Komori
IDEA Consultants (9768) · RiskMaterialised

Decline in Order Intake Due to Delayed Ordering of Large-Scale Projects

First written in FY2023-Q2. 4 of 5 entries say "Materialised", first in FY2023-Q3. Latest entry: 2026-11-02.

5entries
4years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2023-Q3 – 2026-11-022023: 220232024: 120242025: 020252026: 22026
Same theme, other companies
Delayed performance progress due to delays in the timing of orders for large projectsA theme 15 companies write about · 16 as a headwind · 0 as a tailwind

IDEA Consultants moved to the "Worse" side of this theme in 2023, 5 years after the typical company in this theme (2018).

The whole theme swung hardest in 2023: 6 of 9 companies on the "Worse" side.

8 other companies' latest entry also says "Materialised".

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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2023MaterialisedAnnual report

    「Order intake decreased by ¥303 million year on year to ¥22,715 million, down 1.3%, due to declines in large-scale marine environmental surveys and infrastructure facility design and maintenance work, as well as delays in the ordering of large overseas-related projects.」

    The decrease in large-scale marine and infrastructure-related work and delays in placing orders for large-scale overseas-related work were reflected in a 1.3% year-on-year decline in full-year orders received.
  2. FY2023-Q3MaterialisedAnnual report

    「Orders received decreased by ¥427 million from the same quarter of the previous year to ¥18,239 million (down 2.3% year on year), due to decreases in disaster prevention and disaster mitigation-related work, infrastructure facility design and maintenance-related work, and radiation decontamination-related business, as well as delays in placing orders for large-scale overseas-related work.」

    Delays in placing orders for large-scale overseas-related work were also cited for the cumulative third-quarter period, and were reflected in the 2.3% year-on-year decline in orders received.
  3. FY2023-Q2First statedAnnual report

    「Orders during the period decreased due to delays in placing orders for large-scale projects, including large-scale marine environmental surveys, infrastructure facility design and maintenance-related work, and overseas-related work involving the Group.」

    It was reported that delays in placing orders for large-scale marine environmental, infrastructure and overseas-related projects actually occurred and contributed to the 6.9% year-on-year decrease in orders received during the cumulative second-quarter period.
Moved together

"Developing and Securing Global Talent and Expanding Overseas Operations" moved the same way as this thread, in the same document, in 4 of its 5 moves.

4222★1234
  1. ★This thread
  2. 1Developing and Securing Global Talent and Expanding Overseas Operations4×
  3. 2Profit decline due to an increase in high-cost operations and operating expenses2×
  4. 3Gradual recovery trend in the domestic economy2×
  5. 4Future losses arising from order contracts and provision for losses on order contracts2×

★ 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 IDEA Consultants yet. It last moved in the Earnings of 2026-11-02: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.