Komori
Nitcho (2961) · RiskRestated

Fluctuations in orders due to public investment, economic conditions and customer investment trends

First written in FY2021. 13 of 14 entries say "Restated". Latest entry: 2026-05-14.

14entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021 – 2026-05-142021: 12022: 420222023: 420232024: 320242025: 120252026: 12026
Same theme, other companies
Decline in demand due to fluctuations in public investment and industrial capital investmentA theme 36 companies write about · 29 as a headwind · 6 as a tailwind

The whole theme swung hardest in 2024: 8 of 28 companies on the "Worse" side.

20 other companies' latest entry also says "Restated".

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.
Showing 14 of the 36 companies compared. The sentences above are computed from all 36.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-14RestatedEarnings

    「物価上昇や人手不足による景気減速懸念もあり先行き不透明な状況で推移いたしました。また、世界経済においても、米国の関税政策の影響や中国経済の先行き懸念、中東情勢の緊迫化に伴う資源価格への影響等、依然として不透明な状況が続いております。」

    物価上昇、人手不足、米国の関税政策、中国経済、中東情勢および資源価格をめぐる外部環境の不透明感を継続して示している。
  2. FY2025-H1RestatedAnnual report

    「For school meal facilities and government facilities, government and local-government policies and budget trends, and for private-sector meal facilities, food-service facilities and other facilities, capital investment trends linked to domestic and overseas economic conditions, are factors that have a material impact on results for the current fiscal year.」

    The company reaffirms its view that public-sector policies and budgets and private-sector capital investment trends affect results.
  3. FY2024RestatedAnnual report

    「For government customers, the number and scale of orders fluctuate due to policy trends, legislation and changes to subsidy programs for public investment in social infrastructure in the school and hospital sectors. For private-sector customers, investment in employee welfare facilities, including meal facilities, is affected by economic conditions and other factors, causing the number and scale of orders to fluctuate.」

    The company continues to recognize that public-sector policies, budgets and subsidies and private-sector economic conditions and capital investment trends affect orders.
  4. FY2024-Q2RestatedAnnual report

    「For school meal facilities and government facilities, government and local-government policies and budget trends, and for private-sector meal facilities, food-service facilities and other facilities, capital investment trends linked to domestic and overseas economic conditions, are factors that have a material impact on results for the current fiscal year.」

    The company reaffirms its view that public-sector policies and budgets and private-sector capital investment trends affect results.
  5. FY2024-Q1RestatedAnnual report

    「For school meal facilities and government facilities, government and local-government policies and budget trends, and for private-sector meal facilities, food-service facilities and other facilities, capital investment trends linked to domestic and overseas economic conditions, are factors that have a material impact on results for the current fiscal year.」

    The company reaffirms its view that public-sector policies and budgets and private-sector capital investment trends affect results.
  6. FY2023RestatedAnnual report

    「Under action plans for extending the service lives of facilities under the jurisdiction of the Ministry of Education, Culture, Sports, Science and Technology and the Ministry of Health, Labour and Welfare, annual renovation and maintenance expenditures of ¥1 trillion to ¥2 trillion are planned for public elementary and junior high schools through 2042 and for medical facilities through 2050. New construction and replacement projects for school meal centers are also expected as schools are consolidated and closed in response to the declining birth rate.」

    While anticipating long-term renovation demand for public facilities, the company continues to disclose the risk of fluctuations in orders due to policies, legislation, subsidy programs and private-sector investment.
  7. FY2023-Q3RestatedAnnual report

    「For school meal facilities and government facilities, government and local-government policies and budget trends, and for private-sector meal facilities, food-service facilities and other facilities, capital investment trends linked to domestic and overseas economic conditions, are factors that have a material impact on results for the current fiscal year.」

    The company reaffirms its view that public-sector policies and budgets and private-sector capital investment trends affect results.
  8. FY2023-Q2RestatedAnnual report

    「For school meal facilities and government facilities, government and local-government policies and budget trends, and for private-sector meal facilities, food-service facilities and other facilities, capital investment trends linked to domestic and overseas economic conditions, are factors that have a material impact on results for the current fiscal year.」

    The company reaffirms its view that public-sector policies and budgets and private-sector capital investment trends affect results.
  9. FY2023-Q1RestatedAnnual report

    「For school meal facilities and government facilities, government and local-government policies and budget trends, and for private-sector meal facilities, food-service facilities and other facilities, capital investment trends linked to domestic and overseas economic conditions, are factors that have a material impact on results for the current fiscal year.」

    The company reiterates its view that public-sector policies and budgets and private-sector capital investment trends affect results.
  10. FY2022RestatedAnnual report

    「Annual renovation and maintenance expenditures of ¥1 trillion to ¥2 trillion are planned for public elementary and junior high schools through 2042 and for medical facilities through 2050. New construction and replacement projects for school meal centers are also expected as schools are consolidated and closed in response to the declining birth rate.」

    While anticipating long-term demand from public investment, the company continues to identify the risk of fluctuations in orders due to policies, budgets, subsidy programs and private-sector capital investment.
  11. FY2022-Q3RestatedAnnual report

    「For school meal facilities and government facilities, government and local-government policies and budget trends, and for private-sector meal facilities, food-service facilities and other facilities, capital investment trends linked to domestic and overseas economic conditions, are factors that have a material impact on results for the current fiscal year.」

    The company reiterates its view that public-sector policies and budgets and private-sector capital investment trends affect results.
  12. FY2022-Q2RestatedAnnual report

    「For school meal facilities and government facilities, government and local-government policies and budget trends, and for private-sector meal facilities, food-service facilities and other facilities, capital investment trends linked to domestic and overseas economic conditions, are factors that have a material impact on results for the current fiscal year.」

    The company reiterates its view that public-sector policies and budgets and private-sector capital investment trends affect results.
  13. FY2022-Q1RestatedAnnual report

    「For school meal facilities and government facilities, government and local-government policies and budget trends, and for private-sector meal facilities, food-service facilities and other facilities, capital investment trends linked to domestic and overseas economic conditions, are factors that have a material impact on results for the current fiscal year.」

    The company reiterates its view that public-sector policies and budgets and private-sector capital investment trends affect results.
  14. FY2021nullAnnual report

    「Annual renovation and maintenance expenditures of ¥1 trillion to ¥2 trillion are planned for public elementary and junior high schools through 2042 and for medical facilities through 2050. New construction and replacement projects for school meal centers are also expected as schools are consolidated and closed in response to the declining birth rate.」

    While anticipating renovation demand for public facilities, the company identifies as a risk the possibility that the number and scale of orders may fluctuate depending on policies, legislation, subsidy programs and economic conditions.
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
No upcoming earnings preview for Nitcho yet. It last moved in the Earnings of 2026-05-14: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Fluctuations in orders due to public investment, economic conditions and customer investment trends | NITCHO CORPORATION (2961) | Komori