Dependence on Specific Customers and Products
First written in FY2016. 10 of 28 entries say "Restated". Latest entry: FY2026.
Fujibo Holdings moved to the "Worse" side of this theme in 2023, 3 years after the typical company in this theme (2020).
The whole theme swung hardest in 2017: 6 of 14 companies on the "Worse" side.
3 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「Sumitomo Shoji Chemical Co., Ltd. 10,887 23.7 Mitsui Chemicals, Inc. 6,159 13.4」
The sales ratios of the two major customers were 23.7% and 13.4%, respectively. Compared with 19.2% and 13.7% in the previous fiscal year, concentration in Sumitomo Shoji Chemical rose further. - 2026-05-15WorsenedRevision of earnings forecasts
「Sumitomo Corporation Chemical Co., Ltd. 10,887 Abrasives business Mitsui Chemicals,Inc. 6,159 Chemical products business」
The company disclosed sales to major customers of ¥10,887 million for Sumitomo Corporation Chemical and ¥6,159 million for Mitsui Chemicals,Inc.; its concentration on Sumitomo Corporation Chemical increased year on year. - FY2025WorsenedAnnual report
「Sumitomo Shoji Chemical Co., Ltd. 8,229 19.2 Mitsui Chemicals, Inc. 5,874 13.7」
The sales ratios of the two major customers were 19.2% and 13.7%, respectively, with Sumitomo Shoji Chemical's ratio rising from 14.9% in the previous fiscal year. - FY2024-Q3MaterialisedAnnual report
「Contract manufacturing of functional materials, pharmaceutical intermediates and agrochemical intermediates is operating in a difficult business environment as demand remains sluggish across the chemical industry, particularly due to deteriorating market conditions for electronic materials centered on semiconductors. Orders for functional materials were sluggish except for some products, while orders for agrochemical intermediates remained strong.」
In connection with dependence on specific customers and products, orders for functional materials have remained sluggish, while orders for agrochemical intermediates have remained strong. - FY2024-Q1MaterialisedAnnual report
「Contract manufacturing of functional materials, pharmaceutical intermediates and agrochemical intermediates was affected by slowing demand for electronic materials, including semiconductors, and orders declined due to weaker demand from some functional materials users, despite the continued trend toward the return to Japan of chemical production as overseas production risks became apparent.」
Orders have actually declined due to weaker demand from certain functional materials users. - FY2023WorsenedAnnual report
「Sumitomo Shoji Chemical Co., Ltd. 5,852 15.5 Mitsui Chemicals, Inc. 5,214 13.8」
The sales ratios of the two major customers rose from 15.3% and 12.0% in the previous fiscal year to 15.5% and 13.8%, respectively, updating the customer concentration figures. - FY2023-Q1RestatedAnnual report
「The company was able to maintain stable production, particularly for agrochemical and functional material products.」
Regarding the Chemicals business's dependence on specific customers and products, the company has maintained stable production, particularly for agrochemical and functional material products. - FY2022RestatedAnnual report
「Sumitomo Shoji Chemical Co., Ltd. 5,497 15.3 Mitsui Chemicals, Inc. 4,307 12.0」
Regarding dependence on specific customers and products, the company disclosed that sales to its two major customers, Sumitomo Shoji Chemical Co., Ltd. and Mitsui Chemicals, Inc., accounted for 15.3% and 12.0%, respectively, of consolidated net sales. - FY2022-Q2MitigatedAnnual report
「Contract manufacturing of functional chemicals, pharmaceutical intermediates and other products was able to maintain stable production, particularly for agrochemical and functional material products, as domestic demand recovered and the trend toward the return to Japan of chemical production due to the impact of environmental regulations in China continued.」
The Chemicals business has maintained stable production, particularly for agrochemical and functional material products, against a backdrop of recovering domestic demand and the return of production to Japan. - FY2022-Q1MitigatedAnnual report
「Contract manufacturing of functional chemicals, pharmaceutical intermediates and other products was able to maintain stable production, particularly for agrochemical and functional material products, as the impact of COVID-19 subsided, domestic demand recovered and the trend toward the return to Japan of chemical production due to the impact of environmental regulations in China continued.」
The Chemicals business has maintained stable production, particularly for agrochemical and functional material products, against a backdrop of recovering domestic demand and the return of production to Japan as the impact of COVID-19 subsided. - FY2021RestatedAnnual report
「Contract manufacturing of functional chemicals, pharmaceutical intermediates and other products reduced production of some functional material products due to the impact of COVID-19, but orders remained solid, particularly for agrochemical and other functional material products.」
Although production of some products was reduced, orders remained solid, particularly for agrochemical and functional material products, indicating continued dependence on specific customers and products. - FY2021-Q3MaterialisedAnnual report
「Contract manufacturing of functional chemicals, pharmaceutical intermediates and other products benefited from the continued trend toward the return to Japan of chemical production due to the impact of environmental regulations in China. Orders for agrochemical and pharmaceutical products remained solid, but orders for functional material products were affected by declines in orders from some users due to the impact of COVID-19.」
While orders for agrochemical and pharmaceutical products remained solid, declines in orders for functional material products from some users due to the impact of COVID-19 have continued. - FY2021-Q2MaterialisedAnnual report
「Contract manufacturing of functional chemicals, pharmaceutical intermediates and other products benefited from the continued trend toward the return to Japan of chemical production due to the impact of environmental regulations in China. Orders remained solid, particularly for agrochemical and functional material products, but the business was affected by declines in orders from some users due to the impact of COVID-19.」
While orders remained solid in some fields, declines in orders from some users due to the impact of COVID-19 have occurred. - FY2021-Q1MaterialisedAnnual report
「Contract manufacturing of functional chemicals, pharmaceutical intermediates and other products benefited from the continued trend toward the return to Japan of chemical production due to the impact of environmental regulations in China, but was affected by declines in orders from some users due to the impact of COVID-19.」
