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Micreed (7687) · RiskWorsened

Dependence on procurement from 国分グループ本社

First written in FY2020. 4 of 6 entries say "Worsened", first in FY2022. Latest entry: FY2026.

6entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020MitigatedFY2021WorsenedFY2022 – FY20262020: 120202021: 120212022: 120222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Concentrated dependence on specific suppliersA theme 102 companies write about · 102 as a headwind · 0 as a tailwind

Micreed moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).

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

15 other companies' latest entry also says "Worsened".

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. FY2026WorsenedAnnual report

    「Procurement from 国分グループ本社株式会社, which is also a major shareholder, accounted for 45.4% of total procurement value in the fiscal year ended March 2026.」

    Dependence on 国分グループ本社株式会社 for procurement increased from 44.2% in the previous fiscal year to 45.4%. Measures including price negotiations, competitive quotations, alternative products, and changing suppliers continue.
  2. FY2025WorsenedAnnual report

    「Procurement from 国分グループ本社株式会社, which is also a major shareholder, accounted for 44.2% of total procurement value in the fiscal year ended March 2025.」

    Dependence on 国分グループ本社株式会社 for procurement increased from 43.4% in the previous fiscal year to 44.2%. Measures including competitive quotations, price negotiations, alternative products, and changing suppliers continue.
  3. FY2024WorsenedAnnual report

    「Procurement from 国分グループ本社株式会社, which is also a major shareholder, accounted for 43.4% of total procurement value in the fiscal year ended March 2024.」

    Dependence on 国分グループ本社株式会社 for procurement increased from 42.2% in the previous fiscal year to 43.4%. Measures including competitive quotations, price negotiations, alternative products, and changing suppliers continue.
  4. FY2022WorsenedAnnual report

    「Procurement from 国分グループ本社株式会社, which is also a major shareholder, accounted for 42.3% of total procurement value in the fiscal year ended March 2022.」

    Dependence on 国分グループ本社株式会社 for procurement increased from 40.4% in the previous fiscal year to 42.3%. Measures including competitive quotations and the use of alternative products and suppliers continue.
  5. FY2021MitigatedAnnual report

    「Procurement from 国分グループ本社株式会社, which is also a major shareholder, accounted for 40.4% of total procurement value in the fiscal year ended March 2021.」

    Dependence on 国分グループ本社株式会社 for procurement declined from 42.9% to 40.4%. Dependence on a major supplier nevertheless remained, and the disclosure describes measures including competitive quotations and changing suppliers.
  6. FY2020First statedAnnual report

    「Procurement from 国分グループ本社株式会社, which is also a major shareholder, accounted for 42.9% of total procurement value in the fiscal year ended March 2020.」

    Although the disclosure describes measures including changing suppliers and obtaining competitive quotations, the Company depended on 国分グループ本社株式会社 for 42.9% of total procurement value in the fiscal year ended March 2020.
Moved together

"Share-Value Dilution from the Exercise of Stock Acquisition Rights" moved the same way as this thread, in the same document, in 3 of its 6 moves.

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Dependence on procurement from 国分グループ本社 | MICREED Co.,Ltd. (7687) | Komori