Tsubota Laboratory (4890) · RiskChange in the composition of major customers
Risk of Dependence on Specific Customers
First written in FY2022. . Latest entry: FY2026.
4entries
5years
0from disclosures
How it moved
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind
The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.
62 other companies' latest entry also says "Other".
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 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.Full recordFilings, disclosures and news, newest first
- FY2026Change in the composition of major customersAnnual report
「Rohto Pharmaceutical Co., Ltd. 113,727 56.9 Maruho Co., Ltd. 50,000 25.0」
The composition of major customers accounting for more than 10% changed from Rohto Pharmaceutical Co., Ltd. and JINS Holdings Inc. in the previous fiscal year to Rohto Pharmaceutical Co., Ltd. at 56.9% and Maruho Co., Ltd. at 25.0% in the current fiscal year. - FY2024Change in the composition of major customersAnnual report
「The two counterparties accounting for more than 10% of total sales are Rohto Pharmaceutical Co., Ltd. and JINS Holdings Inc.」
The composition of major customers accounting for more than 10% of sales changed from the previous 3, Rohto Pharmaceutical, Laboratoires Théa and JINS Holdings, to 2: Rohto Pharmaceutical at 78.9% and JINS Holdings at 15.6%. - FY2023Change in the composition of major customersAnnual report
「The three counterparties accounting for more than 10% of total sales are Rohto Pharmaceutical Co., Ltd., Laboratoires Théa and JINS Holdings Inc.」
The composition of major customers accounting for more than 10% of sales changed from the previous two, Rohto Pharmaceutical and Maruho, to 3: Rohto Pharmaceutical at 40.0%, Laboratoires Théa at 30.0% and JINS Holdings at 21.8%. The risk of dependence on specific customers continues. - FY2022First statedAnnual report
「The two counterparties accounting for more than 10% of total sales are Rohto Pharmaceutical Co., Ltd. and Maruho Co., Ltd.」
Rohto Pharmaceutical accounted for 63.6% of sales for the period and Maruho for 15.6%. Measures include developing new customers and deepening relationships with existing customers.