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Himacs (4299) · RiskMitigated

Sales dependence on specific industries, primarily insurance

First written in FY2016. 6 of 37 entries say "Mitigated", first in FY2020. Latest entry: FY2026.

37entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2016 – FY2019-Q3OtherFY2025-H1 – FY2026-H12016: 320162017: 420172018: 420182019: 420192020: 420202021: 420212022: 420222023: 420232024: 320242025: 120252026: 22026
Same theme, other companies
Sales concentration in the insurance industryA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「By industry, sales to the insurance sector accounted for the largest share, at 30.7%.」

    The proportion of sales to the insurance sector declined from 32.9% in the previous fiscal year to 30.7%, but it remained the largest industry component.
  2. 2026-05-13MitigatedEarnings

    「Insurance 5,831 32.3 5,582 30.7 △4.3」

    The proportion of sales to the insurance sector declined from 32.3% in the previous fiscal year to 30.7%. It nevertheless remained the largest industry category.
  3. FY2026-H1Updated interim-period sales by industryAnnual report

    「Financial Banking 1,373 8.5 Securities 439 △2.8 Insurance 2,755 △2.6 Credit 1,348 △0.3 Financial subtotal 5,915 0.3 Non-financial Public sector 632 △11.5 Distribution 503 △1.6 Other 1,898 12.1 Non-financial subtotal 3,034 3.9 Total 8,949 1.5」

    Sales to the insurance sector totaled ¥2,755 million, down 2.6% from the interim period of the previous fiscal year. The financial subtotal was ¥5,915 million, up 0.3%, while the non-financial subtotal was ¥3,034 million, up 3.9%.
  4. FY2025-H1Updated interim-period sales by industryAnnual report

    「Insurance 2,828 △0.7 Financial subtotal 5,898 1.4 Non-financial subtotal 2,919 2.3 Total 8,816 1.7」

    Sales to the insurance sector totaled ¥2,828 million, down 0.7% from the interim period of the previous fiscal year. The financial subtotal was ¥5,898 million, up 1.4%, while the non-financial subtotal was ¥2,919 million, up 2.3%.
  5. FY2024WorsenedAnnual report

    「By industry, sales to the insurance sector accounted for the largest share, at 32.9%.」

    The proportion of sales to the insurance sector increased from 32.8% in the previous fiscal year to 32.9%, remaining the largest industry component.
  6. FY2024-Q3Updated cumulative industry mix for the third quarterAnnual report

    「Insurance 4,245 0.4 Financial subtotal 8,739 △1.1 Non-financial subtotal 4,265 1.8 Total 13,004 △0.2」

    Sales to the insurance sector totaled ¥4,245 million, up 0.4% year on year. The financial subtotal was ¥8,739 million, down 1.1%, while the non-financial subtotal was ¥4,265 million, up 1.8%.
  7. FY2024-Q2Updated cumulative industry mix for the second quarterAnnual report

    「Insurance 2,848 △1.0 Financial subtotal 5,814 △3.5 Non-financial subtotal 2,854 3.1 Total 8,668 △1.4」

    Sales to the insurance sector were ¥2,848 million, down 1.0% year on year, and the financial subtotal was ¥5,814 million, down 3.5%. The non-financial subtotal was ¥2,854 million, up 3.1%.
  8. FY2024-Q1Updated first-quarter industry mixAnnual report

    「Financial Banks 631 4.6 Securities 264 70.0 Insurance 1,405 △2.4 Credit 577 △32.2 Financial subtotal 2,878 △5.6 Non-financial Public sector 325 3.9 Distribution 349 22.0 Other 783 △0.7 Non-financial subtotal 1,458 5.0 Total 4,335 △2.3」

    Sales to the financial sector were ¥2,878 million, down 5.6% year on year, while sales to the non-financial sector were ¥1,458 million, up 5.0%. Sales to the insurance sector were ¥1,405 million, down 2.4%, but it remained the largest industry segment.
  9. FY2023MitigatedAnnual report

    「By industry, sales to the insurance sector accounted for the largest share at 32.8%.」

    The proportion of sales to the insurance industry declined from 34.6% in the previous fiscal year to 32.8%, but it remained the largest industry segment.
  10. FY2023-Q3Updated cumulative industry sales for the third quarterAnnual report

    「Insurance 4,226 0.3 Financial subtotal 8,834 5.0 Non-financial subtotal 4,191 10.8 Total 13,025 6.8」

    Sales to the insurance sector were ¥4,226 million, up 0.3% year on year. The financial subtotal was ¥8,834 million, up 5.0%, and the non-financial subtotal was ¥4,191 million, up 10.8%.
  11. FY2023-Q2Updated cumulative industry sales for the second quarterAnnual report

