Komori
Awa Paper & Technological Company (3896) · RiskMitigated

Dependence on Sales and Purchasing Transactions with a Major Shareholder

First written in FY2016. 2 of 9 entries say "Mitigated", first in FY2025-H1. Latest entry: FY2025.

9entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2016 – FY20242016: 120162017: 020172018: 120182019: 120192020: 020202021: 120212022: 120222023: 120232024: 220242025: 12025
Same theme, other companies
Concentration of Transactions and Capital Ties with the Kobe Steel GroupA theme 5 companies write about · 5 as a headwind · 0 as a tailwind

0 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.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「三木産業株式会社 ceased to qualify as a related party as of 24 April 2024 because it sold its shares in the Company. Accordingly, transactions during the period in which it was a related party are presented. As it was not a related party at the fiscal year-end, no year-end balance is presented.」

    Transactions with 三木産業 continued during the period, but the company ceased to be a related party as of 24 April 2024, and no year-end balance was presented. The dependence risk arising from the relationship with a major shareholder changed.
  2. FY2025-H1MitigatedAnnual report

    「三木産業株式会社 was a major shareholder at the end of the previous fiscal year but was no longer a major shareholder as of the end of the current interim consolidated accounting period. The Company also submitted an extraordinary report concerning the change in major shareholders on 25 April 2024.」

    三木産業株式会社 is described as no longer being a major shareholder, meaning that the previous dependence risk arising from the relationship with a major shareholder has changed in terms of the shareholder structure. However, this filing does not state that sales and procurement transactions with the company have ended.
  3. FY2024Updated transaction amounts with the major shareholderAnnual report

    「Product sales 484,753 Purchases of raw materials and other items 1,332,462 Purchases of packing materials and other items 38,625」

    The transaction amounts for product sales, purchases of raw materials and other items, and purchases of packing materials and other items with 三木産業, a major shareholder, were updated.
  4. FY2023Updated transaction amounts with the major shareholderAnnual report

    「Product sales 677,455 Purchases of raw materials and other items 1,439,065 Purchases of packing materials and other items 39,884」

    The transaction amounts for product sales, purchases of raw materials and other items, and purchases of packing materials and other items with 三木産業, a major shareholder, were updated.
  5. FY2022Updated transaction amounts with the major shareholderAnnual report

    「Product sales 654,741 Purchases of raw materials and other items 1,303,286 Purchases of packing materials and other items 40,898」

    Sales and procurement transactions with 三木産業, a major shareholder, continued, and the transaction amounts for the current fiscal year were updated.
  6. FY2021Changes in the transaction mix with the major shareholderAnnual report

    「Current consolidated fiscal year Product sales 602,130 Purchases of raw materials and other items 954,133 Purchases of packing materials and other items 30,193」

    Product sales and purchases of raw materials and other items from 三木産業, a major shareholder, continued, and the transaction amounts for the current fiscal year were updated.
  7. FY2019Changes in the transaction mix with the major shareholderAnnual report

    「Transactions in the fiscal year ending March 2019 consisted of product sales by the Group to the company of ¥892 million and purchases of raw materials, packing materials and other items from the company of ¥1,401 million. As the company's shares of total transactions were high at 5.5% and 15.3%, respectively, any difficulty in continuing transactions with the company could affect the Group's performance.」

    The sales ratio with 三木産業 was 5.5% and the procurement ratio was 15.3%, with continued disclosure of the Group's dependence on transactions with a major shareholder.
  8. FY2018Changes in the transaction mix with the major shareholderAnnual report

    「Transactions in the fiscal year ending March 2018 consisted of product sales by the Group to the company of ¥767 million and purchases of raw materials, packing materials and other items from the company of ¥1,538 million. As the company's shares of total transactions were high at 4.8% and 17.3%, respectively, any difficulty in continuing transactions with the company could affect the Group's performance.」

    The sales ratio with 三木産業 fell to 4.8%, while the procurement ratio was 17.3%, indicating continued dependence-related risk on the procurement side.
  9. FY2016First statedAnnual report

    「The company is a trading company dealing in industrial chemicals, materials and other products, with local subsidiaries in Japan, Asia, the United States, Europe and China. Transactions in the fiscal year ending March 2016 consisted of product sales by the Group to the company of ¥1,237 million and purchases of raw materials, packing materials and other items from the company of ¥1,604 million. As the company's shares of total transactions were high at 7.3% and 14.6%, respectively, any difficulty in continuing transactions with the company could affect the Group's performance.」

    The proportions of sales and procurement transactions with 三木産業, which holds 10.3% of the voting rights, are shown, and the continuation of transactions is identified as a risk.
Moved together

"Expanding the Business Scope and Strengthening the Supply Structure for Water-Treatment Materials" moved the same way as this thread, in the same document, in 2 of its 9 moves.

22★12
  1. ★This thread
  2. 1Expanding the Business Scope and Strengthening the Supply Structure for Water-Treatment Materials2×
  3. 2Doubling Production Capacity for RO-Membrane Supports through Construction of the New Komatsushima Plant2×

★ 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.

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