Komori
Osaki Electric (6644) · RiskWorsened

Sales Dependence on Electric Power Companies and Specific Customers

First written in FY2016. 4 of 6 entries say "Restated". Latest entry: FY2026.

6entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20242016: 120162017: 120172018: 120182019: 120192020: 020202021: 020212022: 020222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies

Osaki Electric moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).

The whole theme swung hardest in 2018: 1 of 6 companies on the "Worse" side.

2 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. FY2026WorsenedAnnual report

    「Kansai Transmission and Distribution, Inc. 19,657 19.5%」

    Sales to Kansai Transmission and Distribution increased from ¥17,133 million, or 17.6%, in the previous fiscal year to ¥19,657 million, or 19.5%, highlighting the concentration risk associated with major customers.
  2. FY2024RestatedAnnual report

    「In addition, because major customers account for more than half of the Group’s sales, demand may fluctuate depending on customers’ business performance, strategies and capital investment plans.」

    Customer concentration risk, with sales to major customers accounting for more than half of consolidated sales, was identified as a demand fluctuation risk.
  3. FY2019RestatedAnnual report

    「The Group’s main customers are major domestic electric power companies and major overseas energy suppliers, which together account for more than half of consolidated sales.」

    Customer concentration among major domestic and overseas electric power companies and energy suppliers is identified as a risk, with these customers continuing to account for more than half of consolidated sales.
  4. FY2018RestatedAnnual report

    「Total sales to electric power companies and their affiliates account for more than half of total sales, and changes in customers’ business conditions or business relationships with them could adversely affect the Group’s business performance and financial position.」

    The company continues to disclose customer concentration risk, with sales to electric power companies and their affiliates accounting for more than half of total sales. Sales to Kansai Electric Power accounted for 24.1% in the current year, while sales to TEPCO Power Grid accounted for 15.6%.
  5. FY2017RestatedAnnual report

    「Total sales to electric power companies and their affiliates account for more than half of total sales. In addition, the FPD-related equipment business is highly dependent on sales to specific customers, so changes in customers’ business conditions or business relationships with them could adversely affect the Group’s business performance and financial position.」

    The company continues to disclose concentration risk, with sales to electric power companies and their affiliates accounting for more than half of total sales and the FPD-related equipment business highly dependent on specific customers.
  6. FY2016First statedAnnual report

    「The proportion of sales to electric power companies and their affiliates is high. In addition, the FPD-related equipment business is highly dependent on sales to specific customers.」

    Kansai Electric Power accounted for 26.9% of sales for the current period, while Tokyo Electric Power accounted for 11.3%.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Osaki Electric's next results are scheduled for 2026-11-05. Read the earnings preview
News
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