Komori
Taiho Kogyo (6470) · RiskMitigated

Sales Dependence on Toyota Motor Corporation

First written in FY2017. 4 of 5 entries say "Mitigated", first in FY2018. Latest entry: FY2026.

5entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMitigatedFY2018 – FY20262017: 120172018: 120182019: 120192020: 020202021: 020212022: 020222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Dependence on sales to Toyota Motor CorporationA theme 9 companies write about · 10 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 4 of 8 companies on the "Worse" side.

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「The Group has the highest sales dependence on TOYOTA MOTOR CORPORATION, which accounted for 27.2% of total sales in the current period.」

    Sales to TOYOTA MOTOR CORPORATION declined from 28.7% in the previous year to 27.2%, and the disclosure of measures to reduce dependence by expanding sales to overseas automakers continues.
  2. FY2024MitigatedAnnual report

    「The Group has the highest sales dependence on TOYOTA MOTOR CORPORATION, which accounted for 28.7% of total sales in the current period. Accordingly, changes in customer companies’ sales trends or procurement policies, unexpected termination of contracts, and other factors could adversely affect operating results and financial condition. The Group will reduce the risk of dependence on specific customers by expanding sales to overseas automakers, including those in Europe, the United States, and China.」

    Sales to TOYOTA MOTOR CORPORATION declined from 29.1% in the previous year to 28.7%, and also declined from the historical levels of 44.6%, 40.9%, and 37.9%. Expanding sales to overseas automakers is explicitly identified as a risk-reduction measure.
  3. FY2019MitigatedAnnual report

    「The Group has the highest sales dependence on TOYOTA MOTOR CORPORATION, which accounted for 37.9% of total sales in the current period.」

    Sales to TOYOTA MOTOR CORPORATION declined from 40.9% in the previous year to 37.9%. However, it remained the Group’s largest customer, and the potential impact of customer trends and other factors continues to be disclosed.
  4. FY2018MitigatedAnnual report

    「The Group has the highest sales dependence on TOYOTA MOTOR CORPORATION, which accounted for 40.9% of total sales in the current period.」

    Sales to TOYOTA MOTOR CORPORATION declined from 44.6% in the previous year to 40.9%, but the risk disclosure continues to identify it as the Group’s largest customer.
  5. FY2017First statedAnnual report

    「Among these customers, the Group has the highest sales dependence on TOYOTA MOTOR CORPORATION, which accounted for 44.6% of total sales in the current period. Accordingly, changes in customer companies’ sales trends or procurement policies, unexpected termination of contracts, and other factors could adversely affect operating results and financial condition.」

    Sales to TOYOTA MOTOR CORPORATION accounted for 44.6%, and the potential impact of sales trends, changes in procurement policies, and contract terminations is identified as a risk.
Moved together

"Increase in the equity ratio" moved the same way as this thread, in the same document, in 3 of its 5 moves.

333322★123456
  1. ★This thread
  2. 1Increase in the equity ratio3×
  3. 2Continuation of Research and Development Activities3×
  4. 3Engaged Workplace and Every Employee Thriving Project3×
  5. 4Integrated production in China, from bearing materials through processing and coating3×
  6. 5Increase in Common Share Dividends2×
  7. 6Capital Investment for New Product Transition and Production Capacity Expansion2×

★ 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
Taiho Kogyo's next results are scheduled for 2026-10-28. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.