Komori
Nagase & (8012) · InitiativeAdvanced

Expanding Overseas Sales and Strengthening the Manufacturing Business’s Earnings Base

First written in FY2016. 22 of 34 entries say "Advanced", first in FY2017-Q3. Latest entry: 2026-08-04.

34entries
11years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q3 – FY2018AdvancedFY2021-Q2 – FY2023-Q2OtherFY2023-Q3 – FY2024-Q12016: 320162017: 420172018: 420182019: 420192020: 320202021: 420212022: 420222023: 320232024: 120242025: 120252026: 32026
Same theme, other companies
Expanding international sales and profitA theme 99 companies write about · 0 as a headwind · 102 as a tailwind

The whole theme swung hardest in 2020: 13 of 73 companies on the "Worse" side.

51 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 99 companies compared. The sentences above are computed from all 99.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-04AdvancedEarnings presentation

    「AI半導体向け変性エポキシ樹脂販売が想定以上に好調に推移。」

    製造業の収益基盤強化について、AI半導体向け変性エポキシ樹脂の販売好調が具体的な業績進展として示された。
  2. FY2026AdvancedAnnual report

    「Sales of food ingredients by the Prinova Group increased as it expanded its market share and increased volumes. Operating profit increased due to higher gross profit, the partial completion of amortization of intangible assets at ナガセヴィータ, the promotion of efficiency initiatives at the Prinova Group and other factors.」

    In the manufacturing and food ingredients businesses, measures to improve earnings, including expanding Prinova’s market share, optimizing staffing, introducing automated equipment and reducing costs, progressed. Operating profit in the lifestyle-related business increased by ¥6,408 million year on year.
  3. 2026-05-07AdvancedEarnings

    「売上総利益は、売上高の増加に加えて、一部の製造子会社の収益性向上等により、増益となりました。」

    製造子会社の収益性向上が、売上高増加とともに売上総利益の増益要因として明示された。
  4. FY2026-H1Lower sales due to the yen’s appreciation coexisting with improved profitability at manufacturing subsidiariesAnnual report

    「During the interim consolidated accounting period, net sales declined partly because the yen remained strong, but the gross profit margin improved due to higher profitability at some manufacturing subsidiaries and other factors, resulting in higher gross profit.」

    While the expansion of overseas sales was negatively affected by the yen’s appreciation, gross profit increased due to improved profitability at manufacturing subsidiaries.
  5. FY2025-H1AdvancedAnnual report

    「The Color Former business reduced losses by stopping production in the United States and restructuring and streamlining operations at its manufacturing base in Japan.」

    Regarding the strengthening of the manufacturing earnings base, the company reported progress in reducing losses through the cessation of U.S. production and the reorganization and streamlining of operations at its Japanese sites.
  6. FY2024-Q1Overseas sales expansion coexisting with lower profitability at manufacturing subsidiariesAnnual report

    「During the cumulative first quarter of the current fiscal year, net sales increased partly because the yen remained weak, but the gross profit margin declined due to lower profitability at some manufacturing subsidiaries and other factors, resulting in lower gross profit.」

    While consolidated net sales increased due to the yen’s depreciation and other factors, the gross profit margin declined because of lower profitability at some manufacturing subsidiaries, creating factors that reduced the manufacturing earnings base.
  7. FY2023Overseas sales expansion coexisting with lower manufacturing profitAnnual report

    「Profit from the Group’s manufacturing businesses declined to ¥14.4 billion on a simple-sum basis, partly due to lower smartphone demand at ナガセケムテックス㈱ and delays in revising sales prices at ㈱林原 in response to higher utility costs. A recovery is expected in fiscal 2023.」

    While overseas sales expanded, operating profit from the Group’s manufacturing businesses declined from ¥16.9 billion in the previous fiscal year to ¥14.4 billion, with factors reducing manufacturing earnings reported.
  8. FY2023-Q3Increase in overseas sales and slight decline in their share of the mixAnnual report

    「Japan 199,551 28.7 / Greater China 174,444 25.1 / ASEAN 116,503 16.7 / Americas 129,264 18.6 / Europe 66,724 9.6」

    For the cumulative third quarter, overseas sales totaled ¥496,935 million, accounting for 71.3% of the total. This was higher than the 67.6% overseas share in the same period of the previous fiscal year, but slightly lower than the 72.1% recorded in the cumulative FY2023-Q2 immediately preceding it.
  9. FY2023-Q2AdvancedAnnual report

    「Japan 127,035 27.9 / Greater China 116,831 25.6 / ASEAN 77,265 17.0 / Americas 84,463 18.5 / Europe 44,137 9.7」

