Komori
Lts (6560) · RiskMitigated

Dependence on Specific Business Partners

First written in FY2017. 4 of 7 entries say "Mitigated", first in FY2021. Latest entry: 2026-05-20.

7entries
9years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseOtherFY2017 – FY2019MitigatedFY2021 – 2026-05-202018: 120182019: 120192020: 120202021: 020212022: 120222023: 020232024: 020242025: 120252026: 22026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.

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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2024MitigatedAnnual report

    「No customer accounted for 10% or more of revenue from external customers, so no disclosure is provided.」

    FY2023に10%超だったファミリーマートについて、FY2024は10%以上を占める顧客がなく、特定取引先への依存度が低下している。
  2. FY2021MitigatedAnnual report

    「キリンホールディングス株式会社 648,430 8.8」

    最大取引先の販売比率は前期の10.9%から8.8%へ低下し、連結売上高の10%以上を占める相手先はなくなった。特定取引先への依存度が低下している。
  3. FY2019依存先の構成変化Annual report

    「Some customers account for more than 10% of the Group’s total sales, meaning that the Group has a high degree of dependence on specific customers.」

    キリンホールディングス株式会社が10.9%で新たに10%超となる一方、DIC株式会社は9.8%、JR東日本コンサルタンツ株式会社は5.0%となり、依存先の構成が変化した。
  4. FY2018依存先の構成変化Annual report

    「Some customers account for more than 10% of the Group’s total sales, meaning that the Group has a high degree of dependence on specific customers.」

    DIC株式会社の販売比率は19.7%から14.0%に低下した一方、JR東日本コンサルタンツ株式会社が12.4%となり、10%超の取引先が2社となった。
  5. FY2017First statedAnnual report

    「Some customers account for more than 10% of the Group’s total sales, meaning that the Group has a high degree of dependence on specific customers.」

    DIC Corporation accounted for 19.7% of sales. The Group aims to reduce dependence by strengthening sales capabilities and acquiring new customers.
Moved together

"Supporting the Digital Shift through AI, RPA and Data Analytics" moved the same way as this thread, in the same document, in 3 of its 7 moves.

333333★123456
  1. ★This thread
  2. 1Supporting the Digital Shift through AI, RPA and Data Analytics3×
  3. 2Further Expanding the Customer Base3×
  4. 3New Businesses and Revenue Growth in Areas Adjacent to Existing Operations3×
  5. 4Strengthening Market Competitiveness through Investments Including Acquisitions and Capital Participation3×
  6. 5Enhancing Group Governance and Strengthening Collaboration across the Group3×
  7. 6Turning Assign Navi Profitable and Moving into the Growth Phase3×

★ 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 Lts yet. It last moved in the Earnings presentation of 2026-05-20: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Specific Business Partners | LTS,Inc. (6560) | Komori