Komori
Dle (3686) · RiskMaterialised

Declines in sales and profit due to delivery of low-margin projects contracted in prior periods

First written in FY2018-Q2. 4 of 5 entries say "Materialised", first in FY2018-Q2. Latest entry: FY2020.

5entries
4years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMaterialisedFY2018-Q2 – FY2018-Q3RestatedFY2018-Q4MaterialisedFY2018 – FY20202017: 120172018: 320182019: 020192020: 12020
Same theme, other companies
Impact on performance from unprofitable projectsA theme 33 companies write about · 33 as a headwind · 0 as a tailwind

Dle moved to the "Worse" side of this theme in 2017, 3 years before the typical company in this theme (2020).

The whole theme swung hardest in 2020: 7 of 24 companies on the "Worse" side.

2 other companies' latest entry also says "Materialised".

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 33 companies compared. The sentences above are computed from all 33.
Full recordFilings, disclosures and news, newest first
  1. FY2020MaterialisedAnnual report

    「For a project involving the production of video content that the Company had been working on with the relevant parties since before the previous consolidated fiscal year, including considering how the content would be released, an inventory write-down was recognized, resulting in a loss.」

    An inventory write-down was recognized for a video content project originating in prior years, and the effects of low-margin projects and collection risks were reflected in earnings.
  2. FY2018MaterialisedAnnual report

    「Although a large project was delivered, profit was negative because deliveries took place for certain low-margin projects contracted before the previous consolidated fiscal year. Compared with the previous consolidated fiscal year, however, sales increased and earnings improved.」

    The delivery of low-margin projects contracted in prior periods continues to weigh on profit for the current fiscal year.
  3. FY2018-Q4RestatedAnnual report

    「Because deliveries were made during the period for certain low-margin projects contracted in the previous fiscal year or earlier, sales and profit decreased compared with the same quarter of the previous year.」

    Deliveries of low-margin projects contracted in prior periods continued to take place, contributing to the decline in sales.
  4. FY2018-Q3MaterialisedAnnual report

    「Because deliveries were made during the period for certain low-margin projects contracted in the previous fiscal year or earlier, sales and profit decreased compared with the same quarter of the previous year.」

    Deliveries of low-margin projects contracted in prior periods also took place during the current quarter, contributing to the decline in sales, while profit increased year on year.
  5. FY2018-Q2MaterialisedAnnual report

    「Because deliveries were made during the period for certain low-margin projects contracted in the previous fiscal year or earlier, sales and profit decreased compared with the same quarter of the previous year.」

    Deliveries of low-margin projects contracted in prior periods actually took place, contributing to the year-on-year decline in sales and profit.
Moved together

"Dilution of Share Value Through the Exercise of Stock Options" moved the same way as this thread, in the same document, in 2 of its 5 moves.

2★1
  1. ★This thread
  2. 1Dilution of Share Value Through the Exercise of Stock Options2×

★ 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
Dle's next results are scheduled for 2026-11-13. Read the earnings preview
News
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