Komori
Takada (1966) · RiskWorsened

Dependence on Specific Industries and Customers

First written in FY2022. 1 of 3 entries say "Restated". Latest entry: FY2026.

3entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022 – FY20242022: 120222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Concentration of orders in the steelmaking and chemical industries and among major customersA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Current consolidated fiscal year Nippon Steel Corporation ¥16,290.625 million 30.3%」

    Revenue from completed construction for Nippon Steel increased from 20.1% in the previous fiscal year to 30.3%, increasing the concentration of sales among specific customers.
  2. FY2024RestatedAnnual report

    「The Group has significant relationships with customers in the steelmaking and chemical industries, and orders received from and construction work completed for these customers account for a substantial portion of its business. Accordingly, trends in these industries, including rationalisation of customers' facilities and business reorganisations, may affect the Group's performance.」

    The risk of concentration of orders received and completed construction revenue among customers in the steelmaking and chemical industries and other closely related customers continues to be disclosed.
  3. FY2022First statedAnnual report

    「The Group has significant relationships with customers in the steelmaking and chemical industries, and orders received from and construction work completed for these customers account for a substantial portion of its business. Accordingly, trends in these industries, including rationalisation of customers' facilities and business reorganisations, may affect the Group's performance.」

    The concentration of orders received from and construction work completed for customers in the steelmaking and chemical industries and related customers was identified explicitly for the first time as a standalone major risk.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Takada's next results are scheduled for 2026-11-06. Read the earnings preview
News
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