Komori
Sawai Group Holdings (4887) · RiskWorsened

Concentration of Sales and Trade Receivables Among a Small Number of Wholesalers

First written in FY2022. 2 of 4 entries say "Worsened", first in FY2024. Latest entry: FY2026.

4entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022WorsenedFY2024MitigatedFY20252022: 120222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Concentration of sales receivables and credit risk among a small number of business partnersA theme 164 companies write about · 164 as a headwind · 0 as a tailwind

Sawai Group Holdings moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2017: 10 of 65 companies on the "Worse" side.

49 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 164 companies compared. The sentences above are computed from all 164.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「上位4社への売上収益の合計は、当社グループの連結売上収益の約57%を占めております。当該上位4社に対する売上債権は、前連結会計年度27,394百万円、当連結会計年度32,162百万円であります。」

    上位4社への売上収益集中度は約56%から約57%へ上昇し、売上債権も27,394百万円から32,162百万円へ増加した。
  2. FY2025MitigatedAnnual report

    「上位4社への売上収益の合計は、当社グループの連結売上収益の約56%を占めております。当該上位4社に対する売上債権は、前連結会計年度29,254百万円、当連結会計年度27,394百万円であります。」

    上位4社への売上収益集中度は約56%となり、前回記載の約57%から低下した。上位4社向け売上債権も29,254百万円から27,394百万円へ減少している。
  3. FY2024WorsenedAnnual report

    「上位4社への売上収益の合計は、当社グループの連結売上収益の約57%を占めております。当該上位4社に対する売上債権は、前連結会計年度25,822百万円、当連結会計年度29,254百万円であります。」

    上位4社への売上収益集中度が約56%から約57%へ上昇し、当該4社向け売上債権も25,822百万円から29,254百万円へ増加した。
  4. FY2022First statedAnnual report

    「当社グループは日本セグメントにおいて、主に少数の卸売業者を通じて製品を販売しております。上位4社への売上収益の合計は、日本セグメントの連結売上収益の約56%を占めております。」

    日本セグメントの販売先が少数の卸売業者に集中し、上位4社で売上収益の約56%を占める信用・取引集中リスクを記載している。
Moved together

"Intellectual Property Litigation Relating to Generic Pharmaceuticals" moved the same way as this thread, in the same document, in 2 of its 4 moves.

22222★12345
  1. ★This thread
  2. 1Intellectual Property Litigation Relating to Generic Pharmaceuticals2×
  3. 2Expanding Production Capacity Through the Construction of the Second Kyushu Plant2×
  4. 3Investigation and Litigation Relating to USL’s Pharmaceutical Marketing and Release of the Escrow Account2×
  5. 4Financial Impact of Foreign Exchange and Interest Rate Fluctuations2×
  6. 5Higher Costs Due to Rising Energy and Raw Material Prices2×

★ 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 Sawai Group Holdings yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.