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Jmdc (4483) · RiskRestatedLatest Investor presentation (2026-05-08): "Materialised"

Incorrect Assumptions Underlying the Medium- to Long-Term Management Strategy and Failure to Achieve Plans

First written in FY2024. 1 of 3 entries say "Restated". Latest entry: 2026-05-08.

3entries
3years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024 – FY20252024: 120242025: 120252026: 12026
Same theme, other companies
Business strategy failure due to inadequate response to competitive and environmental changesA theme 10 companies write about · 10 as a headwind · 0 as a tailwind

Jmdc moved to the "Worse" side of this theme in 2026.

0 other companies' latest entry also says "Materialised".

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.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-08MaterialisedInvestor presentation

    「It was regrettable that profit fell below plan.」

    The company records that profit fell below plan because of delays in data processing and the allocation of sales resources.
  2. FY2025RestatedAnnual report

    「In formulating its medium- to long-term management strategy, the Group makes various assumptions regarding industry trends, the number of new business partners, transaction values, cost fluctuations and other matters. There is no guarantee that these assumptions are necessarily correct, and the Group may be unable to change its management strategy or business operations in a timely manner in response to the impact of incorrect assumptions.」

    The company reiterated the risk of incorrect assumptions underlying the medium- to long-term strategy and delays in changing the management strategy or business operations in response to changes in those assumptions.
  3. FY2024First statedAnnual report

    「In formulating its medium- to long-term management strategy, the Group makes various assumptions regarding industry trends, the number of new business partners, transaction values, cost fluctuations and other matters. There is no guarantee that these assumptions are necessarily correct, and the Group may be unable to change its management strategy or business operations in a timely manner in response to the impact of incorrect assumptions.」

    The company recorded for the first time as an independent theme the risk that strategic assumptions, including industry trends, the number of new business partners, transaction values and cost fluctuations, may be incorrect and prevent timely changes to the management strategy or business operations.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Jmdc's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Investor presentation of 2026-05-08: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Incorrect Assumptions Underlying the Medium- to Long-Term Management Strategy and Failure to Achieve Plans | JMDC Inc. (4483) | Komori