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Tokai Soft (4430) · RiskMitigated

Dependence on major customers

First written in FY2019. 3 of 6 entries say "Mitigated", first in FY2020. Latest entry: FY2025.

6entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019MitigatedFY2020OtherFY2021 – FY2022MitigatedFY2023 – FY20252019: 120192020: 120202021: 120212022: 120222023: 120232024: 020242025: 12025
Same theme, other companies
Dependence on Specific Customers for RevenueA theme 92 companies write about · 92 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 22 of 69 companies on the "Worse" side.

21 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 92 companies compared. The sentences above are computed from all 92.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「Because revenue from any specific customer accounted for less than 10% of revenue in the consolidated statement of income, disclosure by major customer has been omitted.」

    On a consolidated basis, sales to specific customers were below 10%, indicating that sales were not highly concentrated among major customers.
  2. FY2023MitigatedAnnual report

    「NEXTY Electronics Corporation, 857,058, 11.7, 280,002, 3.6」

    The share of sales to NEXTY Electronics Corporation declined from 11.7% in the previous fiscal year to 3.6%, and there were no major customers accounting for more than 10% of sales in the fiscal year.
  3. FY2022Major customer’s share of revenue rose above 10%Annual report

    「NEXTY Electronics Corporation, 857,058, 11.7」

    Sales to NEXTY Electronics amounted to ¥857,058 thousand, representing 11.7% of total sales. This increased from 7.6% in the previous fiscal year, and the company disclosed NEXTY Electronics as a major customer. It does not state that the former 20% threshold for classification as a major customer was exceeded.
  4. FY2021Slight increase in major-customer concentration, but below the 20% thresholdAnnual report

    「Major transactions with the Hitachi Group: fiscal year ended May 2020, 1,245,545, 18.5; fiscal year ended May 2021, 1,248,464, 18.7」

    The Hitachi Group's share of sales edged up from 18.5% to 18.7%, but the company states that it did not qualify as a major customer accounting for more than 20%.
  5. FY2020MitigatedAnnual report

    「Major transactions with the Hitachi Group: fiscal year ended May 2019, ¥1,287,936 thousand, 20.4%; fiscal year ended May 2020, ¥1,245,545 thousand, 18.5%」

    The Hitachi Group's share of sales declined from 20.4% to 18.5%, and the company states that it did not exceed the 20% threshold for classification as a major customer in the fiscal year ended May 2020.
  6. FY2019First statedAnnual report

    「Each of our business divisions has major customers.」

    The Hitachi Group accounted for 25.1% of sales in the fiscal year ended May 2018 and 20.4% in the fiscal year ended May 2019. The company also states its policy of expanding its customer base by developing new customers.
Moved together

"Improving Profitability with a Focus on the Operating Profit Margin" moved the same way as this thread, in the same document, in 3 of its 6 moves.

332222★123456
  1. ★This thread
  2. 1Improving Profitability with a Focus on the Operating Profit Margin3×
  3. 2Revenue and Operating Profit Growth and Improvement in the Operating Profit Margin3×
  4. 3Recruiting and Developing Highly Skilled Engineers2×
  5. 4Shifting Development Personnel from Financial Services to the Public Sector2×
  6. 5Balancing retained earnings with stable, consistent shareholder returns2×
  7. 6Risks from Unprofitable Projects, Delivery Delays and Quality Problems2×

★ 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 Tokai Soft yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on major customers | TOKAI SOFT CO.,LTD. (4430) | Komori