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Azuma Shipping (9380) · RiskDropped

Stabilizing Plant Factory Yields and Failure to Meet the Plan

First written in FY2019-Q1. 6 of 23 entries say "Materialised", first in FY2021-Q2. Latest entry: FY2026.

23entries
9years
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2021-Q2 – FY2023-Q1WorsenedFY2024 – FY20252018: 220182019: 320192020: 220202021: 420212022: 320222023: 420232024: 320242025: 120252026: 12026
Same theme, other companies
Risk of unstable plant-factory yields and failure to meet plansA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2026DroppedAnnual report

    「Accordingly, production and sales of mini-tomatoes at the site will end on 31 July 2026.」

    The planned closure of the plant factory’s operations will end the business subject to the previous yield stabilization and failure-to-meet-plan risks.
  2. FY2025WorsenedAnnual report

    「In the other businesses, harvest volume declined at the plant factory in the Tokai region because poor fruit development occurred against the backdrop of damage from pests and diseases caused by extreme heat during the seedling-replanting period.」

    In addition to pests and diseases, poor fruit development due to extreme heat occurred, resulting in an actual decline in harvest volume.
  3. FY2025-H1WorsenedAnnual report

    「In the other businesses, harvest volume declined at the plant factory in the Tokai region because extreme heat reduced bee pollination activity and increased the number of unpollinated fruits, in addition to the occurrence of damage from pests and diseases.」

    In addition to the existing pest and disease risk, reduced pollination activity and an increase in unpollinated fruits due to extreme heat occurred, resulting in an actual decline in harvest volume.
  4. FY2024MaterialisedAnnual report

    「In the other businesses, harvest volume declined at the plant factory in the Tokai region due to the occurrence of damage from pests and diseases that had spread nationwide. Meanwhile, operations at 1 facility within the plant were temporarily suspended to improve productivity and reduce costs.」

    The decline in harvest volume due to damage from pests and diseases continued throughout the year, and operations at 1 facility were temporarily suspended as a productivity and cost measure.
  5. FY2024-Q3MitigatedAnnual report

    「In the other businesses, harvest volume increased at the plant factory in the Tokai region because continued suppression of damage from pests and diseases enabled stable production, while planned labor-hour management improved productivity.」

    Continued suppression of damage from pests and diseases and planned labor-hour management have supported stable production and continued growth in harvest volume, mitigating the yield stabilization risk.
  6. FY2024-Q2MitigatedAnnual report

    「In the other businesses, harvest volume increased at the plant factory in the Tokai region because continued suppression of damage from pests and diseases enabled stable production, while planned labor-hour management improved productivity.」

    Continued suppression of damage from pests and diseases led to stable production and increased harvest volume, mitigating the plant factory’s yield risk during the quarter.
  7. FY2024-Q1MitigatedAnnual report

    「In the other businesses, harvest volume increased at the plant factory in the Tokai region because the company was able to maintain stable production by suppressing damage from pests and diseases that had occurred in the previous crop, while the temporary suspension of operations at 1 facility improved productivity.」

    Suppressing damage from pests and diseases that had occurred since the previous crop led to stable production and increased harvest volume, indicating mitigation of the plant factory’s yield risk as of the quarter-end.
  8. FY2023RestatedAnnual report

    「In the other businesses, harvest volume declined at the plant factory in the Tokai region due to the occurrence of damage from pests and diseases that had spread nationwide. Meanwhile, operations at 1 facility within the plant were temporarily suspended to improve productivity and reduce costs.」

    The decline in harvest volume due to pests and diseases continued throughout the year. The company also disclosed productivity and cost measures involving the temporary suspension of operations at 1 facility, but the yield risk itself remains.
  9. FY2023-Q3RestatedAnnual report

    「In the other businesses, although market prices increased from the previous year, harvest volume declined at the plant factory in the Tokai region due to the occurrence of damage from pests and diseases that had spread nationwide.」

    The decline in harvest volume at the plant factory due to damage from pests and diseases continues to occur.
  10. FY2023-Q2RestatedAnnual report

    「In the other businesses, harvest volume declined at the plant factory in the Tokai region due to the occurrence of damage from pests and diseases that had spread nationwide.」

    The decline in harvest volume at the plant factory due to damage from pests and diseases continues to occur.
  11. FY2023-Q1MaterialisedAnnual report

    「In the other businesses, harvest volume declined at the plant factory in the Tokai region due to damage from pests and diseases that had spread nationwide.」

    Damage from pests and diseases has materialized as a decline in harvest volume at the plant factory.
  12. FY2022WorsenedAnnual report

    「In the other businesses, harvest volume in the first half declined due to weather conditions in the Tokai region, where the plant factory is located, amid the rainy season beginning earlier than usual. However, harvest volume in the second half increased because the replanting of seedlings was brought forward.」

    Although harvest volume recovered in the second half, the other businesses reported lower full-year revenue and an expanded loss due to the first-half decline caused by weather conditions and higher expenses.
  13. FY2022-Q2WorsenedAnnual report

