Customer concentration in sales to domestic truck manufacturers
First written in FY2016. 2 of 5 entries say "Restated". Latest entry: FY2026.
Tbk moved to the "Worse" side of this theme in 2026, 3 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".
- FY2026WorsenedAnnual report
「ISUZU MOTORS LIMITED 12,003 21.9」
Sales to ISUZU MOTORS LIMITED, the largest customer, accounted for 21.9% of consolidated net sales, up from 19.0% in the previous fiscal year. - FY2021RestatedAnnual report
「In addition to domestic manufacturers of standard trucks (payload capacity of 4 tonnes or more), the number of overseas customers among our Group's principal customers has also been increasing. Changes in these companies' technology development trends or procurement policies, or sudden changes in market or industry conditions, may affect our operating results.」
While noting the increase in overseas customers, the company continues to indicate the risk that changes in the technology development and procurement policies of its principal customers and in market conditions may affect operating results. - FY2019RestatedAnnual report
「In addition to domestic manufacturers of standard trucks (payload capacity of 4 tonnes or more), the number of overseas customers among our Group's principal customers has also been increasing. Changes in these companies' technology development trends or procurement policies, or sudden changes in market or industry conditions, may affect our operating results.」
While noting the increase in overseas customers, the company continues to indicate the risk that changes in the technology and procurement policies of its principal customers and in market conditions may affect operating results. - FY2018MitigatedAnnual report
「In addition to domestic manufacturers of standard trucks (payload capacity of 4 tonnes or more), the number of overseas customers among our Group's principal customers has also been increasing.」
The company states that the number of overseas customers among its principal customers has increased, indicating a move toward partially easing the concentration of sales among domestic truck manufacturers. - FY2016First statedAnnual report
「Our Group's principal customers are domestic manufacturers of standard trucks (payload capacity of 4 tonnes or more). Changes in these companies' technology development trends or procurement policies, or sudden changes in market or industry conditions, may affect our operating results.」
The technology and procurement policies of domestic truck manufacturers, our principal customers, and market conditions are identified as factors that may cause fluctuations in operating results.