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Asaka Riken (5724) · FactMitigated

Sales Concentration in 2 Major Customers

First written in FY2017. 3 of 8 entries say "Mitigated", first in FY2022. Latest entry: FY2025.

8entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2017 – FY2020MitigatedFY2024 – FY20252017: 12018: 120182019: 120192020: 120202021: 020212022: 120222023: 120232024: 120242025: 12025
Same theme, other companies
Dependence on Specific Customers for RevenueA theme 92 companies write about · 92 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 22 of 69 companies on the "Worse" side.

21 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 92 companies compared. The sentences above are computed from all 92.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「ローム・アポロ株式会社 ¥1,874 million 21.6 JX金属サーキュラーソリューションズ株式会社 ¥1,086 million 12.5 住商マテリアル株式会社 ¥949 million 10.9 三菱商事RtMジャパン株式会社 ¥732 million 8.4」

    The 4 major customers accounted for a combined 53.4%, down from 58.3% in the previous fiscal year. Meanwhile, ローム・アポロ株式会社 became a new major customer, accounting for 21.6%.
  2. FY2024MitigatedAnnual report

    「住商マテリアル株式会社 ¥1,492 million 18.7 三菱商事RtMジャパン株式会社 ¥1,309 million 16.4 田中貴金属工業株式会社 ¥1,027 million 12.9 JX金属商事株式会社 ¥818 million 10.3」

    The 4 major customers accounted for a combined 58.3%, down from 67.1% in the previous fiscal year. On a full-year basis, revenue concentration among 住商マテリアル株式会社, 三菱商事RtMジャパン株式会社, 田中貴金属工業株式会社 and JX金属商事株式会社 declined.
  3. FY2023WorsenedAnnual report

    「住商マテリアル株式会社 ¥1,872 million 22.6 三菱商事RtMジャパン株式会社 ¥1,438 million 17.4 田中貴金属工業株式会社 ¥1,317 million 15.9 JX金属商事株式会社 ¥927 million 11.2」

    The 4 major customers accounted for 22.6% for 住商マテリアル株式会社, 17.4% for 三菱商事RtMジャパン株式会社, 15.9% for 田中貴金属工業株式会社, and 11.2% for JX金属商事株式会社, for a combined 67.1%. Concentration increased from the 56.7% combined share of the 4 major customers in the previous fiscal year.
  4. FY2022MitigatedAnnual report

    「三菱商事RtMジャパン株式会社 ¥1,598 million 18.6 住商マテリアル株式会社 ¥1,335 million 15.5 JX金属商事株式会社 ¥978 million 11.4 田中貴金属工業株式会社 ¥962 million 11.2」

    Revenue concentration in 三菱商事RtMジャパン株式会社, which accounted for 42.8% in the previous fiscal year, fell to 18.6%, with revenue distributed among multiple companies including 住商マテリアル株式会社, JX金属商事株式会社 and 田中貴金属工業株式会社.
  5. FY2020Concentration among 1 major customerAnnual report

    「三菱商事RtMジャパン株式会社 ¥3,176 million 42.8 住商マテリアル株式会社 — —」

    Among the major customers, 三菱商事RtMジャパン株式会社's share of revenue rose to 42.8%, while 住商マテリアル株式会社 fell below 10% of total sales, making the concentration in 1 customer more pronounced in the disclosure.
  6. FY2019Higher sales concentrationAnnual report

    「三菱商事RtMジャパン株式会社 ¥2,666 million 27.3 住商マテリアル株式会社 ¥2,204 million 22.6」

    Revenue concentration among the 2 major customers increased, with 三菱商事RtMジャパン株式会社 accounting for 27.3%, 住商マテリアル株式会社 for 22.6%, and the 2 companies together for 49.9%.
  7. FY2018RestatedAnnual report

    「住商マテリアル株式会社 ¥1,859 million 21.2 三菱商事RtMジャパン株式会社 ¥1,495 million 17.1」

    Revenue remained concentrated among the 2 major customers, with 住商マテリアル株式会社 accounting for 21.2% and 三菱商事RtMジャパン株式会社 for 17.1% of revenue in the current consolidated fiscal year.
  8. FY2017First statedAnnual report

    「住商マテリアル株式会社 ¥1,829 million 21.8 三菱商事RtMジャパン株式会社 ¥1,642 million 19.6」

    The Company disclosed that, in the current consolidated fiscal year, 住商マテリアル株式会社 accounted for ¥1,829 million, or 21.8%, of revenue, while 三菱商事RtMジャパン株式会社 accounted for ¥1,642 million, or 19.6%.
Moved together

"Renewal of Production Equipment and Strengthening of Production Capacity" moved the same way as this thread, in the same document, in 3 of its 8 moves.

332222★123456
  1. ★This thread
  2. 1Renewal of Production Equipment and Strengthening of Production Capacity3×
  3. 2Balancing Stable Dividends with Investment in the Business Base and Growth through Retained Earnings3×
  4. 3High Levels of Interest-Bearing Debt and Interest Rate Fluctuations2×
  5. 4Recovery of Upfront Investments in New Businesses and Failure to Meet Plans2×
  6. 5Initiatives to increase sales volume of inorganic chemicals and photocatalytic products for exterior walls2×
  7. 6Funding Capital Expenditure and Business Investment Using Operating Cash Flow and Borrowings2×

★ 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.

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Sales Concentration in 2 Major Customers | Asaka Riken Co.,Ltd. (5724) | Komori