Komori
Ef-On (9514) · RiskMitigated

Stagnant orders for energy-efficiency support services and contract expirations

First written in FY2016. 16 of 29 entries say "Restated". Latest entry: FY2026.

29entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018-Q1WorsenedFY2024-Q32016: 22017: 320172018: 320182019: 320192020: 420202021: 420212022: 320222023: 220232024: 220242025: 020252026: 32026
Same theme, other companies
省エネルギー支援サービスの受注停滞・契約満了による業績変動A theme 3 companies write about · 4 as a headwind · 0 as a tailwind

Ef-On moved to the "Worse" side of this theme in 2018.

0 other companies' latest entry also says "Mitigated".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「During the consolidated fiscal year, new orders and existing continuing projects performed solidly and maintained a certain level of profit. In addition to orders for partial equipment renewals, completion of new equipment construction for a group company led to a substantial increase in internal sales, resulting in higher segment revenue and profit.」

    In energy-efficiency support services, revenue and profit increased despite the continuing contraction, supported by existing projects, orders for partial equipment renewals, and completion of new equipment construction for a group company.
  2. 2026-08-12AdvancedEarnings

    「In addition to orders for partial equipment upgrades, the completion of new equipment construction by a group company substantially increased intra-group sales, resulting in higher segment revenue and profit.」

    In the energy-saving support services business, orders for equipment upgrades and the completion of construction for a group company resulted in higher full-year segment revenue and profit.
  3. FY2026-H1MitigatedAnnual report

    「During the interim period of the consolidated fiscal year, existing continuing projects performed solidly and maintained a certain level of profit. Revenue from new orders for partial equipment renewals was recognized, resulting in higher revenue and profit compared with the same period of the previous year.」

    The company reports that, in energy-efficiency support services after contract expiry, existing continuing projects maintained a certain level of profit, while new orders for partial equipment renewals resulted in higher revenue and profit year on year.
  4. FY2024-Q3WorsenedAnnual report

    「Under these circumstances, with respect to the company's energy-efficiency support services business, sales from existing projects have continued on a small scale, while some orders for new projects are expected to be postponed because of the Noto Peninsula Earthquake.」

    In addition to the continued small-scale sales from existing projects, the company reports that some orders for new projects are expected to be postponed because of the Noto Peninsula Earthquake, adding to the weakness in the order environment.
  5. FY2024-Q2RestatedAnnual report

    「Under these circumstances, with respect to the company's energy-efficiency support services business, sales from existing projects have continued on a small scale and generated a certain level of results.」

    The company continues to report that sales from existing projects have continued on a small scale and generated a certain level of results.
  6. FY2024-Q1RestatedAnnual report

    「With respect to the company's energy-efficiency support services business, sales from existing projects have continued on a small scale and generated a certain level of results.」

    The company reports that sales from existing projects have continued on a small scale, maintaining a certain level of profit and results. The pattern of a contracting business base after contract expiry remains largely unchanged.
  7. FY2023-Q3WorsenedAnnual report

    「During the nine-month period of the consolidated fiscal year, sales from existing projects declined from the same period of the previous year because energy-efficiency support service contracts reached the end of their terms. Instead of energy-supply contracts, new contracts for maintaining projects in areas such as equipment maintenance have commenced.」

    In energy-efficiency support services, sales from existing projects continued to decline as contracts reached the end of their terms. The company also describes the start of maintenance contracts as a measure to maintain the business base, but segment sales were ¥367 million, down 85.8% year on year.
  8. FY2023-Q1RestatedAnnual report

    「Although sales from existing projects declined because projects ended during the previous consolidated fiscal year, the performance of existing continuing projects remained solid, enabling the company to secure a certain level of profit.」

    The company reports that, while existing sales continued to decline due to terminated projects, continuing projects maintained a certain level of profit.
  9. FY2022WorsenedAnnual report

    「During the consolidated fiscal year, sales from existing projects declined substantially because projects ended during the previous consolidated fiscal year. Although renewed and continuing projects performed solidly, the segment as a whole recorded a substantial decline in revenue.」

