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baudroie (4413) · InitiativeRestatedLatest Earnings presentation (2026-07-15): "Advanced"

A stable earnings base through growth in recurring revenue

First written in FY2022. 5 of 7 entries say "Advanced", first in FY2023. Latest entry: 2026-07-15.

7entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022AdvancedFY2023 – 2026-04-142022: 120222023: 120232024: 120242025: 120252026: 32026
Same theme, other companies

51 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.
Showing 14 of the 105 companies compared. The sentences above are computed from all 105.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-15AdvancedEarnings presentation

    「Recurring revenue ¥1,341,607 thousand」

    The company disclosed recurring revenue of ¥1,341,607 thousand for the first quarter of the fiscal year ending February 2027, demonstrating the expansion of its stable revenue base.
  2. FY2026RestatedAnnual report

    「Accordingly, the company is working to adopt advanced IT technologies and secure recurring revenue that will form the foundation for stable earnings.」

    The company continues to pursue recurring revenue that will form the foundation for stable earnings.
  3. 2026-04-14AdvancedEarnings presentation

    「Recurring revenue ¥4,345,907 thousand」

    The company disclosed standalone recurring revenue of ¥4,345,907 thousand, up from ¥3,398,923 thousand in the fiscal year ending February 2025.
  4. FY2025AdvancedAnnual report

    「The company has seen a year-on-year increase in contracts under which services are provided continuously for more than 1 year, and stock-type revenue has also increased every year. The company expects projects with high continuity to remain a stable source of earnings.」

    Stock-type revenue increased from ¥2,865.916 million in the fiscal year ended February 2024 to ¥3,398.923 million in the fiscal year ended February 2025.
  5. FY2024AdvancedAnnual report

    「The company has seen a year-on-year increase in contracts under which services are provided continuously for more than 1 year, and stock-type revenue has also increased every year. The company expects projects with high continuity to remain a stable source of earnings.」

    Stock-type revenue increased from ¥2,535.323 million in the fiscal year ended February 2023 to ¥2,865.916 million in the fiscal year ended February 2024, and the company describes its buildup as a stable source of earnings.
  6. FY2023AdvancedAnnual report

    「The company has seen a year-on-year increase in contracts under which services are provided continuously for more than 1 year, and stock-type revenue has also increased every year. The company expects projects with high continuity to remain a stable source of earnings.」

    Stock-type revenue increased from ¥2,280.410 million in the fiscal year ended February 2022 to ¥2,535.323 million in the fiscal year ended February 2023, and the company describes its buildup as a stable source of earnings.
  7. FY2022First statedAnnual report

    「The company has seen a year-on-year increase in contracts under which services are provided continuously for more than 1 year, and stock-type revenue has also increased every year. The company expects projects with high continuity to remain a stable source of earnings.」

    The company states its policy of building up stock-type revenue from monthly maintenance and operations fees as a stable source of earnings. Stock-type revenue was ¥2,280.410 million in the fiscal year ended February 2022.
Moved together

"Strengthening advanced technology fields and proactively securing orders" moved the same way as this thread, in the same document, in 5 of its 7 moves.

544333★123456
  1. ★This thread
  2. 1Strengthening advanced technology fields and proactively securing orders5×
  3. 2Improving business efficiency and expanding business scale4×
  4. 3Developing IT talent through professional qualification training4×
  5. 4Funding working capital primarily through cash generated from operating activities3×
  6. 5Share issuance through the exercise of stock acquisition rights and increases in share capital and capital reserves3×
  7. 6Increasing the proportion of highly specialized personnel3×

★ 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
baudroie's next results are scheduled for 2026-10-15. Read the earnings preview It last moved in the Earnings presentation of 2026-07-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.