Komori
Takashima & (8007) · InitiativeAdvanced

Business Structure and Portfolio Transformation

First written in FY2016. 18 of 30 entries say "Restated". Latest entry: FY2027-H1.

30entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018RestatedFY2022-Q1 – FY2023-Q3AdvancedFY2023 – FY20252016: 120162017: 220172018: 420182019: 420192020: 320202021: 420212022: 220222023: 320232024: 220242025: 220252026: 32026
Same theme, other companies
Business Portfolio Optimization and Selective Allocation of Management ResourcesA theme 182 companies write about · 0 as a headwind · 187 as a tailwind

91 other companies' latest entry also says "Advanced".

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 182 companies compared. The sentences above are computed from all 182.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1AdvancedAnnual report

    「JFD Engineering determined that it could provide ground improvement and foundation work on a nationwide scale for Iwamizu Kaihatsu, which is focused primarily on the Chugoku and Shikoku regions, and that this would generate strong synergies as Iwamizu Kaihatsu expanded its business. It therefore acquired the company’s ground-engineering technology business. …The acquisition of the business was completed effective 1 June 2026 under the agreement.」

    As a specific measure for transforming its business structure and portfolio, the company completed the integration of nationwide ground-improvement and foundation-work capabilities through Iwamizu Kaihatsu and is pursuing the creation of synergies.
  2. FY2026ReframedAnnual report

    「Under the medium-term management plan 2028, “Sustaina + Spiral (Sustaina Positive Spiral),” the company defines the next 3 years as a period for putting growth on track. It will advance the contribution of existing businesses to profits and convert the results of strategic initiatives already implemented into earnings, with “creating a sustainable virtuous cycle,” in which returns from investments generate the next investments, as its theme, while pursuing sustained increases in corporate value.」

    The new medium-term plan reframes the existing transformation of the business structure and portfolio as a sustainable virtuous cycle in which existing businesses contribute to profits and investment returns are reinvested.
  3. 2026-05-14AdvancedManagement plan

    「社会課題と成長性を捉えた事業 PF の変革」

    事業ポートフォリオ転換の方針を、新中期経営計画の基本方針として継続し、戦略領域への選択と集中を明示した。
  4. FY2026-H1RestatedAnnual report

    「There were no material changes to the Group's management policies, management strategies or other related matters during the six months ended [the current interim period].」

    The company reconfirmed that there were no significant changes to its existing management policies, management strategies, or other related matters, including the transformation of its business structure and portfolio.
  5. FY2025RaisedAnnual report

    「The investment allocation, initially set at ¥7 billion for the fiscal years ending March 2022 through March 2026 in the “Plan for Meeting the Listing Maintenance Criteria under the New Market Segments,” was expanded to more than ¥10 billion and then further expanded to ¥15 billion on 14 December 2023, with management resources to be invested in the strategic areas.」

    The investment allocation for the strategic areas was expanded from ¥7 billion to more than ¥10 billion, and then further to ¥15 billion.
  6. FY2025-H1AdvancedAnnual report

    「The company reviewed its asset allocation in the fiscal year ended March 2024. Following the reorganization of the industrial materials segment and the sale of major fixed assets, certain properties previously classified in the real estate leasing segment were changed to “Building Materials” and “Industrial Materials.”」

    The company disclosed that it had reviewed its asset allocation, reorganized its industrial materials business, and sold major fixed assets, changing the classification and allocation of its businesses and assets.
  7. FY2024-Q3AdvancedAnnual report

    「The company aims to concentrate management resources on the future investment businesses and priority businesses for expanding the foundation that it has identified, with the goal of achieving sustained increases in corporate value.」

    As a concrete measure to transform its business portfolio, the company indicated a policy of transferring its hotel rental properties and concentrating management resources on future investment businesses and priority businesses for expanding the foundation.
  8. FY2024-Q1AdvancedAnnual report

    「The company decided to acquire the shares of 岩水開発 in order to pursue synergies with its building materials business by leveraging 岩水開発’s strong execution capabilities in ground improvement work and to achieve further growth.」

    As a concrete measure to transform its business structure and portfolio, the company brought 岩水開発, which has execution capabilities in ground improvement work, into its building materials business and implemented initiatives to pursue synergies.
  9. FY2023RaisedAnnual report