    The company reports that the contraction in sales resulting from the termination of existing on-site power generation projects led to a substantial decline in annual revenue.
  10. FY2022-Q2RestatedAnnual report

    「Although sales from existing projects declined because projects ended during the previous consolidated fiscal year, the performance of projects that were renewed and continued remained solid.」

    The company reports that, while existing sales continued to decline due to terminated projects, projects that were renewed and continued performed solidly.
  11. FY2022-Q1RestatedAnnual report

    「Although sales from existing projects declined because projects ended during the previous consolidated fiscal year, the performance of existing continuing projects remained solid, enabling the company to secure a certain level of profit.」

    The company reports that, while the decline in existing sales due to terminated projects continued, continuing projects remained solid and secured a certain level of profit.
  12. FY2021WorsenedAnnual report

    「During the consolidated fiscal year, almost all existing on-site power generation projects in the energy-efficiency support services business reached the end of their 15-year terms and expired.」

    For existing on-site power generation projects, the company has moved from reporting an increase in projects reaching the end of their terms to reporting that almost all have expired, making the contraction of the existing service base more concrete.
  13. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company concludes that there have been no material changes in the risks associated with stagnant orders and contract expiries in energy-efficiency support services.
  14. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company concludes that there have been no material changes in the risks associated with stagnant orders and contract expiries in energy-efficiency support services. Meanwhile, it reports that renovation and maintenance sales and sales from existing projects remained solid in the current quarter.
  15. FY2021-Q1RestatedAnnual report

    「Although sales from existing projects declined because projects ended during the previous consolidated fiscal year, sales to external customers increased as revenue was recognized from the renovation and maintenance of energy-efficiency equipment.」

    The company reports that, although sales declined as existing projects ended, sales to external customers increased through renovation and maintenance work on energy-efficiency equipment.
  16. FY2020WorsenedAnnual report

    「During the consolidated fiscal year, the number of operating projects declined substantially because the terms of some existing on-site power generation projects expired in the first and third quarters. As a result, sales and operating profit were below the previous year's levels. For new projects, detailed coordination with customers took time because of measures to prevent the spread of COVID-19, so efforts to advance these projects continued into the following fiscal year.」

    The company reports that the substantial decline in operating projects resulting from the expiry of existing on-site power generation projects affected the year's results, while new projects were carried over into the following fiscal year because of measures to prevent the spread of infection.
  17. FY2020-Q3WorsenedAnnual report

    「During the nine-month period of the consolidated fiscal year, the number of operating projects declined in both the first and third quarters because the terms of some existing on-site power generation projects expired. As a result, sales and operating profit were below the previous year's levels.」

    The company reports that operating projects in the existing on-site power generation business declined following contract expiries in the first and third quarters, causing external sales and operating profit to fall below the previous year's levels.
  18. FY2020-Q2RestatedAnnual report

    「In the first quarter, the number of operating projects declined because the terms of some existing on-site power generation projects expired. As a result, sales and operating profit were below the previous year's levels.」

    The company continues to describe a pattern in which fewer operating projects following contract expiries lead to year-on-year declines in external sales and operating profit.
  19. FY2020-Q1RestatedAnnual report

    「External sales were below the previous year because the number of operating projects declined following the expiry of the terms of some existing on-site power generation projects, and because partial repair and maintenance was performed during the year on projects whose sales are recognized based on measured annual energy savings.」

    In addition to fewer operating projects following contract expiries, the company identifies partial repair and maintenance as another factor behind the year-on-year decline in external sales.
  20. FY2019-Q3RestatedAnnual report

    「External sales declined because some existing on-site power generation projects ended upon expiry of their contract terms, reducing the number of operating projects, and because sales of energy-efficiency equipment declined. However, costs also decreased as purchases of energy-saving equipment and maintenance parts declined, resulting in higher profit.」

    The company continues to describe a pattern in which external sales decline as operating projects decrease following contract expiries and energy-efficiency equipment sales fall, while profit increases because costs decline.
  21. FY2019-Q2WorsenedAnnual report

