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Iceco (7698) · RiskUpdate to customer and supplier concentration ratios

Dependence on Specific Customers and Suppliers

First written in FY2021. . Latest entry: FY2026.

8entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2021 – FY20262021: 120212022: 220222023: 220232024: 120242025: 120252026: 12026
Same theme, other companies
Dependence on Specific Business Partners and Procurement SourcesA theme 25 companies write about · 25 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2017: 6 of 14 companies on the "Worse" side.

5 other companies' latest entry also says "Other".

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 25 companies compared. The sentences above are computed from all 25.
Full recordFilings, disclosures and news, newest first
  1. FY2026Update to customer and supplier concentration ratiosAnnual report

    「In our frozen foods business, the percentages of total revenue attributable to ㈱クリエイトエス・ディー and ㈱ドン・キホーテ and its group companies were high at 21.7% and 18.7%, respectively, during the current fiscal year. Among our major suppliers, the percentage of total purchases attributable to ㈱ナックス was also high at 26.5%.」

    The major customer ratios were updated to 21.7% for クリエイトエス・ディー and 18.7% for ドン・キホーテ and its group companies, while the purchase ratio for ナックス, a major supplier, was updated to 26.5%.
  2. FY2025Update to customer concentration ratios and addition of a major customerAnnual report

    「In our frozen foods business, the percentages of total revenue attributable to ㈱クリエイトエス・ディー and ㈱ドン・キホーテ and its group companies were high at 21.6% and 19.3%, respectively, during the current fiscal year. Among our major suppliers, the percentage of total purchases attributable to ㈱ナックス was also high at 39.9%.」

    The major customer ratios were updated to 21.6% for クリエイトエス・ディー and 19.3% for ドン・キホーテ and its group companies, and the major supplier ratio to 39.9% for ナックス. In sales performance, SUGI HOLDINGS Co.,LTD. accounted for 10.5% and was newly listed as a major customer.
  3. FY2024Update to customer and supplier concentration ratiosAnnual report

    「In our frozen foods business, the percentages of total revenue attributable to ㈱クリエイトエス・ディー and ㈱ドン・キホーテ and its group companies were high at 20.6% and 20.4%, respectively, during the current fiscal year. Among our major suppliers, the percentage of total purchases attributable to ㈱ナックス was also high at 40.1%.」

    The major customer ratios were updated to 20.6% and 20.4%, and the major supplier ratio to 40.1%. ㈱コスモス薬品 also accounted for 16.7% of sales.
  4. FY2024-Q2Update to the major shareholder ownership ratioAnnual report

    「Total — 1,336,152 68.80」

    As of 30 September 2023, the aggregate number of shares held by the top 10 shareholders was disclosed as 1,336,152 shares, representing 68.80% of total shares issued.
  5. FY2023Update to customer concentration ratios and addition of a major customerAnnual report

    「The percentages of total revenue attributable to ㈱ドン・キホーテ and its group companies and to ㈱クリエイトエス・ディー were high at 22.7% and 19.3%, respectively, during the current fiscal year. Among our major suppliers, the percentage of total purchases attributable to ㈱ナックス was also high at 35.0%.」

    The major customer ratios were updated to 22.7% and 19.3%, and the major supplier ratio to 35.0%. In sales performance, ㈱コスモス薬品 accounted for 10.6% and was newly listed as a major customer.
  6. FY2023-Q2Update to the major shareholder ownership ratioAnnual report

    「Total — 1,288,257 66.98」

    As of 30 September 2022, the aggregate number of shares held by the top 10 shareholders was disclosed as 1,288,257 shares, representing 66.98% of total shares issued. 株式会社KANコーポレーション held 35.10%.
  7. FY2022Update to customer and supplier concentration ratiosAnnual report

    「The percentages of total revenue attributable to ㈱ドン・キホーテ and its group companies and to ㈱クリエイトエス・ディー were high at 24.2% and 18.9%, respectively, in the fiscal year ended March 2022. Among our major suppliers, the percentage of total purchases attributable to ㈱ナックス was also high at 36.0% in the fiscal year ended March 2022.」

    The major customer ratios were updated from 23.6% to 24.2% and from 20.3% to 18.9%, while the major supplier ratio was updated from 36.7% to 36.0%, with the concentration disclosed again numerically.
  8. FY2021First statedAnnual report

    「The percentages of total revenue attributable to ㈱ドン・キホーテ and its group companies and to ㈱クリエイトエス・ディー were high at 23.6% and 20.3%, respectively, in the fiscal year ended March 2021. Among our major suppliers, the percentage of total purchases attributable to ㈱ナックス was also high at 36.7% in the fiscal year ended March 2021.」

    It quantifies the concentration of sales among 2 major customers and purchases from 1 major supplier.
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Dependence on Specific Customers and Suppliers | Iceco Inc. (7698) | Komori