    「Insurance 2,878 2.6 Financial subtotal 6,025 10.2 Non-financial subtotal 2,769 13.8 Total 8,794 11.3」

    Sales to the insurance sector were ¥2,878 million, up 2.6% year on year. The financial subtotal was ¥6,025 million, up 10.2%, and the non-financial subtotal was ¥2,769 million, up 13.8%.
  12. FY2023-Q1Updated first-quarter industry mixAnnual report

    「Insurance 1,439 3.1 Financial subtotal 3,049 17.0 Non-financial Public sector 313 85.4 Distribution 286 14.3 Other 789 4.5 Non-financial subtotal 1,388 18.3 Total 4,437 17.4」

    Sales to the insurance sector were ¥1,439 million, up 3.1% year on year, and the financial subtotal was ¥3,049 million, up 17.0%. The non-financial subtotal was ¥1,388 million, up 18.3%, updating the industry mix.
  13. FY2022MitigatedAnnual report

    「By industry, sales to the insurance sector accounted for the largest share at 34.6%.」

    The proportion of sales to the insurance industry declined from 37.2% in the previous fiscal year to 34.6%. However, the filing states that it remained the largest industry segment.
  14. FY2022-Q3Updated cumulative industry sales for the third quarterAnnual report

    「Financial Banks 1,754 15.4 Securities 299 △7.9 Insurance 4,215 △0.5 Credit 2,149 2.6 Financial subtotal 8,418 3.0 Non-financial Public sector 552 △34.5 Distribution 815 42.8 Other 2,414 32.1 Non-financial subtotal 3,781 16.7 Total 12,199 6.9」

    Sales to the insurance sector were ¥4,215 million, down 0.5% year on year, and the financial subtotal was ¥8,418 million, up 3.0%. The non-financial subtotal was ¥3,781 million, up 16.7%, updating the industry mix.
  15. FY2022-Q2Updated cumulative industry sales for the second quarterAnnual report

    「Financial Banks 1,157 15.9 Securities 177 △23.5 Insurance 2,805 0.3 Credit 1,330 △7.3 Financial subtotal 5,469 0.1 Non-financial Public sector 340 △38.4 Distribution 526 42.2 Other 1,567 30.5 Non-financial subtotal 2,434 14.6 Total 7,902 4.2」

    Sales to the insurance sector were ¥2,805 million, up 0.3% year on year, and the financial subtotal was ¥5,469 million. The non-financial subtotal was ¥2,434 million, up 14.6% year on year, updating the industry mix.
  16. FY2022-Q1Updated first-quarter industry salesAnnual report

    「Financial Banks 490 7.0 Securities 80 △37.7 Insurance 1,396 △1.8 Credit 640 △9.3 Financial subtotal 2,606 △4.0 Non-financial Public sector 169 △43.5 Distribution 250 38.0 Other 754 29.3 Non-financial subtotal 1,173 10.3 Total 3,779 0.1」

    Sales to the insurance sector were ¥1,396 million, down 1.8% year on year, and the financial subtotal was ¥2,606 million, down 4.0%. The non-financial subtotal was ¥1,173 million, up 10.3%.
  17. FY2021MitigatedAnnual report

    「By industry, sales to the insurance sector accounted for the largest share at 37.2%.」

    The proportion of sales to the insurance industry declined from 41.1% in the previous fiscal year to 37.2%, but it remained the largest industry segment.
  18. FY2021-Q3Updated cumulative industry sales for the third quarterAnnual report

    「Financial Banks 1,519 13.9 Securities 325 △39.8 Insurance 4,235 △11.8 Credit 2,095 50.7 Financial subtotal 8,173 1.4 Non-financial Public sector 843 △26.8 Distribution 570 14.5 Other 1,827 10.4 Non-financial subtotal 3,241 △2.0 Total 11,415 0.4」

    Sales to the insurance sector fell 11.8% year on year to ¥4,235 million, while sales to the credit sector rose 50.7%. The financial subtotal rose 1.4%, and the non-financial subtotal fell 2.0%.
  19. FY2021-Q2Updated cumulative industry sales for the second quarterAnnual report

    「Financial Banks 998 13.0 Securities 231 △41.1 Insurance 2,797 △15.3 Credit 1,435 59.1 Financial subtotal 5,461 △0.3 Non-financial Public sector 553 △33.6 Distribution 370 13.6 Other 1,201 12.2 Non-financial subtotal 2,124 △4.7 Total 7,585 △1.6」

    Sales to the insurance sector fell 15.3% year on year to ¥2,797 million, while sales to the credit sector rose 59.1%. The financial subtotal fell 0.3%, and the non-financial subtotal fell 4.7%.
  20. FY2021-Q1Updated first-quarter industry mixAnnual report

