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AlphaPurchase (7115) · FactSoftened

Expansion of the MDM-Related External Sales Business

First written in FY2023-Q1. 5 of 11 entries say "Softened", first in FY2025-H1. Latest entry: 2026-08-10.

11entries
4years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q1 – FY2024-H1SoftenedFY2025-H1 – 2026-08-102023: 320232024: 220242025: 220252026: 42026
Same theme, other companies
Expansion of MDM-Related Third-Party Sales BusinessA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-08-10SoftenedEarnings

    「As a result of restraining external sales in order to focus on development support for the company, external sales under “Other Businesses” were ¥7 million, down 8.5% year on year.」

    The policy of prioritizing development support for the company and restraining external sales continued, with external sales declining to ¥7 million.
  2. FY2026-H1SoftenedAnnual report

    「As a result of restraining external sales to focus on development support for us, external sales in Other business were ¥7 million, down 8.5% year on year, while segment profit including profit from both internal and external sales was ¥34 million, up 8.1%.」

    The policy of prioritizing development support for us and restraining external sales continued, with external sales falling to ¥7 million. The role of expanding external sales, including MDM, remained limited.
  3. 2026-05-14SoftenedEarnings

    「Net sales recorded under “Other Businesses,” which includes only external sales, were ¥2 million, down 31.6% year on year, while segment profit, including profit from internal sales, was ¥15 million, up 13.8% year on year.」

    Sales in the external business, including MDM-related sales, declined, further weakening the position of external business expansion.
  4. FY2025SoftenedAnnual report

    「As the company focused on IT services for us, sales for the consolidated fiscal year remained at ¥21 million, down 66.6% year on year.」

    The policy of restraining ATC’s external sales and focusing on IT services for us continued, with Other business external sales falling to ¥21 million. External-sales expansion became even less prominent.
  5. FY2025-H1SoftenedAnnual report

    「As a result of restraining external sales to focus on development support for us, sales recorded in Other business for external sales alone were ¥7 million, down 71.8% year on year, while segment profit including profit from both internal and external sales was ¥32 million, down 12.9%.」

    External sales, including MDM, were deliberately restrained to prioritize development support for us, falling 71.8% year on year. The focus shifted away from expanding external sales toward internal sales and development support.
  6. FY2024WorsenedAnnual report

    「As the company focused on IT services for us, sales for the consolidated fiscal year were ¥65 million, down 17.2% year on year. However, because “Other” operating profit includes profit from ATC株式会社’s service business for us, segment profit was ¥83 million, up 17.3%.」

    External sales, including MDM, declined to ¥65 million as the business continued to contract, while segment profit including IT services for us increased.
  7. FY2024-H1RestatedAnnual report

    「Other business is centered on the software business of our subsidiary ATC株式会社. External sales related to MDM (Master Data Management), in which it has advanced expertise, declined because the number of concluded projects fell, resulting in external sales of ¥27 million, down 37.0% year on year, and segment profit of ¥37 million, down 17.9%.」

    MDM-related external sales and segment profit remained below the prior-year period because fewer projects were concluded; the decline in external sales continued from the previous quarter.
  8. FY2024-Q1Decline in external salesAnnual report

    「Other business is centered on the software business of our subsidiary ATC株式会社. External sales related to MDM (Master Data Management), in which it has advanced expertise, declined because the number of concluded projects fell, resulting in external sales of ¥9 million, down 51.6% year on year, and segment profit of ¥14 million, down 27.4%.」

    MDM-related external sales and segment profit fell below the prior-year period because fewer projects were concluded, reversing the previous reports of strong performance.
  9. FY2023-Q3RestatedAnnual report

    「Other business is centered on the software business of our subsidiary ATC株式会社. Both its internal sales business for our MRO business and its external sales business related to MDM (Master Data Management), in which it has advanced expertise, performed well, generating external sales of ¥58 million, up 98.0% year on year, and segment profit of ¥60 million, up 58.8%.」

    The strong performance of ATC株式会社’s internal MRO business and MDM-related external sales continued; third-quarter cumulative external sales were ¥58 million and segment profit was ¥60 million.
  10. FY2023-Q2RestatedAnnual report

    「Other business is centered on the software business of our subsidiary ATC株式会社. Both its internal sales business for our MRO business and its external sales business related to MDM (Master Data Management), in which it has advanced expertise, performed well, generating revenue of ¥44 million and segment profit of ¥45 million.」

    The strong performance of both ATC株式会社’s internal MRO business and MDM-related external sales was reaffirmed for the six months ended the second quarter.
  11. FY2023-Q1First statedAnnual report

    「The external sales business related to MDM (Master Data Management), in which the company has advanced expertise, performed well, generating revenue of ¥20 million and segment profit of ¥19 million.」

    The strong performance of the MDM-related external sales business of subsidiary ATC株式会社 was first confirmed as a factor in Other business performance.
Moved together

"Revenue Growth and Lower Gross Margins from More Medium and Large FM Projects" moved the same way as this thread, in the same document, in 6 of its 11 moves.

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  1. ★This thread
  2. 1Revenue Growth and Lower Gross Margins from More Medium and Large FM Projects6×
  3. 2Share-Value Dilution from the Conversion of Potential Shares5×
  4. 3Higher Procurement Prices and Demand Weakness from Passing Through Costs3×
  5. 4Turning Cash Flow from Operating Activities Positive3×

★ 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.

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Expansion of the MDM-Related External Sales Business | AlphaPurchase Corporation (7115) | Komori