Komori
Ags (3648) · RiskRestated

Large orders for equipment sales to financial institutions deferred to the second half

First written in FY2024-Q1. 2 of 4 entries say "Restated". Latest entry: FY2026-H1.

4entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024-Q1 – FY2024-Q2MitigatedFY20242023: 220232024: 120242025: 12025
Same theme, other companies
Revenue and Earnings Fluctuations in the Financial-Sector BusinessA theme 9 companies write about · 9 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2019: 4 of 6 companies on the "Worse" side.

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes regarding the risk that the large order for equipment sales to financial institutions will be deferred to the second half.
  2. FY2024MitigatedAnnual report

    「(Systems equipment sales) Although equipment sales to financial institutions increased, revenue was ¥1,741 million, down 11.7% from the previous fiscal year, and segment profit was ¥19 million, down 42.7%, owing mainly to decreases in equipment sales to general corporations and public entities.」

    The annual disclosure states that equipment sales to financial institutions increased, whereas the deferral of the large order to the second half, which had been reported through the previous quarter, is no longer mentioned. However, the segment as a whole recorded lower revenue and profit due to decreases in sales to general corporations and public entities.
  3. FY2024-Q2RestatedAnnual report

    「Although the large order for equipment sales to financial institutions was deferred to the second half, revenue was ¥701 million, broadly in line with the year-earlier period and down 0.9% year on year, owing mainly to increased equipment sales to general corporations. Segment profit was ¥15 million, compared with a segment loss of ¥12 million in the year-earlier period.」

    Although the deferral of the large order for equipment sales to financial institutions to the second half continued, revenue was broadly in line with the year-earlier period owing to increased equipment sales to general corporations, and segment profit returned to positive territory.
  4. FY2024-Q1First statedAnnual report

    「Revenue was ¥244 million, down 51.1% year on year, because a large order for equipment sales to financial institutions was deferred to the second half. However, the impact on profit was limited, and segment profit was ¥4 million, compared with a segment loss of ¥14 million in the year-earlier period, owing mainly to increased equipment sales to general corporations.」

    The large order for equipment sales to financial institutions was deferred to the second half, resulting in a 51.1% year-on-year decline in revenue from systems equipment sales.
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Ags's next results are scheduled for 2026-10-30. Read the earnings preview
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