Dependence on specific business partners
First written in FY2021. 8 of 13 entries say "Restated". Latest entry: 2026-05-28.
Oxide moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).
The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.
23 other companies' latest entry also says "Restated".
- 2026-05-28RestatedManagement Plan
「Sales to 6 specific customers accounted for 66%.」
The company reiterated that 66% of sales were concentrated among 6 specific customers, indicating high dependence and pointing to diversification through expansion into quantum, data centers, back-end processing, and additional regions. - FY2026WorsenedAnnual report
「The Group had more than 300 customers in the fiscal year ended February 2026, but sales to 6 specified customers accounted for 66% of total sales.」
Sales concentration among the 6 specified customers rose from approximately 65% to 66%, indicating a slight deterioration in dependence. The company is addressing this through diversification across quantum and data-center applications, back-end process applications and sales regions. - FY2026-H1RestatedAnnual report
「During the interim consolidated accounting period, there were no new business risks or material changes to the business risks described in the annual securities report for the previous fiscal year.」
The company stated that there had been no new occurrence or material change in its dependence on sales to specific customers. - FY2025MitigatedAnnual report
「The Group had more than 300 customers in the fiscal year ended February 2025, but sales to 6 specified customers accounted for approximately 65% of total sales.」
Sales concentration among the 6 specified customers was approximately 65%, down a further 2 percentage points from the previous fiscal year. The company continues to address this through creating markets for new applications, entering markets and developing new customers. - FY2025-H1RestatedAnnual report
「During the interim consolidated accounting period, there were no new business risks or material changes to the business risks described in the annual securities report for the previous fiscal year.」
The company stated that there had been no new occurrence or material change in its dependence on sales to specific customers. - FY2025-Q1RestatedAnnual report
「During the cumulative first quarter of the fiscal year, there were no new business or other risks, nor any 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 new occurrence or material change in its dependence on sales to specific customers. - FY2024MitigatedAnnual report
「The Group had more than 300 customers in the fiscal year ended February 2024, but sales to 6 specified customers accounted for approximately 70% of total sales. … The proportion of sales attributable to the 6 specified customers in the fiscal year ended February 2024 decreased by 18.0 percentage points from the previous fiscal year.」
Sales concentration among the 6 specified customers declined to approximately 70%, down 18.0 percentage points year on year. - FY2023-Q3RestatedAnnual report
「During the nine months ended September, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the prior fiscal year.」
The company stated that there had been no new occurrence or material change in its dependence on sales to specific customers. - FY2023-Q2RestatedAnnual report
「During the six months ended June, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the prior fiscal year.」
The company stated that there had been no new occurrence or material change in its dependence on sales to specific customers. - FY2023-Q1RestatedAnnual report
「During the three months ended March, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the prior fiscal year.」
The company stated that there had been no new occurrence or material change in its dependence on sales to specific customers. - FY2022WorsenedAnnual report
「The company had more than 120 customers in the fiscal years ended February 2021 and February 2022, but sales to 6 specified customers accounted for more than 80% of total sales. … The proportion of sales attributable to the 6 specified customers in the fiscal year ended February 2022 increased by 1.8 percentage points from the previous fiscal year.」
Sales concentration among the 6 specified customers exceeded 80%, up 1.8 percentage points year on year. - FY2022-Q3RestatedAnnual report
「During the nine months ended September, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the prior fiscal year.」
The company maintains its previous risk assessment regarding dependence on sales to specific customers, stating that there has been no new occurrence or material change. - FY2021First statedAnnual report
「Of these, sales to 6 specified customers accounted for more than 75% and more than 80% in the fiscal years ended February 2020 and February 2021, respectively.」
The company recognizes the concentration of sales among 6 customers as a risk that could lead to an imbalance in performance, and says it will mitigate this through new applications, market entry and new customer development.