Komori
Axis (4012) · RiskMitigated

Risk of dependence on the financial sector

First written in FY2020. 10 of 16 entries say "Restated". Latest entry: FY2025.

16entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020 – FY2022-Q3RestatedFY2023-Q1 – FY2024-H12021: 420212022: 420222023: 320232024: 220242025: 220252026: 12026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 318 companies write about · 332 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2022: 26 of 105 companies on the "Worse" side.

39 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 336 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「当社は、金融関連分野向けのシステム開発及び大規模プロジェクト管理等の業務ノウハウを保有し、その知見と経験を活かしたシステム構築に多く携わっていることから、金融関連分野への依存割合が高くなっております。なお、公共分野等の他の分野での取引額の拡大を図り、金融関連分野への依存割合の低減を図っております。」

    金融関連分野の売上比率は2024年12月期の52.5%から2025年12月期の50.7%へ低下した。公共20.6%、情報通信16.1%、その他12.6%と売上構成も記載している。
  2. FY2025-H1RestatedAnnual report

    「During the current interim accounting period, there were no new occurrences of the major risks that management recognizes as potentially having a material impact on the company's financial position, operating results or cash flows, among the matters relating to the business and accounting conditions described in the interim report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    金融関連分野への依存リスクについて、主要なリスクの発生または重要な変更はないとしている。
  3. FY2024WorsenedAnnual report

    「当社グループは、金融機関をエンドユーザーとする売上割合が多いことが特徴です(2024年12月期の売上比率は、金融52.5%、公共20.3%、情報通信15.5%、その他11.7%)。」

    金融関連売上比率は2023年12月期の46.3%から2024年12月期の52.5%へ上昇し、金融分野への依存割合が増加した。
  4. FY2024-H1RestatedAnnual report

    「During the current interim accounting period, there were no new occurrences of the major risks that management recognizes as potentially having a material impact on the company's financial position, operating results or cash flows, among the matters relating to the business and accounting conditions described in the interim report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    金融関連分野への依存リスクについて、主要なリスクの発生または重要な変更はないとしている。
  5. FY2023売上構成内訳更新Annual report

    「当社グループは、金融機関をエンドユーザーとする売上割合が多いことが特徴です(2023年12月期の売上比率は、金融46.3%(市場系16.1%、勘定系2.3%、その他27.9%)、公共22.7%、その他31.0%)。」

    金融関連売上比率は46.3%で前回の通期記載と同水準だが、市場系16.1%、勘定系2.3%、その他27.9%、公共22.7%、その他31.0%と内訳を更新している。
  6. FY2023-Q2RestatedAnnual report

    「During the second quarter cumulative period, there were no material changes in the occurrence of major risks among those relating to the business and accounting conditions described in this quarterly report that management recognizes could materially affect the company's financial position, results of operations, or cash flows, or in the business and other risks described in the securities report for the previous fiscal year.」

    金融関連分野への依存リスクについて、主要なリスクの発生または重要な変更はないとしている。
  7. FY2023-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no occurrences of the major risks that management recognizes could materially affect financial condition, operating results or cash flows, and no significant changes to the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    金融関連分野への依存リスクについて、主要なリスクの発生または重要な変更はないとしている。
  8. FY2022MitigatedAnnual report

    「当社グループは、金融機関をエンドユーザーとする売上割合が多いことが特徴です(2022年12月期の売上比率は、金融46.3%(市場系20.8%、勘定系4.1%、その他21.3%)、公共21.5%、その他32.2%)。」

    金融関連分野の売上比率は2021年12月期の55.8%から2022年12月期の46.3%へ低下した。公共21.5%、その他32.2%を含む分野別比率を記載し、依存割合の低減を数値で示している。
  9. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    金融関連分野への依存リスクについて、主要なリスクの発生または重要な変更はないとしている。
  10. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    金融関連分野への依存リスクについて、主要なリスクの発生または重要な変更はないとしている。
  11. FY2022-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    金融関連分野への依存リスクについて、主要なリスクの発生または重要な変更はないとしている。
  12. FY2021依存比率の明示Annual report

    「当社グループは、金融機関をエンドユーザーとする売上割合が多いことが特徴です(2021年12月期の売上比率は、金融55.8%(市場系28.0%、勘定系3.3%、その他24.4%)、公共18.8%、その他25.4%)。」

    金融関連分野への依存について、2021年12月期の売上比率を金融55.8%、公共18.8%、その他25.4%と具体化している。
  13. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    金融関連分野への依存リスクについて、主要なリスクの発生または重要な変更はないとしている。
  14. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    金融関連分野への依存リスクについて、主要なリスクの発生または重要な変更はないとしている。
  15. FY2021-Q1RestatedAnnual report

    「There were no new major risks during the three months ended 30 June, and no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    金融関連分野への依存リスクについて、主要なリスクの発生または重要な変更はないとしている。
  16. FY2020First statedAnnual report

    「当社は、金融関連分野向けのシステム開発及び大規模プロジェクト管理等の業務ノウハウを保有し、その知見と経験を生かしたシステム構築に多く携わっていることから、金融関連分野への依存割合が高くなっております。」

    金融関連分野への依存割合が高く、金融業界の動向が業績・財政状態に影響する可能性を記載している。
Moved together

"Expanding order-taking capacity through IT talent and business partners" moved the same way as this thread, in the same document, in 2 of its 16 moves.

2222★1234
  1. ★This thread
  2. 1Expanding order-taking capacity through IT talent and business partners2×
  3. 2Prioritizing Retained Earnings and Considering Future Dividends2×
  4. 3Reducing dependence on the financial sector by expanding transactions in the public sector and other areas2×
  5. 4Customer Concentration Risk Among Major System Integrators2×

★ 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
Axis's next results are scheduled for 2026-11-05. Read the earnings preview
News
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