    In the regional sales mix for the cumulative second quarter, Japan accounted for 27.9% and regions outside Japan for 72.1%. Overseas sales continued to account for the majority, while sales volumes also expanded, particularly in the Americas and Europe.
  10. FY2023-Q1AdvancedAnnual report

    「Both materials sales and contract manufacturing in the nutrition-related business performed well.」

    The company reported strong performance in both materials sales and contract manufacturing in the lifestyle-related business, indicating progress in strengthening the earnings base of the Group’s manufacturing businesses.
  11. FY2022AdvancedAnnual report

    「Profit from the Group’s manufacturing businesses, centered on ナガセケムテックス㈱, ㈱林原 and the Prinova Group, reached a record high, with manufacturing operating profit totaling ¥16.9 billion on a simple-sum basis. To further improve productivity and expand value added in the growing manufacturing business, we established the Group Manufacturing Business Innovation Office and strengthened the business foundation.」

    Operating profit from the Group’s manufacturing businesses reached ¥16.9 billion, a record high. An organization was also established to strengthen manufacturing capabilities, production technology, research and development, and other functions across the Group.
  12. FY2022-Q3AdvancedAnnual report

    「Japan 186,243 32.4 / Greater China 163,638 28.5 / ASEAN 91,156 15.9 / Americas 84,566 14.7 / Europe 42,014 7.3」

    For the cumulative third quarter, Japan accounted for 32.4% of regional earnings, compared with 67.6% for overseas regions in total. The figures show the expansion of overseas sales, including Greater China, ASEAN, the Americas and Europe.
  13. FY2022-Q2AdvancedAnnual report

    「Japan 120,459 32.2 / Greater China 107,178 28.7 / ASEAN 58,897 15.8 / Americas 54,539 14.6 / Europe 28,382 7.6」

    In the cumulative second quarter, regional earnings totaled ¥253,303 million outside Japan, with the figures showing the expansion of overseas sales, including Greater China, ASEAN, the Americas and Europe.
  14. FY2022-Q1AdvancedAnnual report

    「In the resins business, sales increased in Japan and overseas, particularly in ASEAN, as automobile production recovered, while profitability also improved due to higher market prices.」

    Against the backdrop of a recovery in automobile production, resin sales increased in Japan and overseas, particularly in ASEAN, while higher market prices also contributed to improved profitability.
  15. FY2021AdvancedAnnual report

    「Domestic sales were ¥363.16 billion, down 9.8% year on year, and overseas sales were ¥467.07 billion, up 17.6%, bringing net sales to ¥830.24 billion, up 3.8%.」

    With the full-year contribution from Prinova and other factors, overseas sales increased 17.6% while domestic sales declined, reflecting the expansion of overseas sales in full-year results.
  16. FY2021-Q3AdvancedAnnual report

    「Domestic sales were ¥264.81 billion, down 13.2% year on year, while overseas sales were ¥339.72 billion, up 14.5%, as sales from the Prinova Group acquired in the second quarter of the previous fiscal year were reflected for the full fiscal year. Net sales were ¥604.54 billion, up 0.5%. In terms of earnings, gross profit was ¥83.71 billion, up 7.6%, due to the Prinova Group’s high profitability. Operating profit was ¥16.06 billion, up 6.7%, despite increased expenses for sustainable growth, including digital transformation (DX), because of lower expenses resulting from activity restrictions in response to the COVID-19 pandemic. Ordinary profit was ¥17.15 billion, up 9.2%.」

    With the full-year contribution from Prinova, overseas sales increased 14.5%, net sales rose 0.5% and operating profit rose 6.7%. Domestic sales, however, declined 13.2%, resulting in the coexistence of overseas expansion and lower domestic sales.
  17. FY2021-Q2AdvancedAnnual report

    「Domestic sales were ¥166.13 billion, down 18.0% year on year, while overseas sales were ¥215.02 billion, up 13.6%, partly due to the addition of sales from the Prinova Group acquired in the second quarter of the previous fiscal year. Net sales were ¥381.15 billion, down 2.7%.」

    Overseas sales increased 13.6% year on year due to the contribution from the Prinova Group, while domestic sales declined 18.0% and consolidated net sales declined 2.7%. Overseas expansion and lower sales from existing businesses coexisted.
  18. FY2021-Q1Increase in overseas sales from the Prinova acquisition coexisting with lower sales at existing companiesAnnual report

    「Domestic sales were ¥82.17 billion, down 19.2% year on year, and overseas sales were ¥98.39 billion, up 7.8%, including sales from the Prinova Group acquired in the second quarter of the previous fiscal year. However, the decline in sales at existing companies was substantial, resulting in net sales of ¥180.56 billion, down 6.4%.」

    Overseas sales increased 7.8% year on year due to the contribution from the Prinova Group, while the decline in sales at existing companies was substantial, resulting in the coexistence of progress in overseas sales expansion and lower sales from existing businesses.
  19. FY2020-Q3Continued decline in overseas salesAnnual report

