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Oi Electric (6822) · InitiativeAdvancedLatest Revision of earnings forecasts (2026-09-29): "Worsened"

Strengthening Pricing Responsiveness and Cost Competitiveness

First written in FY2016. 13 of 26 entries say "Advanced", first in FY2019. Latest entry: 2026-10-01.

26entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017WorsenedFY2022-Q2 – FY2023-Q3AdvancedFY2024-Q1 – FY20252016: 120162017: 120172018: 020182019: 220192020: 320202021: 320212022: 320222023: 320232024: 320242025: 220252026: 52026
Same theme, other companies
Profitability Improvement through Rationalization, Cost Reduction and Productivity ImprovementA theme 56 companies write about · 0 as a headwind · 58 as a tailwind

Oi Electric moved to the "Worse" side of this theme in 2021, 2 years before the typical company in this theme (2023).

4 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.
Showing 14 of the 56 companies compared. The sentences above are computed from all 56.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-01Worsenedfinance.yahoo.co.jp

    「Soaring raw material prices, particularly for communications equipment for second-generation smart meters, also weighed on profit margins.」

    Deteriorating profit margins caused by higher raw material prices contributed to the downward revision of the operating income forecast for the first half.
  2. FY2026AdvancedAnnual report

    「This also reflects progress in price reviews, cost reductions and other measures in each segment. In terms of profit, profitability improved due to the effect of higher revenue, changes in the product mix and the results of ongoing cost-improvement activities.」

    Price reviews, cost reductions and progress in cost-improvement activities were cited as factors behind profit improvement, and operating profit was ¥1,771 million.
  3. 2026-05-15AdvancedEarnings

    「We will continue working to improve profitability through more efficient and automated manufacturing processes, lower costs by strengthening procurement capabilities, and greater operating efficiency through DX and the use of AI tools.」

    The company specified manufacturing automation, stronger procurement capabilities, and the use of DX and AI tools as measures to improve profitability.
  4. FY2026-H1RestatedAnnual report

    「Under these circumstances, the group is pursuing various measures as priority initiatives under its medium-term management plan, whose final year is fiscal 2025, including strengthening profitability through business selection and concentration, improving costs through more efficient business processes, strengthening procurement resilience through product development that enables the use of alternative components, and rebuilding the personnel evaluation system to support employee skill development and evaluations based on skills.」

    The group continues to pursue priority initiatives including business selection and concentration, cost improvements through more efficient business processes, and stronger procurement resilience.
  5. FY2025AdvancedAnnual report

    「To address persistently high manufacturing costs, the company will continue and promote efforts to strengthen procurement resilience and pass costs through to selling prices.」

    Strengthening procurement resilience and passing costs through to selling prices are explicitly identified as ongoing measures to address persistently high manufacturing costs.
  6. FY2025-H1AdvancedAnnual report

    「In information and communications equipment manufacturing and sales and network construction and maintenance, profit increased with higher revenue, while development costs declined and costs improved, resulting in」

    Higher profit accompanying increased revenue, lower development costs and improved costs were cited as factors behind the improvement in the interim-period operating result.
  7. FY2024AdvancedAnnual report

    「Operating profit was ¥919 million due to higher revenue in information and communications equipment manufacturing and sales, thorough company-wide cost reductions including labor costs, and various measures including the partial pass-through of material and manufacturing costs to selling prices. The previous fiscal year recorded an operating loss of ¥466 million.」

    The consolidated operating result improved from a loss of ¥466 million in the previous fiscal year to a profit of ¥919 million through company-wide cost reductions including labor costs and the pass-through of material and manufacturing costs to selling prices.
  8. FY2024-Q3AdvancedAnnual report

    「Segment loss was ¥73 million due to higher revenue, including the partial pass-through of material and manufacturing costs to selling prices. The loss decreased by ¥961 million from the same period of the previous year.」

    The segment loss in information and communications equipment manufacturing and sales narrowed by ¥961 million from the same period of the previous year due to higher revenue, including the partial pass-through of material and manufacturing costs to selling prices.
  9. FY2024-Q2AdvancedAnnual report

