Komori
Growth xPartners (244A) · RiskRestatedLatest Results presentation (2026-10-15): "Mitigated"

Risk of dependence on specific customers, including the Nipro Group

First written in FY2024. 3 of 8 entries say "Restated". Latest entry: 2026-10-15.

8entries
3years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024 – FY2025-H1WorsenedFY20252024: 120242025: 220252026: 52026
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

37 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 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new occurrences of major risks that management recognizes could materially affect the financial position, operating results or cash flows of the consolidated companies among the matters concerning business conditions and financial matters described in this interim report, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    States that there were no material changes to the risk of dependence on specific customers, including the Nipro Group.
  2. FY2025WorsenedAnnual report

    「In sales for the consolidated fiscal year, the ratios of sales to Nipro Corporation and Nipro Digital Technologies Corporation to consolidated revenue were high at 11.0% and 19.9%, respectively.」

    In addition to Nipro Corporation at 11.0% and Nipro Digital Technologies at 19.9%, Toyota Tsusho Systems Corporation accounted for 10.1%. Sales concentration among specific customers continued to be quantified.
  3. FY2025-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new occurrences of major risks that management recognizes could materially affect the financial position, operating results or cash flows of the consolidated companies among the matters concerning business conditions and financial matters described in this interim report, nor any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    States that there were no material changes to the risk of dependence on specific customers, including the Nipro Group.
  4. FY2024First statedAnnual report

    「In sales for the consolidated fiscal year, the ratios of sales to the Nipro Group, namely Nipro Corporation and Nipro System Software Engineering Co., Ltd., to consolidated revenue were high at 8.1% and 19.3%, respectively.」

    Impact score 4, likelihood score 2 and risk assessment score 8. Countermeasures include expanding customers among large companies other than the Nipro Group and across a range of industries.
Moved together

"Enhancing transformation implementation consulting capabilities through specialized subsidiaries" moved the same way as this thread, in the same document, in 2 of its 8 moves.

22222★12345
  1. ★This thread
  2. 1Enhancing transformation implementation consulting capabilities through specialized subsidiaries2×
  3. 2Expansion of Enterprise Customers and Loyal Customers2×
  4. 3Supporting customers’ overseas business expansion, with a focus on the Global South2×
  5. 4Improving Development Productivity Through AI, Data Analytics and Generative AI2×
  6. 5Indian subsidiary: achieving profitability, ¥1 billion in annual sales and a 200-person workforce2×

★ 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
Growth xPartners's next results are scheduled for 2026-10-15. Read the earnings preview It last moved in the Results presentation of 2026-10-15: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.