    「Under the medium-term management plan “Sustaina V (Value),” the company positioned businesses in the upper right as priority businesses for expanding the foundation and those in the upper left as businesses for future investment, defining both as strategic areas, with sales growth rate and potential on the vertical axis and profitability and operating profit on the horizontal axis of its business portfolio. The investment allocation was expanded from ¥7 billion to more than ¥10 billion, from the fiscal year ending March 2022 through the fiscal year ending March 2026, as set out in the “Plan for Meeting the Listing Maintenance Criteria under the New Market Segments,” and management resources will be invested in these strategic areas.」

    The company reorganized its business portfolio around the 2 axes of growth potential and profitability and expanded the investment allocation for the fiscal years ending March 2022 through March 2026 from ¥7 billion to more than ¥10 billion.
  10. FY2023-Q3RestatedAnnual report

    「There have been no material changes to the Group's management policies, management strategies or other related matters during the nine-month period ended December 31.」

    The company reconfirmed that there were no significant changes to its management policies, management strategies, or other related matters, including the transformation of its business structure and portfolio.
  11. FY2023-Q2RestatedAnnual report

    「There were no material changes during the first six months of the current fiscal year to the management policies, management strategies or other matters established by our Group.」

    The Company reconfirms that there were no material changes to its existing management policies or strategies.
  12. FY2023-Q1RestatedAnnual report

    「There were no material changes during the first quarter of the current fiscal year to the management policies, management strategies or other matters established by our Group.」

    The company reconfirmed that there were no significant changes to its existing management policies, management strategies, or other related matters, including the transformation of its business structure and portfolio.
  13. FY2022-Q2RestatedAnnual report

    「There were no material changes during the first six months of the current fiscal year to the management policies, management strategies or other matters established by our Group.」

    The company reconfirmed that there were no significant changes to its existing management policies, management strategies, or other related matters, including the transformation of its business structure and portfolio.
  14. FY2022-Q1RestatedAnnual report

    「There were no material changes during the first quarter of the current fiscal year to the management policies, management strategies or other matters established by our Group.」

    The company reaffirms that there have been no material changes to its management policies or strategies.
  15. FY2021RaisedAnnual report

    「Under “Sustaina 2020,” Takashima & Co.,Ltd. set out a basic strategy of continuing the transformation from its traditional wholesale business, centered mainly on materials sales, toward a business that provides value by expanding various value-adding capabilities, including manufacturing functions, to support the sustained growth of the Takashima Group. While continuing this basic strategy, the company will accelerate the development and expansion of these capabilities and pursue transformation of its business structure and portfolio to establish a foundation for long-term sustainable growth.」

    The company has strengthened its policy, moving beyond continuing the existing transformation of its business structure and portfolio to more aggressively develop and expand manufacturing functions and other capabilities.
  16. FY2021-Q3RestatedAnnual report

    「There have been no material changes to the Group's management policies, management strategies or other related matters during the nine-month period ended December 31.」

    The company reconfirmed that there were no significant changes to its existing management policies, management strategies, or other related matters, including the transformation of its business structure and portfolio.
  17. FY2021-Q2RestatedAnnual report

    「There were no material changes during the first six months of the current fiscal year to the management policies, management strategies or other matters established by our Group.」

    The company reconfirmed that there were no significant changes to its existing management policies, management strategies, or other related matters, including the transformation of its business structure and portfolio.
  18. FY2020RestatedAnnual report

    「In the next medium-term plan, the company will carry forward the direction of “Sustaina 2020” and continue providing customers with solutions unique to the company.」

    The company indicated that the direction of Sustaina 2020’s transformation of the business structure and portfolio would be carried forward into the next medium-term plan.
  19. FY2020-Q3RestatedAnnual report

    「There have been no material changes to the Group's management policies, management strategies or other related matters during the nine-month period ended December 31.」

    The company explicitly stated that there were no significant changes to its existing management policies, management strategies, or other related matters, including the transformation of its business structure and portfolio.
  20. FY2020-Q2AdvancedAnnual report

    「The company decided to acquire the shares of the company because it determined that making it a consolidated subsidiary would strengthen its “energy efficiency,” “weight reduction,” and “labor-saving” solutions in the building materials solutions business and expand its service capabilities.」

    The acquisition of 株式会社レスト as a wholly owned subsidiary gave concrete form to efforts to strengthen priority areas and expand service capabilities in the building materials solutions business.
  21. FY2020-Q1RestatedAnnual report

