Komori
Restar (3156) · InitiativeWorsened

Expansion of high-value-added businesses, including EMS at the Company's own factories

First written in FY2016. 14 of 34 entries say "Restated". Latest entry: FY2026.

34entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019-Q32016: 320162017: 420172018: 420182019: 220192020: 320202021: 420212022: 320222023: 420232024: 320242025: 120252026: 32026
Same theme, other companies
Expansion of EMS Contract Manufacturing and Earnings ImprovementA theme 15 companies write about · 0 as a headwind · 13 as a tailwind

Restar moved to the "Worse" side of this theme in 2025, 5 years after the typical company in this theme (2020).

The whole theme swung hardest in 2024: 2 of 12 companies on the "Worse" side.

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.
Showing 14 of the 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「EMS revenue declined as the benefit from adoption in new smartphone models in the previous consolidated fiscal year fell away.」

    As the benefit from adoption in new smartphone models fell away, EMS revenue was ¥22,057 million, down 23.4% year on year.
  2. FY2026-H1WorsenedAnnual report

    「EMS 14,675 10,280 △29.9% EMS revenue declined as the benefit from adoption in new smartphone models in the same period of the previous year fell away.」

    As the benefit from adoption in new smartphone models in the same period of the previous year fell away, EMS revenue was ¥10,280 million, down 29.9% year on year, and segment profit was ¥201 million.
  3. FY2025-H1AdvancedAnnual report

    「EMS revenue increased as the Company's mainstay smartphone business continued to perform strongly.」

    The EMS business had continued to post lower revenue due to weak smartphone demand, but the mainstay smartphone business turned strong, bringing revenue to ¥14,675 million, up 94.4% year on year.
  4. FY2024EMS revenue up on expansion to new customersAnnual report

    「EMS revenue increased as the Company expanded its smartphone and automotive display businesses to new customers.」

    After a period of declining revenue due to weak demand for its mainstay smartphone applications, expansion to new customers, including automotive display customers, brought EMS revenue to ¥23,253 million, up 12.3% year on year.
  5. FY2024-Q3WorsenedAnnual report

    「EMS revenue declined due to weak customer demand for the Company's mainstay smartphone and tablet applications. EMS revenue was ¥15,173 million, down 12.4% year on year.」

    Although automotive display and other businesses expanded, weak demand for the Company's mainstay smartphone and tablet applications continued, resulting in EMS revenue down 12.4% year on year.
  6. FY2024-Q2EMS revenue continues to decline on weak smartphone and tablet marketsAnnual report

    「EMS revenue declined due to weakness in the Company's mainstay smartphone and tablet markets.」

    Following the expansion of automotive display and other businesses through the previous fiscal year, EMS revenue was ¥7,548 million, down 25.4% year on year due to weakness in the Company's mainstay smartphone and tablet markets.
  7. FY2024-Q1WorsenedAnnual report

    「Although businesses such as automotive displays expanded, EMS revenue declined as the markets for the Company's mainstay smartphone and tablet applications remained weak.」

    While the automotive display business expanded, EMS revenue was ¥2,935 million, down 48.8% year on year due to weakness in the smartphone and tablet markets.
  8. FY2023New automotive display business expands, but revenue down on weak smartphone demandAnnual report

    「Although new businesses, including automotive displays, expanded, EMS revenue declined as the market for the Company's mainstay smartphone applications remained weak.」

    The Company cites the expansion of new businesses, including automotive display applications, while EMS revenue was ¥20,705 million, down 15.1% year on year due to weakness in the market for its mainstay smartphone applications.
  9. FY2023-Q3Automotive display mass production begins, but revenue down on weak smartphone demandAnnual report

    「The EMS business benefited from the start of mass production for automotive display applications, but revenue declined due to weakness in the Company's mainstay smartphone business.」

    Although the start of mass production for automotive display applications contributed to revenue, weakness in the Company's mainstay smartphone business resulted in EMS revenue of ¥17,318 million, down 11.7% year on year.
  10. FY2023-Q2New orders secured, but EMS revenue down on lower smartphone demandAnnual report

    「EMS revenue increased on higher demand for OLED displays for notebook PCs and new automotive orders, but declined significantly because the impact of lower demand for the Company's mainstay smartphone applications was substantial.」

    While demand for OLED displays for notebook PCs and new automotive orders supported revenue, the impact of lower demand for the Company's mainstay smartphone applications was substantial. EMS revenue was ¥10,122 million, down 22.3% year on year.
  11. FY2023-Q1EMS revenue down on lower smartphone demandAnnual report

    「EMS revenue declined due to lower demand for smartphones and other products.」

    The Company states that the EMS business shifted from its previous trend of higher orders and revenue to lower revenue due to declining demand for smartphones and other products.
  12. FY2022-Q3AdvancedAnnual report

    「EMS revenue increased due to higher orders for smartphones and other products, as well as an increase in the number of components installed as smartphones became more sophisticated.」

    The Company states that EMS revenue increased as it captured higher smartphone orders and the increase in the number of components installed as smartphones became more sophisticated.
  13. FY2022-Q2AdvancedAnnual report

    「EMS revenue increased due to higher orders for smartphones.」

    The Company cites higher EMS revenue from increased orders for smartphones.
  14. FY2022-Q1AdvancedAnnual report

    「EMS revenue increased due to higher orders for smartphone and automotive modules and other products.」

    The Company cites higher EMS revenue from increased orders for smartphone and automotive modules and other products.
  15. FY2021RestatedAnnual report

    「EMS revenue declined mainly because an amount related to the change in the fiscal year-end was recorded in the first quarter of the previous consolidated fiscal year, and because production of smartphone components, modules and other products decreased due to US-China trade tensions.」

