Komori
Cts (4345) · RiskMitigated

Concentration of Business Partners in the Civil Engineering and Construction Industries

First written in FY2016. 8 of 11 entries say "Materialised", first in FY2017-Q2. Latest entry: FY2021.

11entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017-Q2 – FY2020-Q3MitigatedFY2020 – FY20212016: 220162017: 220172018: 120182019: 320192020: 220202021: 12021
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

Cts moved to the "Worse" side of this theme in 2016, 7 years before the typical company in this theme (2023).

The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.

38 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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2021MitigatedAnnual report

    「To address these risks, the company seeks to avoid them by tightening credit management and building a customer base that is not dependent on specific customers through expanding its market share.」

    The company continues to address risks such as lower unit prices and deterioration in customers' business conditions associated with concentration in the civil engineering and construction industries through credit management and diversification of its customer base.
  2. FY2020MitigatedAnnual report

    「To address these risks, the company seeks to avoid them by tightening credit management and building a customer base that is not dependent on specific customers through expanding its market share.」

    The company continues to recognize risks such as lower unit prices and deterioration in customers' business conditions resulting from concentration in the civil engineering and construction industries, and identifies credit management and diversification of its customer base as countermeasures.
  3. FY2020-Q3MaterialisedAnnual report

    「The company actively pursued sales to existing customers and other initiatives, but sales in this business were ¥835 million, down 2.2% year on year, due to intense competition for orders to secure market share, among other factors.」

    Intense competition for orders associated with customer concentration in the civil engineering and construction industries appeared in the results as lower revenue in the modular-building and fixtures business for the cumulative third quarter period. However, segment profit rose 8.1% year on year to ¥151 million due to reductions in costs and selling, general and administrative expenses.
  4. FY2020-Q1MaterialisedAnnual report

    「The company actively pursued sales to existing customers and other initiatives, but sales in this business were ¥258 million, down 3.1% year on year, due to lower rental unit prices resulting from intense competition for orders to secure market share, among other factors.」

    Competition for orders and lower rental unit prices associated with customer concentration in the construction industry appeared in the results as lower revenue in the modular-building and fixtures business this quarter.
  5. FY2019MaterialisedAnnual report

    「Due to lower rental unit prices resulting from intense competition for orders to secure market share, sales in this business were ¥1,108 million, down 3.2% from the previous fiscal year.」

    Competition for orders and lower rental unit prices associated with customer concentration in the civil engineering and construction industries continued to appear in the results as lower full-year revenue in the modular-building and fixtures business.
  6. FY2019-Q3MaterialisedAnnual report

    「The company actively pursued sales to existing customers and other initiatives, but sales in this business were ¥853.578 million, down 3.3% year on year, due to lower rental unit prices resulting from intense competition for orders to secure market share, among other factors.」

    Intense competition for orders and lower rental unit prices associated with customer concentration in the construction industry continued to appear in the results as lower revenue in the modular-building and fixtures business.
  7. FY2019-Q1MaterialisedAnnual report

    「In the rental and sale of modular buildings and fixtures and equipment for construction site offices, the company actively pursued sales to existing customers and other initiatives, but sales in this business were ¥266.907 million, down 6.2% year on year, due to lower rental unit prices resulting from intense competition for orders to secure market share, among other factors.」

    Competition for orders and lower rental unit prices associated with concentration in the construction industry continued to appear in the results as lower revenue in the modular-building and fixtures business this quarter.
  8. FY2017MaterialisedAnnual report

    「In the rental and sale of modular buildings and fixtures and equipment for construction site offices, sales in this business were ¥1,118.560 million, down 3.1% from the previous fiscal year, due to declining public investment and fewer construction sites in the business area, as well as lower rental unit prices resulting from intense competition for orders to secure market share.」

    Declining demand, intensifying competition and lower unit prices associated with customer concentration in the construction industry continued to appear in the results as lower full-year revenue in the modular-building and fixtures business.
  9. FY2017-Q3MaterialisedAnnual report

    「In the rental and sale of modular buildings and fixtures and equipment for construction site offices, sales in this business were ¥845.821 million, down 6.2% year on year, due to declining public investment and fewer construction sites in the business area, as well as lower rental unit prices resulting from intense competition for orders to secure market share. Although efforts were made to reduce rental costs and selling, general and administrative expenses, these measures did not offset the impact of lower sales, and segment profit (operating profit) was ¥125.980 million, down 8.9% year on year.」

    Declining public investment and fewer construction sites, together with lower rental unit prices resulting from competition for orders, continued to appear in the results as lower revenue and profit for the modular-building and fixtures business in the cumulative third quarter period.
  10. FY2017-Q2MaterialisedAnnual report

    「In the rental and sale of modular buildings and fixtures and equipment for construction site offices, sales in this business were ¥533.839 million, down 9.3% year on year, due to declining public investment and fewer construction sites in the business area, as well as lower rental unit prices resulting from intense competition for orders to secure market share. Although efforts were made to reduce rental costs and selling, general and administrative expenses, these measures did not offset the impact of lower sales, and segment profit (operating profit) was ¥67.849 million, down 15.8% year on year.」

    Declining public investment and fewer construction sites, together with lower rental unit prices resulting from competition for orders, have translated into lower revenue and profit in the modular-building and fixtures business.
  11. FY2016First statedAnnual report

    「Because the company focuses its business on customers in the civil engineering and construction industries, a rapid and prolonged contraction in the construction market could lead to lower unit prices due to competition for orders, deterioration in customers' business conditions and the emergence of customers at risk of bankruptcy. This could reduce the company's profits and revenue through an increase in bad debts and bankruptcy risk.」

    The report lists lower unit prices resulting from industry concentration, deterioration in customers' business conditions, and bad debt and bankruptcy risks.
Moved together

"Growth in Orders and Sales, Driven by Construction ICT" moved the same way as this thread, in the same document, in 2 of its 11 moves.

222222★123456
  1. ★This thread
  2. 1Growth in Orders and Sales, Driven by Construction ICT2×
  3. 2Revenue and Earnings Growth Trend2×
  4. 3Profit decline due to higher revenue in the systems business and measures to increase staffing2×
  5. 4Revenue and profit growth in the surveying and measurement business2×
  6. 5Building a Nationwide Network by Expanding Sales Offices2×
  7. 6Consolidated return on equity: 14.8%2×

★ 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
Cts's next results are scheduled for 2026-10-29. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.