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Yuki Gosei Kogyo (4531) · RiskWorsened

Dependence on Major Customers

First written in FY2016. 4 of 9 entries say "Worsened", first in FY2017. Latest entry: FY2026.

9entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2020 – FY2021WorsenedFY2022MitigatedFY20242016: 120162017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Dependence on Specific Customers for RevenueA theme 92 companies write about · 92 as a headwind · 0 as a tailwind

Yuki Gosei Kogyo moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).

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

16 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 92 companies compared. The sentences above are computed from all 92.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「The top 10 customers account for 68.8% of transactions.」

    Dependence on the top 10 customers by sales increased from 65.6% in the previous disclosure to 68.8%. The management discussion and analysis also describes this as an increase from 65.7% in the previous fiscal year.
  2. FY2024MitigatedAnnual report

    「The top 10 customers account for 65.6% of transactions.」

    Dependence on the top 10 customers by sales declined from 66.2% in the previous disclosure to 65.6%. However, it continues to state that changes in transaction terms or contract termination could affect business performance. The management discussion and analysis also contains a separate statement giving the ratio for the previous fiscal year as 67.5%.
  3. FY2022WorsenedAnnual report

    「The top 10 customers account for 66.2% of transactions.」

    Dependence on the top 10 customers by sales increased from 62.2% in the previous fiscal year to 66.2%, indicating a numerical expansion of concentration risk.
  4. FY2021MitigatedAnnual report

    「The top 10 customers account for 62.2% of transactions.」

    Dependence on the top 10 customers by sales declined from 64.8% in the previous fiscal year to 62.2%. It continues to state that changes in transaction terms or contract termination could affect business performance.
  5. FY2020MitigatedAnnual report

    「The top 10 customers account for 64.8% of transactions.」

    Dependence on the top 10 customers by sales declined from 65.5% in the previous fiscal year to 64.8%. It continues to state that dependence could affect business performance.
  6. FY2019WorsenedAnnual report

    「The top 10 customers account for 65.5% of transactions.」

    Dependence on the top 10 customers by sales increased from 63.3% in the previous fiscal year to 65.5%, indicating a numerical expansion of concentration risk.
  7. FY2018MitigatedAnnual report

    「The top 10 customers account for 63.3% of transactions.」

    Dependence on the top 10 customers by sales declined from 65.9% in the previous fiscal year to 63.3%. However, it continues to state that changes in transaction terms or contract termination could affect business performance.
  8. FY2017WorsenedAnnual report

    「The top 10 customers account for 65.9% of transactions. Any abrupt changes in the terms of transactions with these companies or termination of contracts could affect the company's business performance.」

    Dependence on the top 10 customers by sales increased from 59.6% in the previous fiscal year to 65.9%, indicating a numerical expansion of concentration risk.
  9. FY2016First statedAnnual report

    「The Company’s top 10 customers account for 59.6% of transactions. A sharp change in transaction terms or termination of contracts with these companies could affect the Company’s business performance.」

    Quantifies dependence on the 10 largest customers at 59.6% of sales.
Moved together

"Improving Profitability Under the FY2016–FY2018 Medium-Term Management Plan" moved the same way as this thread, in the same document, in 4 of its 9 moves.

443322★123456
  1. ★This thread
  2. 1Improving Profitability Under the FY2016–FY2018 Medium-Term Management Plan4×
  3. 2Risk of Financial Covenants Under Syndicated Loans and Other Facilities4×
  4. 3Putting Pharmaceutical Intermediates and APIs on a Growth Trajectory3×
  5. 4Uncertainty From Overseas Economies, Foreign Exchange, Crude Oil Prices and Geopolitical Risk3×
  6. 5Performance-Based Compensation Tied to Operating Profit2×
  7. 6Reviewing the Rationale for Cross-Shareholdings and Reducing Them2×

★ 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
Yuki Gosei Kogyo's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Major Customers | Yuki Gosei Kogyo Co.,Ltd. (4531) | Komori