Risk of declining demand due to dependence on specific customers
First written in FY2017. 16 of 23 entries say "Restated". Latest entry: FY2026.
Taoka Chemical moved to the "Worse" side of this theme in 2020, 3 years before the typical company in this theme (2023).
The whole theme swung hardest in 2025: 24 of 80 companies on the "Worse" side.
19 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「Mitsubishi Gas Chemical Company,Inc. 11,802 35.6」
Sales to Mitsubishi Gas Chemical Company,Inc. increased from 23.5% in the previous fiscal year to 35.6%, increasing the concentration of sales among specific customers. - FY2026-H1RestatedAnnual report
「During the current interim consolidated fiscal period, there were no significant changes in the occurrence of major risks that management recognizes could materially affect the financial position, operating results or cash flows of the consolidated companies, among the matters relating to the business, accounting situation and other matters described in this interim report, nor in the significant risks described under "Business and Other Risks" in the annual securities report for the previous fiscal year.」
No material changes were indicated regarding the risk of declining demand due to dependence on specific customers. - FY2025WorsenedAnnual report
「Mitsubishi Gas Chemical Company,Inc. 7,043 23.5」
Sales to Mitsubishi Gas Chemical Company,Inc. increased from 22.1% in the previous fiscal year to 23.5%, increasing the concentration of sales among specific customers. - FY2025-H1RestatedAnnual report
「During the current interim consolidated fiscal period, there were no significant changes in the occurrence of major risks that management recognizes could materially affect the financial position, operating results or cash flows of the consolidated companies, among the matters relating to the business, accounting situation and other matters described in this interim report, nor in the significant risks described under "Business and Other Risks" in the annual securities report for the previous fiscal year.」
No material changes were indicated regarding the risk of declining demand due to dependence on specific customers. - FY2024WorsenedAnnual report
「As of the consolidated fiscal year-end, 30% of trade receivables were due from a specific major customer.」
The concentration of trade receivables among a specific major customer increased from 24% in the previous fiscal year to 30%. - FY2024-Q3RestatedAnnual report
「During the cumulative third quarter of the current consolidated fiscal year, there were no material changes in the occurrence of major risks that management recognizes could materially affect the financial position, operating performance or cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the business and other risks described in the annual securities report for the previous fiscal year.」
No material changes were indicated during the quarter regarding the risk of declining demand due to dependence on specific customers. - FY2024-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.」
No material changes were indicated during the quarter regarding the risk of declining demand due to dependence on specific customers. - FY2022-Q3RestatedAnnual report
「During the cumulative third quarter of the current consolidated fiscal year, there were no material changes in the occurrence of major risks that management recognizes could materially affect the financial position, operating performance or cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the business and other risks described in the annual securities report for the previous fiscal year.」
No material changes were indicated during the quarter regarding the risk of declining demand due to dependence on specific customers. - FY2022-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no material changes in the occurrence of major risks that management recognizes could materially affect the financial position, operating performance or cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the business and other risks described in the annual securities report for the previous fiscal year.」
No material changes were indicated during the quarter regarding the risk of declining demand due to dependence on specific customers. - 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.」
No material changes were indicated during the quarter regarding the risk of declining demand due to dependence on specific customers. - FY2021WorsenedAnnual report
「Mitsubishi Gas Chemical Company,Inc. 14,390,914 44.9」
Sales to Mitsubishi Gas Chemical Company,Inc. increased from 33.3% in the previous fiscal year to 44.9%, further increasing the concentration of sales among specific customers. - FY2020WorsenedAnnual report
「Mitsubishi Gas Chemical Company,Inc. 8,556,533 33.3」
Sales to Mitsubishi Gas Chemical Company,Inc. increased from 31.1% in the previous fiscal year to 33.3%, further quantifying the concentration of sales among specific customers. - FY2020-Q3RestatedAnnual report
「During the nine-month period ended 31 December, there were no occurrences of matters that could have a material impact on investors' decisions among the matters concerning the business and accounting conditions described in the quarterly securities report, nor were there any material changes to the section on "Business and Other Risks" in the securities report for the previous fiscal year.」
The company states that there have been no material changes in the risk of declining demand due to dependence on specific customers. - FY2020-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no significant changes in matters relating to the business or accounting situation described in this quarterly report that could materially affect investors' decisions, nor in the significant risks described under "Business and Other Risks" in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes in the risk of declining demand due to dependence on specific customers. - FY2020-Q1RestatedAnnual report
「During the first quarter of the current consolidated fiscal year, there were no occurrences of matters that could have a material impact on investors' decisions among the matters concerning the business and accounting conditions described in the quarterly securities report, nor were there any material changes to the section on "Business and Other Risks" in the securities report for the previous fiscal year.」
The company states that there have been no material changes in the risk of declining demand due to dependence on specific customers. - FY2019-Q3RestatedAnnual report
「During the nine-month period ended 31 December, there were no occurrences of matters that could have a material impact on investors' decisions among the matters concerning the business and accounting conditions described in the quarterly securities report, nor were there any material changes to the section on "Business and Other Risks" in the securities report for the previous fiscal year.」
The company states that there have been no material changes in the risk of declining demand due to dependence on specific customers. - FY2019-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no significant changes in matters relating to the business or accounting situation described in this quarterly report that could materially affect investors' decisions, nor in the significant risks described under "Business and Other Risks" in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes in the risk of declining demand due to dependence on specific customers. - FY2019-Q1RestatedAnnual report
「During the first quarter of the current consolidated fiscal year, there were no occurrences of matters that could have a material impact on investors' decisions among the matters concerning the business and accounting conditions described in the quarterly securities report, nor were there any material changes to the section on "Business and Other Risks" in the securities report for the previous fiscal year.」
The company states that there have been no material changes in the risk of declining demand due to dependence on specific customers. - FY2018WorsenedAnnual report
「Mitsubishi Gas Chemical Company,Inc. 6,575,612 30.1」
Sales to Mitsubishi Gas Chemical Company,Inc. increased from 25.9% in the previous fiscal year to 30.1%, quantifying the concentration of sales among specific customers. - FY2018-Q3RestatedAnnual report
「During the nine-month period ended 31 December, there were no occurrences of matters that could have a material impact on investors' decisions among the matters concerning the business and accounting conditions described in the quarterly securities report, nor were there any material changes to the section on "Business and Other Risks" in the securities report for the previous fiscal year.」
The company states that there have been no material changes in the risk of declining demand due to dependence on specific customers. - FY2018-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no significant changes in matters relating to the business or accounting situation described in this quarterly report that could materially affect investors' decisions, nor in the significant risks described under "Business and Other Risks" in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes in the risk of declining demand due to dependence on specific customers. - FY2018-Q1RestatedAnnual report
「During the first quarter of the current consolidated fiscal year, there were no occurrences of matters that could have a material impact on investors' decisions among the matters concerning the business and accounting conditions described in the quarterly securities report, nor were there any material changes to the section on "Business and Other Risks" in the securities report for the previous fiscal year.」
The company states that there have been no material changes in the risk of declining demand due to dependence on specific customers. - FY2017First statedAnnual report
「Some of the group’s products are highly dependent on specific customers, while others are manufactured on a contract basis.」
The company discloses the risk of declining demand for products highly dependent on specific customers and contract-manufactured products due to changes in customers’ manufacturing processes and other factors.