Komori
Nissou (1444) · RiskMitigatedLatest Revisions to earnings forecasts (2026-09-14): "Worsened"

Dependence on Sales to Major Customers

First written in FY2020. 3 of 6 entries say "Mitigated", first in FY2021. Latest entry: 2026-09-14.

6entries
7years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2020MitigatedFY2021WorsenedFY2022MitigatedFY2023 – FY20242020: 12021: 120212022: 120222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

Nissou moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

29 other companies' latest entry also says "Worsened".

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 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-09-14WorsenedRevisions to earnings forecasts

    「株式会社リプライス 705,638」

    株式会社リプライスへの販売高が705,638千円となり、連結売上高に占める割合は約13.1%となった。前年度に開示上解消されていた主要顧客への販売集中が再び確認される数値となっている。
  2. FY2024MitigatedAnnual report

    「Current consolidated fiscal year There are no applicable matters.」

    Regarding sales performance by major customer, it is stated that no customer accounted for 10% or more of total sales in the current consolidated fiscal year. The sales concentration in 株式会社リプライス, which accounted for 19.5% in the previous fiscal year, has therefore been eliminated in the disclosure.
  3. FY2023MitigatedAnnual report

    「Sales by our Group to its major customer, 株式会社リプライス, accounted for 19.5% in the fiscal year ended July 2023, indicating a high degree of dependence on this customer for sales. Although we plan to expand our transactions with the company going forward, our policy is to reduce our dependence on it by expanding our customer base.」

    Dependence on the major customer for sales declined from 22.2% in the previous fiscal year to 19.5%. The policy of reducing this dependence by expanding the customer base also continues.
  4. FY2022WorsenedAnnual report

    「Sales to our major customer, 株式会社リプライス, accounted for 22.2% in the fiscal year ended July 2022, indicating a high degree of dependence on this customer for sales.」

    Dependence on the major customer for sales increased from 12.9% in the previous fiscal year to 22.2%. The policy of reducing this dependence by expanding the customer base remains in place.
  5. FY2021MitigatedAnnual report

    「Sales to our major customer, 株式会社リプライス, accounted for 12.9% in the fiscal year ended July 2021, indicating a high degree of dependence on this customer for sales. Although we plan to expand our transactions with the company going forward, our policy is to reduce our dependence on it by expanding our customer base.」

    Dependence on the major customer for sales declined from 21.5% to 12.9%, and the policy of reducing this dependence by expanding the customer base continues.
  6. FY2020First statedAnnual report

    「Sales to our major customer, 株式会社リプライス, accounted for 21.5% in the fiscal year ended July 2020, indicating a high degree of dependence on this customer for sales.」

    The 21.5% sales dependence on 株式会社リプライス in the fiscal year ended July 2020 is shown quantitatively, and a policy of reducing this dependence by expanding the customer base is described.
Moved together

"Increase in high-value renovation work and projects for major customers" moved the same way as this thread, in the same document, in 2 of its 6 moves.

2222★1234
  1. ★This thread
  2. 1Increase in high-value renovation work and projects for major customers2×
  3. 2Business with More Than 1,900 Companies and Over 10,000 Construction Projects Annually2×
  4. 3Securing Flexible Funding Through Commitment Line Agreements2×
  5. 4Plan to Invest ¥20 Million in Business Management Software2×

★ 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 Nissou yet. It last moved in the Revisions to earnings forecasts of 2026-09-14: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Sales to Major Customers | Nissou Co.,Ltd. (1444) | Komori