Risk of dependence on sales to specific customers
First written in FY2020. 4 of 7 entries say "Worsened", first in FY2021. Latest entry: FY2026.
Ebrains moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2025: 11 of 24 companies on the "Worse" side.
5 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Sales to AVAL DATA CORPORATION accounted for 18.6% of the Group's sales in the consolidated fiscal year.」
The percentage of sales to the specific customer fell from 22.7% in the previous fiscal year to 18.6%, reducing sales dependence numerically. Sales to the customer amounted to ¥742.790 million. - FY2025WorsenedAnnual report
「Sales to AVAL DATA CORPORATION accounted for 22.7% of the Group's sales in the consolidated fiscal year.」
The percentage of sales to the specific customer rose from 21.1% in the previous fiscal year to 22.7%, increasing sales dependence numerically. - FY2024MitigatedAnnual report
「Sales to AVAL DATA CORPORATION accounted for 21.1%.」
The percentage of sales to the specific customer fell from 24.6% in the previous fiscal year to 21.1%, reducing the numerical degree of sales dependence. Sales to the customer amounted to ¥839.727 million. - FY2023WorsenedAnnual report
「Sales to AVAL DATA CORPORATION accounted for 24.6% of the Group's sales in the consolidated fiscal year.」
The percentage of sales to the specific customer rose from 22.0% in the previous fiscal year to 24.6%, further increasing sales dependence. Sales to the customer amounted to ¥1,047.345 million. - FY2022WorsenedAnnual report
「Sales to AVAL DATA CORPORATION accounted for 22.0% of the Group's sales in the consolidated fiscal year.」
The percentage of sales to the specific customer rose from 17.9% in the previous fiscal year to 22.0%, further increasing sales dependence. Sales amounted to ¥864.546 million. - FY2021WorsenedAnnual report
「Sales to AVAL DATA CORPORATION accounted for 17.9% of the Group's sales in the consolidated fiscal year.」
The percentage of sales to the specific customer rose from 15.6% in the previous fiscal year to 17.9%, increasing the numerical degree of sales dependence. The Company also describes its favorable relationship with the customer and the possibility of continuing transactions. - FY2020First statedAnnual report
「Sales to AVAL DATA CORPORATION accounted for 15.6% of the Group's sales in the consolidated fiscal year.」
Sales to the company were ¥497.339 million. Risks include lower orders and higher inventories resulting from conditions at end customers in the semiconductor industry.