Komori
Dexerials (4980) · TargetAdvancedLatest Other Disclosures (2026-09-01): "Restated"

Increasing the revenue contribution of growth areas to 30%

First written in FY2024. 5 of 9 entries say "Advanced", first in FY2025. Latest entry: 2026-09-01.

9entries
3years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025 – FY20262024: 120242025: 220252026: 62026
Same theme, other companies
Expanding the sales mix in the automotive and photonics growth segmentsA 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. 2026-09-01RestatedOther Disclosures

    「The photonics business is a technology field used across a wide range of areas, including optical communications, sensing and imaging equipment. It is also positioned as a growth area for the Group in the medium-term management plan formulated in 2024.」

    The company reaffirmed its positioning of photonics as a growth area. The disclosure described the launch of an official website for a Group company to raise awareness and strengthen recruitment in the growth area, but did not change the revenue contribution target.
  2. FY2026AdvancedAnnual report

    「In light of these changes in the external environment, demand centered on optical semiconductors for data centers is increasingly likely to expand on a scale exceeding previous expectations, and capturing this demand reliably has become an important challenge for the Group’s growth.」

    The focus of the growth areas has clearly expanded from automotive to include photonics, and the company is strengthening research and development, production capacity, and its supply structure to capture demand for optical semiconductors for data centers.
  3. FY2026-H1AdvancedAnnual report

    「In the photonics category, photonics semiconductors reported higher revenue as shipment volumes increased for high-speed-response photodiodes for optical transceivers and monitor photodiodes for communications equipment.」

    In photonics, a growth area, increased shipments of products for optical transceivers and communications equipment contributed to higher revenue in the interim period.
  4. FY2025AdvancedAnnual report

    「In the growth areas, in addition to expanding sales of automotive products, the company developed new customers for products used in optical transceivers in the photonics category, including those used in data centers, and began shipping products.」

    With automotive and photonics designated as growth areas, progress was made in expanding automotive sales and beginning shipments to new photonics customers, in line with the plan to raise the revenue contribution from approximately 20% in the fiscal year ended March 2024 to 30% in the fiscal year ending March 2029.
  5. FY2024First statedAnnual report

    「In the “automotive” and “photonics” areas, where growth is expected, the company will leverage its accumulated strengths to pursue new value creation and raise the revenue contribution of growth-area businesses from approximately 20% in fiscal 2023 to 30% in fiscal 2028.」

    The company identified automotive and photonics as growth areas and, for the first time, set a target of increasing the revenue contribution of growth-area businesses from approximately 20% in fiscal 2023 to 30% in fiscal 2028.
Moved together

"Acquisition of Kyoto Semiconductor as a subsidiary and expansion into high-speed communications and sensing" moved the same way as this thread, in the same document, in 6 of its 9 moves.

655433★123456
  1. ★This thread
  2. 1Acquisition of Kyoto Semiconductor as a subsidiary and expansion into high-speed communications and sensing6×
  3. 2New production equipment begins operating at the Tochigi site5×
  4. 3Surface-mount fuses and microdevices remained resilient5×
  5. 4New production line for surface-mount fuses and expansion into high-current applications4×
  6. 5Fiscal 2029 targets under Medium-Term Management Plan 2028 "Realizing Evolution"3×
  7. 6Payment of dividends, including a listing commemorative dividend3×

★ 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
Dexerials's next results are scheduled for 2026-11-11. Read the earnings preview It last moved in the Other Disclosures of 2026-09-01: "Restated".