Komori
Takashima & (8007) · FactConstruction schedule delays and expected contribution from the order backlog in the second half

Expected recovery in the construction materials-related field driven by second-half orders

First written in FY2017-Q2. 13 of 28 entries say "Advanced", first in FY2018-Q1. Latest entry: 2026-11-12.

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ProgressHeldSoftenedWorseOtherFY2020 – FY2022-Q1AdvancedFY2024-Q1 – FY20252016: 12017: 320172018: 420182019: 420192020: 420202021: 320212022: 320222023: 320232024: 020242025: 120252026: 22026
Same theme, other companies
Sales expansion driven by a recovery in demand for building materials and civil engineering productsA theme 2 companies write about · 0 as a headwind · 2 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.
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  1. 2026-11-12OtherResults

    「The Non-residential Materials business recorded lower revenue because construction schedules were delayed more than expected amid uncertainty over the outlook resulting from higher raw-material and construction costs, which were affected by the situation in the Middle East and other factors. In the second half, the order backlog and enquiries for projects are expected to contribute to performance, as they remain at a reasonable level.」

    建設資材関連分野では、受注残高や引き合いへの期待を示す一方、工事行程の後送りにより中間期は減収となった。
  2. FY2027-H1Construction schedule delays and expected contribution from the order backlog in the second halfAnnual report

    「The Non-residential Materials business recorded lower revenue because construction schedules were delayed more than expected amid uncertainty over the outlook resulting from higher raw-material and construction costs, which were affected by the situation in the Middle East and other factors. In the second half, the order backlog and enquiries for projects are expected to contribute to performance, as they remain at a reasonable level.」

    The construction-materials-related business recorded lower revenue due to construction schedule delays, while the company indicated that the order backlog and project enquiries are expected to contribute in the second half.
  3. FY2025AdvancedAnnual report

    「The construction materials field recorded higher sales due to steady project acquisition and the contribution from Iwasui Kaihatsu Co., Ltd., which was consolidated as a subsidiary in June 2023 and contributed for 8 months in the previous fiscal year versus 12 months in the current fiscal year.」

    The construction materials field recorded higher sales due to steady project acquisition and Iwasui Kaihatsu's full-year contribution, bringing building materials segment sales to ¥61,017 million.
  4. FY2024-Q2AdvancedAnnual report

    「The construction materials-related field increased orders for construction projects targeting logistics facilities, factories and other projects, resulting in higher sales.」

    The situation changed from the previous decline in sales during a lull between orders for large projects, as the construction materials-related field increased sales through greater orders for construction projects targeting logistics facilities and factories.
  5. FY2024-Q1AdvancedAnnual report

    「The construction materials-related field steadily executed construction projects amid solid demand, resulting in higher sales.」

    The situation changed from the previous fiscal year, when sales declined during a lull between orders for large projects, as the construction materials-related field executed construction projects amid solid demand and recorded higher sales.
  6. FY2023Market conditions diverged within construction materialsAnnual report

    「The construction materials-related field remained weak in ground improvement and other projects, while building materials remained solid.」

    Ground improvement and other projects were weak, while building materials remained solid, indicating a divergence by field from the previous across-the-board description of solid or recovering performance driven by orders for large projects.
  7. FY2023-Q2RestatedAnnual report

    「Sales in the construction materials-related field declined because the company was in a lull between orders for large projects involving ground improvement and other work.」

    The decline in sales in the construction materials-related field due to a lull between orders for large projects was again reported, following the first quarter.
  8. FY2023-Q1Sales and profit declined during a lull in orders for large projectsAnnual report

    「Sales in the construction materials-related field declined because the company was in a lull between orders for large projects involving ground improvement and other work. The solar energy-related field remained weak due to delays in the supply of solar panels and peripheral equipment. The insulation materials-related and housing materials-related fields remained generally solid and contributed to profit, but selling, general and administrative expenses increased due to greater sales activities aimed at expanding performance and higher system investment, resulting in lower sales and profit. As a result, sales in this segment were ¥9,562 million, down 7.7% year on year, and the segment recorded a loss of ¥38 million, compared with segment profit of ¥49 million in the same quarter of the previous year.」

    The previous trend of solid and recovering performance in the construction materials-related field changed, and the building materials segment recorded lower sales due to a lull between orders for large projects. Delays in solar-related supplies and higher selling, general and administrative expenses also contributed, and the segment moved from profit in the same period of the previous year to a ¥38 million loss.
  9. FY2022-Q3AdvancedAnnual report

    「The construction materials-related field remained solid, supported by orders for large-scale ground improvement projects and other work, but sales declined due to the impact of the Accounting Standard for Revenue Recognition. ... Segment profit, however, increased due to the contribution from the construction materials-related field. As a result, sales in this segment were ¥32,908 million, down 10.0% year on year, and segment profit was ¥550 million, up 1.4%.」

    The strength of the construction materials-related field, including orders for large-scale ground improvement projects, continued. Despite lower sales due to the revenue recognition accounting standard, building materials segment profit rose 1.4% year on year to ¥550 million.
  10. FY2022-Q2AdvancedAnnual report

