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Fujimi (5384) · FactDecline in largest-customer concentration and increase in second-largest-customer concentration

Sales Concentration among Major Customers

First written in FY2017. 1 of 6 entries say "Restated". Latest entry: FY2026.

6entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2017 – FY20262017: 120172018: 120182019: 120192020: 020202021: 120212022: 020222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Dependence on sales to Taiwan Semiconductor ManufacturingA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 2 of 6 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026Decline in largest-customer concentration and increase in second-largest-customer concentrationAnnual report

    「NAGASE & CO.,LTD. ¥17,375 million, 25.0%; TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. ¥12,053 million, 17.4%」

    The sales ratio for NAGASE & CO.,LTD., the largest customer, declined from 26.6% in the previous fiscal year to 25.0%, while the ratio for TSMC increased from 16.0% to 17.4%. The structure of concentration among major customers continues.
  2. FY2024Decline in largest-customer concentration and increase in second-largest-customer concentrationAnnual report

    「NAGASE & CO.,LTD. ¥14,102 million, 27.4%; TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. ¥8,789 million, 17.1%」

    The sales ratio for NAGASE & CO.,LTD. declined from 31.1% in the previous fiscal year to 27.4%, while the ratio for TSMC increased from 14.2% to 17.1%. The structure of sales concentration among major customers continues.
  3. FY2021Significant increase in largest-customer concentrationAnnual report

    「NAGASE & CO.,LTD. ¥11,230 million, 26.8%; TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. ¥6,483 million, 15.5%」

    The sales ratio for NAGASE & CO.,LTD. increased from 18.7% in the previous fiscal year to 26.8%, further increasing sales concentration among major customers.
  4. FY2019Increase in largest-customer concentrationAnnual report

    「NAGASE & CO.,LTD. ¥6,601 million, 17.7%; TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. ¥4,526 million, 12.1%」

    The sales ratio for NAGASE & CO.,LTD. increased from 15.9% in the previous fiscal year to 17.7%, and the company disclosed the change in sales concentration among its major customers.
  5. FY2018RestatedAnnual report

    「NAGASE & CO.,LTD. ¥5,679 million, 15.9%; TAIWAN SEMICONDUCTOR MANUFACTURING CO.,LTD. ¥4,317 million, 12.1%」

    The company continued to disclose that its 2 largest customers accounted for 15.9% and 12.1% of consolidated net sales, indicating sales concentration.
  6. FY2017First statedAnnual report

    「NAGASE & CO.,LTD. ¥6,133 million, 18.5%; TAIWAN SEMICONDUCTOR MANUFACTURING CO.,LTD. ¥4,013 million, 12.1%」

    The company disclosed that sales to its 2 largest customers accounted for 18.5% and 12.1%, respectively, of consolidated net sales.
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Fujimi's next results are scheduled for 2026-11-05. Read the earnings preview
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Sales Concentration among Major Customers | FUJIMI INCORPORATED (5384) | Komori