    「There were no material changes during the first quarter of the current fiscal year to the management policies, management strategies or other matters established by our Group.」

    The company explicitly stated that there were no significant changes to its management policies, management strategies, or other related matters, and is continuing its existing strategies, including the transformation of its business structure and portfolio.
  22. FY2019RestatedAnnual report

    「Against this backdrop, the group will promote the strategies of its medium-term plan, “Sustaina 2020.”」

    Although the earnings forecast indicated that the targets were expected to be missed, the company stated that the medium-term plan’s strategies themselves would continue.
  23. FY2019-Q3RestatedAnnual report

    「There have been no material changes to the Group's management policies, management strategies or other related matters during the nine-month period ended December 31.」

    The company explicitly stated that there were no significant changes to its management policies, management strategies, or other related matters, including the transformation of its business structure and portfolio.
  24. FY2019-Q2RestatedAnnual report

    「There were no material changes during the first six months of the current fiscal year to the management policies, management strategies or other matters established by our Group.」

    The company explicitly stated that there were no significant changes to its management policies, management strategies, or other related matters, and is continuing its existing plan, including the transformation of its business structure and portfolio.
  25. FY2019-Q1AdvancedAnnual report

    「To achieve continued sustainable growth, it is necessary to enter growth areas, and the company is establishing this entity to enter the robotics field, where significant growth is expected in the future.」

    As a concrete measure to transform its business structure and portfolio by entering growth areas, the company decided to establish a subsidiary to enter the robotics field.
  26. FY2018RestatedAnnual report

    「The medium-term plan’s theme is “Transforming the business structure and portfolio to sustain continued growth.” The company is conducting its business with targets of a 20% increase in sales to ¥110 billion, net income attributable to owners of the parent of ¥2 billion, and ROE of at least 10% in the final year of the plan, the fiscal year ending March 2020.」

    The company continues to identify transformation of its business structure and portfolio as a theme of Sustaina 2020.
  27. FY2018-Q3RestatedAnnual report

    「There have been no material changes to the Group's management policies, management strategies or other related matters during the nine-month period ended December 31.」

    The company explicitly stated that there were no significant changes to its management policies, management strategies, or other related matters, and is continuing its existing plan, including the transformation of its business structure and portfolio.
  28. FY2018-Q2RestatedAnnual report

    「There were no material changes during the first six months of the current fiscal year to the management policies, management strategies or other matters established by our Group.」

    The company explicitly stated that there were no significant changes to its management policies, management strategies, or other related matters, and is continuing its existing plan, including the transformation of its business structure and portfolio.
  29. FY2017RestatedAnnual report

    「The medium-term plan’s theme is “Transforming the business structure and portfolio to sustain continued growth.” The company is conducting its business with targets of a 20% increase in sales to ¥110 billion, net income attributable to owners of the parent of ¥2 billion, and ROE of at least 10% in the final year of the plan, the fiscal year ending March 2020.」

    Transformation of the business structure and portfolio remains a theme of Sustaina 2020.
  30. FY2016First statedAnnual report

    「With “Transforming the business structure and portfolio to sustain continued growth” as its theme, the company will pursue the following 4 priority strategies, targeting a 20% increase in sales to ¥110 billion, net income attributable to owners of the parent of ¥2 billion, and ROE of at least 10% in the final year of the medium-term plan, the fiscal year ending March 2020.」

    The company explicitly identified transformation of its business structure and portfolio as the means of achieving its numerical targets.
Moved together

"Energy conservation solutions through the integration of energy generation, conservation and storage" moved the same way as this thread, in the same document, in 6 of its 30 moves.

666555★123456
  1. ★This thread
  2. 1Energy conservation solutions through the integration of energy generation, conservation and storage6×
  3. 2Stable dividends based on a consolidated dividend payout ratio of approximately 25%6×
  4. 3Profit Improvement Activities Through Changes to the Customer and Product Mix, and Other Measures6×
  5. 4Pursuing M&A Targeting New Business Areas and Value-Added Capabilities5×
  6. 5Fiscal 2026 targets for meeting the Prime Market continued listing requirements5×
  7. 6Strategic approach to business opportunities arising from the transition to carbon neutrality5×

★ 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 Takashima & yet. It last moved in the Management plan of 2026-05-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.