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TAUNS Laboratories (197A) · RiskMaterialised

Dependence on Sales of COVID-19-Related Products

First written in FY2024. 3 of 8 entries say "Materialised", first in 2026-05-14. Latest entry: FY2026.

8entries
3years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024WorsenedFY20252024: 120242025: 120252026: 62026
Same theme, other companies
Revenue dependence on flagship product Cuenote FCA theme 78 companies write about · 79 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 13 of 48 companies on the "Worse" side.

2 other companies' latest entry also says "Materialised".

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 78 companies compared. The sentences above are computed from all 78.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「The scale of the COVID-19 outbreak remained significantly below the level of the previous fiscal year.」

    Although dependence on products related to COVID-19 remains high, sales declined 22.9% year on year as the scale of the outbreak contracted, and the dependence risk emerged as earnings volatility. Based on disclosed sales of major products, standalone COVID-19 products and combination products accounted for approximately 62.6% of sales, down from approximately 68.6% in the previous fiscal year.
  3. FY2025WorsenedAnnual report

    「Since the COVID-19 pandemic began, COVID-19-related test kits have continued to account for a significant proportion of our revenue.」

    The dependence has continued. Revenue from the standalone COVID-19 product of ¥4,854 million and the COVID-19/influenza combo product of ¥7,921 million totaled ¥12,775 million, approximately 68.6% of revenue of ¥18,627 million.
  4. FY2024First statedAnnual report

    「Since launching the COVID-19 antigen test kit ImmunoAce® SARS-CoV-2 in October 2020, products related to COVID-19 have accounted for more than half of our revenue, leaving performance significantly affected by the prevalence of COVID-19.」

    The company discloses its current revenue mix, in which more than half of revenue depends on COVID-19-related products, as a risk.
Moved together

"Impairment of Investment Securities and Other Assets Due to Impairment in the Value of Investees" moved the same way as this thread, in the same document, in 3 of its 7 moves.

32222★12345
  1. ★This thread
  2. 1Impairment of Investment Securities and Other Assets Due to Impairment in the Value of Investees3×
  3. 2Dependence on Sales to Suzuken Group and Credit Risk2×
  4. 3Rising Interest Rates and Breaches of Financial Covenants2×
  5. 4Risk of operational interruption under a single-site structure centered on the Kamishima Plant2×
  6. 5Stable, Sustained Dividends Based on a Payout Ratio of Approximately 30%2×

★ 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 TAUNS Laboratories yet. It last moved in the Earnings of 2026-08-13: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Sales of COVID-19-Related Products | TAUNS Laboratories,Inc. (197A) | Komori