Komori
Elecom (6750) · RiskWorsened

Risk of Deterioration in Contracts and Transaction Terms with Major Customers

First written in FY2016. 13 of 22 entries say "Restated". Latest entry: FY2026.

22entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q1 – FY2022-Q1MitigatedFY2022 – FY20232016: 320162017: 220172018: 320182019: 320192020: 420202021: 220212022: 120222023: 120232024: 020242025: 220252026: 12026
Same theme, other companies
Dependence on Specific Customers for RevenueA theme 91 companies write about · 91 as a headwind · 0 as a tailwind

Elecom moved to the "Worse" side of this theme in 2025, 2 years after the typical company in this theme (2023).

The whole theme swung hardest in 2025: 22 of 68 companies on the "Worse" side.

16 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.
Showing 14 of the 91 companies compared. The sentences above are computed from all 91.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Amazon Japan G.K. 15,119 11.4」

    Amazon Japan's sales ratio rose from 10.9% in the previous fiscal year to 11.4%, making it a major customer accounting for more than 10%.
  2. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes in risks related to dependence on major customers and contractual terms.
  3. FY2025WorsenedAnnual report

    「Amazon Japan G.K. 12,882 10.9」

    There were no major customers accounting for 10% or more of net sales in the previous fiscal year, but in FY2025, Amazon Japan's sales amounted to ¥12,882 million, representing 10.9% of total sales.
  4. FY2023MitigatedAnnual report

    「For the current consolidated fiscal year, disclosure has been omitted because there were no customers accounting for 10% or more of net sales in the consolidated statement of income.」

    Yamada Denki's sales, which accounted for 12.4% in the previous fiscal year, did not qualify as a major customer accounting for 10% or more in the current fiscal year, reducing sales concentration.
  5. FY2022MitigatedAnnual report

    「Yamada Denki Co., Ltd. 13,259 12.4」

    Yamada Denki's sales ratio declined from 12.7% in the previous fiscal year to 12.4%, further reducing sales concentration among major customers.
  6. FY2022-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    States that there have been no new occurrences or material changes in risks related to dependence on major customers and contractual terms.
  7. FY2021-Q3RestatedAnnual report

    「During the first 3 quarters of the current consolidated fiscal year, there were no new business or other risks, nor any significant changes to the risks or other matters described in the securities report for the previous fiscal year.」

    States that there have been no new occurrences or material changes in risks related to dependence on major customers and contractual terms.
  8. FY2021-Q2RestatedAnnual report

    「During the six-month period ended the second quarter of the current consolidated fiscal year, there were no new business risks or material changes to the business risks described in the previous fiscal year's Annual Securities Report.」

    States that there have been no new occurrences or material changes in risks related to dependence on major customers and contractual terms.
  9. FY2021-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    States that there have been no new occurrences or material changes in risks related to dependence on major customers and contractual terms.
  10. FY2020WorsenedAnnual report

    「Yamada Denki Co., Ltd. 13,385 13.3」

    Yamada Denki's sales ratio rose from 12.8% in the previous fiscal year to 13.3%, increasing sales concentration among major customers.
  11. FY2020-Q3RestatedAnnual report

    「During the first 3 quarters of the current consolidated fiscal year, there were no new business or other risks, nor any significant changes to the risks or other matters described in the securities report for the previous fiscal year.」

    States that there have been no new occurrences or material changes in risks related to dependence on major customers and contractual terms.
  12. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    States that there have been no new occurrences or material changes in risks related to dependence on major customers and contractual terms.
  13. FY2019MitigatedAnnual report

    「Yamada Denki Co., Ltd. 12,748,357 12.8」

    Yamada Denki's sales ratio declined from 13.2% in the previous fiscal year to 12.8%, further reducing sales concentration among major customers.
  14. FY2019-Q3RestatedAnnual report

    「During the first 3 quarters of the current consolidated fiscal year, there were no new business or other risks, nor any significant changes to the risks or other matters described in the securities report for the previous fiscal year.」

    States that there have been no new occurrences or material changes in risks related to dependence on major customers and contractual terms.
  15. FY2019-Q2RestatedAnnual report

    「During the six-month period ended the second quarter of the current consolidated fiscal year, there were no new business risks or material changes to the business risks described in the previous fiscal year's Annual Securities Report.」

    States that there have been no new occurrences or material changes in risks related to dependence on major customers and contractual terms.
  16. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    States that there have been no new occurrences or material changes in risks related to dependence on major customers and contractual terms.
  17. FY2018MitigatedAnnual report

    「Yamada Denki Co., Ltd. 13,776,828 16.8 12,374,065 13.2」

    The proportion of sales to major business partner Yamada Denki decreased from 16.8% in the previous fiscal year to 13.2%.
  18. FY2017MitigatedAnnual report

    「Yamada Denki Co., Ltd. 13,776,828 16.8」

    Sales to major business partner Yamada Denki decreased from 17.8% of total sales in the previous fiscal year to 16.8%.
  19. FY2017-Q3RestatedAnnual report

    「During the first nine months of the fiscal year, there were no new business risks and no material changes to the business risks described in the previous fiscal year's securities report.」

    It explicitly states that there have been no material changes to the risks related to dependence on major business partners and contractual terms.
  20. FY2017-Q2RestatedAnnual report

    「During the six-month period ended the second quarter of the current consolidated fiscal year, there were no new business risks or material changes to the business risks described in the previous fiscal year's Annual Securities Report.」

    It explicitly states that there have been no material changes to the risks related to dependence on major business partners and contractual terms.
  21. FY2017-Q1RestatedAnnual report

    「During the cumulative consolidated period for the first quarter, no new business or other risks arose. There were also no significant changes to the business and other risks described in the securities report for the previous fiscal year.」

    It explicitly states that there have been no material changes to the existing risks related to dependence on major business partners and contractual terms.
  22. FY2016First statedAnnual report

    「Yamada Denki Co., Ltd.」

    Sales to this customer amounted to ¥14,438,663 thousand in the current consolidated fiscal year, representing 17.8% of total sales. The termination of contracts with major business partners and deterioration in trading terms are identified as risks.
Moved together

"Lifestyle Innovation and Development of Products with Strong Design Appeal" moved the same way as this thread, in the same document, in 5 of its 22 moves.

544443★123456
  1. ★This thread
  2. 1Lifestyle Innovation and Development of Products with Strong Design Appeal5×
  3. 2Revenue and profit reach new record highs4×
  4. 3Expansion of Business Scale through M&A and Capital and Business Alliances4×
  5. 4Investment in Logistics Equipment and Core Systems4×
  6. 5Capital Policy Through Share Repurchases and Cancellations4×
  7. 6Improving Profit Margins3×

★ 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 Elecom yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Deterioration in Contracts and Transaction Terms with Major Customers | ELECOM CO.,LTD. (6750) | Komori