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Ainavo Holdings (7539) · RiskMitigated

Purchasing Dependence on LIXIL

First written in FY2017. 4 of 8 entries say "Mitigated", first in FY2021. Latest entry: FY2024.

8entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017WorsenedFY2018 – FY2020MitigatedFY2021 – FY20242017: 12018: 120182019: 120192020: 120202021: 120212022: 120222023: 120232024: 12024
Same theme, other companies
Concentrated dependence on specific suppliersA theme 102 companies write about · 102 as a headwind · 0 as a tailwind

Ainavo Holdings 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. FY2024MitigatedAnnual report

    「On a consolidated basis, 39.3% of the Group's purchases of products and materials for the fiscal year ended September 2024 were sourced from LIXIL Corporation. If transactions with the company were to become impossible for any reason in the future, this could affect the Group's operating results.」

    The proportion of purchases sourced from LIXIL declined from 40.3% in the previous fiscal year to 39.3%, further reducing the Group's dependence. However, LIXIL remained a major supplier.
  2. FY2023MitigatedAnnual report

    「On a consolidated basis, 40.3% of the Group's purchases of products and materials for the fiscal year ended September 2023 were sourced from LIXIL Corporation. If transactions with the company were to become impossible for any reason in the future, this could affect the Group's operating results.」

    The proportion of purchases sourced from LIXIL declined from 42.7% in the previous fiscal year to 40.3%, reducing the Group's dependence. However, LIXIL remained a major supplier.
  3. FY2022MitigatedAnnual report

    「On a consolidated basis, 42.7% of the Group's purchases of products and materials for the fiscal year ended September 2022 were sourced from LIXIL Corporation. If transactions with the company were to become impossible for any reason in the future, this could affect the Group's operating results.」

    The proportion of purchases sourced from LIXIL declined from 45.8% in the previous fiscal year to 42.7%, but LIXIL remained a major source of procurement.
  4. FY2021MitigatedAnnual report

    「On a consolidated basis, 45.8% of the Group's purchases of products and materials for the fiscal year ended September 2021 were sourced from LIXIL Corporation.」

    Dependence on LIXIL for procurement declined from 46.1% in the previous fiscal year to 45.8%, but it still accounted for a significant proportion of purchases.
  5. FY2020WorsenedAnnual report

    「On a consolidated basis, 46.1% of the Group's purchases of products and materials for the fiscal year ended September 2020 were sourced from LIXIL Corporation. If transactions with the company were to become impossible for any reason in the future, this could affect the Group's operating results.」

    Dependence on LIXIL for procurement rose from 45.4% in the previous fiscal year to 46.1%.
  6. FY2019WorsenedAnnual report

    「On a consolidated basis, 45.4% of the Group's purchases of products and materials for the fiscal year ended September 2019 were sourced from LIXIL Corporation. If transactions with the company were to become impossible for any reason in the future, this could affect the Group's operating results.」

    Dependence on LIXIL for procurement rose from 45.0% in the previous fiscal year to 45.4%.
  7. FY2018WorsenedAnnual report

    「On a consolidated basis, 45.0% of the Group's purchases of products and materials for the fiscal year ended September 2018 were sourced from LIXIL Corporation. If transactions with the company were to become impossible for any reason in the future, this could affect the Group's operating results.」

    The proportion of purchases sourced from LIXIL rose from 42.5% in the previous fiscal year to 45.0%.
  8. FY2017First statedAnnual report

    「On a consolidated basis, 42.5% of the Group's purchases of products and materials for the fiscal year ended September 2017 were sourced from LIXIL Corporation. If transactions with the company were to become impossible for any reason in the future, this could affect the Group's operating results.」

    The Group depended on LIXIL for 42.5% of its purchases of products and materials, and identified the potential impact on operating results if transactions became impossible as a risk.
Moved together

"Group Growth and Expansion of Construction Capabilities through M&A" moved the same way as this thread, in the same document, in 4 of its 8 moves.

444433★123456
  1. ★This thread
  2. 1Group Growth and Expansion of Construction Capabilities through M&A4×
  3. 2Expansion of New Product Offerings and Private-Label Products4×
  4. 3Talent Development with a Customer-First Focus4×
  5. 4Developing New Homebuilder Accounts4×
  6. 5Strengthening Orders for Renewal Projects and Renovation Work for Government Facilities3×
  7. 6Expansion of Sales Area3×

★ 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 Ainavo Holdings yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Purchasing Dependence on LIXIL | AINAVO HOLDINGS Co.,Ltd. (7539) | Komori