Competition from Rivals and Dependence on Certain Major Customers
First written in FY2016. 8 of 14 entries say "Materialised", first in FY2018-Q1. Latest entry: FY2026.
Central Glass moved to the "Worse" side of this theme in 2017, 6 years before the typical company in this theme (2023).
The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.
5 other companies' latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「In automotive glass, sales declined from the previous fiscal year due to sluggish demand and a decrease in product sales resulting from temporary production stoppages by customers.」
Temporary production suspensions by customers actually affected operating performance through lower automotive glass sales. - 2026-05-14MaterialisedEarnings
「In automotive glass, sales declined from the previous fiscal year due to sluggish demand and a decrease in product sales resulting from temporary production stoppages by customers.」
Temporary production stoppages by customers led to lower automotive glass sales and were reflected in the results. - FY2026-H1MaterialisedAnnual report
「Automotive glass revenue fell below the year-earlier period due to sluggish demand and lower product sales resulting from temporary production suspensions by customers.」
Temporary production suspensions by customers actually resulted in lower sales of automotive glass products. - FY2025MaterialisedAnnual report
「Although sales of automotive glass declined due to operating suspensions at some customer facilities, revenue exceeded the year-earlier period because continued increases in the costs of raw materials, fuel, and other items were passed through into product prices.」
The company states that operating suspensions at some customers actually resulted in lower automotive glass sales. - FY2025-H1MaterialisedAnnual report
「Although sales of automotive glass declined due to operating suspensions at some customer facilities, revenue exceeded the year-earlier period because continued increases in the costs of raw materials, fuel, and other items were passed through into product prices.」
Operating suspensions at specific customers and customer facilities actually resulted in lower automotive glass sales. The company states that revenue exceeded the year-earlier period due to price pass-through. - FY2023MitigatedAnnual report
「The Group is promoting diversification of its sales channels by further strengthening relationships with existing customers and developing new customers, but」
As measures to address the risk of dependence on specific customers, the company explicitly cites strengthening relationships with existing customers and diversifying sales channels by developing new customers. - FY2021RestatedAnnual report
「The Group depends on certain major customers for sales of some products. For these products, the customers' investment and sales plans, policies on materials procurement, and other factors may affect the Group's financial position and operating results.」
The company continues to identify competition with competitors and dependence on certain major customers as risks. - FY2020RestatedAnnual report
「The Group depends on certain major customers for sales of some products. For these products, the customers' investment and sales plans, policies on materials procurement, and other factors may affect the Group's financial position and operating results.」
The company continues to identify maintaining a competitive advantage and dependence on certain major customers as risks. - FY2018RestatedAnnual report
「The Group depends on certain major customers for sales of some products. For these products, the customers' investment and sales plans, policies on materials procurement, and other factors may affect the Group's operating results and financial position.」
The company continues to identify maintaining a competitive advantage and dependence on certain major customers as risks. - FY2018-Q3MaterialisedAnnual report
「Although automotive glass sales declined in foreign-currency terms due to slowing sales in North America and inventory adjustments by certain customers, sales exceeded the same period of the previous year because of firm domestic market conditions and foreign exchange movements.」
The company states that inventory adjustments by some customers actually affected the decline in foreign-currency-denominated automotive glass sales in North America. - FY2018-Q2MaterialisedAnnual report
「Although automotive glass sales declined in foreign-currency terms due to slowing sales in North America and inventory adjustments by certain customers, sales exceeded the same period of the previous year because of firm domestic market conditions and foreign exchange movements.」
The company states that inventory adjustments by some customers actually affected the decline in foreign-currency-denominated automotive glass sales in North America. - FY2018-Q1MaterialisedAnnual report
「For automotive glass, sales were below the same period of the previous year despite firm domestic conditions, due in part to slowing sales in North America and inventory adjustments by certain customers.」
The company states that inventory adjustments by some customers actually affected the decline in automotive glass sales. - FY2017RestatedAnnual report
「The Group depends on certain major customers for sales of some products. For these products, the customers' investment and sales plans, policies on materials procurement, and other factors may affect the Group's operating results and financial position.」
The company continues to identify maintaining a competitive advantage and dependence on certain major customers as risks. - FY2016First statedAnnual report
「The Group depends on certain major customers for sales of some products. For these products, the customers' investment and sales plans, policies on materials procurement, and other factors may affect the Group's operating results and financial position.」
The company identifies as risks the impact of failing to maintain a competitive advantage and dependence on major customers' plans and procurement policies.