Komori
O'will (3143) · RiskMitigated

Risk of Dependence on Specific Business Partners

First written in FY2020. 4 of 7 entries say "Mitigated", first in FY2023. Latest entry: FY2026.

7entries
7years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020WorsenedFY2021 – FY2022MitigatedFY2023 – FY20262020: 120202021: 120212022: 120222023: 120232024: 120242025: 020252026: 22026
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

O'will moved to the "Worse" side of this theme in 2021, 2 years before the typical company in this theme (2023).

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

39 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. FY2026MitigatedAnnual report

    「Revenue for the fiscal year ending March 2026 is ¥6,369,964 thousand (ITO EN,LTD.'s share of our group revenue: 15.2%).」

    Revenue from ITO EN,LTD. declined from ¥6,818,623 thousand in the previous fiscal year, and its share of consolidated revenue also fell from 17.4% to 15.2%, reducing our relative dependence.
  2. 2026-05-11MitigatedEarnings

    「ITO EN,LTD. 6,369,964 Wholesale business」

    Sales to ITO EN,LTD. were ¥6,369,964 thousand, accounting for approximately 15.2% of consolidated sales, down from approximately 18.4% in the previous fiscal year.
  3. FY2024MitigatedAnnual report

    「Net sales for the fiscal year ended March 2024 were ¥5,843.448 million, with ITO EN,LTD. accounting for 18.4% of the group's net sales.」

    Net sales to ITO EN,LTD. decreased, and its share of consolidated net sales also declined from 19.7% in the previous fiscal year to 18.4%, reducing the group's relative dependence.
  4. FY2023MitigatedAnnual report

    「Net sales for the fiscal year ended March 2023 were ¥6,163.174 million, with ITO EN,LTD. accounting for 19.7% of the group's net sales.」

    Although net sales to ITO EN,LTD. increased, its share of consolidated net sales declined from 21.2% in the previous fiscal year to 19.7%, reducing the group's relative dependence.
  5. FY2022WorsenedAnnual report

    「Net sales for the fiscal year ended March 2022 were ¥6,005.437 million, with ITO EN,LTD. accounting for 21.2% of the group's net sales.」

    Net sales to ITO EN,LTD. increased from ¥5,904.096 million in the previous fiscal year, and its share of consolidated net sales also rose from 20.0% to 21.2%, increasing the group's relative dependence.
  6. FY2021WorsenedAnnual report

    「Net sales for the fiscal year ended March 2021 were ¥5,904.096 million, with ITO EN,LTD. accounting for 20.0% of the group's net sales.」

    Although net sales to ITO EN,LTD. decreased from ¥6,485.948 million in the previous fiscal year, its share of consolidated net sales increased from 19.8% to 20.0%, raising the group's relative dependence. Transactions were described as proceeding smoothly and steadily.
  7. FY2020First statedAnnual report

    「Net sales for the fiscal year ended March 2020 were ¥6,485.948 million, with ITO EN,LTD. accounting for 19.8% of the group's net sales.」

    The company disclosed net sales to ITO EN,LTD. of ¥6,485.948 million, representing 19.8% of consolidated net sales, and newly described the impact on performance if transactions were reduced as a risk. It also stated that transactions were proceeding smoothly and steadily.
Moved together

"Addressing Customer Service and Business Partner Needs" moved the same way as this thread, in the same document, in 4 of its 7 moves.

443333★123456
  1. ★This thread
  2. 1Addressing Customer Service and Business Partner Needs4×
  3. 2Impact of COVID-19 on Business Activities and Supply Chains4×
  4. 3Development of new products and materials and diversification of products handled3×
  5. 4Diversification into Adjacent Fields Through Overseas and New Businesses3×
  6. 5Risk of Foreign Exchange Rate Fluctuations3×
  7. 6Expanding sales of large ceiling fans for the environmental business3×

★ 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 O'will yet. It last moved in the Earnings of 2026-05-11: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Dependence on Specific Business Partners | O'will Corporation (3143) | Komori