Komori
Tigers Polymer (4231) · RiskWorsened

Sales Dependence on Honda Motor Co., Ltd.

First written in FY2016. 3 of 8 entries say "Mitigated", first in FY2020. Latest entry: FY2025.

8entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMitigatedFY2020 – FY20242016: 120162017: 120172018: 120182019: 120192020: 120202021: 020212022: 120222023: 020232024: 120242025: 12025
Same theme, other companies
Sales Dependence on Honda Motor Co., Ltd.A theme 7 companies write about · 7 as a headwind · 0 as a tailwind

Tigers Polymer moved to the "Worse" side of this theme in 2025.

The whole theme swung hardest in 2019: 1 of 6 companies on the "Worse" side.

0 other companies' latest entry also says "Worsened".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「Approximately 42% of the Group's sales are to HONDA MOTOR CO.,LTD.」

    Sales dependence on HONDA MOTOR CO.,LTD. increased from approximately 41% in the previous fiscal year to approximately 42%. The response through increasing added value and expanding sales of hoses and rubber sheets is continuing.
  2. FY2024MitigatedAnnual report

    「Approximately 41% of the Group's sales are to HONDA MOTOR CO.,LTD. To address this risk, the Group is working to increase the added value of its products and build trust with customers, while also expanding sales of hoses and rubber sheets other than automotive parts.」

    Sales dependence on HONDA MOTOR CO.,LTD. declined from approximately 43% to approximately 41%, and the response through increasing added value and expanding sales of hoses and rubber sheets is continuing.
  3. FY2022MitigatedAnnual report

    「Approximately 43% of the Group's sales are to HONDA MOTOR CO.,LTD. To address this risk, the Group is working to increase the added value of its products and build trust with customers, while also expanding sales of hoses and rubber sheets other than automotive parts.」

    Sales dependence on HONDA MOTOR CO.,LTD. declined to approximately 43%, and the response through increasing added value and expanding sales of hoses and rubber sheets is reiterated.
  4. FY2020MitigatedAnnual report

    「Approximately 44% of the Group's sales are to HONDA MOTOR CO.,LTD. To address this risk, the Group is working to increase the added value of its products and build trust with customers, while also expanding sales of hoses and rubber sheets other than automotive parts.」

    Sales dependence on HONDA MOTOR CO.,LTD. declined from approximately 48% in the previous fiscal year to approximately 44%, and the response through increasing added value and expanding sales of hoses and rubber sheets is described.
  5. FY2019MaterialisedAnnual report

    「Approximately 48% of the Group's sales are to HONDA MOTOR CO.,LTD. In Mexico, automotive-parts sales declined and profit fell owing to higher labor costs in addition to lower automotive-parts sales resulting from the impact of a prolonged shutdown at a major customer.」

    Sales dependence on HONDA MOTOR CO.,LTD. declined to approximately 48% from approximately 49% in the previous fiscal year, while the prolonged shutdown at a major customer was reflected in lower automotive-parts sales and lower sales and profit in Mexico.
  6. FY2018RestatedAnnual report

    「Approximately 49% of the Group's sales are to HONDA MOTOR CO.,LTD. In the automotive-parts business, fluctuations in customers' performance, unexpected termination of contracts, changes in customers' procurement policies and price reductions to meet customer requirements could adversely affect the Group's operating results and financial condition.」

    Sales dependence on HONDA MOTOR CO.,LTD. is approximately 49%, representing no material change from approximately 49% in the previous fiscal year.
  7. FY2017WorsenedAnnual report

    「Approximately 49% of the Group's sales are to HONDA MOTOR CO.,LTD. In the automotive-parts business, fluctuations in customers' performance, unexpected termination of contracts, changes in customers' procurement policies and price reductions to meet customer requirements could adversely affect the Group's operating results and financial condition.」

    Sales dependence on HONDA MOTOR CO.,LTD. is stated at approximately 49%, up from approximately 48% previously.
  8. FY2016First statedAnnual report

    「Approximately 48% of the Group's sales are to HONDA MOTOR CO.,LTD. In the automotive-parts business, fluctuations in customers' performance, unexpected termination of contracts, changes in customers' procurement policies and price reductions to meet customer requirements could adversely affect the Group's operating results and financial condition.」

    Sales dependence on the major customer is quantified at approximately 48%, with fluctuations in performance, contracts, procurement policies and price reductions identified as risk factors.
Moved together

"Capital Investment Aimed at Labor Saving, Rationalization and Quality Improvement" moved the same way as this thread, in the same document, in 4 of its 8 moves.

433332★123456
  1. ★This thread
  2. 1Capital Investment Aimed at Labor Saving, Rationalization and Quality Improvement4×
  3. 2Securing Corporate Value and the Common Interests of Shareholders through Measures to Respond to Large-Scale Purchase Actions3×
  4. 3R&D Based on Core Technologies and Expansion into New Technology Fields3×
  5. 4Foreign exchange fluctuation risk associated with overseas sales and production3×
  6. 5Dependence on External Suppliers for Automotive Parts3×
  7. 6Sales and Earnings Plans as Must-Achieve Targets2×

★ 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
Tigers Polymer's next results are scheduled for 2026-11-11. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.