ETS Group (253A) · RiskRestated
Dependence on sales to major electric utilities
First written in FY2025-H1. 2 of 3 entries say "Restated". Latest entry: FY2026-H1.
3entries
2years
0from disclosures
How it moved
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.
22 other companies' latest entry also says "Restated".
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
- FY2026-H1RestatedAnnual report
「Electric power companies 3,788,583 6,074 3,794,657 12,783 3,807,440」
The customer breakdown discloses revenue from electric power companies of ¥3,807,440 thousand for the interim period, continuing to confirm dependence on electric power companies. - FY2025RestatedAnnual report
「Tohoku Electric Power Network Co., Ltd., ¥3,583,505 thousand, 31.8%; TEPCO Power Grid, Inc., ¥1,475,968 thousand, 13.1%. Trends in orders from these customers may affect the Group’s overall business results.」
The Group continues to disclose dependence on major electric power companies. The revenue shares of the top 2 customers in this filing were 31.8% and 13.1%. - FY2025-H1First statedAnnual report
「The customers on which the Group has continuously depended for more than 10% of its recorded revenue are shown in the table below. Trends in orders from these customers may affect the Group’s overall business results.」
Dependence was quantified at 35.1% for Tohoku Electric Power Network, 14.5% for TEPCO Power Grid, 11.2% for Chugoku Electric Power Network and 10.9% for Shikoku Electric Power Transmission and Distribution, covering 4 companies.