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Tenda (4198) · TargetRestated

Moving away from reliance on specific customers and improving core KPIs over the medium to long term

First written in FY2026-H1. 5 of 7 entries say "Advanced", first in 2026-04-14. Latest entry: FY2026.

7entries
1years
5from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2026-H1Advanced2026-04-14 – 2026-08-052026: 72026
Same theme, other companies
Moving away from dependence on specific customers and diversifying the earnings baseA 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. FY2026RestatedAnnual report

    「The Company positions the 32nd fiscal year as a “Foundation Year” for rebuilding its revenue structure and will shift from management focused solely on expanding sales scale to management that achieves high-quality growth accompanied by profitability, sustainability, productivity and customer value.」

    The Company continues to position the structural transformation, including moving away from dependence on specific customers and improving recurring revenue, ARR and gross profit per employee, as the Foundation Year initiative for the 32nd fiscal year.
  2. FY2026-H1First statedAnnual report

    「The Group positions the current interim period as a phase of structural transformation aimed at moving away from dependence on specific customers and raising core KPIs, including the recurring revenue ratio, ARR and gross profit per employee, over the medium to long term. Going forward, it aims to restore performance and sustainably increase corporate value by operating Techwise's upstream design, Tran-DX's implementation, adoption and conversion to recurring revenue, the game business's future growth options, and growth leverage through M&A as an integrated causal structure.」

    For the first time, the Company explicitly identified moving away from dependence on specific customers and raising the recurring revenue ratio, ARR and gross profit per employee over the medium to long term as core KPIs. It also presented a plan to operate Techwise, Tran-DX, the game business and M&A as an integrated set of means to achieve these objectives.
Moved together

"Business Improvement through End-to-End Services and Lab-Based Development" moved the same way as this thread, in the same document, in 5 of its 7 moves.

543332★123456
  1. ★This thread
  2. 1Business Improvement through End-to-End Services and Lab-Based Development5×
  3. 2Expansion of the enterprise business focused on markets and customers4×
  4. 3Expansion of Workstyle Transformation Solutions3×
  5. 4Stabilising Revenue Through Recurring Business and Maintenance and Operations3×
  6. 5Strengthening Products for Operational Efficiency Using AI and Cloud3×
  7. 6Sales and Operating Profit Growth and Higher ROE2×

★ 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
No upcoming earnings preview for Tenda yet. It last moved in the General Meetings of Shareholders of 2026-08-05: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Moving away from reliance on specific customers and improving core KPIs over the medium to long term | TENDA Co.,LTD. (4198) | Komori