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Shibaura Mechatronics (6590) · RiskWorsened

Overseas Sales Risk Concentrated in Taiwan, South Korea and China

First written in FY2016. 5 of 8 entries say "Worsened", first in FY2018. Latest entry: 2026-08-06.

8entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016MitigatedFY2019 – FY20202016: 120162017: 020172018: 120182019: 120192020: 120202021: 020212022: 020222023: 020232024: 020242025: 020252026: 42026
Same theme, other companies
Risk of geographic concentration of overseas sales and operating profitA theme 8 companies write about · 8 as a headwind · 0 as a tailwind

Shibaura Mechatronics moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

0 other companies' latest entry also says "Worsened".

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. 2026-08-06WorsenedFinancial Results Presentation

    「Overseas: 79% (Taiwan 51%, China 22%)」

    The overseas revenue ratio was approximately 79%, indicating that sales concentration in Taiwan and China remained high.
  2. FY2026WorsenedAnnual report

    「Overseas sales account for approximately 76% of the Group's sales. Although the majority is concentrated in Taiwan and China, the shares of Europe and the United States and Southeast Asia are also increasing.」

    The overseas sales ratio rose to approximately 76%, indicating concentration in Taiwan and China, while the shares of Europe and the United States and Southeast Asia are also increasing. The Group's overseas sales exposure has expanded.
  3. FY2020MitigatedAnnual report

    「Overseas sales account for approximately 63% of the Group's sales, with the majority concentrated in China, Taiwan and South Korea.」

    The overseas sales ratio declined from the previous approximately 65% to approximately 63%. Meanwhile, the concentration in China, Taiwan and South Korea and overseas sales risks related to politics, legislation, foreign exchange and infectious diseases continue to be disclosed.
  4. FY2019MitigatedAnnual report

    「Overseas sales account for approximately 65% of the Group's sales, with the majority concentrated in China, Taiwan and South Korea.」

    The overseas sales ratio declined from the previously reported approximately 67% to approximately 65%. Meanwhile, the concentration in China, Taiwan and South Korea continues to be disclosed.
  5. FY2018WorsenedAnnual report

    「Overseas sales account for approximately 67% of the Group's sales, with the majority concentrated in China, Taiwan and South Korea.」

    The overseas sales ratio rose from approximately 56% to approximately 67%, while the continuing concentration in China, Taiwan and South Korea was noted.
  6. FY2016First statedAnnual report

    「Overseas sales account for approximately 56% of the Group's sales, with the majority concentrated in Taiwan, South Korea and China.」

    The concentration of sales in Taiwan, South Korea and China, together with an overseas sales ratio of approximately 56%, is disclosed as a risk.
Moved together

"Business Expansion in Growth Areas, Strengthening Product Capabilities, and Securing Profits from High-Market-Share Products" moved the same way as this thread, in the same document, in 3 of its 8 moves.

33322★12345
  1. ★This thread
  2. 1Business Expansion in Growth Areas, Strengthening Product Capabilities, and Securing Profits from High-Market-Share Products3×
  3. 2Plan variance due to market and technological changes, development investment, and development delays3×
  4. 3Concentration of Revenue Among Specific Customers3×
  5. 4Cost Reduction, Standardization and Lead-Time Reduction2×
  6. 5Profit decline in the Distribution Equipment Systems Division due to failure to secure large, high-margin projects2×

★ 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
Shibaura Mechatronics's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Financial Results Presentation of 2026-08-06: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Overseas Sales Risk Concentrated in Taiwan, South Korea and China | SHIBAURA MECHATRONICS CORPORATION (6590) | Komori