Dependence on Specific Customers, Including Interior Manufacturers
First written in FY2022-Q1. 1 of 4 entries say "Materialised", first in FY2024-Q2. Latest entry: FY2024.
The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.
- FY2024RestatedAnnual report
「We understand that approximately half or more of the revenue of the materials business in the reportable segment is ultimately supplied to interior manufacturers.」
Continues to identify the dependence risk arising from the structure in which approximately half or more of materials business revenue is supplied to interior manufacturers and the absence of long-term supply contracts. - FY2024-Q3MitigatedAnnual report
「Although orders temporarily declined due to a fire at a major customer's plant, the plant resumed operations from the third quarter of the current consolidated fiscal year and orders have recovered.」
States that, following a decline in orders caused by a fire at a major customer's plant, the plant resumed operations from the third quarter of the current consolidated fiscal year and orders recovered. - FY2024-Q2MaterialisedAnnual report
「Although orders temporarily declined due to a fire at a major customer's plant, we expect orders in the second half to increase by an amount that reflects the decline.」
States that the risk of dependence on a specific major customer materialized in the form of a temporary decline in orders caused by a fire at the customer's plant. - FY2022-Q1First statedAnnual report
「We understand that approximately half or more of the revenue of the recycled resin manufacturing and sales business in the reportable segment is ultimately supplied to interior manufacturers.」
Identifies as risks the structure in which approximately half or more of revenue is ultimately supplied to interior manufacturers and the absence of long-term supply contracts.