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Displayed only when the document provides numerical figures.Wording
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How definitive the wording is.Contents of this document
Summary of Q&AFY ending August 2026, third quarter4 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Gross Profit MarginDown
What the company explained in this material
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
- Reasons for and timing of the downward revision to the full-year earnings forecast
- Businesses and projects progressing despite the decline in revenue
- Initiatives by the Indian subsidiary and semiconductor-related initiatives
- Timing of the contribution to revenue from KPIs and the increase in customers
- Growth strategy and bottlenecks over the next 2–3 years
- Impact of advances in AI
- Competitors, reasons for being selected, and barriers to entry
- Shareholder-return policy
- Measures to strengthen IR
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
- Scaling back or discontinuation of some maintenance projects
- A lull between smart mobility-related projects
- Delays in the timing of order bookings and revenue recognition due to prolonged consideration of projects for the healthcare industry
The company identifies the factors but does not state the amount attributable to each one.
New initiatives
- Beginning consolidation of the Institute for Social Value Transformation (VXI), established in April 2026
- Expansion by the Indian subsidiary GIN of development processes built around AI
- GIN's initiatives for semiconductor manufacturing equipment manufacturers in India
- Expansion of AI-related services, including EBAAD and GxRaptor
- IR information email distribution service launched in May 2026
- An investor briefing for individual investors planned for late August
Key KPIsA metric the company considers important as a management benchmark.
- Enterprise customer count26 companiesYear on year against the same period last year+8 companies
- Customer retention rate86.6 %
- Proportion of employees from overseas2 approximately 10%
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | FY ending August 2026, third quarter |
| Gross Profit Margin | Down |
| Breakdown of Factors Affecting the Change | Factors Scaling back or discontinuation of some maintenance projects / Amount Not disclosed, Factors A lull between smart mobility-related projects / Amount Not disclosed, Factors Delays in the timing of order bookings and revenue recognition due to prolonged consideration of projects for the healthcare industry / Amount Not disclosed |
| Key KPIs | Indicator name Enterprise customer count / Value 26 companies / Year on year against the same period last year +8 companies, Indicator name Customer retention rate / Value 86.6 % / Year on year against the same period last year Not disclosed, Indicator name Proportion of employees from overseas / Value 2 approximately 10% / Year on year against the same period last year Not disclosed |
| Key points of the Q&A | Reasons for and timing of the downward revision to the full-year earnings forecast, Businesses and projects progressing despite the decline in revenue, Initiatives by the Indian subsidiary and semiconductor-related initiatives, Timing of the contribution to revenue from KPIs and the increase in customers, Growth strategy and bottlenecks over the next 2–3 years, Impact of advances in AI, Competitors, reasons for being selected, and barriers to entry, Shareholder-return policy, Measures to strengthen IR |
| New initiatives | Beginning consolidation of the Institute for Social Value Transformation (VXI), established in April 2026, Expansion by the Indian subsidiary GIN of development processes built around AI, GIN's initiatives for semiconductor manufacturing equipment manufacturers in India, Expansion of AI-related services, including EBAAD and GxRaptor, IR information email distribution service launched in May 2026, An investor briefing for individual investors planned for late August |
Items this document does not state (24)
Net SalesOperating profitOrdinary incomeNet incomeOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / Share
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.In the DX support business, some maintenance projects were scaled back or discontinued based on profitability and the allocation of resources to growth areas. In addition, there was a lull between smart mobility-related projects, while prolonged consideration of projects for the healthcare industry delayed the timing of order bookings and revenue recognition. Following a review of individual projects in the third quarter, the company determined that the impact was greater than initially expected and announced the revision once the projected variance was expected to meet the criteria for timely disclosure.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.