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Tsubakimoto Kogyo (8052) · TargetAdvanced

¥8.5 billion contract to deliver polarizer production equipment to China

First written in FY2018. 10 of 13 entries say "Advanced", first in FY2019-Q3. Latest entry: FY2024.

13entries
7years
0from disclosures
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ProgressHeldSoftenedWorseAdvancedFY2019-Q3 – FY2020-Q2RestatedFY2020-Q3AdvancedFY2021-Q3 – FY2022-Q2AdvancedFY2022 – FY20242018: 120182019: 320192020: 120202021: 320212022: 220222023: 120232024: 22024
Same theme, other companies
Large-scale delivery contract for polarizer production equipment to ChinaA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2024AdvancedAnnual report

    「In particular, previously delivered polarizing film production equipment in China received high evaluations, enabling the company to secure another order for the equipment.」

    Against the backdrop of positive evaluations of previously delivered equipment, the company secured another major order for polarizing film production equipment in China, contributing to a substantial increase in orders received.
  2. FY2024-Q3AdvancedAnnual report

    「Orders received increased substantially, partly because the company was able to secure another major order for polarizing film production equipment in China.」

    The company secured another major order for polarizing film production equipment in China, resulting in a substantial increase in orders received. The existing major equipment project for China progressed with additional orders.
  3. FY2023-Q3AdvancedAnnual report

    「Construction progress on the major project in China proceeded steadily. Orders received and the order backlog substantially exceeded the same period of the previous year even excluding the major project in China.」

    Steady progress on construction of the major polarizing film production equipment project in China contributed to orders received and the order backlog at the West Japan Headquarters substantially exceeding the same period of the previous year even excluding that project.
  4. FY2022AdvancedAnnual report

    「In addition to securing a major order in China, the company increased orders, mainly from relatively strong industries, namely semiconductor manufacturing equipment manufacturers, the food and logistics industries, and the environmental equipment industry.」

    Revenue recognition progressed in line with construction progress on the major polarizing film production equipment project in China. The order backlog, including this project and others, amounted to ¥58,001 million, or 149.2% of the previous fiscal year-end level.
  5. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, orders received increased substantially because the company entered into a contract to deliver polarizing film production equipment in China.」

    The company continues to explain that the contract to deliver polarizing film production equipment to China contributed to a substantial increase in orders received.
  6. FY2022-Q2AdvancedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, orders received increased substantially from the same period of the previous year, partly because the company received an order for polarizing film production equipment in China.」

    Orders for polarizing film production equipment in China contributed to a substantial increase in orders received. Existing equipment projects for China were reflected in order results.
  7. FY2022-Q1AdvancedAnnual report

    「The company entered into a sales contract dated 20 July 2021. Sales contract (filing company) Contract summary ① Name of counterparty: Fuzhou Hengmei Optoelectronic Materials Co., Ltd. (Fuzhou, People's Republic of China) ② Date of contract: 20 July 2021 ③ Contract details: Delivery of polarizing film production equipment ④ Contract value: Not disclosed (under an agreement with the counterparty) ⑤ Scheduled delivery: In stages through around July 2023」

    The company entered into a sales contract with Fuzhou Hengmei Optoelectronic Materials Co., Ltd. of Fuzhou, China, for the delivery of polarizing film production equipment in stages through around July 2023. The contract value was not disclosed.
  8. FY2021-Q3AdvancedAnnual report

    「Delivery of the major LCD panel-related manufacturing equipment recorded in the same period of the previous year was largely completed, and the amount recorded in the current period was small. As a result, sales amounted to ¥65,004 million, a substantial decrease to 81.6% of the same period of the previous year.」

    The company stated that delivery of the existing major LCD panel-related manufacturing equipment project was largely complete, indicating that the project had entered the final stage of revenue recognition.
  9. FY2020-Q3RestatedAnnual report

    「(West Japan Headquarters) During the cumulative third quarter of the current consolidated fiscal year, sales of major equipment for LCD panel-related manufacturing equipment were recognized steadily, while sales from other equipment projects and related businesses also contributed. Sales therefore amounted to ¥40,899 million, or 108.2% of the same period of the previous year.」

    Continued steady revenue recognition from major LCD panel-related manufacturing equipment contributed to higher sales at the West Japan Headquarters.
  10. FY2020-Q2AdvancedAnnual report

    「(West Japan Headquarters) During the cumulative second quarter of the current consolidated fiscal year, sales of major equipment for LCD panel-related manufacturing equipment were recognized steadily, while sales from other equipment projects and related businesses also contributed. Sales therefore amounted to ¥29,430 million, or 109.5% of the same period of the previous year.」

    Steady revenue recognition from major LCD panel-related manufacturing equipment contributed to sales of ¥29,430 million at the West Japan Headquarters, or 109.5% of the same period of the previous year.
  11. FY2020-Q1AdvancedAnnual report

    「In addition to the steady recognition of revenue from a major polarizing film production equipment project, the company steadily converted the order backlog at the end of the previous fiscal year into sales. As a result, sales amounted to ¥26,285 million, a substantial increase to 124.8% of the same quarter of the previous year.」

    Sales recognition progressed steadily on major polarizing film production equipment projects, including those for China, while the conversion of the order backlog into sales contributed to higher revenue.
  12. FY2019-Q3AdvancedAnnual report

    「The progress of construction of LCD panel manufacturing equipment for a major order in China advanced faster than planned, increasing revenue recognized under the percentage-of-completion method. In addition, consolidated group sales increased steadily. ① Name of counterparty Shenzhen Shibopo Optoelectronic Technology Co., Ltd. (China) ② Date of contract 16 November 2018 ③ Contract details Delivery of polarizing film production equipment ④ Contract value Not disclosed (under an agreement with the counterparty) ⑤ Scheduled delivery February 2020」

    Progress on the China-bound LCD panel manufacturing equipment project advanced faster than planned, increasing revenue recognized under the percentage-of-completion method. The company also entered into a new contract to deliver polarizing film production equipment to Shenzhen Shibopo Optoelectronic Technology Co., Ltd., with delivery scheduled for February 2020.
  13. FY2018First statedAnnual report

    「② Date of contract: 9 January 2018 ③ Contract details: Delivery of polarizing film production equipment ④ Contract value: ¥8.5 billion ⑤ Scheduled delivery: February 2019」

    The company entered into a contract with Kunshan Chimei Materials Technology Co., Ltd. of China to deliver polarizing film production equipment, with a contract value of ¥8.5 billion and scheduled delivery in February 2019.
Moved together

"Strengthening the Domestic Sales Base Through Area Strategies" moved the same way as this thread, in the same document, in 7 of its 13 moves.

776554★123456
  1. ★This thread
  2. 1Strengthening the Domestic Sales Base Through Area Strategies7×
  3. 2Introduction of a New Payment Method Using Electronically Recorded Obligations7×
  4. 3Foreign Exchange Risk in Foreign-Currency Transactions and Overseas Subsidiaries6×
  5. 4Expansion of Overseas Business Centered on East Asia and Southeast Asia5×
  6. 5Risk of Market Price Declines and Valuation Losses on Held Securities5×
  7. 6Product Development Anticipating Demand for Labor Saving and Workforce Reduction4×

★ 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.

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Tsubakimoto Kogyo's next results are scheduled for 2026-10-30. Read the earnings preview
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¥8.5 billion contract to deliver polarizer production equipment to China | TSUBAKIMOTO KOGYO CO.,LTD. (8052) | Komori