    「The construction materials-related field remained solid, supported by orders for large-scale ground improvement projects and other work, but sales declined due to the impact of the Accounting Standard for Revenue Recognition. Segment profit, however, increased due to the contribution from the construction materials-related field. As a result, sales in this segment were ¥21,906 million, down 8.4% year on year, and segment profit was ¥389 million, up 14.5%.」

    The previous recovery trend materialized in orders for large-scale ground improvement projects, and despite sales declining due to the impact of accounting standards, the contribution from the construction materials-related field drove a 14.5% year-on-year increase in building materials segment profit.
  11. FY2022-Q1Construction materials showed signs of recovery, but sales and profit declined due to the impact of accounting standardsAnnual report

    「The construction materials-related field was showing signs of recovery, but sales declined due to the impact of the Accounting Standard for Revenue Recognition, while sales in the solar energy-related field continued to decline due to the market impact of the infectious disease. Segment profit also declined due to higher selling, general and administrative expenses. As a result, sales in this segment were ¥10,360 million, down 9.1% year on year, and segment profit was ¥49 million, down 70.1%.」

    While the construction materials-related field showed signs of recovery, the building materials segment recorded lower sales and profit due to the impact of the revenue recognition accounting standard, lower sales in the solar energy-related field, and higher selling, general and administrative expenses.
  12. FY2021-Q3RestatedAnnual report

    「Sales declined in both the construction materials-related field and the solar energy-related field due to the market impact of the infectious disease. Although efforts were made to maintain profitability in each field, both segment sales and segment profit declined for the building materials segment overall.」

    The company continues to disclose the decline in sales in the construction materials-related and solar energy-related fields, efforts to maintain profitability, and the resulting decline in both sales and profit in the building materials segment.
  13. FY2021-Q2Building materials sales and profit declined due to the impact of the infectious diseaseAnnual report

    「Sales declined in both the construction materials-related field and the solar energy-related field due to the market impact of the infectious disease. Although efforts were made to maintain profitability in each field, both segment sales and segment profit declined for the building materials segment overall. As a result, sales in this segment were ¥23,923 million, down 6.5% year on year, and segment profit was ¥340 million, down 12.9%.」

    Building materials segment profit increased in the previous quarter despite the infectious disease, but in the current quarter sales declined in both the construction materials and solar energy fields, and segment profit also declined.
  14. FY2021-Q1Construction materials sales fell due to the impact of the infectious disease, but profit was maintainedAnnual report

    「Sales declined in both the construction materials-related field and the solar energy-related field due to the market impact of the infectious disease. However, efforts to maintain profitability in each field resulted in segment sales declining overall for the building materials segment while segment profit remained flat. As a result, sales in this segment were ¥11,400 million, down 7.8% year on year, and segment profit was ¥164 million, up 3.1%.」

    The previous trend of solid demand and rising sales in the construction materials-related field changed, with sales declining in both the construction materials-related field and the solar energy-related field due to the impact of the infectious disease. However, efforts to maintain profitability resulted in building materials segment profit increasing year on year.
  15. FY2020Higher construction materials sales offset lower solar energy sales, but building materials profit declinedAnnual report

    「The decline in sales in the solar energy-related field was covered by higher sales in the construction materials-related field, which captured solid market demand. As a result, segment sales overall for the building materials segment were maintained at the previous year's level, but segment profit declined due to the impact of the severe competitive environment in the solar energy-related field.」

    While sales in the construction materials-related field captured demand and offset the decline in sales in the solar energy-related field, keeping segment sales at the previous year's level, building materials segment profit fell 7.9% year on year to ¥762 million.
  16. FY2020-Q3AdvancedAnnual report

    「The market in the construction materials-related field remained firm, and revenue exceeded the previous fiscal year. The decline in revenue, mainly in the residential market in the solar energy-related field, was offset by higher revenue in the construction materials-related field as the company captured solid market demand. As a result, revenue for the construction materials-related field as a whole increased, as did segment profit. Revenue in this segment was ¥39,266 million, up 2.0% year on year, and segment profit was ¥631 million, up 6.5%.」

    Sales in the construction materials-related field exceeded the previous year, offsetting the decline in residential sales in the solar energy-related field. Segment sales in the building materials segment were ¥39,266 million, and segment profit was ¥631 million.
  17. FY2020-Q2AdvancedAnnual report

    「Revenue in the construction materials-related field exceeded the previous fiscal year, offsetting lower revenue in the solar energy-related field. As a result, revenue for the construction materials segment as a whole increased, and segment profit rose substantially. Revenue in this segment was ¥25,580 million, up 5.0% year on year, and segment profit was ¥391 million, up 32.7%.」

    Revenue in the construction materials-related field exceeded the previous fiscal year, offsetting the decline in the solar energy-related field. Construction materials segment revenue was ¥25,580 million and segment profit was ¥391 million.
  18. FY2020-Q1AdvancedAnnual report

    「The market in the construction materials-related field remained firm, and revenue exceeded the previous fiscal year.」

