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Cmc (2185) · RiskSoftened

Dependence of Sales and Profits on Toyota Motor Corporation

First written in FY2016. 5 of 7 entries say "Softened", first in FY2019. Latest entry: FY2025.

7entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016SoftenedFY2019 – FY2020SoftenedFY2022 – FY20252016: 12017: 020172018: 020182019: 120192020: 120202021: 120212022: 120222023: 120232024: 020242025: 12025
Same theme, other companies
Dependence on sales to Toyota Motor CorporationA theme 5 companies write about · 6 as a headwind · 0 as a tailwind

Cmc moved to the "Worse" side of this theme in 2019, 5 years before the typical company in this theme (2024).

0 other companies' latest entry also says "Softened".

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. FY2025Revenue contribution from TOYOTA MOTOR CORPORATION declined from 35.6% to 26.7%Annual report

    「Revenue from TOYOTA MOTOR CORPORATION, a major customer, accounted for 34.0% of our Group's revenue in the fiscal year ended September 2024 and 26.7% in the fiscal year ended September 2025, indicating a high level of dependence on the company for revenue and profit.」

    While dependence remains high, the revenue contribution from TOYOTA MOTOR CORPORATION declined from 34.0% in the previous fiscal year to 26.7%.
  2. FY2023Revenue contribution from TOYOTA MOTOR CORPORATION declined from 36.1% to 35.6%Annual report

    「However, revenue from TOYOTA MOTOR CORPORATION, a major customer, accounted for 36.1% of our Group's revenue in the fiscal year ended September 2022 and 35.6% in the fiscal year ended September 2023, indicating a high level of dependence on the company for revenue and profit.」

    The disclosure states that the revenue contribution from TOYOTA MOTOR CORPORATION declined, but the Group's dependence on the company for revenue and profit remains high.
  3. FY2022Revenue contribution from TOYOTA MOTOR CORPORATION declined from 39.6% to 36.1%Annual report

    「However, revenue from TOYOTA MOTOR CORPORATION, a major customer, accounted for 39.6% of our Group's revenue in the fiscal year ended September 2021 and 36.1% in the fiscal year ended September 2022, indicating a high level of dependence on the company for revenue and profit.」

    The disclosure states that the revenue contribution from TOYOTA MOTOR CORPORATION declined, but dependence on the company for revenue and profit remains high.
  4. FY2021Revenue contribution from TOYOTA MOTOR CORPORATION rose from 36.3% to 39.6%Annual report

    「Revenue from TOYOTA MOTOR CORPORATION accounted for 36.3% of revenue in the fiscal year ended September 2020 and 39.6% in the fiscal year ended September 2021, indicating a high level of dependence on the company for revenue and profit.」

    Dependence on major customers remains high, while the revenue contribution rose from the previous fiscal year.
  5. FY2020Revenue contribution from TOYOTA MOTOR CORPORATION declined from 37.0% to 36.3%Annual report

    「However, revenue from TOYOTA MOTOR CORPORATION, a major customer, accounted for 37.0% of our Group's revenue in the fiscal year ended September 2019 and 36.3% in the fiscal year ended September 2020, indicating a high level of dependence on the company for revenue and profit.」

    The disclosure states that the revenue contribution from TOYOTA MOTOR CORPORATION declined, but the Group's dependence on the company for revenue and profit remains high.
  6. FY2019Sales to TOYOTA MOTOR CORPORATION fell to 37.0%.Annual report

    「Sales to TOYOTA MOTOR CORPORATION accounted for 39.2% of total sales in the fiscal year ended September 2018 and 37.0% in the fiscal year ended September 2019, indicating a high level of dependence on the company for sales and profit.」

    Although dependence remained high, the sales ratio fell from 39.2% in the previous fiscal year to 37.0%.
  7. FY2016First statedAnnual report

    「Sales to TOYOTA MOTOR CORPORATION, a major customer, accounted for 42.8% of the Group's total sales in the fiscal year ended September 2015 and 38.0% in the fiscal year ended September 2016, indicating a high level of dependence on the company for sales and profit. Accordingly, if transactions with the company were terminated for any reason, the Group's results and financial condition could be affected.」

    Although the ratio of sales to TOYOTA MOTOR CORPORATION fell from 42.8% to 38.0%, the disclosure states that dependence on the company for sales and profit remains high.
Moved together

"High Dependence on Domestic Sales" moved the same way as this thread, in the same document, in 6 of its 7 moves.

654432★123456
  1. ★This thread
  2. 1High Dependence on Domestic Sales6×
  3. 2Transactions with Customer Companies and Outsourced Service Providers and Credit Risk5×
  4. 3Competition from peer companies, adjacent industries and new entrants4×
  5. 4Forecast consolidated operating profit of ¥2,276 million for the fiscal year ending September 20214×
  6. 5Business impact of the spread of COVID-193×
  7. 6One-Stop Marketing Solution Offerings2×

★ 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.

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Dependence of Sales and Profits on Toyota Motor Corporation | CMC CORPORATION (2185) | Komori