Dependence on Japan Air Liquide for Sales
First written in FY2017. 10 of 12 entries say "Softened", first in FY2018-Q3. Latest entry: FY2026.
Tri Chemical Laboratories moved to the "Worse" side of this theme in 2017, 6 years before the typical company in this theme (2023).
The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.
14 other companies' latest entry also says "Softened".
- FY2026SoftenedAnnual report
「TOPCO Scientific Co., Ltd. 5,293,683 22.2 日本エア・リキード(同) 3,456,067 14.5 Changxin Xinqiao Memory Technologies, Inc. 2,589,337 10.8」
Sales to 日本エア・リキード declined from 15.3% of sales in the previous fiscal year to 14.5%, further reducing dependence on a specific customer. Meanwhile, sales to TOPCO rose to 22.2%. - FY2025SoftenedAnnual report
「TOPCO Scientific Co., Ltd. 3,731,729 19.7 日本エア・リキード(同) 2,889,785 15.3 Changxin Xinqiao Memory Technologies, Inc. 2,301,149 12.2」
Sales to 日本エア・リキード declined from 20.5% of sales in the previous fiscal year to 15.3%, and multiple major customers are disclosed. - FY2024SoftenedAnnual report
「TOPCO Scientific Co., Ltd. 2,629,497 23.4 日本エア・リキード(同) 2,308,758 20.5」
Sales to 日本エア・リキード declined from 25.2% of sales in the previous fiscal year to 20.5%, further reducing dependence on a specific customer. - FY2023SoftenedAnnual report
「日本エア・リキード(同) 3,484,176 25.2」
Sales to 日本エア・リキード declined from 31.2% of sales in the previous fiscal year to 25.2%, further reducing dependence on a specific customer. - FY2022SoftenedAnnual report
「In the consolidated fiscal year under review, transactions with 日本エア・リキード(同), one of the Group's customers, accounted for 31.2% of the Group's consolidated net sales, as end-user operations along the routes served through the company performed well.」
Sales to 日本エア・リキード declined from 33.3% of sales in the previous fiscal year to 31.2%, but dependence on major customers continues. - FY2021SoftenedAnnual report
「In the consolidated fiscal year under review, transactions with 日本エア・リキード(同), one of the Group's customers, accounted for 33.3% of the Group's consolidated net sales, as end-user operations along the routes served through the company performed well.」
Sales to 日本エア・リキード declined from 34.1% of sales in the previous fiscal year to 33.3%, but dependence on major customers remains a risk. - FY2020SoftenedAnnual report
「Transactions with 日本エア・リキード(同) accounted for 34.1% of the Group's consolidated net sales, as end-user operations along the routes served through the company performed well.」
Sales to 日本エア・リキード declined from 40.0% of sales in the previous fiscal year to 34.1%, but dependence on major customers remains a risk. - FY2019SoftenedAnnual report
「During the current consolidated fiscal year, transactions with Air Liquide Japan, one of the Group's customers, accounted for 40.0% of consolidated sales because end-user operations on the route through that company were strong.」
The proportion of sales to Air Liquide Japan declined from 41.9% in the previous fiscal year to 40.0%. At the same time, the risk of dependence on a customer accounting for 40% of consolidated sales continues. - FY2018SoftenedAnnual report
「During the fiscal year, transactions with Air Liquide Japan, one of the Company's customers, accounted for 41.9% of total sales because end-user operations on the route through that company were strong. The Group's performance is not directly affected by developments at that company, but if the business relationship were terminated for any reason or sales volume to that company declined, this could affect the Group's financial position and operating results.」
The proportion of sales to Air Liquide Japan declined from 42.4% in FY2018-Q3 to 41.9%. At the same time, the risk of dependence on a customer accounting for more than 40% of total sales continues. - FY2018-Q3SoftenedAnnual report
「During the nine-month period of the current fiscal year, transactions with Air Liquide Japan, one of the Company's customers, accounted for 42.4% of total sales because end-user operations on the route through that company were strong. The Group's performance is not directly affected by developments at that company, but if the business relationship were terminated for any reason or sales volume to that company declined, this could affect the Group's financial position and operating results.」
The proportion of sales to Air Liquide Japan declined from 43.1% in the previous quarter to 42.4%. At the same time, the risk of dependence on a customer accounting for more than 40% of total sales remains. - FY2018-Q2WorsenedAnnual report
「During the six-month period of the current fiscal year, transactions with Air Liquide Japan, one of the Company's customers, accounted for 43.1% of total sales because end-user operations on the route through that company were strong.」
The proportion of total sales attributable to transactions with Air Liquide Japan increased from 38.7% in FY2017 to 43.1%, indicating greater dependence on that customer. - FY2017First statedAnnual report
「During the fiscal year under review, transactions with one of our customers, 日本エア・リキード㈱, accounted for 38.7% of our total revenue, as end-user operations on the route through that company were strong.」
The disclosure states that transactions with 日本エア・リキード㈱ accounted for 38.7% of total revenue and notes the potential impact if the business relationship ended.