    While indicating the continuation of the EMS business, the Company cites the reversal of the impact of the change in the fiscal year-end and lower production of smartphone components and modules due to US-China trade tensions as factors behind the decline in revenue.
  16. FY2021-Q3RestatedAnnual report

    「EMS revenue declined mainly because an amount related to the change in the fiscal year-end was recorded in the first quarter of the previous consolidated fiscal year, and because demand for smartphone components, modules and other products decreased.」

    The Company continues to cite lower revenue in the EMS business due to decreased demand for smartphone components, modules and other products.
  17. FY2021-Q2EMS revenue down on lower demandAnnual report

    「EMS revenue declined due to the impact of the amount recorded in the first quarter of the previous consolidated fiscal year in connection with the change in the fiscal year-end, as well as lower demand for smartphones and other products.」

    The Company states that EMS revenue decreased due to the reversal of the impact of the change in the fiscal year-end and lower demand for smartphones and other products.
  18. FY2021-Q1RestatedAnnual report

    「Although overseas demand for displays for information and communications devices remained firm, EMS revenue decreased slightly as the impact of the change in the fiscal year-end recorded in the first quarter of the previous fiscal year normalized.」

    The Company continues to cite its EMS business's capture of overseas demand for displays for information and communications devices, but revenue decreased slightly as the impact of the change in the previous year's fiscal year-end fell out of the comparison.
  19. FY2020-Q3AdvancedAnnual report

    「Revenue in the EMS business expanded as factory utilization improved on increased overseas demand for displays for information and communications devices, while the development of new markets outside displays also contributed.」

    The Company states that EMS revenue expanded through improved factory utilization driven by overseas demand for display-related products, together with the development of new markets outside displays.
  20. FY2020-Q1AdvancedAnnual report

    「In the EMS business, sales increased as business performed strongly by capturing overseas demand for display-related products for information and communications devices.」

    The Company cites the concrete progress made in its EMS business utilizing its own factories by capturing overseas demand for displays for information and communications devices.
  21. FY2019-Q3RestatedAnnual report

    「While developing high-value-added businesses, including EMS at its own factories, the Company worked to reinforce its existing businesses, using capital productivity and profit margins as performance indicators.」

    The Company has reiterated its policy of developing high-value-added businesses, including EMS utilizing its own factories.
  22. FY2019-Q2RestatedAnnual report

    「While developing high-value-added businesses, including EMS at its own factories, the Company worked to reinforce its existing businesses, using capital productivity and profit margins as performance indicators.」

    The Company has reiterated its policy of developing high-value-added businesses, including EMS utilizing its own factories.
  23. FY2019-Q1RestatedAnnual report

    「Expansion of high-value-added businesses, including EMS (electronics manufacturing services), at the Company's own factories」

    The Company continues to state its policy of expanding high-value-added businesses, including EMS utilizing its own factories.
  24. FY2018RestatedAnnual report

    「Expansion of high-value-added businesses, including EMS (electronics manufacturing services), at the Company's own factories」

    The Company has reiterated its policy of expanding high-value-added businesses, including EMS utilizing its own factories.
  25. FY2018-Q3RestatedAnnual report

    「Expansion of high-value-added businesses, including EMS (electronics manufacturing services), at the Company's own factories」

    The Company has reiterated its policy of expanding high-value-added businesses, including EMS utilizing its own factories.
  26. FY2018-Q2RestatedAnnual report

    「Expansion of high-value-added businesses, including EMS (electronics manufacturing services), at the Company's own factories」

    The Company has reiterated its policy of expanding high-value-added businesses, including EMS utilizing its own factories.
  27. FY2018-Q1RestatedAnnual report

    「Expansion of high-value-added businesses, including EMS (electronics manufacturing services), at the Company's own factories」

    The Company has reiterated its policy of expanding high-value-added businesses, including EMS utilizing its own factories.
  28. FY2017RestatedAnnual report

    「Expansion of high-value-added businesses, including EMS (electronics manufacturing services), at the Company's own factories」

    The Company has reiterated its policy of expanding high-value-added businesses, including EMS utilizing its own factories.
  29. FY2017-Q3RestatedAnnual report

    「Expansion of high-value-added businesses, including EMS (electronics manufacturing services), at the Company's own factories」

    The Company has reiterated its policy of expanding high-value-added businesses, including EMS utilizing its own factories.
  30. FY2017-Q2RestatedAnnual report

    「Expansion of high-value-added businesses, including EMS (electronics manufacturing services), at the Company's own factories」

    The Company has reiterated its policy of expanding high-value-added businesses, including EMS utilizing its own factories.
  31. FY2017-Q1RestatedAnnual report

    「Expansion of high-value-added businesses, including EMS (electronics manufacturing services), at the Company's own factories」

    The Company has reiterated its policy of expanding high-value-added businesses, including EMS utilizing its own factories.
  32. FY2016First statedAnnual report

    「Expansion of high-value-added businesses, including EMS (electronics manufacturing services), at the Company's own factories」

    The Company identifies the expansion of high-value-added businesses, including EMS utilizing its own factories, in addition to product sales, as an initiative.
Moved together

"Strengthening Sony semiconductor and electronic component operations" moved the same way as this thread, in the same document, in 6 of its 34 moves.

655555★123456
  1. ★This thread
  2. 1Strengthening Sony semiconductor and electronic component operations6×
  3. 2Improving ROE through ROWC and ROIC management and improving working capital turnover5×
  4. 3Global semiconductor supply-demand tightness and procurement risks5×
  5. 4Globalization of the Electronics Industry and Expansion of Emerging Markets5×
  6. 5Integrating production and sales in the vertical farming business and co-creation with other companies5×
  7. 6Responding to electricity system reform and creating distinctive businesses in the retail electricity business5×

★ 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
Restar's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-06-04: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.