    「Segment loss was ¥235 million due to higher revenue, including the partial pass-through of material and manufacturing costs to selling prices. The loss narrowed by ¥850 million from the same period of the previous year.」

    The segment loss in information and communications equipment manufacturing and sales narrowed by ¥850 million from the same period of the previous year due to higher revenue, including the partial pass-through of material and manufacturing costs to selling prices.
  10. FY2024-Q1AdvancedAnnual report

    「Some increases in selling prices have already been implemented. Regarding cost reductions, the company continues to strictly manage expenses and payments.」

    The company has partially passed higher costs through to selling prices and continues to reduce costs through strict management of expenses and payments.
  11. FY2023-Q3WorsenedAnnual report

    「Although company-wide cost cuts and partial pass-through of costs to selling prices were pursued, segment loss was ¥1,034 million due to lower revenue caused by component supply issues. The loss increased by ¥12 million from the same period of the previous year.」

    Although company-wide cost cuts and partial pass-through of costs to selling prices were pursued, the loss in information and communications equipment manufacturing and sales widened by ¥12 million year on year due to the effect of lower revenue caused by component supply issues.
  12. FY2023-Q2WorsenedAnnual report

    「Although the company was working to pass costs through to selling prices for certain products, segment loss was ¥1,086 million due to the effects of deterioration in the cost ratio caused by soaring component prices and significant foreign-exchange fluctuations, as well as higher quality-related costs, in addition to the decline in revenue. The loss increased by ¥228 million from the same period of the previous year.」

    Although the company was working to pass costs through to selling prices for certain products, the loss in information and communications equipment manufacturing and sales widened year on year due to soaring component prices, foreign-exchange fluctuations, deterioration in the cost ratio and higher quality-related costs.
  13. FY2022WorsenedAnnual report

    「Segment loss was ¥1,151 million due to lower revenue caused by component supply issues and deterioration in the cost ratio resulting from higher component prices and other factors. The loss increased by ¥1,058 million from the same period of the previous year.」

    The deterioration in cost and profitability in information and communications equipment manufacturing and sales became evident over the full fiscal year due to lower revenue associated with component procurement and deterioration in the cost ratio caused by higher component prices.
  14. FY2022-Q3WorsenedAnnual report

    「Segment loss was ¥1,022 million due to lower revenue caused by supply issues for components and deterioration in the cost ratio resulting from higher component prices and other factors. The loss increased by ¥269 million from the same period of the previous year.」

    Lower revenue due to component supply issues and deterioration in the cost ratio due to higher component prices continued, and the segment loss in information and communications equipment manufacturing and sales widened by ¥269 million year on year.
  15. FY2022-Q2WorsenedAnnual report

    「Segment loss was ¥858 million due to lower revenue caused by supply issues for components and deterioration in the cost ratio resulting from higher component prices and other factors. The loss narrowed by ¥199 million from the same period of the previous year.」

    In information and communications equipment manufacturing and sales, the cost ratio deteriorated due to higher component prices and other factors, and cost competitiveness issues have persisted. Although the loss narrowed from the same period of the previous year, component supply issues and price increases continued to pressure profit.
  16. FY2021The delay in product-side improvements and the cost benefits on the construction and maintenance sideAnnual report

    「Operating profit was ¥303 million, down ¥265 million year on year, due to delays in profit improvement and the effects of quality-related costs in information and communications equipment manufacturing and sales.」

    In information and communications equipment manufacturing and sales, delays in profit improvement and quality-related costs remained, while in network construction and maintenance, the effects of cost cuts in labor and indirect expenses became a factor behind the increase in profit.
  17. FY2021-Q3WorsenedAnnual report

    「Although the loss decreased compared with the second quarter due to increased scale accompanying higher revenue, the delay in improving the cost ratio and the continuing effects of development and quality-related costs incurred through the second quarter resulted in a loss of ¥753 million, an increase of ¥798 million from the same period of the previous year.」

