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SmartDrive (5137) · TargetAdvancedLatest Occurring Fact (2026-10-20): "Worsened"

Business Expansion in Southeast Asia and Malaysia

First written in FY2022. 5 of 8 entries say "Advanced", first in FY2023-Q3. Latest entry: 2026-10-20.

8entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022AdvancedFY2023-Q3 – FY2024-Q2OtherFY2025-H1AdvancedFY20252022: 12023: 220232024: 220242025: 220252026: 12026
Same theme, other companies
Customer Needs-Responsive Service Expansion in Southeast AsiaA theme 12 companies write about · 0 as a headwind · 12 as a tailwind

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

The whole theme swung hardest in 2026: 1 of 6 companies on the "Worse" side.

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

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. 2026-10-20WorsenedOccurring Fact

    「本評価損は、SDマレーシアにおいて損失計上が続き、財政状態が悪化していることを踏まえ、会計基準に従って計上するものであり、当社グループのマレーシアにおける事業方針に変更はありません。」

    マレーシア事業について、SDマレーシアの財政状態の悪化を受け、投資有価証券評価損19百万円および関係会社株式評価損66百万円が計上見込みとなった。一方、マレーシアにおける事業方針は変更せず、収益改善に引き続き取り組むとしている。
  2. FY2025AdvancedAnnual report

    「Overseas, consolidated subsidiary SmartDrive Sdn. Bhd. continued to provide driver engagement services and other services to local companies in Malaysia, as well as apps to local insurance companies.」

    While continuing to provide services to local companies and insurance companies in Malaysia, revenue from the overseas Mobility DX Business reached ¥49.014 million, up from ¥26.528 million in the previous fiscal year.
  3. FY2025-H1Decline in overseas salesAnnual report

    「Overseas Mobility DX Business 12,210」

    Revenue from the overseas Mobility DX Business for the interim consolidated cumulative period was ¥12.210 million, down from ¥16.407 million in the same period of the previous year. Although the company continues to state that it is expanding overseas, revenue for the period declined.
  4. FY2024-Q2AdvancedAnnual report

    「Revenue from contracts with customers for the six months ended the second quarter of the current consolidated fiscal year was ¥16.407 million in the overseas mobility DX business.」

    Revenue from the overseas mobility DX business for the six months ended the second quarter was ¥16.407 million, up from ¥3.083 million in the same period of the previous year.
  5. FY2024-Q1AdvancedAnnual report

    「Overseas, consolidated subsidiary SmartDrive Sdn. Bhd. continued to provide driver engagement services and other services to local companies in Malaysia, as well as apps to local insurance companies.」

    The Group continued to provide services to local companies and insurance companies in Malaysia, and revenue from the overseas mobility DX business was ¥4.978 million. This increased from ¥0.774 million in the same period of the previous year, indicating measurable progress in overseas expansion.
  6. FY2023AdvancedAnnual report

    「Overseas, consolidated subsidiary SmartDrive Sdn. Bhd. continued to provide driver engagement services and other services to local companies in Malaysia, as well as apps to local insurance companies. Revenue from the overseas mobility DX business was ¥32.352 million.」

    The Group continued to provide services to local companies and insurance companies in Malaysia, generating ¥32.352 million in revenue from the overseas mobility DX business.
  7. FY2023-Q3AdvancedAnnual report

    「As part of its overseas mobility DX business, the Group launched and strengthened its overseas operations by providing telematics services to automakers and insurance companies in Malaysia and developing and providing a roadside assistance app.」

    In addition to providing services to automakers and insurance companies in Malaysia, the Group developed and provided a roadside assistance app, advancing the full-scale launch and strengthening of its overseas business. Revenue from the overseas mobility DX business was ¥22.215 million.
  8. FY2022First statedAnnual report

    「The Group is expanding its business overseas, primarily in Southeast Asia. Going forward, it intends to consider and pursue efficient and effective methods of entering markets, particularly in line with regulations and local needs in each Southeast Asian country.」

    The Group is pursuing expansion based on its Malaysian subsidiary and in line with local regulations and needs.
Moved together

"Listing of shares and strengthening the financial and business foundations with the funds raised" moved the same way as this thread, in the same document, in 5 of its 8 moves.

544432★123456
  1. ★This thread
  2. 1Listing of shares and strengthening the financial and business foundations with the funds raised5×
  3. 2Sustainable Growth and Enhanced Corporate Value4×
  4. 3Increase in the recurring revenue ratio and reduction in losses4×
  5. 4Continued losses and negative operating cash flow due to upfront investment4×
  6. 5Expansion of Revenue and the Number of Contracted Companies3×
  7. 6Maintaining liquidity and a sound financial base2×

★ 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 SmartDrive yet. It last moved in the Occurring Fact of 2026-10-20: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Business Expansion in Southeast Asia and Malaysia | SmartDrive inc. (5137) | Komori