Komori
eXmotion (4394) · RiskWorsened

Dependence on Specific Customers

First written in FY2018. 4 of 8 entries say "Worsened", first in FY2019. Latest entry: FY2025.

8entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018WorsenedFY2019MitigatedFY2020WorsenedFY2021 – FY2022MitigatedFY2023 – FY20242019: 120192020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 1
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

eXmotion moved to the "Worse" side of this theme in 2022, 1 year before the typical company in this theme (2023).

The whole theme swung hardest in 2026: 40 of 122 companies on the "Worse" side.

32 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.
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. FY2025WorsenedAnnual report

    「In the 18th consolidated fiscal year, sales to the Group's top 2 customers accounted for 55% of total sales.」

    Sales concentration among the top 2 customers rose from 52% in the previous period to 55%. The Company discloses that both customers belong to the automotive industry.
  2. FY2024MitigatedAnnual report

    「In the 17th consolidated fiscal year, sales to the Group's top 2 customers accounted for 52% of total sales.」

    Sales concentration among the top 2 customers declined from 57% in the previous period to 52%. The Company continues to diversify sales to avoid concentration in specific companies.
  3. FY2023MitigatedAnnual report

    「In the 16th consolidated fiscal year, sales to the Group's top 2 customers accounted for 57% of total sales.」

    Sales concentration among the top 2 customers declined from 67% in the previous period to 57%. Measures to mitigate the risk through sales diversification are continuing.
  4. FY2022WorsenedAnnual report

    「In the 15th fiscal year, sales to the Company's top 2 customers accounted for 67% of total sales.」

    Sales concentration among the top 2 customers rose from 61% in the previous period to 67%. The Company also discloses measures to mitigate the risk through sales diversification.
  5. FY2021WorsenedAnnual report

    「In the 14th fiscal year, sales to the Company's top 2 customers accounted for 61% of total sales.」

    Sales concentration among the top 2 customers rose from 52% in the previous fiscal year to 61%, indicating increased dependence on specific customers.
  6. FY2020MitigatedAnnual report

    「In the 13th fiscal year, sales to the Company's top 2 customers accounted for 52% of total sales. In response to this risk, the Company is working to mitigate it by diversifying sales to avoid concentration in specific companies.」

    Sales concentration among the top 2 customers declined from 56% in the previous fiscal year to 52%, and measures to mitigate the risk through sales diversification are continuing.
  7. FY2019WorsenedAnnual report

    「In the 12th fiscal year, sales to the Company's top 2 customers accounted for 56% of total sales.」

    Sales concentration among the top 2 customers rose from 53% in the previous period to 56%, quantifying the Company's dependence on specific customers.
  8. FY2018First statedAnnual report

    「In the 11th fiscal year, sales to the Company's top 2 customers accounted for 53% of total sales.」

    Discloses that sales concentration among the top 2 customers was 53% and that a decline in customer needs could affect performance.
Moved together

"Concentration of Trade Receivables Among Major Customers" moved the same way as this thread, in the same document, in 5 of its 8 moves.

533222★123456
  1. ★This thread
  2. 1Concentration of Trade Receivables Among Major Customers5×
  3. 2Dependence on Specific Industries3×
  4. 3Risk of Dilution in Equity Value from Stock Options3×
  5. 4Development of consulting tools2×
  6. 5Uncertainty in Overseas Economies Due to Trade Issues and Policy Developments in Europe and the United States2×
  7. 6Expansion into fields beyond automotive and diversification of the earnings base2×

★ 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 eXmotion yet.
News
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