Komori
Systems Design (3766) · RiskWorsened

Dependence on Sales to PCA CORPORATION

First written in FY2016. 6 of 11 entries say "Mitigated", first in FY2017. Latest entry: FY2026.

11entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2017 – FY2019MitigatedFY2023 – FY20252016: 120162017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 120232024: 020242025: 120252026: 22026
Same theme, other companies
Dependence on Specific Customers for SalesA theme 129 companies write about · 129 as a headwind · 0 as a tailwind

Systems Design 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 2020: 21 of 81 companies on the "Worse" side.

23 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 129 companies compared. The sentences above are computed from all 129.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Sales to PCA CORPORATION as a percentage of our group's total revenue were 10.9% in the fiscal year ended March 2025 and 11.1% in the fiscal year ended March 2026.」

    The sales ratio attributable to PCA CORPORATION increased from 10.9% to 11.1%.
  2. 2026-05-08WorsenedResults

    「ピー・シー・エー㈱ 1,110,718」

    ピー・シー・エー㈱向け売上高は1,110,718千円となり、連結売上高に占める比率は約11.1%で、前年度の約10.9%から上昇している。
  3. FY2025MitigatedAnnual report

    「Sales to PCA CORPORATION as a percentage of our group's total revenue were 11.3% in the fiscal year ended March 2024 and 10.9% in the fiscal year ended March 2025.」

    The sales ratio attributable to a specific customer declined from 11.3% to 10.9%, indicating that the level of dependence continues to decrease.
  4. FY2023MitigatedAnnual report

    「Sales to PCA CORPORATION as a percentage of our group's total revenue were 11.6% in the fiscal year ended March 2021, 11.7% in the fiscal year ended March 2022 and 11.3% in the fiscal year ended March 2023.」

    The sales ratio attributable to a specific customer declined from 11.7% in the previous fiscal year to 11.3%. The dependence risk itself continues.
  5. FY2022WorsenedAnnual report

    「Sales to PCA CORPORATION as a percentage of our group's total revenue were 12.8% in the fiscal year ended March 2020, 11.6% in the fiscal year ended March 2021 and 11.7% in the fiscal year ended March 2022.」

    The sales ratio attributable to a specific customer increased from 11.6% in the previous fiscal year to 11.7%.
  6. FY2021MitigatedAnnual report

    「Sales to PCA CORPORATION as a percentage of our group's total revenue were 11.0% in the fiscal year ended March 2019, 12.8% in the fiscal year ended March 2020 and 11.6% in the fiscal year ended March 2021.」

    Dependence on a specific customer continues, although the ratio declined from 12.8% in the previous fiscal year to 11.6%.
  7. FY2020WorsenedAnnual report

    「Sales to PCA CORPORATION as a percentage of our group's total revenue were 12.0% in the fiscal year ended March 2018, 11.0% in the fiscal year ended March 2019 and 12.8% in the fiscal year ended March 2020.」

    The sales ratio attributable to PCA CORPORATION increased from 11.0% to 12.8%.
  8. FY2019MitigatedAnnual report

    「Sales to PCA CORPORATION as a percentage of our group's total revenue were 13.5% in the fiscal year ended March 2017, 12.0% in the fiscal year ended March 2018 and 11.0% in the fiscal year ended March 2019. The ordering policies and other factors of PCA CORPORATION could affect our group's financial condition and operating results.」

    The risk of dependence on a specific customer remains, although the sales ratio declined from 13.5% to 12.0% and then to 11.0%.
  9. FY2018MitigatedAnnual report

    「Sales to PCA CORPORATION as a percentage of our group's total revenue were 14.9% in the fiscal year ended March 2016, 13.5% in the fiscal year ended March 2017 and 12.0% in the fiscal year ended March 2018. The ordering policies and other factors of PCA CORPORATION could affect our group's financial condition and operating results.」

    The risk of dependence on a specific customer continues, although the sales ratio declined from 14.9% to 13.5% and then to 12.0%.
  10. FY2017MitigatedAnnual report

    「Sales to PCA CORPORATION as a percentage of our group's total revenue were 17.2% in the fiscal year ended March 2015, 14.9% in the fiscal year ended March 2016 and 13.5% in the fiscal year ended March 2017. The ordering policies and other factors of PCA CORPORATION could affect our group's financial condition and operating results.」

    The risk of dependence on a specific customer continues, although the sales ratio has declined from 17.2% to 14.9% and then to 13.5%.
  11. FY2016First statedAnnual report

    「Sales to PCA CORPORATION as a percentage of our group's total revenue were 21.0% in the fiscal year ended March 2014, 17.2% in the fiscal year ended March 2015 and 14.9% in the fiscal year ended March 2016. The ordering policies and other factors of PCA CORPORATION could affect our group's financial condition and operating results.」

    Dependence on a specific customer was quantified at 21.0%, 17.2% and 14.9%, and the potential impact of its ordering policies on performance was identified as a risk.
Moved together

"Quality and delivery risks in system development projects" moved the same way as this thread, in the same document, in 4 of its 11 moves.

444433★123456
  1. ★This thread
  2. 1Quality and delivery risks in system development projects4×
  3. 2Systems development business grows through expanding orders and contributions from subsidiaries4×
  4. 3Strengthening organizational systems, internal checks and risk management to enhance management transparency4×
  5. 4Review of the Business Portfolio and Concentration of Management Resources on Growth Businesses Through the Transfer of アイデス4×
  6. 5Difficulty Securing Talented Engineers and High-Quality Labor3×
  7. 6Uncertain outlook due to yen appreciation and instability in overseas economies3×

★ 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 Systems Design yet. It last moved in the Results of 2026-05-08: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.