    「Financial Banks 458 3.7 Securities 129 △35.1 Insurance 1,421 △12.4 Credit 705 64.1 Financial subtotal 2,713 0.8 Non-financial Public sector 299 △6.1 Distribution 181 12.4 Other 584 17.8 Non-financial subtotal 1,064 9.1 Total 3,777 3.0」

    Sales to the insurance sector were ¥1,421 million, down 12.4% year on year. The financial subtotal was ¥2,713 million, up 0.8%, and the non-financial subtotal was ¥1,064 million, up 9.1%.
  21. FY2020MitigatedAnnual report

    「By industry, sales to the insurance sector accounted for the largest share at 41.1%.」

    The proportion of sales to the insurance industry declined from 41.5% in the previous fiscal year to 41.1%, but it remained the largest industry segment.
  22. FY2020-Q3Updated third-quarter industry mixAnnual report

    「Financial Banks 1,334 △3.4 Securities 540 △9.3 Insurance 4,799 7.5 Credit 1,389 8.0 Financial subtotal 8,062 4.3 Non-financial Public sector 1,152 △14.6 Distribution 498 △25.3 Other 1,656 26.8 Non-financial subtotal 3,306 △0.4 Total 11,368 2.9」

    Sales to the insurance sector were ¥4,799 million, up 7.5% year on year, and the financial subtotal was ¥8,062 million, up 4.3%. The non-financial subtotal was ¥3,306 million, down 0.4%, updating the industry mix centered on insurance.
  23. FY2020-Q2Updated second-quarter industry mixAnnual report

    「Financial Banks 883 △0.2 Securities 393 5.3 Insurance 3,302 14.7 Credit 902 6.5 Financial subtotal 5,480 10.0 Non-financial Public sector 833 △7.3 Distribution 326 △25.7 Other 1,070 26.6 Non-financial subtotal 2,229 2.1 Total 7,709 7.6」

    Sales to the insurance sector were ¥3,302 million, up 14.7% year on year, and the financial subtotal was ¥5,480 million, up 10.0%. The non-financial subtotal was ¥2,229 million, up 2.1%, updating the industry mix centered on insurance.
  24. FY2020-Q1Updated first-quarter industry mixAnnual report

    「Financial Banks 442 8.5 Securities 198 9.0 Insurance 1,622 16.9 Credit 430 17.3 Financial subtotal 2,692 14.9 Non-financial Public sector 318 △23.5 Distribution 161 △21.6 Other 495 23.6 Non-financial subtotal 975 △4.7 Total 3,666 9.0」

    Sales to the insurance sector were ¥1,622 million, up 16.9% year on year. The financial subtotal was ¥2,692 million, up 14.9%, and the non-financial subtotal was ¥975 million, down 4.7%, updating the quarterly industry mix.
  25. FY2019WorsenedAnnual report

    「In particular, insurance accounted for a high 41.5% of total sales in the fiscal year ended March 2019.」

    Sales to the insurance industry increased from 40.2% in the previous fiscal year to 41.5%, and the filing states that reliance on specific industries was high.
  26. FY2019-Q3Updated third-quarter industry mixAnnual report

    「Financial Banks 1,381 △8.0 Securities 595 △5.8 Insurance 4,464 12.1 Credit 1,287 11.5 Financial subtotal 7,727 6.3 Non-financial Public sector 1,348 27.5 Distribution 667 143.4 Other 1,306 5.5 Non-financial subtotal 3,321 29.2 Total 11,048 12.3」

    Sales to the financial sector were ¥7,727 million, up 6.3% year on year, while sales to the non-financial sector were ¥3,321 million, up 29.2%. Sales to the insurance sector were ¥4,464 million, up 12.1%, and the company continues to disclose the industry mix centered on insurance.
  27. FY2019-Q2Updated second-quarter industry mixAnnual report

    「Financial Banks 885 △11.1 Securities 373 △5.8 Insurance 2,879 9.6 Credit 846 12.6 Financial subtotal 4,984 4.5 Non-financial Public sector 899 26.2 Distribution 438 177.3 Other 846 5.0 Non-financial subtotal 2,183 30.2 Total 7,166 11.2」

    Sales to the financial sector were ¥4,984 million, up 4.5% year on year, while sales to the non-financial sector were ¥2,183 million, up 30.2%. Sales to the insurance sector were ¥2,879 million, up 9.6%, and the company continues to disclose the industry mix centered on insurance.
  28. FY2019-Q1Updated first-quarter industry mixAnnual report

    「Insurance 1,387 9.2 Financial subtotal 2,343 4.6 Non-financial subtotal 1,022 26.6」

