Komori
Axxzia (4936) · RiskWorsened

Dependence on a Specific Contract Manufacturer

First written in FY2021. 1 of 3 entries say "Reframed", first in FY2024. Latest entry: FY2025.

3entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021ReframedFY20242021: 120212022: 020222023: 020232024: 120242025: 12025
Same theme, other companies
Concentration of Outsourced Manufacturing at Specific FoundriesA theme 10 companies write about · 10 as a headwind · 0 as a tailwind

Axxzia moved to the "Worse" side of this theme in 2024, 5 years after the typical company in this theme (2019).

The whole theme swung hardest in 2022: 3 of 6 companies on the "Worse" side.

2 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.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「In the current consolidated fiscal year, outsourcing costs paid to its main outsourced manufacturer, アピ株式会社, accounted for a high 64.6% of total outsourcing costs.」

    Outsourcing costs paid to the main outsourced manufacturer, アピ株式会社, increased from 55.6% in the previous fiscal year to 64.6%, indicating greater dependence on a specific supplier. At the same time, the company cites diversification across 4 factories and the selection of other potential manufacturers as measures.
  2. FY2024Change in the main outsourced manufacturerAnnual report

    「In the current consolidated fiscal year, outsourcing costs paid to its main outsourced manufacturer, アピ株式会社, accounted for a high 55.6% of total outsourcing costs.」

    The main outsourced manufacturer changed from the previously reported シーエスラボ to アピ株式会社, and outsourcing costs were disclosed at 55.6% of the total. The company also describes production diversification across アピ株式会社's 4 factories and the selection of other potential outsourcing partners.
  3. FY2021First statedAnnual report

    「The group outsources the manufacture of its products. In the current consolidated fiscal year, outsourcing costs paid to its main outsourced manufacturer, シーエスラボ, accounted for a high 55.9% of total outsourcing costs.」

    The company indicates that outsourcing costs paid to its main outsourced manufacturer account for 55.9% of total outsourcing costs and identifies production and supply risks arising from natural disasters or sudden changes in the manufacturer's financial condition.
Moved together

"Emphasis on Consolidated Revenue Growth and Operating Profit Margin" moved the same way as this thread, in the same document, in 2 of its 3 moves.

222★123
  1. ★This thread
  2. 1Emphasis on Consolidated Revenue Growth and Operating Profit Margin2×
  3. 2Performance-Linked Share-Based Compensation Based on a 3-Fiscal-Year Evaluation2×
  4. 3Risk of Slow-Moving Inventory Due to Demand Fluctuations2×

★ 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.

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News
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Dependence on a Specific Contract Manufacturer | AXXZIA Inc. (4936) | Komori