Komori
Fuso Dentsu (7505) · RiskMitigated

Risk of Procurement Dependence on Fujitsu Limited

First written in FY2016. 4 of 8 entries say "Worsened", first in FY2018. Latest entry: FY2025.

8entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016WorsenedFY2018 – FY20202016: 12017: 020172018: 120182019: 120192020: 120202021: 020212022: 120222023: 120232024: 120242025: 12025
Same theme, other companies
Concentrated dependence on specific suppliersA theme 102 companies write about · 102 as a headwind · 0 as a tailwind

Fuso Dentsu moved to the "Worse" side of this theme in 2018, 4 years before the typical company in this theme (2022).

The whole theme swung hardest in 2020: 20 of 63 companies on the "Worse" side.

19 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 102 companies compared. The sentences above are computed from all 102.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「Transactions with Fujitsu Limited and its group accounted for 8.9% of our net sales and 31.4% of our purchases.」

    Dependence on Fujitsu and its group declined from 9.9% of net sales and 40.0% of purchases in the previous period to 8.9% and 31.4%, respectively.
  2. FY2024ReframedAnnual report

    「We have entered into a partnership agreement with Fujitsu Limited. Transactions with Fujitsu Limited and its group accounted for 9.9% of our net sales and 40.0% of our purchases. Although this business relationship is stable, any disruption for any reason could affect our business performance.」

    The scope of dependence was revised from Fujitsu alone to Fujitsu and its group, with 9.9% of net sales and 40.0% of purchases disclosed. In addition, a new Fujitsu Group sales partner agreement was signed on 3 July 2024.
  3. FY2023WorsenedAnnual report

    「Transactions with Fujitsu Limited and its group accounted for 9.7% of our net sales and 44.5% of our purchases. Although this business relationship is stable, any disruption for any reason could affect our business performance.」

    Disclosed dependence on Fujitsu and its group at 9.7% of net sales and 44.5% of purchases, up from 18.3% of purchases previously on a Fujitsu-only basis.
  4. FY2022MitigatedAnnual report

    「Transactions with Fujitsu Limited accounted for 3.1% of our net sales and 18.3% of our purchases.」

    The share of purchases from Fujitsu fell from 31.3% in the previous period to 18.3%, while the share of net sales changed from 1.9% to 3.1%.
  5. FY2020WorsenedAnnual report

    「We have entered into a partnership agreement with Fujitsu Limited. Transactions with Fujitsu Limited accounted for 1.9% of our net sales and 31.3% of our purchases. Although this business relationship is stable, any disruption for any reason could have a significant impact on our business performance.」

    The share of purchases from Fujitsu rose from 27.8% in the previous period to 31.3%, while the share of net sales was 1.9%.
  6. FY2019WorsenedAnnual report

    「Transactions with Fujitsu accounted for 1.5% of net sales and 27.8% of purchases.」

    The share of purchases from Fujitsu rose from 27.0% previously to 27.8%. The share of net sales was 1.5%.
  7. FY2018WorsenedAnnual report

    「We have entered into a partnership agreement with Fujitsu Limited. Transactions with Fujitsu Limited accounted for 1.8% of our net sales and 27.0% of our purchases.」

    Dependence on Fujitsu increased, with the share of net sales rising from 1.5% to 1.8% and the share of purchases rising from 26.8% to 27.0%.
  8. FY2016First statedAnnual report

    「We have entered into a partnership agreement with Fujitsu Limited. Transactions with Fujitsu Limited accounted for 1.5% of our net sales and 26.8% of our purchases. Although this business relationship is stable, any disruption for any reason could have a significant impact on our business performance.」

    Disclosed that transactions with Fujitsu accounted for 1.5% of net sales and 26.8% of purchases, and identified the potential impact on business performance if transactions were disrupted as a risk.
Moved together

"Use of Cash Flow from Operating Activities Due to an Increase in Trade Receivables" moved the same way as this thread, in the same document, in 5 of its 8 moves.

533332★123456
  1. ★This thread
  2. 1Use of Cash Flow from Operating Activities Due to an Increase in Trade Receivables5×
  3. 2Revenue growth in the office automation equipment segment and strong sales of servers and personal computers3×
  4. 3Concerns over economic slowdowns in China and elsewhere, more cautious ICT investment, and declining public investment3×
  5. 4Improving profitability through a focus on ROE and ensuring financial soundness3×
  6. 5Management Focused on Social Contribution Activities and Environmental Considerations3×
  7. 6Driving order intake in the healthcare business2×

★ 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 Fuso Dentsu yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Procurement Dependence on Fujitsu Limited | FUSO DENTSU CO.,LTD. (7505) | Komori