Komori
Nikkato (5367) · RiskSupplier dependence declined somewhat, while zirconia's share increased

Dependence on Raw Material Purchases from TOSOH CORPORATION

First written in FY2016. 4 of 9 entries say "Softened", first in FY2018. Latest entry: FY2026.

9entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016SoftenedFY2018 – FY2020WorsenedFY2021WorsenedFY2024 – FY20252016: 120162017: 020172018: 120182019: 120192020: 120202021: 120212022: 020222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Disruption of raw material procurement due to dependence on specific suppliersA theme 83 companies write about · 85 as a headwind · 0 as a tailwind

Nikkato moved to the "Worse" side of this theme in 2018, 3 years before the typical company in this theme (2021).

The whole theme swung hardest in 2021: 24 of 53 companies on the "Worse" side.

2 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 83 companies compared. The sentences above are computed from all 83.
Full recordFilings, disclosures and news, newest first
  1. FY2026Supplier dependence declined somewhat, while zirconia's share increasedAnnual report

    「In the Ceramics segment, the Company procures 74.2% of its raw material purchases by value from TOSOH CORPORATION. This is because zirconia, which has a high unit raw material price, accounts for 76.5% of raw material purchases, and 96.9% of zirconia purchases are sourced from the company.」

    The proportion of purchases from TOSOH CORPORATION declined from 74.6% to 74.2%, and dependence on the company for zirconia purchases declined from 98.7% to 96.9%, while zirconia's share of raw material purchases rose from 75.5% to 76.5%.
  2. FY2025WorsenedAnnual report

    「In the Ceramics segment, the Company procures 74.6% of its raw material purchases by value from TOSOH CORPORATION. This is because zirconia, which has a high unit raw material price, accounts for 75.5% of raw material purchases, and 98.7% of zirconia purchases are sourced from the company.」

    The proportion of raw materials procured from TOSOH CORPORATION rose from 69.4% in the previous fiscal year to 74.6%, zirconia's share rose from 71.3% to 75.5%, and dependence on TOSOH CORPORATION for zirconia purchases rose from 97.3% to 98.7%.
  3. FY2024WorsenedAnnual report

    「In the Ceramics segment, the Company procures 69.4% of its raw material purchases by value from TOSOH CORPORATION. This is because zirconia, which has a high unit raw material price, accounts for 71.3% of raw material purchases, and 97.3% of zirconia purchases are sourced from the company.」

    The proportion of raw materials procured from TOSOH CORPORATION rose from 64.8% in the previous fiscal year to 69.4%, and zirconia's share rose from 66.0% to 71.3%. Dependence on TOSOH CORPORATION for zirconia purchases was 97.3%, remaining high.
  4. FY2023SoftenedAnnual report

    「In the Ceramics segment, the Company procures 64.8% of its raw material purchases by value from TOSOH CORPORATION. This is because zirconia, which has a high unit raw material price, accounts for 66.0% of raw material purchases, and 98.2% of zirconia purchases are sourced from the company.」

    The proportion of raw materials procured from TOSOH CORPORATION declined from 69.1% in the previous fiscal year to 64.8%, and zirconia's share declined from 70.9% to 66.0%. Dependence on the company for zirconia purchases remained high at 98.2%, up from 97.4% in the previous fiscal year.
  5. FY2021WorsenedAnnual report

    「In the Ceramics segment, the Company procures 69.1% of its raw material purchases by value from TOSOH CORPORATION. This is because zirconia, which has a high unit raw material price, accounts for 70.9% of raw material purchases, and 97.4% of zirconia purchases are sourced from the company.」

    The proportion of raw materials procured from TOSOH CORPORATION rose from 59.7% to 69.1%, and zirconia's share rose from 61.2% to 70.9%. Dependence on the company for zirconia purchases declined slightly from 97.7% to 97.4%, but remains high.
  6. FY2020SoftenedAnnual report

    「In the Ceramics segment, the Company procures 59.7% of its raw material purchases by value from TOSOH CORPORATION. This is because zirconia, which has a high unit raw material price, accounts for 61.2% of raw material purchases, and 97.7% of zirconia purchases are sourced from the company.」

    The proportion of raw materials procured from TOSOH CORPORATION declined from 63.5% to 59.7%, zirconia's share declined from 64.7% to 61.2%, and dependence on the company for zirconia purchases declined from 98.2% to 97.7%. Dependence nevertheless remains high.
  7. FY2019SoftenedAnnual report

    「In the Ceramics segment, the Company procures 63.5% of its raw material purchases by value from TOSOH CORPORATION. This is because zirconia, which has a high unit raw material price, accounts for 64.7% of raw material purchases, and 98.2% of zirconia purchases are sourced from the company.」

    The proportion of raw materials procured from TOSOH CORPORATION declined from 64.0% to 63.5%, zirconia's share declined from 65.0% to 64.7%, and dependence on the company for zirconia purchases declined from 98.4% to 98.2%.
  8. FY2018SoftenedAnnual report

    「In the Ceramics segment, the Company procures 64.0% of its raw material purchases by value from TOSOH CORPORATION. This is because zirconia, which has a high unit raw material price, accounts for 65.0% of raw material purchases, and 98.4% of zirconia purchases are sourced from the company.」

    The proportion of raw materials procured from TOSOH CORPORATION declined from 65.9% to 64.0%, and zirconia's share declined from 66.9% to 65.0%. Dependence on the company for zirconia purchases remained at 98.4%.
  9. FY2016First statedAnnual report

    「In the Ceramics segment, the Company procures 65.9% of its raw material purchases by value from TOSOH CORPORATION. This is because zirconia, which has a high unit raw material price, accounts for 66.9% of raw material purchases, and 98.4% of zirconia purchases are sourced from the company.」

    The Company reports 65.9%, 66.9% and 98.4% for raw material procurement, zirconia composition and concentration among zirconia suppliers, respectively.
Moved together

"Reliance on sales to the electronic components industry" moved the same way as this thread, in the same document, in 7 of its 9 moves.

76542★12345
  1. ★This thread
  2. 1Reliance on sales to the electronic components industry7×
  3. 2Dependence on the Ceramics Field6×
  4. 3Worsening Business Sentiment and a Challenging Operating Environment5×
  5. 4Capital Investment Based on a Three-Year Medium-Term Plan4×
  6. 5Shareholdings to Strengthen Intercompany Transactions2×

★ 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
Nikkato's next results are scheduled for 2026-11-02. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.