Tenda (4198) · RiskMitigated
Dependence on a Specific Major Customer and Structural Sales Decline Following Termination of the Business Relationship
First written in FY2026-H1. 2 of 6 entries say "Restated". Latest entry: FY2026.
6entries
1years
4from disclosures
How it moved
Same theme, other companies
Decline in Orders Due to Changes in Customers' Business StrategiesA theme 20 companies write about · 20 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2025: 2 of 6 companies on the "Worse" side.
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.
Showing 14 of the 20 companies compared. The sentences above are computed from all 20.Full recordFilings, disclosures and news, newest first
- FY2026MitigatedAnnual report
「No customer accounted for 10% or more of revenue from external customers, so no disclosure is provided.」
The Company states that 株式会社博報堂プロダクツ, which accounted for 14.8% of revenue in the previous fiscal year, accounted for 2.3% in the current fiscal year, and that no customer accounted for 10% or more of revenue in the current fiscal year. The numerical concentration of revenue among specific major customers has declined. - FY2026-H1MaterialisedAnnual report
「The relationship with this customer accounted for a substantial share of revenue and utilization within the Group's business portfolio, rather than being limited to a single project or transaction. Its termination was therefore an event that inevitably had a short-term impact on performance.」
The business relationship with a specific major customer, which had been the Group's largest and a loyal customer for many years, ended, and revenue equivalent to a substantial share of sales and utilization was actually lost. The Company explained that the change was attributable to the customer's shift in business strategy and procurement policy, rather than to the Group's competitiveness or quality.