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Taiyo Kisokogyo (1758) · RiskUpdated interim-period sales by government and private-sector customers

Dependence on Public-Sector Orders

First written in FY2017. 1 of 8 entries say "Softened", first in FY2020. Latest entry: FY2027-H1.

8entries
10years
0from disclosures
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ProgressHeldSoftenedWorseFirst statedFY2017SoftenedFY2020OtherFY2023-Q2 – FY2027-H12017: 120172018: 020182019: 020192020: 120202021: 020212022: 220222023: 220232024: 120242025: 020252026: 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.

30 other companies' latest entry also says "Other".

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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. FY2027-H1Updated interim-period sales by government and private-sector customersAnnual report

    「Government agencies 2,086,355 Private sector 5,259,656 Revenue from contracts with customers 7,346,011」

    Revenue from contracts with customers for the interim period was ¥2.086 billion from government agencies and ¥5.259 billion from the private sector. Government-agency revenue decreased from ¥2.575 billion in the same period of the previous year, while private-sector revenue increased from ¥4.925 billion.
  2. FY2025-Q1Updated cumulative first-quarter sales by government and private-sector customersAnnual report

    「Government agencies 731,733 Private sector 2,543,175 Revenue from contracts with customers 3,274,909」

    Revenue from contracts with customers for the cumulative first quarter was disclosed by category as ¥731 million from government agencies and ¥2.543 billion from the private sector.
  3. FY2024-Q2Updated cumulative second-quarter sales by government and private-sector customersAnnual report

    「Government agencies 1,832,916 Private sector 6,370,660 Revenue from contracts with customers 8,203,577」

    Revenue from contracts with customers for the cumulative second quarter was disclosed by category as ¥1.832 billion from government agencies and ¥6.370 billion from the private sector.
  4. FY2024-Q1Disclosure of cumulative first-quarter sales by government and private-sector customersAnnual report

    「Government agencies 996,765 Private sector 2,868,300 Revenue from contracts with customers 3,865,065」

    Revenue from contracts with customers for the cumulative first quarter was disclosed by category as ¥996 million from government agencies and ¥2.868 billion from the private sector.
  5. FY2023-Q3Disclosure of cumulative third-quarter sales by government and private-sector customersAnnual report

    「Government agencies 3,359,765 Private sector 7,534,976 Revenue from contracts with customers 10,894,742」

    Revenue from contracts with customers for the cumulative third quarter was disclosed by category as ¥3.359 billion from government agencies and ¥7.534 billion from the private sector.
  6. FY2023-Q2Disclosure of cumulative second-quarter sales by government and private-sector customersAnnual report

    「Government agencies 2,200,737 Private sector 4,949,180 Revenue from contracts with customers 7,149,917」

    Revenue from contracts with customers for the cumulative second quarter was disclosed by category as ¥2.273 billion from government agencies and ¥4.949 billion from the private sector.
  7. FY2020SoftenedAnnual report

    「Approximately 33% of these orders consisted of construction work for government agencies. Accordingly, the company's performance may be affected not only by expenditures based on long-term plans such as national infrastructure development plans, but also by fiscal policy, including fiscal consolidation.」

    The proportion of construction work for government agencies has been updated from approximately 45% to 33%, indicating a decline from the previous disclosure. The potential impact of national infrastructure plans and fiscal policy continues to be disclosed.
  8. FY2017First statedAnnual report

    「Approximately 45% of these orders consisted of construction work for government agencies. Accordingly, the company's performance may be affected not only by expenditures based on long-term plans such as national infrastructure development plans, but also by fiscal policy, including fiscal consolidation.」

    The company explicitly identifies for the first time as a risk that approximately 45% of orders consist of government construction work and that its performance may be affected by national infrastructure plans and fiscal policy.
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Dependence on Public-Sector Orders | Taiyo Kisokogyo Co.,Ltd. (1758) | Komori