Komori
Cados (211A) · TargetRestated

Sales Growth, Maintaining and Improving Gross Margin, and a Real Estate Business Mix of Approximately 20%

First written in FY2024. 4 of 11 entries say "Softened", first in 2026-03-13. Latest entry: FY2026.

11entries
3years
7from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025-H12024: 120242025: 120252026: 92026
Same theme, other companies
Sales Growth, Gross Profit Margin Maintenance and Real Estate Business Mix ManagementA 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. FY2026RestatedAnnual report

    「Alongside revenue growth, we will work to maintain and improve our gross margin.」

    The targets of revenue growth, cost management focused on profit margins, and maintaining the real estate business’s share of revenue at approximately 20% remain unchanged. Meanwhile, for the fiscal year ending July 2026, revenue was ¥5,883 million, gross profit margin was 19.8%, and the real estate business’s share of revenue was 21.8%, down from the previous fiscal year.
  2. FY2026-H1RestatedAnnual report

    「Under these circumstances, our key objective in the construction business has been to increase orders, centered on the development of Kadostaun, a suburban multi-tenant commercial facility. We have continued to focus our order targets on tenant companies with a strong appetite for new locations, including drugstores, food supermarkets, consumer electronics retailers, restaurants and convenience stores, while continuing to pursue profitable order-taking activities by setting appropriate contract prices that reflect persistently high construction costs.」

    The Company continues to focus on increasing orders through Kadostaun, concentrating on tenants with a strong appetite for new locations, and setting appropriate contract prices. Revenue fell 35.6% year on year, while the gross margin declined to 19.1% from 21.0%.
  3. FY2025-H1AdvancedAnnual report

    「In the construction business, we have pursued sales activities focused on productivity. We target customers with a strong appetite for new locations among companies opening large stores, such as drugstores, food supermarkets, consumer electronics retailers and home improvement stores, as well as companies opening medium-sized and small stores, such as restaurants and convenience stores. At the same time, we have passed rising raw material costs through to selling prices.」

    The Company has pursued productivity-focused sales activities and passed higher raw material costs through to selling prices. The gross margin rose to 21.0% from 19.4% in the fiscal year ended July 2024.
  4. FY2024First statedAnnual report

    「Alongside revenue growth, we will work to maintain and improve our gross margin.」

    The Company has indicated a policy of stringent construction cost control and maintaining real estate revenue at approximately 20% of total revenue. In the fiscal year ended July 2024, real estate accounted for 24.8% of revenue and the gross margin was 19.4%.
Moved together

"Reliance on Interest-Bearing Debt and Funding for the Real Estate Business" moved the same way as this thread, in the same document, in 5 of its 11 moves.

52★12
  1. ★This thread
  2. 1Reliance on Interest-Bearing Debt and Funding for the Real Estate Business5×
  3. 2Appropriate capital policy targets: a 40% equity ratio and 10% ROE2×

★ 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 Cados yet. It last moved in the General Meetings of Shareholders of 2026-09-30: "Cited as achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Sales Growth, Maintaining and Improving Gross Margin, and a Real Estate Business Mix of Approximately 20% | Cados Corporation (211A) | Komori