Sales Concentration among Top Customers
First written in FY2016. 4 of 11 entries say "Softened", first in FY2024. Latest entry: FY2026.
W-Scope moved to the "Worse" side of this theme in 2022, 1 year before the typical company in this theme (2023).
The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.
14 other companies' latest entry also says "Softened".
- FY2026SoftenedAnnual report
「A single company accounted for 51.5% of sales in the consolidated fiscal year under review.」
The share of sales attributable to a single company fell from 87.1% in the previous fiscal year to 51.5%, and the disclosure stated that sales were becoming more diversified. However, it continued to acknowledge concentration in a specific company. - 2026-04-10SoftenedBusiness Plan
「Until then, we had no available production capacity to develop new customers because we were responding to forecasts of EV demand for a single customer.」
The company explained the background to its dependence on a single customer and planned to begin transactions with multiple new customers from the fiscal year ending January 2027 onward. - FY2025SoftenedAnnual report
「A single company accounted for 87.1% of sales in the consolidated fiscal year under review.」
The share of sales attributable to a single company fell from 90.5% in the previous fiscal year to 87.1%, indicating a numerical decline in customer concentration. However, it remained at a high level. - FY2024SoftenedAnnual report
「A single company accounted for 90.5% of sales in the consolidated fiscal year under review.」
The share of sales attributable to a single company fell from 94.2% in the previous fiscal year to 90.5%, indicating a numerical decline in customer concentration. However, the disclosure continues to identify concentration in a single company. - FY2022WorsenedAnnual report
「Our Group's sales are concentrated among certain specific companies, with a single company accounting for 94.2% of sales in the consolidated fiscal year under review.」
The Samsung SDI Group accounted for 94.2% of sales, increasing customer concentration from 87.5% in the previous fiscal year. - FY2021WorsenedAnnual report
「A single company accounted for 87.5% of sales in the consolidated fiscal year under review.」
The share of sales attributable to a single company rose from 77.5% in the previous fiscal year to 87.5%, further increasing customer concentration. - FY2020Changed the customer concentration metric to a single-customer basisAnnual report
「Our Group's sales are concentrated among certain specific companies, with a single company accounting for 77.5% of sales in the consolidated fiscal year under review.」
The disclosure changed from the previous presentation based on the top 3 customers and others to a single-customer basis, showing that the Samsung SDI Group accounted for 77.5% of sales. - FY2019Changed the customer concentration metric to the top 3 customersAnnual report
「The top 3 customers accounted for 79.02% of sales in the consolidated fiscal year under review. We expect to continue depending on a limited number of customers for a substantial portion of our sales.」
Changed the customer concentration measure from the top 4 customers to the top 3 customers, and disclosed that the top 3 customers accounted for 79.02% of sales. - FY2018Changed the customer concentration metric to the top 4 customersAnnual report
「The top 4 customers accounted for 82.2% of sales in the consolidated fiscal year under review. We expect to continue depending on a limited number of customers for a substantial portion of our sales.」
Changed the customer concentration disclosure from the top 5 customers in the previous fiscal year to the top 4 customers, and disclosed that the top 4 customers accounted for 82.2% of sales. - FY2017WorsenedAnnual report
「The top 5 customers accounted for 91.3% of sales in the consolidated fiscal year under review. We expect to continue depending on a limited number of customers for a substantial portion of our sales.」
The concentration of sales among the top 5 customers rose from 86.9% in the previous fiscal year to 91.3%, indicating a numerical increase in customer concentration risk. - FY2016First statedAnnual report
「The top 5 customers accounted for 86.9% of sales in the consolidated fiscal year under review. We expect to continue depending on a limited number of customers for a substantial portion of our sales.」
Discloses that the top 5 customers accounted for 86.9% of sales and that a decrease in or discontinuation of purchases by customers could affect business performance and other matters.