    「As a result, operating revenue from the other businesses was ¥96 million, a decline of ¥23 million, or 19.2%, from the same quarter of the previous year, while the segment loss was ¥0 million, a deterioration of ¥5 million from the same quarter of the previous year.」

    The decline in harvest volume due to adverse weather and insufficient sunlight was reflected in a 19.2% decline in operating revenue from the other businesses and deterioration in segment earnings.
  14. FY2022-Q1MaterialisedAnnual report

    「In the other businesses, harvest volume declined at the plant factory in the Tokai region because adverse weather and insufficient sunlight resulted from the rainy season beginning earlier than usual.」

    The decline in harvest volume at the plant factory due to adverse weather and insufficient sunlight also occurred during the quarter.
  15. FY2021MaterialisedAnnual report

    「Although the planted area for new varieties with higher selling prices was expanded at the plant factory, harvest volume declined due to the effects of adverse weather and insufficient sunlight, among other factors.」

    Although the planted area for new varieties was expanded, harvest volume declined throughout the year due to adverse weather and insufficient sunlight, among other factors.
  16. FY2021-Q3MaterialisedAnnual report

    「In Other Businesses, the Company expanded the area planted with a new variety commanding a higher unit selling price at the plant factory, but harvest volumes declined due to adverse weather, insufficient sunlight and other factors.」

    Adverse weather and insufficient sunlight, among other factors, reduced harvest volume at the plant factory, and the yield stabilization risk has materialized.
  17. FY2021-Q2MaterialisedAnnual report

    「In the other businesses, the unit selling price increased through the rollout of new varieties, but harvest volume declined as adverse weather and insufficient sunlight continued.」

    Continued adverse weather and insufficient sunlight have materialized the yield stabilization risk through a decline in harvest volume at the plant factory.
  18. FY2020-Q3MitigatedAnnual report

    「In the other businesses, harvest volume of mini-tomatoes increased year on year as the company established a structure for increased production at the plant factory and improved the growing environment toward stable production.」

    Harvest volume has increased due to the establishment of a production expansion structure and improvements to the growing environment for stable production, indicating partial mitigation of the yield stabilization risk. However, the disclosure does not state whether the planned yield was achieved.
  19. FY2020-Q2RestatedAnnual report

    「In addition, to stabilize yields, we worked to establish a production expansion structure by reinforcing facilities, and continued initiatives to improve operations, enhance employees’ skills and expand sales channels.」

    The company is expanding facilities and preparing for increased production to stabilize harvest volumes, but this filing contains no new disclosure on achievement of the planned yield.
  20. FY2019RestatedAnnual report

    「As a result of continuing efforts to stabilize yields at the expanded facility, some effects have emerged, but the target yield was not met against the plan.」

    Although yield stabilization has begun to produce some effects, the target yield remains below plan.
  21. FY2019-Q3MitigatedAnnual report

    「In the other businesses, shipment volume increased significantly year on year as construction to expand the plant factory was completed in August the year before last and the company shifted to a full-scale production expansion structure. Meanwhile, as a result of continuing efforts to stabilize yields at the expanded facility from the second quarter, some effects began to emerge, but the target yield was not met against the plan.」

    The disclosure states that efforts to stabilize yields have begun to produce some effects, indicating partial mitigation of the risk. However, the failure to meet the target yield against the plan continues.
  22. FY2019-Q2WorsenedAnnual report

    「In the other businesses, shipment volume increased significantly year on year as construction to expand the plant factory was completed in August last year and the company shifted to a full-scale production expansion structure. Meanwhile, although efforts to stabilize yields at the expanded facility continued from the first quarter, the expected effects were not achieved and the target yield was not met against the plan. In addition, costs increased against the plan due to the implementation of various measures to stabilize yields.」

    Efforts to stabilize yields failed to produce the expected effects, continuing from the first quarter, resulting in failure to meet the target yield and higher costs than planned.
  23. FY2019-Q1First statedAnnual report

    「Meanwhile, the company has continued since the previous fiscal year to work toward stabilizing yields at the expanded facility, but the efforts have not yet produced sufficient results, and performance remained below the target compared with the plan.」

    The disclosure newly states that efforts to stabilize yields at the expanded plant factory have not produced sufficient results and that the target has not been met against the plan.
Moved together

"Geopolitical, regulatory and foreign exchange risks associated with overseas business expansion" moved the same way as this thread, in the same document, in 10 of its 23 moves.

1096544★123456
  1. ★This thread
  2. 1Geopolitical, regulatory and foreign exchange risks associated with overseas business expansion10×
  3. 2Personnel Shortage and Labor Cost Risks in Labor-Intensive Businesses9×
  4. 3Natural Disaster, Vessel Accident and Marine Pollution Risks6×
  5. 4Full-Scale Entry into Agribusiness and Expansion of Plant-Factory Production Scale5×
  6. 5Earnings Decline Due to Economic Fluctuations, Logistics Rationalization and New Competitors4×
  7. 6Reliance on Interest-Bearing Debt and Interest Rate Volatility Risk4×

★ 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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Stabilizing Plant Factory Yields and Failure to Meet the Plan | Azuma Shipping Co.,Ltd. (9380) | Komori