Komori
Avant Group (3836) · InitiativeGrowth in software gross profit and a shortfall against the target level

Value Creation Spiral Driven by a Software-Led Strategy

First written in FY2024. 6 of 9 entries say "Advanced", first in FY2025-H1. Latest entry: FY2026.

9entries
3years
6from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025-H1Advanced2026-04-30 – 2026-09-032024: 120242025: 120252026: 72026
Same theme, other companies
Software-led Value Creation and Human Capital Investment CycleA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026Growth in software gross profit and a shortfall against the target levelAnnual report

    「Software gross profit for the consolidated fiscal year amounted to ¥2,957 million, an increase of ¥133 million from the previous consolidated fiscal year. The company plans to continue making growth investments to strengthen its software business in a continuous and flexible manner, and expects the benefits to emerge gradually over the five-year period as the software-driven strategy progresses.」

    While software gross profit increased by ¥133 million from the previous year, the company recognized that it was behind the target of ¥5.5 billion to ¥6.0 billion for the fiscal year ending June 2028 and stated its policy of continuing growth investments over five years.
  2. FY2025-H1AdvancedAnnual report

    「In addition to higher profit margins from the growth of the software business and the revenue contribution from the digital transformation promotion business, there was a rebound from the low profit level in the management solutions business in the same period of the previous year, resulting in operating profit of ¥2,537 million, up 34.2% year on year.」

    The company stated that growth in the software business and improved profit margins contributed to profit growth in the interim period, indicating progress in the software-driven strategy in terms of its results.
  3. FY2024First statedAnnual report

    「Under the new medium-term management plan, “BE GLOBAL 2028,” we aim to create a value-creation cycle driven by improvements in value-creation productivity brought about by our software-driven strategy.」

    The company identified as a new core strategy a cycle that begins with software and links improvements in value-creation productivity, measured by operating profit per employee, to increased returns through compensation and investment in people, higher corporate value, and further business investment.
Moved together

"Enhancing Per-Share Value Through Share Repurchases" moved the same way as this thread, in the same document, in 4 of its 9 moves.

433222★123456
  1. ★This thread
  2. 1Enhancing Per-Share Value Through Share Repurchases4×
  3. 2Increase in employee headcount3×
  4. 3Increase in Orders and Order Backlog3×
  5. 4Provision of specialized software and services that contribute to improving operational efficiency and advancing governance2×
  6. 5Setting prices commensurate with the value of high-value-added services2×
  7. 6Growth Through M&A with Strategically Aligned Companies2×

★ 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
Avant Group's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-09-03: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Value Creation Spiral Driven by a Software-Led Strategy | AVANT GROUP CORPORATION (3836) | Komori