Komori
VRAIN Solution (135A) · RiskRestated

Extent of expansion of the manufacturing DX market and dependence on economic conditions

First written in FY2024. 4 of 11 entries say "Restated". Latest entry: FY2027-H1.

11entries
3years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2024 – 2026-04-142024: 320242025: 220252026: 62026
Same theme, other companies
Business dependence on manufacturing-sector conditions and the extent of DX adoptionA 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. FY2027-H1RestatedAnnual report

    「In the manufacturing industry served by the Company, business sentiment has deteriorated due to pressure on profits from higher raw-material and labor costs, but companies’ willingness to invest remains resilient. Investment in IT through the renewal of existing systems and promotion of DX is also taking place to secure future labor productivity amid an aging and shrinking population.」

    The company continues to recognize a market environment in which deteriorating business sentiment in the manufacturing sector coexists with resilient appetites for capital expenditure and DX investment.
  2. FY2026RestatedAnnual report

    「However, the Company's business and financial results could be affected by business conditions in the manufacturing industry and the pace of DX adoption.」

    The Company continues to disclose dependence on manufacturing conditions and DX adoption, and cites a manufacturing market of ¥119 trillion and a factory digitalization market forecast to grow from ¥1.842 trillion to ¥2.180 trillion.
  3. FY2026-H1RestatedAnnual report

    「While business sentiment in the manufacturing industry served by the Company has stagnated due to sharp exchange-rate movements and other factors, companies' willingness to invest in equipment remains firm, and investment in IT through system renewals and DX initiatives is being made to secure future labor productivity against a declining birthrate, an aging population and population decline.」

    The Company presents the same view as previously regarding stagnant manufacturing sentiment and firm equipment and DX investment.
  4. FY2025Market environment updatedAnnual report

    「The Company's business and financial results could be affected by business conditions in the manufacturing industry and the pace of DX adoption.」

    The Company reiterates its dependence on market expansion and business conditions, taking into account market size, labor shortages and the outlook for digital investment.
  5. FY2025-H1Market environment updatedAnnual report

    「While business sentiment in manufacturing has stagnated due to sharp exchange-rate movements and other factors, companies' willingness to invest in equipment remains firm, and investment in IT through system renewals and DX initiatives is being made to secure future labor productivity against a declining birthrate, an aging population and population decline.」

    The Company notes stagnant sentiment due to sharp exchange-rate movements while maintaining that equipment investment and DX and IT investment remain firm.
  6. FY2025-Q1Market environment updatedAnnual report

    「Although business conditions have deteriorated due to pressure on profits from higher raw-material prices, labor costs and other factors, companies' willingness to invest in equipment remains firm, and investment in IT through system renewals and DX initiatives is being made to secure future labor productivity against a declining birthrate, an aging population and population decline.」

    The Company added its current view that manufacturing sentiment has weakened while equipment investment and DX and IT investment remain firm.
  7. FY2024First statedAnnual report

    「According to external statistical data, digital investment aimed at improving productivity and cost efficiency is expected to remain at a high level. The factory digitalization market is forecast to grow from ¥1,762.0 billion in fiscal 2023 to ¥1,982.0 billion in fiscal 2027.」

    The Company states that its business and financial results may be affected by manufacturing business conditions and the pace of DX adoption.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
VRAIN Solution's next results are scheduled for 2026-10-14. Read the earnings preview It last moved in the Earnings presentation of 2026-07-14: "Worsened".
News
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