Komori
Shinwa (3447) · FactContinued and increasing customer concentration

Concentration of Logistics Equipment Sales to Amazon Japan G.K.

First written in FY2024. 1 of 3 entries say "Reframed", first in FY2025. Latest entry: FY2026.

3entries
3years
0from disclosures
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ProgressHeldSoftenedWorseFirst statedFY2024ReframedFY20252024: 120242025: 120252026: 12026
Same theme, other companies
Growth and concentration of sales to Amazon JapanA theme 3 companies write about · 2 as a headwind · 1 as a tailwind

1 other company's latest entry also says "Other".

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Full recordFilings, disclosures and news, newest first
  1. FY2026Continued and increasing customer concentrationAnnual report

    「Revenue from customers accounting for 10% or more of consolidated revenue was ¥1,821.365 million from Nikken Lease Kogyo Co., Ltd. in the previous consolidated fiscal year (temporary-equipment segment) and ¥2,867.028 million from Nikken Lease Kogyo Co., Ltd. in the current consolidated fiscal year (temporary-equipment segment).」

    Nikken Lease Kogyo Co., Ltd. remained the major customer, and revenue from sales to the company increased from ¥1,821.365 million to ¥2,867.028 million.
  2. FY2025ReframedAnnual report

    「Revenue from customers accounting for 10% or more of consolidated revenue was ¥1,367.695 million from Amazon Japan G.K. in the previous consolidated fiscal year (logistics-equipment segment) and ¥1,821.365 million from Nikken Lease Kogyo Co., Ltd. in the current consolidated fiscal year (temporary-equipment segment).」

    The major customer accounting for 10% or more changed from Amazon Japan G.K. in the previous fiscal year to Nikken Lease Kogyo Co., Ltd. in the current fiscal year, while the business subject to customer concentration changed from the logistics-equipment segment to the temporary-equipment segment.
  3. FY2024First statedAnnual report

    「Revenue from sales to Amazon Japan G.K., the customer for racks for logistics warehouses, was ¥801.492 million (5.4%) in the previous fiscal year and ¥1,367.695 million (10.8%) in the current fiscal year.」

    Revenue from sales to Amazon Japan G.K. reached ¥1,367.695 million in the current fiscal year, accounting for 10.8% of total sales, which can be confirmed for the first time as a separate fact.
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Shinwa's next results are scheduled for 2026-11-11. Read the earnings preview
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