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Serendip Holdings (7318) · FactMitigated

Recovery in FA equipment orders driven by new customer acquisitions and the resumption of capital investment

First written in FY2023-Q2. 2 of 10 entries say "Restated". Latest entry: FY2026.

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5years
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How it moved
ProgressHeldSoftenedWorseOtherFY2023-Q2 – FY2024-Q2WorsenedFY2024-Q3 – FY2024RestatedFY2025-H12022: 120222023: 420232024: 320242025: 020252026: 22026
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  1. FY2026MitigatedAnnual report

    「In FA equipment manufacturing, capital investment by major customers had not recovered substantially since the beginning of the fiscal year, resulting in delays in order confirmation, although signs of recovery have emerged in some areas.」

    Although delays in capital investment by major customers and in factory automation equipment order confirmation continued, signs of recovery emerged in some areas.
  2. 2026-05-14MitigatedRevision of earnings forecasts

    「In FA equipment manufacturing, capital investment by major customers had not recovered substantially since the beginning of the fiscal year, resulting in delays in order confirmation, although signs of recovery have emerged in some areas.」

    Delays in the recovery of major customers’ capital investment and order confirmations remained, although signs of recovery appeared in some areas.
  3. FY2025-H1RestatedAnnual report

    「In factory automation equipment manufacturing, capital investment by major customers had not recovered significantly from the beginning of the period, and order confirmation was delayed.」

    Capital investment by major customers did not recover significantly, and the delay in order confirmation for factory automation equipment continued.
  4. FY2024WorsenedAnnual report

    「In factory automation equipment manufacturing, the recovery in orders seen in the previous period did not continue, and order confirmation was delayed throughout the year.」

    The recovery in orders from the previous period did not continue, and order confirmation in factory automation equipment manufacturing was delayed throughout the year. Orders received were 71.1% of the previous-period level, and the order backlog was 50.1% of the previous-period level.
  5. FY2024-Q3WorsenedAnnual report

    「In factory automation equipment manufacturing, customers' capital investment remained stagnant, and order confirmation continued to be delayed.」

    In factory automation equipment manufacturing, customers' capital investment stagnated and order confirmation continued to be delayed. This indicated a new constraint on the recovery trend in orders seen in the previous period.
  6. FY2024-Q2RestatedAnnual report

    「In factory automation equipment manufacturing, order confirmation was delayed.」

    The delay in order confirmation in factory automation equipment manufacturing continued during the cumulative second quarter.
  7. FY2024-Q1Delay in order confirmationAnnual report

    「In factory automation equipment manufacturing, inquiries remained active, but order confirmation was delayed.」

    The disclosure states that inquiries for factory automation equipment remained active while order confirmation was delayed, indicating a new execution constraint following the recovery trend in orders in the previous period.
  8. FY2023Addition of full-year resultsAnnual report

    「In factory automation equipment manufacturing, although supply-side constraints remained, orders recovered through the acquisition of new customers and the resumption of capital investment by major customers, resulting in higher revenue and higher profit.」

    Factory automation equipment orders recovered through the acquisition of new customers and the resumption of capital investment by major customers, resulting in full-year revenue of ¥14,230.665 million and segment profit of ¥389.014 million for the Monozukuri Business.
  9. FY2023-Q3Quarterly Results AddedAnnual report

    「As a result, for the cumulative third quarter of the current consolidated fiscal year, the segment reported revenue of ¥9,818.661 million, an increase of ¥254.442 million from the same period of the previous year, up 2.7% year on year, and segment profit of ¥189.708 million, an increase of ¥67.026 million, up 54.6% year on year.」

    The Monozukuri Business, including the recovery in factory automation equipment orders, reported revenue of ¥9,818.661 million and segment profit of ¥189.708 million for the cumulative third quarter.
  10. FY2023-Q2First statedAnnual report

    「In factory automation equipment manufacturing, although supply-side constraints remained, orders were on a recovery trend due to the acquisition of new customers and the resumption of capital investment by major customers, resulting in higher revenue and higher profit.」

    The disclosure identifies the recovery in factory automation equipment orders, driven by new customer acquisition and the resumption of capital investment by major customers, together with higher revenue and higher profit, as a new business operating development.
Moved together

"Expansion of the beauty tech business centered on Ladybird" moved the same way as this thread, in the same document, in 2 of its 10 moves.

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  1. ★This thread
  2. 1Expansion of the beauty tech business centered on Ladybird2×
  3. 2Entry into new markets, including CASE, AI/IoT, 5G and medical equipment2×
  4. 3Dilution of Per-Share Value from Stock Option Exercises2×
  5. 4Goodwill Impairment Risk2×

★ 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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Recovery in FA equipment orders driven by new customer acquisitions and the resumption of capital investment | SERENDIP HOLDINGS Co.,Ltd. (7318) | Komori