Contract business risk from concentration among customers, equipment and end-product applications
First written in FY2022. 11 of 13 entries say "Materialised", first in FY2023-Q2. Latest entry: 2026-11-13.
Mipox moved to the "Worse" side of this theme in 2023.
0 other companies' latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「Contract business revenue was ¥720 million, down 40.8% year on year, and the segment loss was ¥348 million, compared with a segment loss of ¥379 million in the same period of the previous year. Revenue declined mainly because domestic contract coating and slitting operations contracted.」
The risk of being affected by demand from customers and end-product applications and by mass-production projects continues to materialize as a 40.8% decline in contract business revenue and a segment loss of ¥348 million. - FY2026-H1MaterialisedAnnual report
「Contract business revenue was ¥409 million, down 48.6% year on year. Contract polishing processing remained at approximately the same level as in the same period of the previous year. Meanwhile, although prototype projects increased in contract coating and slitting in pursuit of mass-production orders, revenue declined. As a result, the segment loss was ¥184 million, compared with a segment loss of ¥139 million in the same period of the previous year.」
The decline in contract coating and slitting revenue, the 48.6% decline in contract business revenue and the ¥184 million segment loss show that the risk of performance being affected by demand from customers and end-product applications continues to materialize. - FY2025MaterialisedAnnual report
「Contract business revenue was ¥1.215 billion, down 29.9% year on year, and the segment loss was ¥379 million, compared with a segment loss of ¥306.6 million in the same period of the previous year.」
The risk of being affected by demand for and specification changes in customers' end products continues to materialize as a 29.9% decline in contract business revenue and a segment loss of ¥379 million. - FY2025-H1MaterialisedAnnual report
「Our contract business primarily provides services for electronics products such as PCs, tablets and smartphones, and is affected by demand trends for related products. During the interim consolidated accounting period, revenue declined from the same period of the previous year, partly due to changes in end-product specifications. As a result, the segment loss was ¥139 million, compared with a segment loss of ¥153 million in the same period of the previous year.」
The decline in contract business revenue driven by changes in end-product specifications and other factors, reflecting the business's exposure to demand and specifications for electronics products, has materialized in actual performance. - FY2024MaterialisedAnnual report
「Demand for end products in the contract business fluctuates significantly, particularly for electronics products. By newly acquiring 有限会社大久保鉄工所, which operates in the general polishing contract field, we are working to reduce volatility in demand for contract services.」
The contract business, which is exposed to substantial fluctuations in end-product demand, posted full-year revenue of ¥1.735 billion and a segment loss of ¥366 million. While demand volatility continues to affect performance, the Company is pursuing diversification through the acquisition of 大久保鉄工所. - FY2024-Q1MaterialisedAnnual report
「Revenue from the contract services business was ¥313 million, down 34.9% year on year. Revenue declined because end-market demand slowed, reflecting demand trends for PCs, tablets, smartphones and other products. As a result, the segment recorded a loss of ¥177 million, compared with a segment loss of ¥205 million in the same period of the previous year.」
Contract business revenue declined 34.9% year on year due to slower demand in end markets, and the risk of performance being affected by demand from customers and end-product markets continues to materialize. - FY2023MaterialisedAnnual report
「In the contract business, factory utilization may be affected by the production volumes of customers. We will pursue measures including sales activities aimed at stabilizing factory utilization by diversifying customers, equipment and end-product applications rather than concentrating on a single source.」
The decline in orders caused by inventory adjustments and production changes at customers materialized over the full year as contract business revenue of ¥2.080 billion and a segment loss of ¥540 million. - FY2023-Q3MaterialisedAnnual report
「Revenue from the contract services business was ¥1,672 million, down 22.6% year on year, and the segment recorded a loss of ¥351 million, compared with segment profit of ¥564 million in the same period of the previous year. Revenue declined because orders fell as customers adjusted inventories and changed production, while fixed costs, particularly facility maintenance costs, increased, resulting in lower revenue and profit.」
The decline in orders caused by inventory adjustments and production changes at customers continues to materialize as lower revenue in the contract business and a segment loss of ¥351 million. - FY2023-Q2MaterialisedAnnual report
「Revenue from the contract services business was ¥1,128 million, down 11.4% year on year, and the segment recorded a loss of ¥205 million, compared with segment profit of ¥316 million in the same period of the previous year. Revenue declined because orders fell as customers adjusted inventories and changed production, while fixed costs, particularly facility maintenance costs, increased, resulting in lower revenue and profit.」
The decline in orders caused by inventory adjustments and production changes at customers has materialized as lower revenue and a loss in the contract business, demonstrating the risk that factory utilization is affected by customers' production volumes. - FY2023-Q1RestatedAnnual report
「During the cumulative first quarter of the current fiscal year, there were no new business or other risks, nor any significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」
The Company states that there has been no new occurrence or material change in the contract business risk arising from concentration among customers, equipment and end-product applications. - FY2022First statedAnnual report
「In the contract business, factory utilization may be affected by the production volumes of customers. We will pursue measures including sales activities aimed at stabilizing factory utilization by diversifying customers, equipment and end-product applications rather than concentrating on a single source.」
The Company newly identifies the risk that factory utilization may be affected by customers' production volumes, with diversification of customers, equipment and end uses as a mitigation measure.