Komori
Kokusai (7722) · RiskWorsened

High Overseas Sales and Dependence on Asian Markets

First written in FY2017. 3 of 7 entries say "Worsened", first in FY2024. Latest entry: FY2026.

7entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017MitigatedFY2019 – FY2020WorsenedFY2024 – FY20252017: 120172018: 020182019: 120192020: 120202021: 020212022: 020222023: 020232024: 120242025: 120252026: 22026
Same theme, other companies
High dependence on overseas sales, overseas production, and the Chinese marketA theme 25 companies write about · 23 as a headwind · 0 as a tailwind

Kokusai moved to the "Worse" side of this theme in 2024, 4 years after the typical company in this theme (2020).

The whole theme swung hardest in 2022: 7 of 19 companies on the "Worse" side.

7 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 25 companies compared. The sentences above are computed from all 25.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Overseas sales as a percentage of consolidated sales Fiscal year ended March 2025 Fiscal year ended March 2026 70.7% 71.0%」

    The overseas sales ratio rose from 70.7% in the previous fiscal year to 71.0%, and dependence on overseas markets, particularly Asian markets including China, remained high.
  2. 2026-05-15RestatedResults

    「次期以降も国内はもとより中国、アセアンを中心とするアジア地域、欧州や米国及び南米地域等をターゲットとして従来通り世界的に事業展開してまいります。」

    中国・アセアンを含む海外地域を対象とする事業展開方針が継続している。
  3. FY2025WorsenedAnnual report

    「Overseas sales as a percentage of consolidated sales Fiscal year ended March 2024 Fiscal year ended March 2025 69.5% 70.7%」

    The overseas sales ratio rose from 69.5% in the previous fiscal year to 70.7%, increasing dependence on overseas markets, particularly Asian markets including China.
  4. FY2024WorsenedAnnual report

    「Overseas sales as a percentage of consolidated sales Fiscal year ended March 2023 Fiscal year ended March 2024 58.3% 69.5%」

    The overseas sales ratio rose from 58.3% in the previous fiscal year to 69.5%, increasing dependence on economic conditions and market trends in Asia, including China.
  5. FY2020MitigatedAnnual report

    「Overseas sales as a percentage of consolidated sales Fiscal year ended March 2019 Fiscal year ended March 2020 64.7% 59.4%」

    Although the overseas sales ratio remained high, it declined from 64.7% in the previous consolidated fiscal year to 59.4%.
  6. FY2019MitigatedAnnual report

    「Overseas sales as a percentage of consolidated sales Fiscal year ended March 2018 Fiscal year ended March 2019 69.4% 64.7%」

    Although the overseas sales ratio remained high, it declined from 69.4% in the previous consolidated fiscal year to 64.7%. The risk of dependence on Asian markets, including China, continued to be cited.
  7. FY2017First statedAnnual report

    「Accordingly, the group's future operating performance may be affected by economic conditions and market trends in Asia, particularly China, its main overseas sales destination.」

    The overseas sales ratio was high at 71.5% in the fiscal year ended March 2018, and dependence on economic conditions and market trends in Asia, including China, was identified as a risk.
Moved together

"Robust shipments of large-scale projects to North America" moved the same way as this thread, in the same document, in 3 of its 7 moves.

332222★123456
  1. ★This thread
  2. 1Robust shipments of large-scale projects to North America3×
  3. 2Dependence on tire-related testing machines3×
  4. 3Quarterly Performance: Lower Sales, Lower Profit and Shift into Loss2×
  5. 4China segment: lower revenue and lower profit2×
  6. 5Sluggish Orders for Materials Testing Machines for the Nuclear Industry2×
  7. 6Regulatory and Social Conditions Risks Associated with Overseas Business Expansion2×

★ 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
Kokusai's next results are scheduled for 2026-11-09. Read the earnings preview It last moved in the Results of 2026-05-15: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.