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Lecip Holdings (7213) · TargetRestatedLatest Earnings presentation (2026-08-07): "Advanced"

Developing the TMS Business into a Second Core Business Alongside AFC

First written in FY2016. 6 of 13 entries say "Restated". Latest entry: 2026-08-07.

13entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019-Q3ReframedFY2019 – FY2021RestatedFY2022 – FY20232016: 120162017: 320172018: 120182019: 220192020: 120202021: 120212022: 120222023: 120232024: 020242025: 020252026: 22026
Same theme, other companies
Making the Transport Management System (TMS) a Core BusinessA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2023RestatedAnnual report

    「In the TMS (Transit Management System) field, we will develop data-solution services centered on the LIVU route-bus operations support unit, including improving transit-management services through the use of data on passenger boarding and alighting, bus mileage, fuel consumption, and travel times, as well as developing bus-location and timetable-planning systems, with the aim of providing more accessible public transportation.」

    The Group continued to develop data solutions centered on LIVU, including bus-location and timetable-planning systems. No new achievement milestone was disclosed.
  2. FY2022RestatedAnnual report

    「In the TMS (Transit Management System) field, we will develop data-solution services centered on the LIVU route-bus operations support unit, including improving transit-management services through the use of data on passenger boarding and alighting, bus mileage, fuel consumption, and travel times, as well as developing timetable-planning systems, with the aim of providing more accessible public transportation.」

    TMSを単独の第二の柱とする従来表現ではなく、LIVUを軸とするデータ活用、運行管理サービス、ダイヤ編成システム等の展開を継続している。
  3. FY2021ReframedAnnual report

    「In the TMS (Transit Management System) field, we will develop data-solution services centered on the LIVU route-bus operations support unit, including improving transit-management services through the use of data on passenger boarding and alighting, bus mileage, fuel consumption, and travel times, as well as developing timetable-planning systems, with the aim of providing more accessible public transportation.」

    The former expression of making TMS a second core business alongside AFC has been made more specific through data utilization, transit-management services, and timetable-planning systems centered on LIVU.
  4. FY2020ReframedAnnual report

    「We recognize fiscal 2021, the final year of the current medium-term plan, as an important year as we look ahead to the next medium-term business plan, under which we will propose new products and systems through the organic integration of the three business areas of AFC (Automated Fare Collection), TMS (Transit Management System), and SLP (Signage, Lighting and Power).」

    The former positioning of TMS as a second core business alongside AFC has broadened to encompass TMS as one component of the next plan, which will integrate AFC, TMS, and SLP to propose new products and systems.
  5. FY2019ReframedAnnual report

    「Specifically, we will further develop the concept of the Transit Management System (TMS), which the Group has pursued for some time, and explore how we can contribute under the integration of transit information systems and other systems likely to be government-led.」

    The explanation has shifted from the former direct goal of making TMS a second core business alongside AFC to positioning TMS as a core technology supporting the integration of transit information systems and other systems in MaaS.
  6. FY2019-Q3DroppedAnnual report

    「Amid this business environment, the Group focused its efforts on the four priority issues of the CA2020 five-year medium-term plan, launched in fiscal 2016: creating new value toward the realization of MaaS; smoothly reallocating management resources to growth areas; returning the overseas business to profitability; and improving productivity through business-process improvements.」

    本 filing のCA2020重点課題の列挙にTMS事業をAFCに並ぶ第二の柱とする目標は含まれておらず、TMSの明示的な記載が消えている。
  7. FY2018-Q3RestatedAnnual report

    「一方、損益面につきましては、減収による影響に加え、首都圏のバス用ICカードシステムのリプレースに向けた準備や、TMS車載機LIVUなどの新製品開発のための費用増により、赤字幅が拡大いたしました。」

    TMS車載機LIVUなどの新製品開発を継続している。TMSをAFCに並ぶ第二の柱へ育成する方針に新たな到達点や変更はない。
  8. FY2018-Q2RestatedAnnual report

    「当第2四半期連結累計期間におきましては、売上面では輸送機器事業、産業機器事業ともにほぼ前年並みとなりましたものの、損益面では2018年よりスタートする首都圏のバス用ICカードシステムの大規模リプレースに向けた準備や、TMS車載機LIVUなど新製品開発のための費用増により損失幅が拡大いたしました。」

    TMS車載機LIVUなどの新製品開発を継続している。TMSを中核事業へ育成する方針に新たな到達点や変更はない。
  9. FY2018-Q1RestatedAnnual report

    「Although both the Transportation Equipment Business and the Industrial Equipment Business reported higher sales, losses widened because costs increased for preparations to replace the Tokyo metropolitan bus IC-card system, scheduled to begin in 2018, and for developing new products such as the LIVU TMS onboard unit.」

    TMS車載機LIVUなどの新製品開発を継続しており、TMSへの投資方針に実質的な変更はない。
  10. FY2017RestatedAnnual report

    「However, as Japan’s population declines, future growth cannot be expected from simply extending the current business. Accordingly, since the previous three-year mid-term plan, we have continued to invest actively in overseas markets, particularly North America, and in the new field of TMS (Transit Management System).」

    Active investment in TMS continued, but no new milestone demonstrating that it had become a second core business alongside AFC was disclosed.
  11. FY2016First statedAnnual report

    「A key issue of the previous three-year mid-term plan “+1=2015” (April 2013–March 2016) was to make the TMS business the second core business alongside the AFC business.」

    The company presented a goal of developing the Transit Management System (TMS) into a core business second only to Automated Fare Collection (AFC).
Moved together

"Establishing an Overseas Business Base and Recovering Upfront Costs" moved the same way as this thread, in the same document, in 3 of its 13 moves.

332222★123456
  1. ★This thread
  2. 1Establishing an Overseas Business Base and Recovering Upfront Costs3×
  3. 2Impairment Risk for Fixed Assets and Goodwill3×
  4. 3Growth in Development Areas and Improved Profitability in Existing Businesses Under RT20262×
  5. 4Declining Bus Demand and Deteriorating Operating Conditions for Operators2×
  6. 5Sustained, Stable Shareholder Returns and a Stronger Financial Position2×
  7. 6Recognition of Valuation Losses on Shares of Affiliates2×

★ 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 Lecip Holdings yet. It last moved in the Earnings presentation of 2026-08-07: "Advanced".
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