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Meiwa (8103) · InitiativeRaisedLatest Management Planning (2026-10-01): "Advanced"

Review of the Business Portfolio and Allocation of Management Resources to Growth Businesses

First written in FY2017. 7 of 17 entries say "Restated". Latest entry: 2026-10-01.

17entries
10years
4from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2020-Q3RestatedFY20232017: 120172018: 120182019: 420192020: 120202021: 020212022: 220222023: 120232024: 020242025: 220252026: 52026
Same theme, other companies
Business Portfolio Optimization and Selective Allocation of Management ResourcesA theme 158 companies write about · 0 as a headwind · 163 as a tailwind

84 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 158 companies compared. The sentences above are computed from all 158.
Full recordFilings, disclosures and news, newest first
  1. FY2026RaisedAnnual report

    「・Transforming the business portfolio and achieving discontinuous growth through M&A and business investment」

    In the new medium-term management plan “PI2028,” the company explicitly identified portfolio transformation and discontinuous growth through M&A and business investment as key initiatives, replacing its previous emphasis on optimizing the business portfolio and investing in new businesses.
  2. FY2026-H1AdvancedAnnual report

    「In addition, on 9 July 2025, the company acquired all shares of 株式会社タカロク, making it a consolidated subsidiary.」

    As an investment to expand its business portfolio, the company acquired all shares of タカロク and made it a subsidiary. Goodwill of ¥1.842 billion was recognized in the Third Business.
  3. FY2025AdvancedAnnual report

    「While building a network through investments in impact and ESG investment funds, the company is conducting the internal training program “Meiwa Mirai Hub” as a human-resource development initiative aimed at creating new businesses, and is advancing efforts toward commercializing new businesses in multiple projects.」

    具体的 progress toward creating new businesses was reported, including investments in impact and ESG investment funds, internal training and consideration of commercializing multiple projects.
  4. FY2023RestatedAnnual report

    「In its existing businesses, the company will strengthen operations in priority areas, promote more efficient use of capital and optimize its business portfolio to improve profitability and efficiency.」

    The company has reaffirmed optimization of its business portfolio as a measure to improve the profitability and efficiency of existing businesses, but has not reported any completed results.
  5. FY2023-Q1AdvancedAnnual report

    「Under this basic policy, and as a result of efforts to pursue synergies with existing businesses, the company decided to acquire 株式会社アケア, a leading local distributor in the Tohoku region for water treatment products.」

    In line with the subsidiary’s medium-term management plan, which calls for “business expansion through investments such as M&A,” the company acquired a water-treatment-related distributor. The acquisition date was 1 April 2022, and the percentage of voting rights acquired was 61.0%.
  6. FY2022ReframedAnnual report

    「We formulated and are implementing a three-year medium-term management plan in November 2020, with the fiscal year ending March 2023 as its final year. To achieve the targets for the final year of the plan, we consider it necessary to pursue business-centered strategies, make new investments for growth, and strengthen and expand our earnings base.」

    The company transitioned from “Next Stage 2019,” which was centered on portfolio management, to a new medium-term management plan ending in the fiscal year ending March 2023, revising the plan’s wording to focus on expanding the earnings base through business-centered strategies and growth investment.
  7. FY2020-Q3RestatedAnnual report

    「Against this backdrop, based on the three-year medium-term management plan "Next Stage 2019," whose final year is the current consolidated fiscal year, the Group pursued its business strategy while advancing portfolio management.」

    The company continues to pursue portfolio management in the final year of the medium-term management plan.
  8. FY2020-Q2RestatedAnnual report

    「Against this backdrop, based on the three-year medium-term management plan "Next Stage 2019," whose final year is the current consolidated fiscal year, the Group pursued its business strategy while advancing portfolio management.」

    The company continues to pursue portfolio management in the final year of the medium-term management plan.
  9. FY2020-Q1RestatedAnnual report

    「Against this backdrop, based on the three-year medium-term management plan "Next Stage 2019," whose final year is the current consolidated fiscal year, the Group pursued its business strategy while advancing portfolio management.」

    The company continues to pursue portfolio management in the final year of the medium-term management plan.
  10. FY2019RestatedAnnual report

    「The “Medium-Term Management Plan Next Stage 2019” set the following targets for fiscal 2019, its final year: consolidated net income of ¥2.5–3.0 billion; optimizing the business portfolio to create a “new earnings base”; and shareholder returns based on a consolidated dividend payout ratio of 15–20%.」

    Along with the numerical targets for the final year, the company has reaffirmed the creation of a new earnings base through optimization of the business portfolio as an issue under the plan. However, no new completed results for portfolio optimization are reported.
  11. FY2019-Q3RestatedAnnual report

    「Against this backdrop, the Group pursued its business strategy under the three-year medium-term management plan "Next Stage 2019," covering the period through fiscal 2019, while advancing portfolio management.」

    The company continues to pursue portfolio management as a measure under “Next Stage 2019.”
  12. FY2019-Q2RestatedAnnual report

    「Against this backdrop, the Group pursued its business under the three-year medium-term management plan "Next Stage 2019," covering the period through fiscal 2019, while advancing portfolio management and working to strengthen its business execution capabilities.」

    The company continues to pursue portfolio management as a measure under “Next Stage 2019.”
  13. FY2017First statedAnnual report

    「We will assess the stage of each business, dynamically review the business portfolio and direct management resources to growth businesses.」

    As a measure under the new medium-term management plan, the company has for the first time explicitly stated its policy of dynamically reviewing the portfolio after assessing each business's stage and shifting resources to growth businesses.
Moved together

"¥3.5–4.5 Billion in Foundation and Growth Investments under the Medium-Term Management Plan" moved the same way as this thread, in the same document, in 5 of its 17 moves.

544433★123456
  1. ★This thread
  2. 1¥3.5–4.5 Billion in Foundation and Growth Investments under the Medium-Term Management Plan5×
  3. 2Stable, recurring profit distributions and higher dividends per share4×
  4. 3Maintaining ROE at 7% and Achieving Double-Digit ROE in the Future4×
  5. 4Developing and Promoting Diverse Talent and Improving Work Styles and the Workplace Environment4×
  6. 5Material sustainability issues focused on the environment, value creation, human capital and governance3×
  7. 6Shareholder Returns and Improved Capital Efficiency through Treasury Share Repurchases and Cancellations3×

★ 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 Meiwa yet. It last moved in the Management Planning of 2026-10-01: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Review of the Business Portfolio and Allocation of Management Resources to Growth Businesses | Meiwa Corporation (8103) | Komori