Komori
Warabeya Nichiyo Holdings (2918) · RiskWorsened

Concentration of trade receivables with a specific major customer

First written in FY2022. 2 of 5 entries say "Mitigated", first in FY2023. Latest entry: FY2026.

5entries
5years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022MitigatedFY2023 – FY20242022: 120222023: 120232024: 120242025: 020252026: 22026
Same theme, other companies
Concentration of sales receivables and credit risk among a small number of business partnersA theme 164 companies write about · 164 as a headwind · 0 as a tailwind

Warabeya Nichiyo Holdings moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2017: 10 of 65 companies on the "Worse" side.

49 other companies' latest entry also says "Worsened".

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 164 companies compared. The sentences above are computed from all 164.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「As of the consolidated balance sheet date for the current fiscal year, 76.9% of operating receivables were due from specific major customers.」

    The concentration ratio of trade receivables attributable to specific major customers rose from 76.5% in the previous fiscal year to 76.9%, and the concentration remains.
  2. 2026-04-28WorsenedGeneral Meetings of Shareholders

    「As of the consolidated balance sheet date for the current fiscal year, 76.9% of operating receivables were due from specific major customers.」

    The concentration of operating receivables among specific major customers increased from the previous 76.5% to 76.9%. The concentration remains ongoing.
  3. FY2024MitigatedAnnual report

    「As of the consolidated financial statement date for the current period, 76.5% of trade receivables were attributable to a specific major customer.」

    The concentration ratio of trade receivables attributable to specific major customers declined from 80.4% in the previous fiscal year to 76.5%. However, the concentration remains.
  4. FY2023MitigatedAnnual report

    「As of the consolidated financial statement date for the current period, 80.4% of trade receivables were attributable to a specific major customer.」

    The concentration of trade receivables with a specific major customer declined slightly from the previously reported 80.5% to 80.4%. The concentration nevertheless continues.
  5. FY2022First statedAnnual report

    「As of the consolidated fiscal year-end, 80.5% of trade receivables were attributable to a specific major customer.」

    The company has recorded for the first time as a standalone topic the credit and collection risk arising from the concentration of 80.5% of trade receivables with a specific major customer.
Moved together

"Expansion of the logistics business through the benefits of opening logistics centers and sales offices" moved the same way as this thread, in the same document, in 3 of its 5 moves.

3322★1234
  1. ★This thread
  2. 1Expansion of the logistics business through the benefits of opening logistics centers and sales offices3×
  3. 2Capital investment to increase production capacity and productivity3×
  4. 3Strengthening Proprietary Ingredient Development and Overseas Expansion2×
  5. 4Labor Saving and Logistics Efficiency Through the Improvement and Development of Manufacturing Equipment2×

★ 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 Warabeya Nichiyo Holdings yet. It last moved in the General Meetings of Shareholders of 2026-04-28: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.