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Oisix (3182) · InitiativeReframedLatest Financial results presentation (2026-11-12): "Advanced"

Expansion of contracted social services, after-school childcare and school meals for local governments

First written in FY2025-H1. 2 of 4 entries say "Advanced", first in FY2025. Latest entry: 2026-11-12.

4entries
3years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025-H1AdvancedFY2025ReframedFY20262024: 120242025: 120252026: 22026
Same theme, other companies
コントラクト事業の受託拠点・店舗拡大A theme 8 companies write about · 1 as a headwind · 7 as a tailwind

The whole theme swung hardest in 2021: 3 of 6 companies on the "Worse" side.

4 other companies' latest entry also says "Advanced".

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. 2026-11-12AdvancedFinancial results presentation

    「今後は、学校給食・社会サービス事業とのクロスセル提案を推進し、新規獲得を加速させます。」

    社会サービス事業について、学校給食とのクロスセル、新規施設獲得、運営効率化を通じた成長方針を具体化している。
  2. FY2026ReframedAnnual report

    「The school meals business, previously classified as the social services business, will be reclassified as the B2B subscription business because its business characteristics are very similar to those of the meal services business for elderly care facilities, nursery schools, company cafeterias and other customers, which is a core business of the company's B2B subscription business.」

    The school meals business is being transferred from the social services business to the B2B subscription business, reorganising the business structure to manage meal-related operations as an integrated business.
  3. FY2025AdvancedAnnual report

    「The number of contracts increased compared with the same period when the business was operated by シダックス株式会社, as the company steadily increased contracts by proposing a variety of services to meet diversifying childcare needs, particularly in after-school childcare and school meals.」

    In the social services business, the company continued proposal activities focused on after-school childcare and school meals and increased the number of contracts. Revenue was ¥52,352 million and segment profit was ¥2,158 million.
  4. FY2025-H1First statedAnnual report

    「In the social services business, the company provides contracted services for local governments, including school meals, after-school children's clubs, children's centres, libraries and roadside stations, as well as facility management and operation, and provides various outsourcing services for private-sector companies. In response to demand for outsourcing public services to the private sector amid labour shortages and rising costs caused by the declining birth rate and ageing population, the company has continued its proactive proposal activities from the previous fiscal year. In particular, it increased the number of contracts by proposing a variety of services to meet diversifying childcare needs, mainly in after-school childcare and school meals, resulting in an increase compared with the same period when the business was operated by シダックス株式会社.」

    The company disclosed the social services business as a separate segment and newly highlighted proactive proposal activities and an increase in contracts for facility operations for local governments and private-sector clients, after-school childcare and school meals.
Moved together

"Slowing US demand for food delivery and declining membership at Purple Carrot" moved the same way as this thread, in the same document, in 3 of its 4 moves.

322222★123456
  1. ★This thread
  2. 1Slowing US demand for food delivery and declining membership at Purple Carrot3×
  3. 2Higher-value-added foods and higher average purchase value2×
  4. 3Expansion of Kit Oisix and delivery of time-saving value2×
  5. 4Platforming the functions, expertise, and infrastructure of each brand2×
  6. 5Food business partnership through the acquisition of Shidax preferred shares2×
  7. 6A business structure centered on food EC2×

★ 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
Oisix's next results are scheduled for 2026-11-12. Read the earnings preview It last moved in the Financial results presentation of 2026-11-12: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.