Komori
Yondenko (1939) · RiskWorsened

Dependence on Shikoku Electric Power Company,Incorporated as a Major Customer and Business Partner

First written in FY2016. 21 of 32 entries say "Restated". Latest entry: 2026-06-26.

32entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q1 – FY2026-H12016: 320162017: 420172018: 420182019: 420192020: 320202021: 420212022: 120222023: 420232024: 220242025: 120252026: 22026
Same theme, other companies

Yondenko moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).

The whole theme swung hardest in 2018: 1 of 6 companies on the "Worse" side.

2 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.
Full recordFilings, disclosures and news, newest first
  1. 2026-06-26WorsenedGovernance

    「The two companies accounted for 50.9% of the Company's net sales for the fiscal year.」

    The company reports that Shikoku Electric Power and Shikoku Electric Power Transmission and Distribution together accounted for 50.9% of net sales. As the scope differs from the previously reported 42.2% share attributable solely to Shikoku Electric Power Transmission and Distribution, the figures cannot be directly compared, but the combined dependence on these major related companies is shown.
  2. FY2026WorsenedAnnual report

    「四国電力送配電㈱ 40,479 38.2 42,013 42.2」

    The proportion of consolidated revenue generated from sales to 四国電力送配電㈱, a major customer, rose from 38.2% in the previous fiscal year to 42.2%, indicating a numerical increase in dependence risk.
  3. FY2026-H1RestatedAnnual report

    「① Trends in capital investment and general construction investment by the Shikoku Electric Power Group, a major business partner」

    The company continues to list trends in capital investment and general construction investment by the Shikoku Electric Power Group as major business risks.
  4. FY2025-H1RestatedAnnual report

    「① Trends in capital investment and general construction investment by the Shikoku Electric Power Group, a major business partner」

    The company continues to describe trends in capital investment and general construction investment by the Shikoku Electric Power Group as major business risks.
  5. FY2024-Q3RestatedAnnual report

    「① Trends in capital investment and general construction investment by the Shikoku Electric Power Group, a major business partner」

    The company continues to list trends in capital investment and general construction investment by the Shikoku Electric Power Group as major business risks.
  6. FY2024-Q2RestatedAnnual report

    「① Trends in capital investment and general construction investment by the Shikoku Electric Power Group, a major business partner」

    The company continues to list trends in capital investment and general construction investment by the Shikoku Electric Power Group as major business risks.
  7. FY2024-Q1RestatedAnnual report

    「① Trends in capital investment and general construction investment by the Shikoku Electric Power Group, a major business partner」

    The company continues to list trends in capital investment and general construction investment by the Shikoku Electric Power Group as major business risks.
  8. FY2023WorsenedAnnual report

    「四国電力送配電㈱ 36,719 39.6 36,930 41.4」

    The proportion of consolidated revenue generated from sales to 四国電力送配電㈱, a major customer, rose from 39.6% in the previous fiscal year to 41.4%. The numerical indicators show that dependence risk relating to the major customer and the Shikoku Electric Power Group has increased.
  9. FY2023-Q3RestatedAnnual report

    「① Trends in capital investment and general construction investment by the Shikoku Electric Power Group, a major business partner」

    The company continues to list trends in capital investment and general construction investment by the Shikoku Electric Power Group as major business risks.
  10. FY2022WorsenedAnnual report

    「四国電力送配電㈱ 36,719 39.6」

    Revenue from 四国電力送配電㈱ was ¥36,719 million, representing 39.6% of consolidated revenue, up from 38.6% in the previous fiscal year and indicating greater dependence.
  11. FY2022-Q2RestatedAnnual report

    「① Trends in capital investment and general construction investment by the Shikoku Electric Power Group, a major business partner」

    The company continues to identify trends in capital investment and general construction investment by the Shikoku Electric Power Group as major business risks.
  12. FY2022-Q1RestatedAnnual report

    「① Trends in capital investment and general construction investment by the Shikoku Electric Power Group, a major business partner」

    The company treats the scope of its major business partner as the Shikoku Electric Power Group and continues to identify trends in capital investment and general construction investment as major risks.
  13. FY2021ReframedAnnual report

    「(1) Trends in capital investment and general construction investment by the Shikoku Electric Power Group, a major business partner」

    The company continues to describe major-customer risk as relating to the Shikoku Electric Power Group rather than Shikoku Electric Power Company,Incorporated alone. Revenue disclosure was divided between Shikoku Electric Power Company,Incorporated at 3.3% and Shikoku Electric Power Transmission & Distribution at 38.6%, following the demerger on 1 April 2020.
  14. FY2021-Q3RestatedAnnual report

    「① Trends in capital investment and general construction investment by the Shikoku Electric Power Group, a major business partner」

    The company continues to list trends in capital investment and general construction investment by the Shikoku Electric Power Group, rather than Shikoku Electric Power Company,Incorporated alone, as a major business risk.
  15. FY2021-Q1ReframedAnnual report

    「① Trends in capital investment and general construction investment by the Shikoku Electric Power Group, a major business partner」

    The capital investment risk of the major business partner is presented as relating to the Shikoku Electric Power Group rather than Shikoku Electric Power Company,Incorporated alone, and is combined with trends in general construction investment under the same item.
  16. FY2020MitigatedAnnual report

    「Shikoku Electric Power Company,Incorporated 36,301 43.9」

    Revenue from Shikoku Electric Power Company,Incorporated was ¥36,301 million, representing 43.9% of consolidated revenue, down from 46.1% in the previous fiscal year. However, it remains a major customer, and the risk that capital investment trends will affect business performance continues.
  17. FY2020-Q3RestatedAnnual report

    「① Trends in capital investment by Shikoku Electric Power Company,Incorporated, a major business partner」