    「External sales declined because some existing on-site power generation projects ended upon expiry of their contract terms, reducing the number of operating projects, and because sales of energy-efficiency equipment declined. However, costs also decreased as purchases of energy-saving equipment and maintenance parts declined, resulting in higher profit.」

    In addition to fewer operating projects following contract expiries, the company reports a decline in energy-efficiency equipment sales, adding to the factors reducing external sales.
  22. FY2018WorsenedAnnual report

    「An increasing number of existing on-site power generation projects will reach the end of their 15-year terms and expire. Accordingly, the company expects sales to external customers and operating profit to decline compared with the previous year.」

    The company explicitly expects an increase in on-site power generation projects reaching the end of their terms and a decline in external sales and operating profit.
  23. FY2018-Q3RestatedAnnual report

    「During the nine-month period of the consolidated fiscal year, although some existing on-site power generation projects generated equipment buyout sales upon expiry of their contract terms in the first quarter, external sales and profit declined because the total number of operating projects decreased.」

    The company continues to describe a pattern in which equipment buyout sales arise upon contract expiry, while external sales and profit decline as the total number of operating projects decreases.
  24. FY2018-Q2WorsenedAnnual report

    「Although some existing on-site power generation projects generated equipment buyout sales upon expiry of their contract terms in the first quarter, external sales and profit declined because the total number of operating projects decreased.」

    The company reports that, despite equipment buyout sales following contract expiries, external sales in the energy-efficiency support services business declined and the business recorded lower revenue and profit because the total number of operating projects decreased.
  25. FY2018-Q1RestatedAnnual report

    「External sales and profit increased because some existing on-site power generation projects generated equipment buyout sales upon expiry of their contract terms.」

    The company reports that equipment buyouts following the expiry of contract terms continued to occur in the on-site power generation business.
  26. FY2017-Q3RestatedAnnual report

    「During the nine-month period of the consolidated fiscal year, external sales increased because some customers in the on-site power generation business generated sales relating to equipment buyouts upon contract expiry. However, profit declined due to repair costs arising from minor malfunctions and other factors.」

    The company continues to report equipment buyouts upon contract expiry and repair costs in the on-site power generation business.
  27. FY2017-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company concludes that there have been no material changes in business and other risks, including the risks of stagnant orders and contract expiries in energy-efficiency support services.
  28. FY2017-Q1RestatedAnnual report

    「Revenue increased because some existing on-site power generation projects generated equipment buyout sales upon expiry of their contract terms. However, profit declined due to repair costs, including costs arising from minor malfunctions in existing on-site power generation equipment.」

    Contract expiries continued to occur, with higher revenue from equipment buyouts and lower profit due to repair costs.
  29. FY2016First statedAnnual report

    「During the consolidated fiscal year, the acquisition of new customers remained sluggish, and orders and sales of energy-efficiency equipment declined. Some existing onsite captive power projects also reached the end of their contract terms or underwent revisions to their fuel-procurement agreements, resulting in lower external sales and lower profit than in the previous fiscal year.」

    The fiscal year saw sluggish new-customer acquisition, fewer orders and the expiration or revision of existing contracts.
Moved together

"Dependence on Interest-Bearing Debt and Interest-Rate Risk" moved the same way as this thread, in the same document, in 10 of its 29 moves.

1075555★123456
  1. ★This thread
  2. 1Dependence on Interest-Bearing Debt and Interest-Rate Risk10×
  3. 2Revenue decline and operating loss in the energy-efficiency support services business7×
  4. 3Response to Full Deregulation of Retail Electricity Sales and Electricity System Reform5×
  5. 4Substantial growth in consolidated revenue and earnings led by the power-generation business5×
  6. 5Political instability in the United States and Europe and geopolitical risks in East Asia5×
  7. 6Expansion of renewable energy and wood biomass power generation5×

★ 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
Ef-On's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Earnings of 2026-08-12: "Advanced".
News
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Stagnant orders for energy-efficiency support services and contract expirations | EF-ON INC. (9514) | Komori