Komori
Ags (3648) · RiskRestated

Dependence on Fujitsu Group for Procurement

First written in FY2016. 21 of 28 entries say "Restated". Latest entry: FY2026-H1.

28entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2019-Q3RestatedFY2023-Q1 – FY2024-Q1MitigatedFY20242016: 320162017: 420172018: 320182019: 420192020: 320202021: 320212022: 420222023: 220232024: 120242025: 12025
Same theme, other companies
Concentrated dependence on specific suppliersA theme 108 companies write about · 108 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 22 of 68 companies on the "Worse" side.

46 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 108 companies compared. The sentences above are computed from all 108.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no occurrences of matters that could materially affect investors' decisions and no 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 in the risk of dependence on Fujitsu Group for procurement.
  2. FY2024MitigatedAnnual report

    「The Group is a multi-vendor provider that selects hardware and software suppliers according to customer needs and intended uses, and has no supplier on which it is particularly dependent. However, if a supplier contract ends due to non-renewal, termination or any other reason, or is changed in a manner unfavorable to the Group, this could affect the Group's operating results and financial position.」

    Regarding dependence on specific suppliers, the Group explicitly states that it currently has no supplier on which it is particularly dependent, while continuing its policy of mitigating risk through a multi-vendor approach and expansion of the supplier base.
  3. FY2024-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  4. FY2023-Q3RestatedAnnual report

    「During the first nine months of the current consolidated fiscal year, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  5. FY2023-Q2RestatedAnnual report

    「During the second quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  6. FY2023-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  7. FY2022WorsenedAnnual report

    「In the fiscal year ended March 2022, purchases from the two companies accounted for 9.2% of the Group's total purchases.」

    The proportion of purchases from Fujitsu Limited and 富士通Japan株式会社 increased from 5.0% in the previous fiscal year to 9.2%. Meanwhile, the policy of expanding the supplier base as a multi-vendor provider continues.
  8. FY2022-Q3RestatedAnnual report

    「During the first nine months of the current consolidated fiscal year, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  9. FY2022-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  10. FY2021MitigatedAnnual report

    「In the fiscal year ended March 2021, purchases from the two companies accounted for 5.0% of the Group's total purchases.」

    The proportion of purchases from Fujitsu Limited and 富士通Japan株式会社 declined from 13.7% in the fiscal year ended March 2020 to 5.0%. The policy of mitigating risk by expanding the supplier base also continues.
  11. FY2021-Q3RestatedAnnual report

    「During the first nine months of the current consolidated fiscal year, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  12. FY2021-Q2RestatedAnnual report

    「During the second quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  13. FY2021-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  14. FY2020WorsenedAnnual report

    「In the fiscal year ended March 2020, purchases from the two companies accounted for 13.7% of the Group's total purchases.」

    The proportion of purchases from Fujitsu Limited and 株式会社富士通マーケティング increased from 9.8% in the fiscal year ended March 2019 to 13.7%. Meanwhile, the policy of mitigating risk by expanding the supplier base continues.
  15. FY2020-Q2RestatedAnnual report

    「During the second quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  16. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  17. FY2019MitigatedAnnual report

    「In the fiscal year ended March 2019, purchases from the two companies accounted for 9.8% of the Group's total purchases.」

    The proportion of purchases from Fujitsu Limited and 株式会社富士通マーケティング declined from the previous 24.9% to 9.8%. The multi-vendor policy and the risk of contract termination or modification continue to be disclosed.
  18. FY2019-Q3RestatedAnnual report

    「During the first nine months of the current consolidated fiscal year, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  19. FY2019-Q2RestatedAnnual report

    「During the second quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  20. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  21. FY2018-Q3RestatedAnnual report

    「During the first nine months of the current consolidated fiscal year, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  22. FY2018-Q2RestatedAnnual report

    「During the second quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  23. FY2018-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  24. FY2017WorsenedAnnual report

    「In the fiscal year ended March 2017, purchases from the two companies accounted for 24.9% of the Group's total purchases.」

    The proportion of purchases from Fujitsu Limited and 株式会社富士通マーケティング increased from the previously disclosed 13.9% to 24.9%.
  25. FY2017-Q3RestatedAnnual report

    「During the first nine months of the current consolidated fiscal year, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  26. FY2017-Q2RestatedAnnual report

    「During the second quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group.
  27. FY2017-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors' decisions and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive disclosure states that there have been no material changes in the dependence on purchases from Fujitsu Group described for the previous fiscal year.
  28. FY2016First statedAnnual report

    「In the fiscal year ended March 2016, purchases from the two companies accounted for 13.9% of the Group's total purchases.」

    While stating its multi-vendor policy, the Group identifies the termination or modification of contracts with Fujitsu Limited and 株式会社富士通マーケティング as risks.
Moved together

"Management Indicators Focused on Operating Profit" moved the same way as this thread, in the same document, in 4 of its 28 moves.

443333★123456
  1. ★This thread
  2. 1Management Indicators Focused on Operating Profit4×
  3. 2Execution of the First Stage of the Long-Term Management Plan4×
  4. 3Building a Management Foundation for Sustainable Growth3×
  5. 4Strengthening and Expanding the Data Center Business3×
  6. 5Risk Related to Economic Fluctuations and Customers’ IT Investment Trends3×
  7. 6Transforming Corporate Culture Through Business Process Reform and CSR Activities3×

★ 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
Ags's next results are scheduled for 2026-10-30. Read the earnings preview
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