Concentration of Sales Among Major Customers
First written in FY2019. 4 of 6 entries say "Worsened", first in FY2020. Latest entry: FY2026.
Lobtex moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).
The whole theme swung hardest in 2025: 32 of 102 companies on the "Worse" side.
29 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「Revenue from transactions with TRUSCO NAKAYAMA CORPORATION and YAMAZEN Co., Ltd., the Group's major distributors, was ¥2,323 million in the fiscal year ending March 2026, accounting for 40.7% of consolidated revenue, indicating a high level of dependence.」
The percentage of sales concentration in the 2 major customers increased from 38.2% in the previous disclosure to 40.7%, further increasing the level of dependence. - FY2025WorsenedAnnual report
「Revenue from transactions with TRUSCO NAKAYAMA CORPORATION and YAMAZEN Co., Ltd., the Group's major distributors, was ¥2,181 million in the fiscal year ended March 2025, accounting for 38.2% of consolidated revenue, indicating a high level of dependence.」
The percentage of sales concentration in the 2 major customers increased from 35.6% in the previous disclosure to 38.2%. The company identifies building a customer base through market-share expansion as a response. - FY2024WorsenedAnnual report
「Revenue from transactions with TRUSCO NAKAYAMA CORPORATION and YAMAZEN Co., Ltd., the Group's major distributors, was ¥2,109 million in the fiscal year ended March 2024, accounting for 35.6% of consolidated revenue, indicating a high level of dependence.」
The percentage of sales concentration in the 2 major customers increased from 32.8% in the previous disclosure to 35.6%, and the high level of dependence continued. - FY2022MitigatedAnnual report
「Revenue from transactions with YAMAZEN Co., Ltd. and TRUSCO NAKAYAMA CORPORATION, the Group's major distributors, was ¥2,002 million in the fiscal year ended March 2022, accounting for 32.8% of consolidated revenue, indicating a high level of dependence.」
Sales concentration in the 2 major customers continued, although the percentage declined from 33.6% in the previous fiscal year to 32.8%. At the same time, the company recognizes that its level of dependence is high. - FY2020WorsenedAnnual report
「YAMAZEN Co., Ltd. 1,074,002 18.9 TRUSCO NAKAYAMA CORPORATION 832,887 14.7」
The major customers' shares of revenue increased from 18.5% to 18.9% for YAMAZEN and from 13.4% to 14.7% for TRUSCO NAKAYAMA compared with the previous fiscal year. - FY2019First statedAnnual report
「YAMAZEN Co., Ltd. 1,130,851 18.5 TRUSCO NAKAYAMA CORPORATION 819,854 13.4」
The company disclosed that sales to its 2 major customers accounted for 18.5% for YAMAZEN and 13.4% for TRUSCO NAKAYAMA of consolidated revenue.