Komori
PBsystems (4447) · TargetRestated

Achieving a 16% Operating Profit Margin in the Secure Cloud Systems Business

First written in FY2022. 3 of 6 entries say "Restated". Latest entry: 2026-05-14.

6entries
5years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022 – FY2023SoftenedFY2024 – FY2025-H1RestatedFY2025 – 2026-05-142022: 12023: 120232024: 120242025: 220252026: 12026
Same theme, other companies
Targets for Higher Operating Profit and Operating MarginA theme 254 companies write about · 8 as a headwind · 260 as a tailwind

PBsystems moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).

The whole theme swung hardest in 2019: 14 of 100 companies on the "Worse" side.

29 other companies' latest entry also says "Restated".

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 188 companies compared. The sentences above are computed from all 188.Comparing 200 of the theme's 268 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-14RestatedEarnings presentation materials

    「KGI「2030年9月期までにROE30%を達成、維持継続」」

    ROE30%を2030年9月期までに達成・維持継続するKGIが再掲され、2026年9月期はROE14.0%の計画として示された。
  2. FY2025RestatedAnnual report

    「On 15 May 2025, the Company changed its KGI to “achieving and maintaining ROE of 30% through the fiscal year ending September 2030.” Going forward, the Company will work to improve capital efficiency by emphasizing capital efficiency, accumulating profits and making balanced returns to shareholders.」

    The company reiterated its KGI, changed in the previous interim period, of achieving and maintaining ROE of 30% through the fiscal year ending September 2030, and explicitly stated its emphasis on capital efficiency through a combination of profit accumulation and shareholder returns.
  3. FY2025-H1ReframedAnnual report

    「The Company had set a KGI (key management performance indicator) of achieving a 16% operating margin in its core Secure Cloud System Business by the fiscal year ending September 2028 as an objective indicator for assessing progress toward management targets. However, in response to the proposed reforms to the Growth Market and changes in the business environment, the Company decided that shifting to an indicator that emphasizes capital efficiency, rather than profitability alone, was important for achieving sustainable growth, and changed its KGI to achieving and maintaining ROE of 30% through the fiscal year ending September 2030.」

    The company changed its KGI from the previous target of a 16% operating margin in the Secure Cloud System Business by the fiscal year ending September 2028 to achieving and maintaining ROE of 30% by the fiscal year ending September 2030, emphasizing capital efficiency across the Company.
  4. FY2024SoftenedAnnual report

    「The Company had set a KGI (key management performance indicator) of achieving a 16% operating margin in its core Secure Cloud System Business by the fiscal year ending September 2027, together with 2 KPIs (key performance indicators), but changed the deadline for achieving the KGI to the fiscal year ending September 2028, postponing it by 1 year in order to continue investing in human resources and build a sustainable growth platform.」

    While maintaining the target operating margin of 16%, the company postponed the deadline by 1 year, from the fiscal year ending September 2027 to the fiscal year ending September 2028. The reasons given were investment in human resources, efficiency improvements in existing businesses and the creation of new businesses.
  5. FY2023RestatedAnnual report

    「KGI (key management performance indicator) of achieving a 16% operating margin in the Company's core Secure Cloud System Business by the fiscal year ending September 2027」

    The company reiterated its KGI of achieving a 16% operating margin in the Secure Cloud System Business by the fiscal year ending September 2027, and positioned high-value-added products and technical personnel as KPIs.
  6. FY2022First statedAnnual report

    「KGI (key management performance indicator) of achieving a 16% operating margin in the Company's core Secure Cloud System Business by the fiscal year ending September 2027」

    On the occasion of its listing on the Tokyo Stock Exchange Growth Market, the company set a KGI for the first time of achieving a 16% operating margin by the fiscal year ending September 2027.
Moved together

"Establishing earnings power and achieving early profitability in the Emotional System Business" moved the same way as this thread, in the same document, in 2 of its 6 moves.

2222★1234
  1. ★This thread
  2. 1Establishing earnings power and achieving early profitability in the Emotional System Business2×
  3. 2Continued Losses in the VR Business and Uncertainty Regarding Technological and Customer Acceptance2×
  4. 3Product Defects and System Disruptions Caused by Disasters2×
  5. 4Three years of growth into a “small but strong company” from the fiscal year ending September 20202×

★ 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 PBsystems yet. It last moved in the Earnings presentation materials of 2026-05-14: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.