    Although the loss decreased compared with the second quarter, the effects of the delay in improving the cost ratio and of development and quality-related costs remained, resulting in a wider loss year on year.
  18. FY2021-Q2WorsenedAnnual report

    「The loss was ¥1,058 million, an increase of ¥1,015 million from the same period of the previous year, due to higher costs associated with the development of new core optical transmission equipment, deterioration in the cost ratio due to changes in the product mix, and higher quality-related costs.」

    Higher optical transmission equipment development costs, deterioration in the cost ratio due to the product mix, and higher quality-related costs were cited as factors behind the widening loss in information and communications equipment manufacturing and sales.
  19. FY2020AdvancedAnnual report

    「Operating profit was ¥569 million, compared with a loss in the same period of the previous year, due to improved margins in information and communications equipment manufacturing and sales. This represented a ¥2,145 million decrease in loss year on year and a return to profitability.」

    Margins in information and communications equipment manufacturing and sales improved through measures including efficiency improvements and reductions in material costs, subcontracting costs, expenses and labor costs, resulting in a return to profitability at the consolidated operating level.
  20. FY2020-Q3AdvancedAnnual report

    「Segment profit was ¥44 million, compared with a loss in the same period of the previous year, due to an improvement in profit equivalent to the provision for construction losses related to development projects incurred in the previous year and improved margins from measures including efficiency improvements and reductions in material costs, subcontracting costs, expenses and labor costs. This represented a ¥1,404 million decrease in loss year on year and a return to profitability.」

    Margins in the information and communications equipment manufacturing and sales segment improved through measures including efficiency improvements and reductions in material costs, subcontracting costs, expenses and labor costs, and the segment returned to a profit of ¥44 million.
  21. FY2020-Q2AdvancedAnnual report

    「As efficiency improvements and reductions in material costs, subcontracting costs, expenses and labor costs undertaken since the beginning of the fiscal year produced a certain effect, the loss was ¥42 million, a decrease of ¥649 million from the same period of the previous year.」

    The company states that it implemented efficiency improvements and reductions in material costs, subcontracting costs, expenses and labor costs from the beginning of the fiscal year, with a certain profit-improvement effect.
  22. FY2019AdvancedAnnual report

    「In the information and communications equipment manufacturing and sales business, cost-reduction measures were implemented, including reductions in material costs and labor costs, including director and employee compensation, although」

    The company states that it implemented measures to reduce material costs, labor costs, and director and employee compensation, indicating the execution of specific measures to strengthen cost competitiveness.
  23. FY2017RestatedAnnual report

    「In the network construction and maintenance industry, business opportunities themselves, including those related to smart grids and disaster prevention, are expanding. At the same time, price competition has tended to intensify further in recent years, making the strengthening of pricing power a major challenge.」

    The intensification of price competition and the strengthening of pricing power remain ongoing challenges.
  24. FY2016First statedAnnual report

    「Price competition has tended to intensify further in recent years, making the strengthening of pricing power a major challenge.」

    Cost competitiveness is a challenge in information and communications equipment manufacturing and sales, while pricing power is a challenge in network construction and maintenance.
Moved together

"First-Half Consolidated Results: Lower Revenue and Shift to an Operating Loss" moved the same way as this thread, in the same document, in 15 of its 26 moves.

15141311109★123456
  1. ★This thread
  2. 1First-Half Consolidated Results: Lower Revenue and Shift to an Operating Loss15×
  3. 2Expansion of the Network Construction and Maintenance Business and Profit Growth14×
  4. 3Component Procurement Risk Due to Global Semiconductor Shortages and Other Factors13×
  5. 4Declining profitability and impairment in the network construction and maintenance business11×
  6. 5Response to Business Related to Smart Grids and Smart Meters10×
  7. 6Rebuilding a Stable Revenue Base9×

★ 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
Oi Electric's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Revision of earnings forecasts of 2026-09-29: "Worsened".
Strengthening Pricing Responsiveness and Cost Competitiveness | Oi Electric Co.,Ltd. (6822) | Komori