Komori
Nippon Sheet Glass (5202) · RiskWorsened

Concentration of Credit Risk Among Automotive OEM Customers

First written in FY2017. 6 of 15 entries say "Restated". Latest entry: FY2025.

15entries
9years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMitigatedFY2018 – FY20202017: 320172018: 220182019: 120192020: 220202021: 220212022: 220222023: 120232024: 120242025: 12025
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

Nippon Sheet Glass moved to the "Worse" side of this theme in 2025, 3 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. FY2025WorsenedAnnual report

    「Trade receivables from the automotive manufacturers that are its customers totalled ¥19,083 million at the end of the current consolidated fiscal year, in March 2025, compared with ¥14,810 million at the end of the previous consolidated fiscal year, in March 2024.」

    Trade receivables from automakers increased from ¥14.810 billion to ¥19.083 billion, expanding the monetary exposure associated with concentrated credit risk.
  2. FY2024MitigatedAnnual report

    「Trade receivables from the automotive manufacturers that are its customers totalled ¥14,810 million at the end of the current consolidated fiscal year, in March 2024, compared with ¥25,286 million at the end of the previous consolidated fiscal year, in March 2023.」

    Trade receivables from automakers declined from ¥25.286 billion to ¥14.810 billion. Management through aging analyses, credit insurance and collection rules continued.
  3. FY2023WorsenedAnnual report

    「Trade receivables from the automotive manufacturers that are its customers totalled ¥25,286 million at the end of the current consolidated fiscal year, in March 2023, compared with ¥16,721 million at the end of the previous consolidated fiscal year, in March 2022.」

    Trade receivables from automotive OEMs increased from ¥16.721 billion to ¥25.286 billion, expanding the monetary exposure associated with concentrated credit risk. Management through aging analyses, credit insurance and collection rules continued.
  4. FY2022MitigatedAnnual report

    「Trade receivables from the automotive manufacturers that are its customers totalled ¥16,721 million at the end of the current consolidated fiscal year, in March 2022, compared with ¥17,911 million at the end of the previous consolidated fiscal year, in March 2021. The Group manages credit risk by conducting aging analyses of trade receivables, using trade credit insurance while taking cost efficiency into account, and complying with internal rules concerning the collection of receivables.」

    Trade receivables from automakers declined from ¥17.911 billion to ¥16.721 billion, and the company continued to manage them through aging analyses, credit insurance and collection rules.
  5. FY2022-Q3RestatedAnnual report

    「Our Group considers the analysis of business and other risks disclosed in the securities report for the previous fiscal year to remain valid during the first 3 quarters of the current fiscal year. There were no significant changes or other developments in the business and other risks described in that securities report during the first 3 quarters of the current fiscal year.」

    The company states that there have been no significant changes regarding the concentration of credit risk among automotive OEM customers.
  6. FY2022-Q2RestatedAnnual report

    「The Group considers its analysis of business and other risks disclosed in the annual securities report for the previous fiscal year to remain valid during the second quarter of the current consolidated cumulative period. There were no material changes to the business and other risks described in the annual securities report for the previous fiscal year during the second quarter of the current consolidated cumulative period.」

    The company states that there have been no significant changes regarding the concentration of credit risk among automotive OEM customers.
  7. FY2021WorsenedAnnual report

    「Trade receivables from the automotive manufacturers that are its customers totalled ¥17,911 million at the end of the current consolidated fiscal year, in March 2021, compared with ¥10,084 million at the end of the previous consolidated fiscal year, in March 2020.」

    Trade receivables from automotive OEMs increased from ¥10.084 billion to ¥17.911 billion, expanding the monetary exposure associated with concentrated credit risk.
  8. FY2021-Q1RestatedAnnual report

    「There were no material changes to the business and other risks described in the annual securities report for the previous fiscal year during the first quarter of the current consolidated cumulative period.」

    The company states that there have been no significant changes regarding the concentration of credit risk among automotive OEM customers.
  9. FY2020MitigatedAnnual report

    「Trade receivables from the automotive manufacturers that are its customers totalled ¥10,084 million at the end of the current consolidated fiscal year, in March 2020, compared with ¥16,045 million at the end of the previous consolidated fiscal year, in March 2019. The Group manages credit risk by conducting aging analyses of trade receivables, using trade credit insurance while taking cost efficiency into account, and complying with internal rules concerning the collection of receivables.」

    Trade receivables from automakers declined to ¥10.084 billion, and the company continued to manage them through aging analyses, credit insurance and collection rules.
  10. FY2019MitigatedAnnual report

    「Trade receivables from the automotive manufacturers that are its customers totalled ¥16,045 million at the end of the current consolidated fiscal year, in March 2019. The Group manages credit risk by conducting aging analyses of trade receivables, using trade credit insurance while taking cost efficiency into account, and complying with internal rules concerning the collection of receivables.」

    Trade receivables from automakers totalled ¥16.045 billion, and the company continued to manage them through aging analyses, credit insurance and collection rules.
  11. FY2018MitigatedAnnual report

    「The Group manages credit risk by conducting aging analyses of trade receivables, using trade credit insurance while taking cost efficiency into account, and complying with internal rules concerning the collection of receivables.」

    In response to the concentration risk represented by ¥16,846 million in trade receivables from automotive OEMs, the company described specific management measures involving aging analyses, credit insurance and collection rules.
  12. FY2018-Q3RestatedAnnual report

    「There were no material changes to the business and other risks described in the securities report for the previous fiscal year during the cumulative third quarter of the current fiscal year.」

    The company states that there have been no significant changes regarding the concentration of credit risk among automotive OEM customers.
  13. FY2018-Q2RestatedAnnual report

    「There were no material changes to the business and other risks described in the securities report for the previous fiscal year during the cumulative second quarter of the current fiscal year.」

    The company states that there have been no significant changes regarding the concentration of credit risk among automotive OEM customers.
  14. FY2018-Q1RestatedAnnual report

    「There were no material changes to the business and other risks described in the annual securities report for the previous fiscal year during the first quarter of the current consolidated cumulative period.」

    The company states that there have been no significant changes regarding the concentration of credit risk among automotive OEM customers.
  15. FY2017First statedAnnual report

    「Accordingly, given the characteristics of the automotive industry, which comprises a relatively small number of large companies, we believe that the division has a relatively high concentration of credit risk. Trade receivables from the automotive manufacturers that are its customers totalled ¥16,949 million at the end of the current consolidated fiscal year, in March 2017.」

    The company disclosed ¥16,949 million in trade receivables from automotive OEMs and explicitly identified the concentration of credit risk among a small number of major automakers.
Moved together

"Decline in the Ratio of Equity Attributable to Owners of the Parent" moved the same way as this thread, in the same document, in 6 of its 15 moves.

655554★123456
  1. ★This thread
  2. 1Decline in the Ratio of Equity Attributable to Owners of the Parent6×
  3. 2Financial Sustainability and MTP Financial Targets5×
  4. 3Debt Reduction through Profitability Improvement, Working Capital Management and Capital Expenditure Management5×
  5. 4Expansion into Growth Markets through New Products and Technologies5×
  6. 5First-quarter operating profit and profit attributable to owners of the parent turn profitable5×
  7. 6Risk of raising funds required in the future4×

★ 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 Nippon Sheet Glass yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.