    The market in the construction materials-related field remained firm, and revenue exceeded the previous fiscal year. Construction materials segment revenue was ¥12,369 million and segment profit was ¥159 million.
  19. FY2019AdvancedAnnual report

    「The market in the construction materials-related field remained firm, and revenue exceeded the previous fiscal year.」

    The earlier recovery outlook materialized in the full-year results, with the construction materials-related field securing revenue above the previous fiscal year.
  20. FY2019-Q3RestatedAnnual report

    「The market in the construction materials-related field remained firm, and revenue was secured at approximately the same level as in the same quarter of the previous year.」

    The construction materials-related market continued to be firm, but revenue was approximately in line with the same quarter of the previous year.
  21. FY2019-Q2RestatedAnnual report

    「The market in the construction materials-related field remained firm, and revenue was secured at approximately the same level as in the same quarter of the previous year.」

    The construction materials-related market continued to be firm, but revenue was approximately in line with the same quarter of the previous year.
  22. FY2019-Q1Market remained firm, but revenue was flat.Annual report

    「The market in the construction materials-related field remained firm, and revenue was secured at approximately the same level as in the same quarter of the previous year.」

    The construction materials-related market continued to be firm, but revenue was approximately in line with the same quarter of the previous year.
  23. FY2018AdvancedAnnual report

    「In the construction materials-related field, higher demand continued from the second half of the previous fiscal year, resulting in a substantial increase in revenue. In the solar energy-related field, the prolonged review of business plan approvals following enforcement of the revised FIT Act was beginning to ease, but the market remained subdued throughout the consolidated fiscal year, causing both residential and industrial revenue to decline. Other business fields were broadly in line with the previous fiscal year, and revenue for the construction materials segment as a whole declined. Meanwhile, efforts to win construction orders improved the gross profit margin, resulting in a substantial increase in segment profit. As a result, revenue in this segment was ¥48,815 million, down 1.2% year on year, and segment profit was ¥759 million, up 42.2%.」

    Higher demand in the construction materials-related field and efforts to win construction orders continued. Although the construction materials segment as a whole posted lower revenue, including the decline in the solar energy-related field, segment profit increased 42.2%.
  24. FY2018-Q3AdvancedAnnual report

    「In the construction materials-related field, higher demand continued from the second half of the previous fiscal year, resulting in a substantial increase in revenue. In the solar energy-related field, the prolonged review of business plan approvals by the authorities following enforcement of the revised FIT Act was beginning to ease, but the market remained subdued throughout the cumulative third-quarter consolidated period, causing both residential and industrial revenue to decline. Other business fields were broadly in line with the same quarter of the previous year, and revenue for the construction materials segment as a whole increased. In addition, efforts to win construction orders improved the gross profit margin, resulting in a substantial increase in segment profit. As a result, revenue in this segment was ¥37,316 million, up 2.0% year on year, and segment profit was ¥578 million, up 162.3%.」

    Higher demand and revenue in the construction materials-related field continued, and efforts to win construction orders also improved the gross profit margin. Construction materials segment revenue was ¥37,316 million and segment profit was ¥578 million, up 162.3% year on year.
  25. FY2018-Q2AdvancedAnnual report

    「In the construction materials-related field, higher demand continued from the second half of the previous fiscal year, resulting in a substantial increase in revenue. In the solar energy-related field, the prolonged review of business plan approvals by the authorities following enforcement of the revised FIT Act began to ease. However, the market remained subdued throughout the cumulative second-quarter consolidated period, causing residential revenue to decline. The decline was partly offset by higher industrial revenue, but overall revenue decreased. Other business fields were broadly in line with the same quarter of the previous year, and revenue for the construction materials segment as a whole increased. In addition, efforts to win construction orders improved the gross profit margin, resulting in a substantial increase in segment profit.」

    The company stated that higher demand and revenue in the construction materials-related field continued, while efforts to win construction orders improved the gross profit margin and segment profit. Construction materials segment revenue was ¥24,326 million and segment profit was ¥386 million.
  26. FY2018-Q1AdvancedAnnual report

    「In the construction materials-related field, higher demand continued from the second half of the previous fiscal year, resulting in a substantial increase in revenue.」

    The company stated that higher demand from the second half of the previous fiscal year continued in its actual results, leading to a substantial increase in revenue in the construction materials-related field.
  27. FY2017-Q3RestatedAnnual report

    「Demand in the construction materials-related field was subdued through the second quarter because it was in a transition period between demand cycles. However, the company considers the field to be on a recovery trend through efforts to address orders received that are concentrated in the third and fourth quarters, and expects solid performance in the second half of the fiscal year.」

    The company reiterated its outlook for recovery through efforts to address orders concentrated in the third and fourth quarters and solid performance in the second half of the fiscal year. It did not indicate that the recovery had been achieved based on actual results.
  28. FY2017-Q2First statedAnnual report

    「Demand in the construction materials-related field was subdued through the second quarter because it was in a transition period between demand cycles. However, the company expects a recovery trend as it works on orders received that are concentrated in the third and fourth quarters.」

    The company indicated that the construction materials-related field would enter a recovery trend through efforts to address orders received that are concentrated in the third and fourth quarters.
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