In connection with dependence on specific customers and products, declines in orders from some users due to the impact of COVID-19 have occurred. - FY2020-Q3RestatedAnnual report
「Contract manufacturing of functional chemicals, pharmaceutical intermediates and other products remained solid across all fields, particularly products for agrochemicals and functional materials, as production of chemical products continued to return to Japan due to the impact of environmental regulations in China and the high quality requirements for chemical products. Both the Yanai and Takefu plants operated at full capacity.」
Reconfirms that contract manufacturing remained solid across all fields and that both the Yanai and Takefu plants operated at full capacity. - FY2020-Q2RestatedAnnual report
「Contract manufacturing of functional chemicals, pharmaceutical intermediates and other products remained solid across all fields, particularly products for electronic materials, as production of chemical products continued to return to Japan due to the impact of environmental regulations in China and the high quality requirements for chemical products. Both the Yanai and Takefu plants operated at full capacity.」
Reconfirms that contract manufacturing remained solid across all fields, particularly products for electronic materials, and that both the Yanai and Takefu plants operated at full capacity. - FY2020-Q1RestatedAnnual report
「Contract manufacturing of functional chemicals, pharmaceutical intermediates and other products remained firm across all fields, including functional chemicals for electronic materials, agrochemical intermediates and pharmaceutical intermediates. Amid the impact of environmental regulations in China and a continuing trend toward the reshoring to Japan of production of chemical products requiring high quality, both the Yanai and Takefu plants operated at full capacity.」
Reconfirms that contract manufacturing remained solid across all fields and that both the Yanai and Takefu plants operated at full capacity. - FY2019-Q3RestatedAnnual report
「Contract manufacturing of functional chemicals, pharmaceutical intermediates and other products remained firm, driven by new orders centered on functional chemicals. In addition, amid a trend toward the reshoring of chemical products production to Japan due to the impact of environmental regulations in China, both the Yanai and Takefu plants operated at full capacity.」
Reconfirms that new orders and the return of production to Japan brought contract manufacturing to full capacity at both the Yanai and Takefu plants. - FY2019-Q2MitigatedAnnual report
「Contract manufacturing of functional chemicals, pharmaceutical intermediates and other products remained solid, supported by new orders, particularly for functional chemicals. There was also a trend toward the return to Japan of chemical production due to the impact of environmental regulations in China, and both the Yanai and Takefu plants operated at full capacity.」
New orders and the return of production to Japan brought contract manufacturing, which had previously not reached full capacity, to full capacity at both the Yanai and Takefu plants. - FY2019-Q1MitigatedAnnual report
「Contract manufacturing of functional materials, pharmaceutical intermediates and other products operated at nearly full capacity as a result of stronger new order activities, although shipments of some agrochemical active ingredients and pharmaceutical intermediates products were pushed back to the latter half of the period.」
Contract manufacturing recovered to near-full capacity through intensified efforts to secure new orders, although shipments of some products were delayed. - FY2018MaterialisedAnnual report
「The Chemical Products Business strengthened new order activities and continued stable production, mainly through contract manufacturing of functional materials, agrochemical active ingredients and pharmaceutical intermediates. However, the plants did not reach full capacity because of delays in deliveries of raw materials from overseas and declining orders from some customers.」
Declines in orders from some users occurred, and continued delays in the arrival of raw materials from overseas have prevented contract manufacturing from reaching full capacity. - FY2018-Q3MaterialisedAnnual report
「Although contract manufacturing of functional chemicals, pharmaceutical intermediates and other products strengthened new order activities, mainly for functional materials, and continued stable production, the plants did not reach full capacity because of delays in deliveries of raw materials from overseas and declining orders from some customers.」
States that continued declines in orders from some users, combined with delays in the arrival of raw materials, have prevented contract manufacturing from reaching full capacity. - FY2018-Q2MaterialisedAnnual report
「Although contract manufacturing of functional chemicals, pharmaceutical intermediates and other products strengthened new order activities, mainly for functional materials, and continued stable production, the plants did not reach full capacity because of delays in deliveries of raw materials from overseas and declining orders from some customers.」
States that continued declines in orders from some users have prevented the Chemicals business from reaching full capacity. - FY2018-Q1MaterialisedAnnual report
「Although contract manufacturing of functional chemicals, pharmaceutical intermediates and other products continued stable production, mainly of agrochemical intermediates, orders from some functional materials customers declined, preventing the plants from operating at full capacity.」
Orders from some functional materials users declined, preventing the Chemicals business from reaching full capacity. - FY2017-Q3RestatedAnnual report
「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」
States that there have been no material changes regarding dependence on specific customers and products. - FY2017-Q2RestatedAnnual report
「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」
States that there have been no material changes regarding dependence on specific customers and products. - FY2017-Q1RestatedAnnual report
「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」
States that there have been no material changes regarding dependence on specific customers and products. - FY2016First statedAnnual report
「The Chemicals and Chemical Products businesses have a high degree of dependence on specific customers and products and may be adversely affected in terms of financial position, operating results and cash flows by trends at contract customers, short product life cycles and economic conditions.」
Indicates the potential for performance fluctuations due to customer and product concentration in the chemicals and chemical products businesses.