Dependence on a Specific Payment Terminal Supplier
First written in FY2023. 1 of 4 entries say "Worsened", first in FY2024. Latest entry: FY2026.
The whole theme swung hardest in 2020: 20 of 63 companies on the "Worse" side.
8 other companies' latest entry also says "Other".
- FY2026Re-emergenceAnnual report
「For the fiscal year ending March 2026, purchases from PAX Japan株式会社 accounted for 78% of terminal sales revenue by value. If an unforeseen event, such as a natural disaster, infectious disease, or economic friction, disrupts the production system for payment terminals, procurement of payment terminals may become difficult, potentially affecting the Group's business performance through lost revenue opportunities and other factors.」
The risk of dependence on a specific supplier, which had disappeared from the FY2025 disclosure, was disclosed again, with purchases from PAX Japan shown to account for 78% by value. - FY2025DroppedAnnual reportThe FY2025 business risks section contains no identifiable disclosure regarding dependence on specific terminal suppliers such as PAX Japan.
- FY2024WorsenedAnnual report
「For the fiscal year ended March 2024, purchases from PAX Japan株式会社 accounted for 73% by unit volume and 76% by value」
Dependence on PAX Japan increased from 41% by unit volume and 45% by value in the previous fiscal year to 73% and 76%, respectively. - FY2023First statedAnnual report
「For the fiscal year ended March 2023, purchases from Pax Japan株式会社 accounted for 41% by unit volume and 45% by value」
While seeking to diversify procurement channels through contracts with multiple manufacturers, the company disclosed its dependence on Pax Japan.