that are expected to become the next pillars after the printing and merchandise businesses fail to develop as planned due to deteriorating market conditions, competition intensifying beyond expectations or failed M&A, the Company's performance could stagnate.」

    While developing semiconductor-related masks and sales promotion support, including through M&A, it continues to identify the risk that the next earnings pillar will fail to develop.
  17. FY2017First statedAnnual report

    「We are actively developing expanded printing businesses, including semiconductor-related mask operations and logistics-based promotional support for customers, including through M&A. However, if businesses that are expected to become the next pillars after the printing and merchandise businesses fail to develop as planned due to deteriorating market conditions, competition intensifying beyond expectations or failed M&A, the Company's performance could stagnate.」

    While developing new businesses, including semiconductor-related masks and logistics-based promotional support, including through M&A, it identifies the risk that intensifying competition or failed M&A could prevent the next earnings pillar from developing.
Moved together

"Capital investment to increase production capacity and improve quality" moved the same way as this thread, in the same document, in 9 of its 23 moves.

998655★123456
  1. ★This thread
  2. 1Capital investment to increase production capacity and improve quality9×
  3. 2Developing new customers and strengthening overseas operations, particularly in China9×
  4. 3Improving price competitiveness through productivity, procurement, expense control and IT utilization8×
  5. 4Optimisation of the types, capacity and allocation of production equipment6×
  6. 5Developing demand through system development, digital technologies and visual media5×
  7. 6Strengthening differentiated products, proprietary brands and market creation5×

★ 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
TAKEDA iP HOLDINGS's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Earnings presentation of 2026-11-13: "Cited as achieved".
News
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