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System Integrator Corp. (3826) · RiskMitigated

Risks of Dependence on Specific Products and Customers and Diversification of Revenue Streams

First written in FY2026. 1 of 2 entries say "Mitigated", first in FY2027-H1. Latest entry: FY2027-H1.

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ProgressHeldSoftenedWorseFirst statedFY20262026: 22026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.

38 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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
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  1. FY2027-H1MitigatedAnnual report

    「Against this market backdrop, in our ERP business we are pursuing a multi-pronged ERP solutions strategy by adding the cloud-based SAP Cloud ERP and the SCM package mcframe, centered on the Web-based ERP GRANDIT. The aim is to expand the options available according to customers’ industries and business characteristics and build a revenue base that is not overly dependent on any specific product.」

    To reduce dependence on GRANDIT, the company is pursuing a multi-pronged ERP solutions strategy that includes SAP Cloud ERP and mcframe, explicitly aiming to build a revenue base that is not overly dependent on any specific product.
  2. FY2026First statedAnnual report

    「A substantial portion of our group’s revenue depends on a specific ERP product, GRANDIT. Changes in this product’s market conditions, the emergence of competing products, or changes in the terms of transactions with specific customers could have a significant impact on our group’s earnings.」

    For the first time, the company has separately identified its dependence on revenue from GRANDIT and changes in transaction terms with specific customers as factors that could affect earnings.
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Risks of Dependence on Specific Products and Customers and Diversification of Revenue Streams | System Integrator Corp. (3826) | Komori