Worth reading
39Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
2322
¥ millionWording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Summary of Q&ASecond quarter of FY2027/33 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥2,322 million+15.9%
Gross Profit Margin
Year-on-year change (points)-7
Operating profit margin
Year-on-year change (points)-10.1
Results for the three months of the current quarter
Net Sales
¥2,322 million+15.9%
Gross profit margin YoYDown 7.0 percentage points
Operating margin YoYDown 10.1 percentage points
Provision expense for order losses
¥98 million
What the company explained in this material
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
- Questions Results for the second quarter of the fiscal year ending March 2027 and the outlook from the third quarter onward / Answer Quarterly revenue reached a record ¥2,322 million. From the third quarter onward, revenue is expected to grow due to the completion of projects, the winning of large projects in the public sector, expanded business in the financial sector and large orders from existing private-sector customers. On the profit front, the shortfall will be covered by a recovery in gross profit margin, a narrowing of investment areas and the reversal of provisions.
- Questions Reason for recognizing the ¥98 million provision for contract losses / Answer Because prioritizing quality and progress-related measures in certain projects is expected to result in costs exceeding the plan. The issue is not attributable to the overall business structure, and the response is scheduled to be completed during the fiscal year ending March 2027.
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
- Expanding business with existing customersDetailsIncrease in revenue
- Deployment of additional resources to certain projectsDetailsDecline in gross profit margin and operating profit margin
- Provision expense for order losses¥98 millionDetailsRecorded in cost of sales
New initiatives
- Investment in human resources
- Investment in the use of AI
- Investment in the ID package business
- Focus on the public sector
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Second quarter of FY2027/3 |
| Net Sales | ¥2,322 million (YoY +15.9%) |
| Gross Profit Margin | Rate Not disclosed / Year-on-year change (points) -7 |
| Operating profit margin | Rate Not disclosed / Year-on-year change (points) -10.1 |
| Results for the three months of the current quarter | Net Sales ¥2,322 million (YoY +15.9%) / Gross profit margin YoY Down 7.0 percentage points / Operating margin YoY Down 10.1 percentage points / Provision expense for order losses ¥98 million |
| Breakdown of Factors Affecting the Change | Factors Expanding business with existing customers / Details Increase in revenue, Factors Deployment of additional resources to certain projects / Details Decline in gross profit margin and operating profit margin, Provision expense for order losses ¥98 million |
| Key points of the Q&A | Questions Results for the second quarter of the fiscal year ending March 2027 and the outlook from the third quarter onward / Answer Quarterly revenue reached a record ¥2,322 million. From the third quarter onward, revenue is expected to grow due to the completion of projects, the winning of large projects in the public sector, expanded business in the financial sector and large orders from existing private-sector customers. On the profit front, the shortfall will be covered by a recovery in gross profit margin, a narrowing of investment areas and the reversal of provisions., Questions Reason for recognizing the ¥98 million provision for contract losses / Answer Because prioritizing quality and progress-related measures in certain projects is expected to result in costs exceeding the plan. The issue is not attributable to the overall business structure, and the response is scheduled to be completed during the fiscal year ending March 2027. |
| New initiatives | Investment in human resources, Investment in the use of AI, Investment in the ID package business, Focus on the public sector |
Items this document does not state (22)
Operating profitOrdinary incomeNet incomeSelling, general and administrative expensesFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsKey KPIsUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / Share
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.Revenue increased due to expanded business with existing customers. The decline in profit margins was attributed to the addition of resources after prioritizing quality and progress-related measures in certain projects, as well as the recognition of a ¥98 million provision for contract losses because costs were expected to exceed the plan.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.