    「Domestic sales were ¥304.92 billion, down 2.6% year on year, and overseas sales were ¥296.79 billion, down 2.2%, bringing net sales to ¥601.72 billion, down 2.4%.」

    Overseas sales declined 2.2% year on year, producing results contrary to the direction of overseas sales expansion following FY2020-Q1 and Q2.
  20. FY2020-Q2Continued decline in overseas salesAnnual report

    「Domestic sales were ¥202.54 billion, up 0.1% year on year, and overseas sales were ¥189.35 billion, down 6.4%, bringing net sales to ¥391.9 billion, down 3.1%.」

    Overseas sales declined 6.4% year on year, producing results contrary to the direction of overseas sales expansion following FY2020-Q1.
  21. FY2020-Q1Decline in overseas salesAnnual report

    「Domestic sales were ¥101.7 billion, down 0.3% year on year, and overseas sales were ¥91.28 billion, down 5.5%, bringing net sales to ¥192.98 billion, down 2.8%.」

    Despite the goal of expanding overseas sales, overseas sales in the first quarter of the current fiscal year declined 5.5% year on year.
  22. FY2019AdvancedAnnual report

    「Domestic sales were ¥412.61 billion, up 4.3% year on year, and overseas sales were ¥395.13 billion, up 1.7%, bringing net sales to ¥807.75 billion, up 3.0% and a record high. In terms of earnings, gross profit was ¥105.44 billion, up 2.7%, and operating profit was ¥25.22 billion, up 4.6%, due to broad-based sales growth in Japan and overseas and improved profitability at manufacturing subsidiaries.」

    For the full fiscal year, overseas sales increased 1.7% year on year, while improved profitability at manufacturing subsidiaries also contributed to a 4.6% increase in operating profit.
  23. FY2019-Q3AdvancedAnnual report

    「During the cumulative third quarter of the current fiscal year, domestic sales were ¥313.07 billion, up 5.4% year on year, and overseas sales were ¥303.39 billion, up 2.3%, bringing net sales to ¥616.46 billion, up 3.9%. In terms of earnings, gross profit was ¥80.89 billion, up 3.8%, and operating profit was ¥20.92 billion, up 3.0%, due to broad-based sales growth in Japan and overseas and improved profitability at manufacturing subsidiaries.」

    For the cumulative third quarter, overseas sales increased 2.3% year on year, while operating profit also increased 3.0% due to improved profitability at manufacturing subsidiaries and other factors. New evidence of expanded overseas sales and improved manufacturing profitability was reported.
  24. FY2019-Q2AdvancedAnnual report

    「Against this backdrop, during the cumulative second quarter of the current fiscal year, domestic sales were ¥202.24 billion, up 5.0% year on year, and overseas sales were ¥202.21 billion, up 3.7%, bringing net sales to ¥404.45 billion, up 4.4%. In terms of earnings, gross profit was ¥52.91 billion, up 5.4%, and operating profit was ¥13.43 billion, up 6.5%, due to broad-based sales growth in Japan and overseas and improved profitability at manufacturing subsidiaries.」

    For the cumulative second quarter, overseas sales increased 3.7% year on year, while improved profitability at manufacturing subsidiaries also contributed to a 6.5% increase in operating profit. Specific progress was shown in expanding overseas sales and strengthening the manufacturing earnings base.
  25. FY2019-Q1RestatedAnnual report

    「The core elements of the Long-Term Management Policy are the “Challenge for Growth,” which aims for dramatic growth that cannot be achieved merely by extending our existing businesses through the allocation of management resources to priority areas and a shift away from business operations dependent on Japan, and the “Strengthening the Management Platform Supporting Growth,” which aims to establish a management platform that contributes to business expansion and globalization in order to make that “Challenge for Growth” a success.」

    The company reconfirms its Long-Term Management Policy, including the establishment of a management platform supporting business expansion and globalization.
  26. FY2018AdvancedAnnual report

    「Overseas sales were ¥388.5 billion, up 10.1% from the previous consolidated fiscal year, partly due to the yen’s depreciation. As a result, net sales were ¥783.93 billion, up 8.5%, reaching a record high.」

    For the full fiscal year, overseas sales rose 10.1% year on year to ¥388.5 billion, and consolidated net sales also reached a record high.
  27. FY2018-Q3AdvancedAnnual report

    「Domestic sales were ¥297.06 billion, up 8.1% year on year, while overseas sales were ¥296.5 billion, up 13.0%, partly due to the yen’s depreciation from the same period a year earlier. As a result, net sales reached a record high for a cumulative third quarter, at ¥593.56 billion, up 10.5%.」

