Komori
Blue innovation (5597) · RiskMitigated

Specific Transactions with JUIDA and Sales Concentration

First written in FY2023. 4 of 6 entries say "Restated". Latest entry: FY2025.

6entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY2025-H12024: 320242025: 220252026: 12026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.

38 other companies' latest entry also says "Mitigated".

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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
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  1. FY2025MitigatedAnnual report

    「For the year ended December 2025, revenue from JUIDA accounted for 13.1% of total revenue, or ¥138,062 thousand. As we expand the provision of our solution services, this relative proportion is expected to decline.」

    Revenue from JUIDA fell to ¥138,062 thousand and its share declined from 18.7% in fiscal 2024 to 13.1%. The company maintained its expectation that the relative ratio would decline as solutions expand.
  2. FY2025-H1RestatedAnnual report

    「During the interim accounting period, there were no new business or other risks and no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The company stated that there had been no material changes to concentrated transactions with JUIDA and customer concentration.
  3. FY2024RestatedAnnual report

    「For the year ended December 2024, revenue from JUIDA accounted for 18.7% of total revenue, or ¥228,438 thousand. As we expand the provision of our solution services, this relative proportion is expected to decline.」

    Revenue from JUIDA was ¥228,438 thousand, or 18.7% of total revenue. The ratio increased from 18.1% in the previous year, but the company maintained its expectation that it would decline as solution services expanded.
  4. FY2024-H1RestatedAnnual report

    「During the interim accounting period, there were no new business or other risks and no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    No material changes were reported to concentrated transactions with JUIDA and customer concentration.
  5. FY2024-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks and no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    No material changes were reported to concentrated transactions with JUIDA and customer concentration.
  6. FY2023First statedAnnual report

    「For the year ended December 2023, revenue from JUIDA accounted for 18.1% of total revenue, or ¥228,835 thousand. As we expand the provision of our solution services, this relative proportion is expected to decline.」

    The company expects to continue transactions with JUIDA but identifies failure to renew the contract and changes in its terms as risks. It expects the relative concentration to decline as solution services expand.
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