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KeePer Technical Laboratory (6036) · RiskMitigated

Dependence on SONAX for Products and Outsourced Manufacturing

First written in FY2016. 5 of 9 entries say "Worsened", first in FY2017. Latest entry: FY2026.

9entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2017 – FY2018MitigatedFY2019WorsenedFY2021 – FY2023OtherFY20242016: 12017: 120172018: 120182019: 120192020: 020202021: 120212022: 120222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Reliance on External Partners, Including Licensors, Sales Partners and CROsA theme 100 companies write about · 103 as a headwind · 0 as a tailwind

KeePer Technical Laboratory moved to the "Worse" side of this theme in 2017, 6 years before the typical company in this theme (2023).

The whole theme swung hardest in 2020: 8 of 42 companies on the "Worse" side.

8 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 100 companies compared. The sentences above are computed from all 100.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Purchases of the product accounted for 41.1% of the company's total annual purchases in the fiscal year ending June 2026.」

    Dependence on products manufactured by SONAX edged down from 41.5% in the previous year to 41.1%. The disclosure continues to describe the global exclusive trading agreement effective from May 2024 and the business relationship as good and stable.
  2. FY2024Contract stabilization and additional geopolitical supply riskAnnual report

    「Purchases of the product accounted for 41.5% of the company's total annual purchases in the fiscal year ended June 2024. Global exclusive trading agreement Initially for 10 years from 1 May 2024, thereafter subject to review every 5 years」

    Dependence on products manufactured by SONAX declined from approximately 43% in the previous year to 41.5%, and a global exclusive trading agreement was entered into in May 2024. At the same time, a new specific risk was identified: geopolitical risks in Europe could affect SONAX's product development and manufacturing, leaving contract relationship stability and supply-side risk existing simultaneously.
  3. FY2023WorsenedAnnual report

    「Purchases of the product accounted for approximately 43% of the company's total annual purchases in the fiscal year ended June 2023.」

    The proportion of purchases of products manufactured under contract by SONAX rose from approximately 36% in the previous year to approximately 43%, further increasing the dependence.
  4. FY2022WorsenedAnnual report

    「Purchases of the product accounted for approximately 36% of the company's total annual purchases in the fiscal year ended June 2022.」

    The proportion of purchases of chemical products manufactured under contract by SONAX rose from approximately 32% in the previous disclosure to approximately 36%, further increasing the dependence.
  5. FY2021WorsenedAnnual report

    「Purchases of the product accounted for approximately 32% of the company's total annual purchases in the fiscal year ended June 2021.」

    The proportion of purchases of chemical products manufactured under contract by SONAX rose from approximately 29% in the previous disclosure to approximately 32%.
  6. FY2019MitigatedAnnual report

    「The business relationship with SONAX is currently good and stable, but if it becomes difficult to continue the relationship because of SONAX's business policies, business restructuring or other factors, this could affect the company's results.」

    The proportion of purchases of products manufactured under contract by SONAX declined from approximately 33% in the previous year to approximately 29%, and the business relationship was described as good and stable. Both the quantitative and relationship aspects of the dependence risk showed factors indicating a reduction.
  7. FY2018WorsenedAnnual report

    「Purchases of the product accounted for approximately 33% of the company's total annual purchases in the fiscal year ended June 2018. Sales of the product and service products applied using it accounted for approximately 45% of the company's total annual revenue in the fiscal year ended June 2018.」

    Purchases of products manufactured under contract by SONAX accounted for approximately 33% of total purchases, while related products and services accounted for approximately 45% of revenue, up from approximately 32% and 42%, respectively, in the previous year.
  8. FY2017WorsenedAnnual report

    「Purchases of the product accounted for approximately 32% of the company's total annual purchases in the fiscal year ended June 2017. Sales of the product and service products applied using it accounted for approximately 42% of the company's total annual revenue in the fiscal year ended June 2017.」

    Dependence on purchases of products manufactured under contract by SONAX rose from approximately 29% in the previous year to approximately 32%. Related products and services accounted for approximately 42% of revenue.
  9. FY2016First statedAnnual report

    「Purchases of the product accounted for approximately 29% of the company's total annual purchases in the fiscal year ended June 2016. Sales of the product and service products applied using it accounted for approximately 42% of the company's total annual revenue in the fiscal year ended June 2016.」

    The company quantifies its dependence on purchases of products manufactured under contract by SONAX and related sales, identifying the possibility that it could become difficult to continue the business relationship as a risk.
Moved together

"Expanding Brand Awareness through Television Commercials, Race Sponsorships and the Web" moved the same way as this thread, in the same document, in 4 of its 9 moves.

443333★123456
  1. ★This thread
  2. 1Expanding Brand Awareness through Television Commercials, Race Sponsorships and the Web4×
  3. 2Foreign Exchange Fluctuation Risk Associated with Import Purchases4×
  4. 3Acceleration of New KeePer LABO Store Openings3×
  5. 4Sales dependence on the gas station industry3×
  6. 5Increase in costs accompanying an accelerated pace of new store openings3×
  7. 6Delays in completing new stores due to construction contractors’ circumstances3×

★ 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.

When this could move next
No upcoming earnings preview for KeePer Technical Laboratory yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on SONAX for Products and Outsourced Manufacturing | KeePer Technical Laboratory Co.,Ltd. (6036) | Komori