    The company continues to list trends in Shikoku Electric Power Company,Incorporated's capital investment as a major business risk. No significant changes or changes in dependence are described.
  18. FY2020-Q2RestatedAnnual report

    「① Trends in capital investment by Shikoku Electric Power Company,Incorporated, a major business partner」

    The company continues to list trends in Shikoku Electric Power Company,Incorporated's capital investment as a major business risk. No significant changes or numerical changes in dependence are described.
  19. FY2020-Q1RestatedAnnual report

    「① Trends in capital investment by Shikoku Electric Power Company,Incorporated, a major business partner」

    The company continues to list trends in Shikoku Electric Power Company,Incorporated's capital investment as a major business risk. No significant changes or numerical changes in dependence are described.
  20. FY2019MitigatedAnnual report

    「Shikoku Electric Power Company,Incorporated 37,051 46.1」

    Revenue from Shikoku Electric Power Company,Incorporated was ¥37,051 million, representing 46.1% of consolidated revenue, down from 46.7% in the previous fiscal year and indicating lower dependence. However, it remains a major customer accounting for more than 10% of revenue.
  21. FY2019-Q3RestatedAnnual report

    「① Trends in capital investment by Shikoku Electric Power Company,Incorporated, a major business partner」

    The company continues to list trends in Shikoku Electric Power Company,Incorporated's capital investment as a major business risk. No significant changes or changes in dependence are described.
  22. FY2019-Q2RestatedAnnual report

    「① Trends in capital investment by Shikoku Electric Power Company,Incorporated, a major business partner」

    The company continues to list trends in Shikoku Electric Power Company,Incorporated's capital investment as a major business risk. It states that there have been no significant changes in the risks.
  23. FY2019-Q1RestatedAnnual report

    「① Trends in capital investment by Shikoku Electric Power Company,Incorporated, a major business partner」

    The company continues to list trends in Shikoku Electric Power Company,Incorporated's capital investment as a major business risk.
  24. FY2018MitigatedAnnual report

    「Shikoku Electric Power Company,Incorporated 35,963 46.7」

    Revenue from Shikoku Electric Power Company,Incorporated was ¥35,963 million, representing 46.7% of consolidated revenue, down from 54.3% in the previous fiscal year and indicating lower dependence. However, it remains a major customer accounting for more than 10% of revenue.
  25. FY2018-Q3RestatedAnnual report

    「① Trends in capital investment by Shikoku Electric Power Company,Incorporated, a major business partner」

    The company continues to list trends in Shikoku Electric Power Company,Incorporated's capital investment as a major business risk. It states that there have been no significant changes in business and other risks.
  26. FY2018-Q2RestatedAnnual report

    「① Trends in capital investment by Shikoku Electric Power Company,Incorporated, a major business partner」

    The company continues to list trends in Shikoku Electric Power Company,Incorporated's capital investment as a major business risk. No significant changes are described.
  27. FY2018-Q1RestatedAnnual report

    「① Trends in capital investment by Shikoku Electric Power Company,Incorporated, a major business partner」

    The company continues to list trends in Shikoku Electric Power Company,Incorporated's capital investment as a major business risk.
  28. FY2017WorsenedAnnual report

    「Future trends in capital investment related to the construction and maintenance of the transmission and distribution facilities of Shikoku Electric Power Company,Incorporated, the Group's major business partner, may affect the Group's business performance.」

    Revenue from Shikoku Electric Power Company,Incorporated was ¥38,100 million, representing 54.3% of consolidated revenue, up from 50.9% in the previous fiscal year and indicating greater dependence.
  29. FY2017-Q3RestatedAnnual report

    「① Trends in capital investment by Shikoku Electric Power Company,Incorporated, a major business partner」

    The company continues to list trends in Shikoku Electric Power Company,Incorporated's capital investment as a major business risk. No significant changes or specific deterioration are described.
  30. FY2017-Q2RestatedAnnual report

    「① Trends in capital investment by Shikoku Electric Power Company,Incorporated, a major business partner」

    The company continues to list trends in Shikoku Electric Power Company,Incorporated's capital investment as a major business risk. No significant changes are described.
  31. FY2017-Q1RestatedAnnual report

    「① Trends in capital investment by Shikoku Electric Power Company,Incorporated, a major business partner」

    The company continues to list trends in Shikoku Electric Power Company,Incorporated's capital investment as a major business risk. No significant changes or specific deterioration are described.
  32. FY2016First statedAnnual report

    「Future trends in capital investment related to the construction and maintenance of the transmission and distribution facilities of Shikoku Electric Power Company,Incorporated, the Group's major business partner, may affect the Group's business performance.」

    Revenue from Shikoku Electric Power Company,Incorporated was ¥36,647 million, representing 50.9% of consolidated revenue. The voting rights held by Shikoku Electric Power Company,Incorporated represented 32.4%.
Moved together

"Establishment of a ¥10 Billion Growth Investment Framework" moved the same way as this thread, in the same document, in 4 of its 32 moves.

433333★123456
  1. ★This thread
  2. 1Establishment of a ¥10 Billion Growth Investment Framework4×
  3. 2Securing and Developing an Appropriate Workforce3×
  4. 3Surging Materials Prices and Labor Costs and Worker Shortages3×
  5. 4Three Business Segments Centered on Facilities Construction3×
  6. 5Technology Development for Safer, Higher-Quality and More Efficient Construction3×
  7. 6Expansion and Renewal of Offices and Construction Equipment3×

★ 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
Yondenko's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Governance of 2026-06-26: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Shikoku Electric Power Company,Incorporated as a Major Customer and Business Partner | YONDENKO CORPORATION (1939) | Komori