Komori
ImageONE (2667) · InitiativeWorsened

Launch of the Medical Supplies Business

First written in FY2022-Q1. 6 of 11 entries say "Worsened", first in FY2023-Q3. Latest entry: FY2025-H1.

11entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022-Q2 – FY2022OtherFY2023-Q1 – FY2023-Q2WorsenedFY2023-Q3 – FY2025-H12022: 320222023: 320232024: 320242025: 22025
Same theme, other companies
Start and Contraction of Medical and Hygiene Consumables Trading Driven by Infectious Disease DemandA theme 2 companies write about · 1 as a headwind · 1 as a tailwind

ImageONE moved to the "Worse" side of this theme in 2024.

1 other company's latest entry also says "Worsened".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1WorsenedAnnual report

    「In the Medical Supplies segment, as COVID-19 symptoms continued to ease, demand for antigen test kits declined from the previous fiscal year, resulting in sales and profit substantially below the same period of the previous year.」

    Although sales in the Medical Supplies Business continued, revenue and profit fell substantially due to declining demand for antigen test kits.
  2. FY2024WorsenedAnnual report

    「In the Medical Supplies field, we continue to sell PCR testing equipment, PCR test kits, antigen test kits, nitrile gloves and masks for testing and screening, and other consumables. During the fiscal year, no large-scale projects comparable to those obtained in the previous fiscal year arose, and maintenance revenue from various systems also declined, resulting in revenue and profit being substantially below the same period of the previous year.」

    While continuing to sell medical supply-related products, the company recorded substantially lower revenue and profit due to declining testing-related demand and the absence of large-scale projects.
  3. FY2024-Q2WorsenedAnnual report

    「In the Medical Supplies field, we continue to sell PCR testing equipment, PCR test kits, antigen test kits, nitrile gloves and masks for testing and screening, and other consumables. Although work progressed on the large-scale tender secured during the cumulative first quarter, revenue and profit were substantially below the same period of the previous year because demand for antigen test kits, PCR detection reagents and other products continued to decline as COVID-19 symptoms became less severe and infection-control measures were relaxed.」

    Although work progressed on the large-scale tender, revenue and profit in the Medical Supplies field were substantially below the same period of the previous year due to declining demand for testing-related products.
  4. FY2024-Q1WorsenedAnnual report

    「In the Medical Supplies field, we continue to sell PCR testing equipment, PCR test kits, antigen test kits, nitrile gloves and masks for testing and screening, and other consumables. Although we secured a large-scale tender during the quarter, revenue and profit were substantially below the same period of the previous year because demand for antigen test kits, PCR detection reagents and other products continued to decline as COVID-19 conditions improved and infection-control measures were relaxed.」

    Although the company secured a large-scale tender, the Medical Supplies field recorded substantial year-on-year declines in revenue and profit due to declining demand for testing-related products.
  5. FY2023WorsenedAnnual report

    「The Medical Supplies field continued to account for a large share of total group revenue. Although a certain level of revenue and profit was secured, demand for antigen test kits, PCR detection reagents and other products declined as COVID-19 conditions improved and infection-control measures were relaxed, resulting in revenue and profit falling substantially below the initial budget.」

    The Medical Supplies field continued to account for a large share of total revenue, but revenue and profit fell substantially below the initial budget due to declining demand for testing-related products.
  6. FY2023-Q3WorsenedAnnual report

    「The Medical Supplies Business continued to account for a large share of total group revenue. However, demand for antigen test kits, PCR detection reagents and other products declined as COVID-19 conditions improved and infection-control measures were relaxed, causing orders to fall below the initial forecast, although a certain level of revenue and profit was secured.」

    The Medical Supplies Business maintained a large share of group revenue, but orders fell below the initial forecast due to declining demand for antigen test kits, PCR detection reagents and other products.
  7. FY2023-Q2RestatedAnnual report

    「However, as COVID-19 gradually improved and restrictions on infection-control measures were eased, orders for antigen test kits, PCR detection reagents and other products fell short of the orders anticipated by the Group, although a certain level of sales and profit was secured.」

    The Medical Supplies Business maintained a large share of group revenue, while orders for antigen test kits, PCR detection reagents and other products fell below expectations, limiting revenue and profit to a certain level.
  8. FY2023-Q1Medical supply orders below expectationsAnnual report

    「Although the Medical Supplies Business continued to account for a large share of total group revenue, orders for antigen test kits, medical gloves, PCR detection reagents and other products fell below the group's expectations as the eighth wave of COVID-19 infections continued after the end of the seventh wave. Nevertheless, the group secured a certain level of revenue and profit.」

    The Medical Supplies Business maintained a large share of total revenue, but orders fell below expectations, limiting revenue and profit to a certain level.
  9. FY2022AdvancedAnnual report

    「The ESG Business, newly established in December 2021, is an environmentally responsible business that reuses and rents refurbished batteries derived from the EV market as portable batteries for business use. Although the business covered only 10 months of the consolidated fiscal year, revenue was steadily accumulated each month.」

    In addition to the Medical Supplies Business, revenue from the existing group of related businesses progressed throughout the year, broadening the business's earnings base.
  10. FY2022-Q2AdvancedAnnual report

    「In the Medical Supplies business, sales recognized from orders for medical gloves, PCR detection reagents, antigen test kits and other products are substantially above budget, making a significant contribution to performance.」

    The Medical Supplies Business recorded revenue from medical gloves, PCR detection reagents, antigen test kits and other products, contributing significantly to performance by substantially exceeding the budget.
  11. FY2022-Q1First statedAnnual report

    「In the Medical Supplies Business, we record revenue not only from COVID-19-related products such as PCR detection reagents, but also from the sale of supplies to nursing care facilities.」

    The company has for the first time described a new business category involving the sale of supplies to nursing care facilities, in addition to COVID-19-related products such as PCR detection reagents, and has progressed to recording revenue from it.
Moved together

"Sales of PCR testing reagents and antibody test kits" moved the same way as this thread, in the same document, in 8 of its 11 moves.

866544★123456
  1. ★This thread
  2. 1Sales of PCR testing reagents and antibody test kits8×
  3. 2Enhancing product competitiveness and profit margins in the medical imaging business6×
  4. 3Risk of a decline in orders for testing products following COVID-19’s reclassification to Class 56×
  5. 4Reuse and rental of refurbished batteries as an ESG business5×
  6. 5Revenue Growth and Reduction in Operating, Ordinary and Net Losses4×
  7. 6PACS: A Mature Market, with Further Adoption Potential for Cloud-Based Electronic Medical Records4×

★ 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
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News
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