Dependence on specific customers
First written in FY2016. 3 of 12 entries say "Worsened", first in FY2018. Latest entry: FY2026.
Havix moved to the "Worse" side of this theme in 2017, 5 years before the typical company in this theme (2022).
The whole theme swung hardest in 2025: 31 of 101 companies on the "Worse" side.
28 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「For the fiscal year ending March 2026, sales to ユニ・チャームプロダクツ株式会社, the Company's major customer, account for approximately 23% of sales. In addition, the Company has announced a new business with the same company involving contract manufacturing scheduled to begin in April 2027.」
The sales ratio for the major customer ユニ・チャームプロダクツ株式会社 rose from approximately 22% in the previous disclosure to approximately 23%, and contract manufacturing scheduled to begin in April 2027 was identified in addition to the existing dependence. - 2026-05-14SoftenedManagement Plans
「新事業となるペットケア商品製造受託の開始にともなう取引比率の変化は避けられませんが、自社ブランドのKireineシリーズの拡販による取引先の裾野の拡大に努めます。」
特定販売先への依存に関して、ペットケア商品製造受託による取引比率の変化を前提としつつ、Kireine拡販による取引先の裾野拡大を方針として示した。 - FY2026-H1All output from the new plant to be purchased by a specific customerAnnual report
「All products manufactured at the new plant will be purchased by ユニ・チャームプロダクツ株式会社.」
The disclosure identifies a contract manufacturing arrangement under which ユニ・チャームプロダクツ株式会社 will purchase all pet-care products manufactured at the new plant. - FY2025WorsenedAnnual report
「For the fiscal year ended March 2025, sales to ユニ・チャームプロダクツ株式会社, one of the Group's major customers, accounted for approximately 22% of sales.」
The sales ratio for the major customer ユニ・チャームプロダクツ株式会社 rose to approximately 22% from approximately 18% in the previous disclosure, indicating a higher numerical degree of dependence on a specific customer. - FY2024Disclosure of one major customer accounting for approximately 18%Annual report
「For the fiscal year ended March 2024, sales to ユニ・チャームプロダクツ株式会社, one of the Group's major customers, accounted for approximately 18% of sales.」
The disclosure changed from the previous composition of two major customers, ユニ・チャームプロダクツ株式会社 at approximately 19% and Kao Corporation at approximately 10%, to identifying ユニ・チャームプロダクツ株式会社 at approximately 18% as the major customer for FY2024. - FY2022Change in the sales ratios of the two major customersAnnual report
「For the fiscal year ended March 2022, sales to ユニ・チャームプロダクツ株式会社, one of the Group's major customers, accounted for approximately 19% of sales, while sales to Kao Corporation accounted for approximately 10%.」
Dependence on the two major customers continues. The ratio for ユニ・チャームプロダクツ株式会社 was almost unchanged from approximately 19% in the previous fiscal year, while the ratio for Kao Corporation declined from approximately 11% to approximately 10%. - FY2021Change in the sales ratios of the two major customersAnnual report
「For the fiscal year ended March 2021, sales to ユニ・チャームプロダクツ株式会社, one of the Group's major customers, accounted for approximately 19% of sales, while sales to Kao Corporation accounted for approximately 11%.」
The ratio for ユニ・チャームプロダクツ株式会社 rose from approximately 18% to approximately 19%, while the ratio for Kao Corporation declined from approximately 13% to approximately 11%. Dependence on the two major customers continues. - FY2020MitigatedAnnual report
「For the fiscal year ended March 2020, sales to ユニ・チャームプロダクツ株式会社, one of the Group's major customers, accounted for approximately 18% of sales, while sales to Kao Corporation accounted for approximately 13%.」
Dependence on the two major customers continues, although their ratios declined from approximately 20% for ユニ・チャームプロダクツ株式会社 and approximately 15% for Kao Corporation in the previous fiscal year. - FY2019ReframedAnnual report
「For the fiscal year ended March 2019, sales to ユニ・チャームプロダクツ株式会社, one of the Group's major customers, accounted for approximately 20% of sales, while sales to Kao Corporation accounted for approximately 15%.」
Dependence on the two major customers continues, but the composition changed from approximately 18% each in the previous fiscal year to approximately 20% for ユニ・チャームプロダクツ株式会社 and approximately 15% for Kao Corporation in the current fiscal year. - FY2018WorsenedAnnual report
「Sales to the Group's two major customers, ユニ・チャームプロダクツ株式会社 and Kao Corporation, each accounted for approximately 18% of the Group's sales in the fiscal year ended March 2018.」
Dependence on the two major customers continues, with their sales ratios rising from approximately 16% each in the previous fiscal year to 18.5% for ユニ・チャームプロダクツ株式会社 and 17.5% for Kao Corporation in the current fiscal year. - FY2017ReframedAnnual report
「Sales to the Group's two major customers, ユニ・チャームプロダクツ株式会社 and Kao Corporation, each accounted for approximately 16% of the Group's sales in the fiscal year ended March 2017.」
The disclosure changed from Kao Corporation alone at 22.7% in the previous fiscal year to ユニ・チャームプロダクツ株式会社 and Kao Corporation each accounting for approximately 16%. The risk associated with specific customers continues, but is now presented as dependence on two major customers rather than dependence on a single customer. - FY2016First statedAnnual report
「The Group's sales to Kao Corporation in the fiscal year ended March 2016 amounted to ¥2,693 million. Although the Group considers its relationships with customers to be good, if transactions are discontinued or reduced due to changes in a customer's policies or other reasons, this could affect the Group's financial position and operating results.」
Sales to Kao Corporation accounted for 22.7% of consolidated sales.