Dependence on Specific Business Partners
First written in FY2019. 5 of 8 entries say "Worsened", first in FY2022. Latest entry: 2026-09-30.
Birdman 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.
28 other companies' latest entry also says "Worsened".
- 2026-09-30WorsenedManagement Planning
「2027年6月期は、MS事業において医療分野の特定顧客向けハウスエージェンシー業務（1,320百万円）が連結売上高の約45％を占める計画であり、当該取引先の方針変更等により当社グループの業績に影響を及ぼす可能性があります。」
特定顧客向け業務が2027年6月期の連結売上高の約45％を占める計画として示され、集中度に関するリスクが将来計画上も具体化している。 - FY2026WorsenedAnnual report
「株式会社海帆 ¥137.782 million 46.8% 株式会社FD ¥88.363 million 30.0% 医療法人社団修永会 ¥32.198 million 10.9%」
In the current fiscal year, 株式会社海帆, 株式会社FD, and 医療法人社団修永会 accounted for 46.8%, 30.0%, and 10.9% of total sales, respectively, resulting in 3 major business partners accounting for 10% or more. Concentration in specific business partners is more pronounced quantitatively than in the previous fiscal year. - FY2025WorsenedAnnual report
「株式会社海帆 ¥79.955 million 25.1% 株式会社大日本印刷 ¥48.527 million 15.2%」
In the current fiscal year, 株式会社海帆 and 株式会社大日本印刷 accounted for 25.1% and 15.2% of sales, respectively, resulting in 2 major business partners accounting for 10% or more. Concentration in specific business partners continues to be quantified. - FY2024MitigatedAnnual report
「株式会社ローソンエンタテインメント ¥481.724 million 23.1%」
Sales to 株式会社ローソンエンタテインメント remained above 10%, at 23.1%, while sales to 株式会社ウエス, which accounted for 16.0% in the previous fiscal year, fell below 10% in the current fiscal year, reducing the concentration from 2 customers in the previous fiscal year to 1. - FY2023WorsenedAnnual report
「㈱ローソンエンタテインメント ¥1,063.288 million 23.7% ㈱ウエス ¥717.451 million 16.0%」
There were 2 business partners accounting for 10% or more of total sales, with ローソンエンタテインメント accounting for 23.7% and ウエス for 16.0%, again quantifying customer concentration. - FY2022WorsenedAnnual report
「株式会社アイモット ¥756.786 million 22.5%」
While no customer accounted for 10% or more of total sales in the previous fiscal year, sales to 株式会社アイモット accounted for 22.5% in the current fiscal year, again quantifying concentration in a specific business partner. - FY2021MitigatedAnnual report
「Details of sales by major customer have been omitted because there were no customers whose sales accounted for 10% or more of total sales.」
Although the company recognizes the risk of dependence on specific customers, there were no major customers accounting for 10% or more of total sales in the current fiscal year, indicating a reduction from the previously reported 25.9% customer concentration. - FY2019First statedAnnual report
「Our Group is in a growth phase and tends to become highly dependent on specific business partners when, for example, it wins large engagements or expands the scale of its transactions.」
Sales to 株式会社ローソン were ¥551.883 million, accounting for 25.9% of total sales, quantitatively demonstrating customer concentration.