    For the cumulative third quarter, domestic sales rose 8.1% and overseas sales rose 13.0%, with net sales also reaching a record high for the period. Specific progress in expanding overseas sales continued.
  28. FY2018-Q2AdvancedAnnual report

    「During the cumulative second quarter of the current fiscal year, domestic sales were ¥192.59 billion, up 7.6% year on year, while overseas sales were ¥194.9 billion, up 13.4%, partly due to the yen’s depreciation from the same period a year earlier. As a result, net sales reached a record high for a cumulative second quarter, at ¥387.5 billion, up 10.4%.」

    For the cumulative second quarter, overseas sales increased 13.4% year on year and domestic sales increased 7.6%. The figures provide specific evidence of progress in expanding overseas sales.
  29. FY2018-Q1AdvancedAnnual report

    「Against this backdrop, during the cumulative first quarter of the current fiscal year, domestic sales were ¥94.94 billion, up 6.8% year on year, and overseas sales were ¥92.18 billion, up 9.1%, bringing net sales to ¥187.13 billion, up 7.9%.」

    In the first quarter, both domestic and overseas sales increased year on year, with overseas sales up 9.1%.
  30. FY2017AdvancedAnnual report

    「During the current fiscal year, the trading business reviewed regional headquarters functions in Greater China, ASEAN and the Americas and improved efficiency by consolidating functions at certain local subsidiaries, thereby establishing a structure to improve earnings power. In the manufacturing business, we reviewed raw-material procurement functions and utility costs and integrated sales and development functions, among other measures, contributing to an improvement in the break-even point for the manufacturing business as a whole.」

    The company reviewed headquarters functions across 3 overseas regions and consolidated functions at local subsidiaries, while also reviewing procurement and costs and integrating sales and development functions in the manufacturing business.
  31. FY2017-Q3AdvancedAnnual report

    「Operating profit was ¥4,020 million, an increase of ¥110 million, or 2.8%, from the cumulative third quarter of the previous fiscal year, mainly due to an improvement in the gross profit margin at domestic manufacturing subsidiaries.」

    The Materials Processing segment reported a year-on-year increase in operating profit alongside an improvement in the gross profit margin at domestic manufacturing subsidiaries, providing specific evidence of an improved manufacturing earnings base.
  32. FY2017-Q2RestatedAnnual report

    「The core elements of the Long-Term Management Policy are the “Challenge for Growth,” which aims for dramatic growth that cannot be achieved merely by extending our existing businesses through the allocation of management resources to priority areas and a shift away from business operations dependent on Japan, and the “Strengthening the Management Platform Supporting Growth,” which aims to establish a management platform that contributes to business expansion and globalization in order to make that “Challenge for Growth” a success.」

    The company reiterates its plan to establish a management platform supporting business expansion and globalization.
  33. FY2017-Q1RestatedAnnual report

    「The core elements of the Long-Term Management Policy are the “Challenge for Growth,” which aims for dramatic growth that cannot be achieved merely by extending our existing businesses through the allocation of management resources to priority areas and a shift away from business operations dependent on Japan, and the establishment of a management platform that contributes to business expansion and globalization in order to make that “Challenge for Growth” a success.」

    The company reiterates its plan to establish a management platform supporting business expansion and globalization.
  34. FY2016First statedAnnual report

    「In the trading business, we will increase the scale of overseas sales, enhance our Group’s presence, establish a foundation for developing market strategies tailored to each country and region, and further accelerate our global expansion. In the manufacturing business, we will manage operations based on a long-term strategy, develop future priority businesses while prioritizing medium-term free cash flow growth, and stabilize operations through efficient cost reductions, including improvements to the break-even point.」

    The trading business will use overseas sales and regional market strategies, while the manufacturing business will use the development of priority businesses and cost reductions as its means of execution.
Moved together

"Exclusion of 2 Affiliates from the Scope of Consolidation and the Equity Method Following the Sale of Their Shares" moved the same way as this thread, in the same document, in 13 of its 34 moves.

13129986★123456
  1. ★This thread
  2. 1Exclusion of 2 Affiliates from the Scope of Consolidation and the Equity Method Following the Sale of Their Shares13×
  3. 2Portfolio Optimization Across 4 Areas and Investment in Priority Areas12×
  4. 3Acquisition of 4.5 million treasury shares and cancellation of 3 million shares resolved in February 20219×
  5. 4Breaking away from dependence on Japan9×
  6. 5Updating Investment Guidelines and Establishing an M&A Framework8×
  7. 6Talent Development and Use of Specialists and External Talent6×

★ 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 Nagase & yet. It last moved in the Earnings presentation of 2026-08-04: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expanding Overseas Sales and Strengthening the Manufacturing Business’s Earnings Base | NAGASE & CO.,LTD. (8012) | Komori