    Sales to the insurance sector were ¥1,387 million, up 9.2% year on year. The financial subtotal was ¥2,343 million, up 4.6%, and the non-financial subtotal was ¥1,022 million, up 26.6%.
  29. FY2018Updated full-year industry mixAnnual report

    「In particular, insurance accounted for a high 40.2% of total sales in the fiscal year ended March 2018. Accordingly, depending on trends in information technology investment by users in this industry, the Group's performance may be affected.」

    Sales to the insurance industry accounted for 40.2%. Although this was down from 43.8% the previous year, the filing states that reliance on specific industries remains high.
  30. FY2018-Q3Updated third-quarter industry mixAnnual report

    「Financial Banks 1,501 32.8 Securities 632 1.0 Insurance 3,984 △3.6 Credit 1,154 △9.6 Financial subtotal 7,271 1.5 Non-financial Public sector 1,058 42.6 Distribution 274 △22.5 Other 1,238 28.4 Non-financial subtotal 2,569 24.8 Total 9,840 6.7」

    Sales to the financial sector were ¥7,271 million, up 1.5% year on year, while sales to the non-financial sector were ¥2,569 million, up 24.8%. Sales to the insurance sector were ¥3,984 million, down 3.6%, and the company continues to disclose its reliance on financial-sector sales.
  31. FY2018-Q2Updated second-quarter industry mixAnnual report

    「Financial Banks 995 33.3 Securities 396 △3.6 Insurance 2,627 △5.3 Credit 752 △19.4 Financial subtotal 4,770 △1.9 Non-financial Public sector 712 51.6 Distribution 158 △37.2 Other 806 31.8 Non-financial subtotal 1,676 25.8 Total 6,446 4.0」

    Sales to the financial sector were ¥4,770 million, down 1.9% year on year, while sales to the non-financial sector were ¥1,676 million, up 25.8%. Sales to the insurance sector were ¥2,627 million, down 5.3%, and the company continues to disclose its reliance on financial-sector sales.
  32. FY2018-Q1Updated first-quarter industry mixAnnual report

    「Financial subtotal 2,239 △6.6 Non-financial subtotal 808 26.7 Total 3,047 0.4」

    Sales to the financial sector were ¥2,239 million, down 6.6% year on year, while sales to the non-financial sector were ¥808 million, up 26.7%. Sales to the insurance sector were ¥1,271 million, down 5.6%.
  33. FY2017Updated full-year industry mixAnnual report

    「In particular, insurance accounted for a high 43.8% of total sales in the fiscal year ended March 2017.」

    Sales to the insurance industry accounted for 43.8%, changing from 48.5% in FY2016, although the filing states that reliance on specific industries remains high.
  34. FY2017-Q3Updated third-quarter industry mixAnnual report

    「Insurance 4,134 4.7 Financial subtotal 7,167 11.3 Non-financial subtotal 2,060 23.9」

    By industry, sales to the insurance sector were ¥4,134 million, up 4.7% year on year. The non-financial subtotal was ¥2,060 million, up 23.9% year on year.
  35. FY2017-Q2Updated quarterly industry mixAnnual report

    「Insurance 2,775 6.2」

    By industry, sales to the insurance sector were ¥2,775 million, up 6.2% year on year.
  36. FY2017-Q1Updated quarterly industry mixAnnual report

    「Insurance 1,346 7.2」

    By industry, sales to the insurance sector were ¥1,346 million, up 7.2% year on year.
  37. FY2016First statedAnnual report

    「In particular, insurance accounted for a high 48.5% of total sales in the fiscal year ended March 2016. Accordingly, depending on trends in information technology investment by end users in this industry, the Group's performance may be affected.」

    The company disclosed that sales to the insurance industry accounted for 48.5% of sales in FY2016.
Moved together

"Dependence on specific customers" moved the same way as this thread, in the same document, in 7 of its 37 moves.

765555★123456
  1. ★This thread
  2. 1Dependence on specific customers7×
  3. 2Expanding from maintenance into long-term, stable order intake and upstream proposals6×
  4. 3Increasing the proportion of transactions in non-financial sectors and with end users5×
  5. 4Recruitment of New Graduate and Experienced Engineers and Development of Project Talent5×
  6. 5High-Value-Added Services Leveraging Advanced Technologies Such as RPA on DaaS5×
  7. 6Risk of unprofitability due to increased development effort, functional improvements and defect repairs5×

★ 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
No upcoming earnings preview for Himacs yet. It last moved in the Earnings of 2026-05-13: "Mitigated".
News
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Sales dependence on specific industries, primarily insurance | HIMACS,Ltd. (4299) | Komori