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Willtec (7087) · RiskMitigated

Customer concentration in electronic components, electrical equipment, and information and communications equipment

First written in FY2021. 4 of 5 entries say "Mitigated", first in FY2022. Latest entry: FY2025.

5entries
5years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2021MitigatedFY2022 – FY20252021: 120212022: 120222023: 120232024: 120242025: 12025
Same theme, other companies
Dependence on capital expenditure trends in the electronics and biological sectorsA theme 22 companies write about · 20 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2018: 8 of 19 companies on the "Worse" side.

2 other companies' latest entry also says "Mitigated".

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 22 companies compared. The sentences above are computed from all 22.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「Our group's customers are primarily manufacturers of electronic components, electrical equipment and information and communications equipment, which account for approximately 20% of consolidated net sales.」

    Sales remain concentrated in the main customer industries, although their share declined from approximately 29% in the previous period to approximately 20%.
  2. FY2024MitigatedAnnual report

    「Our group's customers are primarily manufacturers of electronic components, electrical equipment and information and communications equipment, which account for approximately 29% of consolidated net sales.」

    Sales remain concentrated in specific customer industries, but their share declined from approximately 40% in the previous period to approximately 29%.
  3. FY2023MitigatedAnnual report

    「Our group's customers are primarily manufacturers of electronic components, electrical equipment and information and communications equipment, which account for approximately 40% of consolidated net sales.」

    Sales remain concentrated in the main customer industries, although their share declined from approximately 42% previously to approximately 40%.
  4. FY2022MitigatedAnnual report

    「Our group's customers are primarily manufacturers of electronic components, electrical equipment and information and communications equipment, which account for approximately 42% of consolidated net sales.」

    Sales remain concentrated in the main customer industries, but their share declined from approximately 63% in the previous disclosure to approximately 42%.
  5. FY2021First statedAnnual report

    「Our group's customers are primarily manufacturers of electronic components, electrical equipment and information and communications equipment, which account for approximately 63% of consolidated net sales. At present, sales are concentrated in specific industries.」

    The company discloses the risk of sharp changes in sales during a market downturn, given that the main customer industries account for approximately 63% of consolidated net sales.
Moved together

"Securing New EMS Projects and Strengthening Electronic Component Sales" moved the same way as this thread, in the same document, in 3 of its 5 moves.

333222★123456
  1. ★This thread
  2. 1Securing New EMS Projects and Strengthening Electronic Component Sales3×
  3. 2Lower Revenue and Profit Due to Market Downturn in the EMS Business3×
  4. 3Issuance of New Shares and Capital Increase through Exercise of Stock Acquisition Rights3×
  5. 4Focus on Net Sales, Ordinary Profit, and Ordinary Profit Margin on Net Sales2×
  6. 5Expanding Customer Industries by Developing New Customers and Untapped Regions2×
  7. 6Decline in Consolidated Net Sales and Profit2×

★ 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 Willtec yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Customer concentration in electronic components, electrical equipment, and information and communications equipment | WILLTEC Co.,Ltd. (7087) | Komori