Komori
Grid (5582) · InitiativeReframed

Focus on three areas: power and energy, logistics and supply chains, and urban mobility and smart cities

First written in FY2023. 9 of 20 entries say "Advanced", first in FY2025. Latest entry: 2026-09-29.

20entries
4years
11from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY2025-H12023: 220232024: 320242025: 220252026: 132026
Same theme, other companies
Divisional Structure by Priority Industry Sector and Segment ReorganizationA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

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

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. 2026-09-29ReframedManagement planning

    「社会インフラを対象とした2つの事業」

    従来の重点分野の説明に加え、AI事業とインフラアセット事業の2事業セグメントとして事業構造を再整理している。
  2. FY2026ReframedAnnual report

    「The 3 areas on which we are focused are power, manufacturing and transportation, and cities and mobility.」

    The areas of focus for the AI business were reorganized from the 4 areas used in the previous interim period into 3 areas: power, manufacturing and transportation, and cities and mobility.
  3. FY2026-H1ReframedAnnual report

    「During the interim accounting period, we focused on four fields: power, manufacturing and transportation, urban and transportation, and energy management. However, additional orders from power companies with large budgets and progress in production implementation development led the power field to account for more than 50% of total revenue. Revenue from manufacturing and transportation declined to less than 20% of total revenue because production implementation development for vessel scheduling was completed and the projects transitioned to maintenance. In urban and transportation, revenue from railway company projects remained firm and accounted for more than 20% of total revenue. In energy management, revenue was generated from 5 projects supporting applications for connection to the power grid.」

    The company reorganized the classification and names of its fields from the previous three to four: power, manufacturing and transportation, urban and transportation, and energy management. Power accounted for more than 50% of revenue, while urban and transportation accounted for more than 20%; vessel scheduling transitioned to maintenance projects after production implementation development was completed.
  4. FY2025AdvancedAnnual report

    「During the fiscal year, we continued to focus on the three fields of power and energy, logistics and supply chains, and urban transportation and smart cities. However, as additional orders from power companies with large budgets and production implementation development accelerated, the power and energy field came to account for approximately 60% of total revenue. In the logistics and supply chain field, revenue accounted for nearly 30% of total revenue, owing to increased operations and support revenue from vessel scheduling. In urban transportation and smart cities, AI engine development for optimizing railway maintenance planning progressed, and performance remained firm.」

    The company continued to focus on the three priority fields, and the power and energy field’s share of revenue rose from more than 50% in the previous fiscal year to approximately 60%. In logistics and supply chains, operations and support revenue increased, while in urban transportation, AI engine development for optimizing maintenance planning progressed.
  5. FY2025-H1RestatedAnnual report

    「During the interim accounting period, we continued to focus on the three fields of power and energy, logistics and supply chains, and urban transportation and smart cities. Additional orders from power companies with large budgets and progress in production implementation development led the power and energy field to account for more than 50% of total revenue. In the logistics and supply chain field, revenue accounted for more than 30% of total revenue, supported by progress in production implementation development for vessel scheduling. In urban transportation and smart cities, AI engine development for railway companies’ maintenance planning progressed, and performance remained firm.」

    The company states that it maintained its focus on the three priority fields, with power and energy accounting for more than 50% of revenue and logistics and supply chains accounting for more than 30%.
  6. FY2024RestatedAnnual report

    「During the fiscal year, we continued to focus on the three fields of power and energy, logistics and supply chains, and urban transportation and smart cities.」

    The company maintains its policy of focusing on the three conventional fields of social infrastructure.
  7. FY2024-Q3RestatedAnnual report

    「During the cumulative third quarter, we continued to focus on the three fields of power and energy, logistics and supply chains, and urban transportation and smart cities,」

    The company reconfirms its policy of focusing on the three priority fields.
  8. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter, we continued to focus on the three fields of power and energy, logistics and supply chains, and urban transportation and smart cities.」

    The company reconfirms its policy of focusing on the three priority fields.
  9. FY2024-Q1RestatedAnnual report

    「During the cumulative first quarter, we continued to focus on the three fields of power and energy, logistics and supply chains, and urban transportation and smart cities,」

    The company restates its policy of focusing on the three priority fields.
  10. FY2023First statedAnnual report

    「The fields on which we are focusing are power and energy, logistics and supply chains, and urban transportation and smart cities.」

    The company has organized its priority fields related to social infrastructure into three areas.
Moved together

"Planning optimization in the social infrastructure sector" moved the same way as this thread, in the same document, in 5 of its 20 moves.

533332★123456
  1. ★This thread
  2. 1Planning optimization in the social infrastructure sector5×
  3. 2Growth Management Centered on Revenue Growth and Operating Margin3×
  4. 3Contributing to the Realization of a Decarbonized Society through Plan Optimization3×
  5. 4Risk of Shareholder Value Dilution Through the Exercise of Stock Acquisition Rights3×
  6. 5Energy Management Business Using Battery Storage3×
  7. 6Maximizing Customer Lifetime Value (CLTV) and Building Long-Term Relationships2×

★ 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 Grid yet. It last moved in the Management planning of 2026-09-29: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.