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Osaka Organic Chemical Industry (4187) · RiskChange in Major Customer Composition

Risk of Sales Concentration on Mitsubishi Rayon Co., Ltd.

First written in FY2016. 1 of 8 entries say "Worsened", first in FY2017. Latest entry: FY2023.

8entries
8years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016WorsenedFY2017MitigatedFY2018OtherFY2019 – FY20232017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 120232024: 1
Same theme, other companies
Dependence on sales to specific customersA theme 37 companies write about · 39 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 12 of 25 companies on the "Worse" side.

6 other companies' latest entry also says "Other".

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 37 companies compared. The sentences above are computed from all 37.
Full recordFilings, disclosures and news, newest first
  1. FY2023Change in Major Customer CompositionAnnual report

    「Nippon Resin Co., Ltd. 3,633,595 12.6 JSR Corporation 3,027,575 10.5 Mitsubishi Chemical Corporation - -」

    The sales ratio for Nippon Resin Co., Ltd. rose from 10.5% to 12.6%, while that for JSR Corporation declined from 13.2% to 10.5%. Mitsubishi Chemical Corporation’s share of total sales fell below 10%, so it was removed from the list of major customers.
  2. FY2022Change in Major Customer CompositionAnnual report

    「JSR Corporation 4,258,765 13.2 Mitsubishi Chemical Corporation 3,546,615 11.0 Nippon Resin Co., Ltd. 3,388,189 10.5」

    The sales ratio for JSR Corporation rose from 11.6% to 13.2%, while that for Mitsubishi Chemical Corporation declined from 12.9% to 11.0%. Nippon Resin Co., Ltd. accounted for 10.5% and was newly listed as a major customer.
  3. FY2021Decline in major-customer sales ratiosAnnual report

    「Mitsubishi Chemical Corporation 4,516,068 12.9 JSR Corporation 4,078,958 11.6」

    The sales ratios for major customers declined from 14.3% to 12.9% for Mitsubishi Chemical Corporation and from 13.3% to 11.6% for JSR Corporation.
  4. FY2020Changes in major-customer sales ratiosAnnual report

    「Mitsubishi Chemical Corporation 4,111,106 14.3 JSR Corporation 3,806,573 13.3」

    The sales ratio for Mitsubishi Chemical Corporation declined from 18.0% to 14.3%, while that for JSR Corporation rose from 10.2% to 13.3%. The concentration among major customers and their respective ratios have changed.
  5. FY2019Change in Major CustomerAnnual report

    「Mitsubishi Chemical Corporation 5,161,936 18.0 JSR Corporation 2,933,658 10.2」

    The sales ratio for Mitsubishi Chemical Corporation declined from 18.2% to 18.0%, while sales to JSR Corporation accounted for 10.2% of total sales and were newly listed as sales to a major customer.
  6. FY2018MitigatedAnnual report

    「Sales to Mitsubishi Chemical Corporation accounted for 18.2% of sales in the current consolidated fiscal year, compared with 18.3% in the previous consolidated fiscal year. If transactions with Mitsubishi Chemical Corporation become impossible in the future due to an unexpected event, the Company’s operating results may be affected.」

    The sales ratio for Mitsubishi Chemical Corporation edged down from 18.3% in the previous year to 18.2%. The risk of an impact on operating results if transactions are suspended continues to be disclosed.
  7. FY2017WorsenedAnnual report

    「Sales to Mitsubishi Chemical Corporation accounted for 18.3% of sales in the current consolidated fiscal year, compared with 17.6% in the previous consolidated fiscal year. If transactions with Mitsubishi Chemical Corporation become impossible in the future due to an unexpected event, the Company’s operating results may be affected.」

    The sales ratio for a major business partner rose from 17.6% to 18.3%. Following the merger of Mitsubishi Rayon Co., Ltd. and other companies, the business partner’s name became Mitsubishi Chemical Corporation.
  8. FY2016First statedAnnual report

    「Sales to Mitsubishi Rayon Co., Ltd. accounted for 17.6% of sales in the current consolidated fiscal year, compared with 17.9% in the previous consolidated fiscal year. If transactions with Mitsubishi Rayon Co., Ltd. become impossible in the future due to an unexpected event, the Company’s operating results may be affected.」

    Sales to a major customer accounted for 17.6% of sales, and the impact on operating results if transactions are suspended is identified as a risk. The ratio declined from 17.9% in the previous year.
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