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Muromachi Chemicals (4885) · RiskMitigated

Dependence on Specific Customers for Sales and Changes in Market and Customer Trends

First written in FY2021. 1 of 4 entries say "Reframed", first in FY2022. Latest entry: FY2026.

4entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021ReframedFY2022WorsenedFY20232021: 120212022: 120222023: 120232024: 020242025: 020252026: 12026
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

Muromachi Chemicals 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: 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. FY2026MitigatedAnnual report

    「Our business currently has a relatively high degree of dependence on transactions with specific counterparties, and the top 5 companies accounted for 35.7% of our revenue in the fiscal year ended May 2026.」

    The revenue share of the top 5 companies declined from 40% in the previous fiscal year to 35.7%, indicating a lower disclosed level of customer concentration.
  2. FY2023WorsenedAnnual report

    「The top 5 companies accounted for 40% of our revenue in the fiscal year ended May 2023.」

    The revenue share of the top 5 companies increased from 38% in the previous fiscal year to 40%, indicating greater customer concentration.
  3. FY2022ReframedAnnual report

    「Due to the nature of our products, our business has a relatively high degree of dependence on transactions with specific counterparties, and the top 5 companies accounted for 38% of our revenue in the fiscal year ended May 2022.」

    The disclosure changed from showing dependence on a single customer at 24.5% in the previous fiscal year to showing the combined share of the top 5 companies at 38% for the fiscal year ended May 2022, thereby presenting a broader customer concentration risk.
  4. FY2021First statedAnnual report

    「Due to the nature of our products, our business has a relatively high degree of dependence on transactions with specific counterparties, and 24.5% of our revenue in the fiscal year ended May 2021 was generated from 不二化学薬品株式会社.」

    The disclosure indicates a 24.5% dependence on a specific customer and identifies reductions in transaction value resulting from changes in customers' sales strategies, production and inventory adjustments, and corporate reorganizations as risks.
Moved together

"Decline in the Chemicals Business profit margin due to an increase in purchased products" moved the same way as this thread, in the same document, in 3 of its 4 moves.

3222★1234
  1. ★This thread
  2. 1Decline in the Chemicals Business profit margin due to an increase in purchased products3×
  3. 2Improvement in gross profit margin and ordinary profit margin2×
  4. 3Decline in sales and operating loss in the health foods business2×
  5. 4Operating Losses Widened by Chemicals Business Development Costs and Staff Expansion2×

★ 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 Muromachi Chemicals yet.
News
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Dependence on Specific Customers for Sales and Changes in Market and Customer Trends | MUROMACHI CHEMICALS INC. (4885) | Komori