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Caulis (153A) · RiskMitigated

Sales Dependence on Specific Industries and Customers

First written in FY2024. 1 of 2 entries say "Mitigated", first in FY2025. Latest entry: FY2025.

2entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY20242025: 120252026: 12026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.

38 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.
Showing 14 of the 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「In the fiscal year ended December 2025, the top 10 major customers accounted for 63.0% of the Company's net sales. Because these customers are financial institutions such as banks and securities companies, as well as credit-card operators, the Company remains highly dependent on particular industries and customer companies.」

    Top-10 customer concentration declined from 66.2% to 63.0%, but dependence on particular industries and customers remains high.
  2. FY2024First statedAnnual report

    「In the fiscal year ended December 2024, the top 10 major customers accounted for 66.2% of the Company's net sales. Because these customers are financial institutions such as banks and securities companies, as well as credit-card operators, the Company remains highly dependent on particular industries and customer companies.」

    Identifies 66.2% sales dependence on the top 10 customers in the fiscal year ended December 2024 as a risk.
Moved together

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Sales Dependence on Specific Industries and Customers | Caulis Inc. (153A) | Komori