Cados (211A) · RiskMitigated
Dependence on orders from specific industries and recurring customers
First written in FY2024. 1 of 2 entries say "Mitigated", first in FY2026. Latest entry: FY2026.
2entries
3years
0from disclosures
How it moved
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
- FY2026MitigatedAnnual report
「We introduce land information broadly to multiple tenant companies with a strong appetite for new store openings, without concentrating on any particular industry or tenant, and have no concerns at present about concentration in construction orders.」
The company continues to introduce land information to multiple tenants as a countermeasure. The revenue shares of major counterparties were Big・S 19.0%, Tsuruha Group Drug & Pharmacy West Japan 13.5%, Hallo즈 12.1% and Cosmos Pharmaceutical 9.8%. - FY2024First statedAnnual report
「Sales to Cosmos Pharmaceutical Co., Ltd. accounted for 46.8% of construction revenue in the previous fiscal year and 34.4% in the fiscal year under review.」
The Company describes the potential impact if a customer placing orders goes bankrupt or demand for new store openings contracts. In the fiscal year ended July 2024, sales to the company accounted for 26.9% of total revenue.