Worth reading
57In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
-9.2
Year-on-year revenue growth (%)Wording
Conditional
How definitive the wording is.Contents of this document
Financial results presentationFY ending August 2026, third quarter5 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥1,184 million-9.2%
Operating profit¥-41 million
Ordinary income¥-11 million
Net income¥-13 million
Results for the three months of the current quarter
AsReader business revenue
¥392 million
Systems Integration Business net sales
¥27 million
AsReader business segment profit
¥96 million
Systems integration business segment profit
¥-11 million
Full-year earnings forecast
Net Sales
AsReader business
¥2,063 million
Systems Integration business
¥216 million
Rental Operations
¥12 million
Progress against full-year forecast 通期の予想に対して、いまどこまで進んだかの割合です。
Consolidated revenue51.7%
AsReader business revenue50.3%
Systems Integration Business net sales63.5%
Rental business net sales76.9%
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Behind planNew initiatives
- Launch of the ASR-M30S RFID reader and FIND AsCode
- Launch of StmA, AsReader PTT, Salasee and the RFID Starter Kit
- Reacquisition of 7 patents related to RFID self-checkout systems
- Business partnership with Koyu Innotex for the introduction of a facial-recognition system
- Announcement of AsReader HAKOBU, a next-generation linear transport system
- Development of new technology for controlling business equipment through a web browser
- Establishment of an organization to promote M&A
- Rollout of an all-product RFID conversion solution
- Full-scale expansion of the RFID solutions business in the U.S. market
Segment results
AsReader business
Net Sales
¥1,038 million
Systems Integration business
Net Sales
¥137 million
Rental Operations
Net Sales
¥9 million
Medium-term management plan targets
Net Sales
¥10,000 million
Target fiscal year2,030
Market Size / Share
Global RFID solutions market
¥2.3 trillion
Record period2,027
| Item | Details |
|---|---|
| Document type | Financial results presentation |
| Fiscal Period Covered | FY ending August 2026, third quarter |
| Net Sales | ¥1,184 million (YoY -9.2%) |
| Operating profit | ¥-41 million |
| Ordinary income | ¥-11 million |
| Net income | ¥-13 million |
| Results for the three months of the current quarter | AsReader business revenue ¥392 million / Systems Integration Business net sales ¥27 million / AsReader business segment profit ¥96 million / Systems integration business segment profit ¥-11 million |
| Full-year earnings forecast | Net Sales Consolidated Not disclosed / AsReader business ¥2,063 million / Systems Integration business ¥216 million / Rental Operations ¥12 million / Operating profit Not disclosed |
| Progress against full-year forecast | Consolidated revenue 51.7% / AsReader business revenue 50.3% / Systems Integration Business net sales 63.5% / Rental business net sales 76.9% |
| Self-assessment against the plan | Behind plan |
| Segment results | AsReader business Net Sales ¥1,038 million / Year on year against the same period last year Not disclosed / Segment profit Not disclosed / Systems Integration business Net Sales ¥137 million / Year on year against the same period last year Not disclosed / Segment profit Not disclosed / Rental Operations Net Sales ¥9 million / Year on year against the same period last year Not disclosed / Segment profit Not disclosed |
| Medium-term management plan targets | Net Sales ¥10,000 million / Target fiscal year 2,030 |
| Market Size / Share | Global RFID solutions market ¥2.3 trillion |
| New initiatives | Launch of the ASR-M30S RFID reader and FIND AsCode, Launch of StmA, AsReader PTT, Salasee and the RFID Starter Kit, Reacquisition of 7 patents related to RFID self-checkout systems, Business partnership with Koyu Innotex for the introduction of a facial-recognition system, Announcement of AsReader HAKOBU, a next-generation linear transport system, Development of new technology for controlling business equipment through a web browser, Establishment of an organization to promote M&A, Rollout of an all-product RFID conversion solution, Full-scale expansion of the RFID solutions business in the U.S. market |
Items this document does not state (17)
Gross Profit MarginOperating profit marginSelling, general and administrative expensesBreakdown of Factors Affecting the ChangeKey KPIsUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogKey points of the Q&A
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.Revenue fell below plan because the timing of revenue recognition for a major project initially expected at the U.S. subsidiary was pushed back to the following quarter or later. Operating profit improved through cost reductions from personnel-cost optimization, expense controls and business-process improvements, but temporary costs associated with eliminating unprofitable stores caused the shortfall against plan. Factors affecting standalone profit included an allowance for doubtful accounts on loans to the U.S. subsidiary, one-time expenses, R&D investment in growth areas and withdrawal from unprofitable businesses.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.