Cuorips (4894) · FactUpdate on Major Customer Composition
Concentration of CDMO Revenue Among Specific Customers
First written in FY2024. . Latest entry: FY2026.
3entries
3years
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
- FY2026Update on Major Customer CompositionAnnual report
「株式会社パソナグループ 179,100 84.3」
The major customer was 株式会社パソナグループ, with revenue of ¥179.100 million accounting for 84.3% of total revenue. Concentration increased from 69.0% in the previous fiscal year. - FY2025Update on Major Customer CompositionAnnual report
「株式会社パソナグループ 120,900 69.0 / 株式会社乃村工藝社 18,911 10.8」
The major customers changed from レグセル株式会社 and セルソース株式会社 in the previous fiscal year to 株式会社パソナグループ and 株式会社乃村工藝社. 株式会社パソナグループ accounted for 69.0% of revenue, showing continued concentration among specific customers. - FY2024First statedAnnual report
「レグセル株式会社 19,106 82.7 / セルソース株式会社 3,600 15.6」
Revenue from major customers for CDMO and consulting services was disclosed as 82.7% for レグセル株式会社 and 15.6% for セルソース株式会社.