Komori
Mani (7730) · RiskWorsened

Concentration of Trade Receivables Among Certain Large Customers

First written in FY2017. 4 of 7 entries say "Mitigated", first in FY2019. Latest entry: FY2025.

7entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2019 – FY20242017: 12018: 120182019: 120192020: 120202021: 020212022: 020222023: 120232024: 120242025: 12025
Same theme, other companies
Concentration of sales receivables and credit risk among a small number of business partnersA theme 164 companies write about · 164 as a headwind · 0 as a tailwind

Mani moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).

The whole theme swung hardest in 2017: 10 of 65 companies on the "Worse" side.

49 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 164 companies compared. The sentences above are computed from all 164.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「As of the consolidated fiscal year-end, 23% of trade receivables were due from specific major customers.」

    The company disclosed a 23% concentration of trade receivables among specific major customers, up from 12.2% in the previous disclosure.
  2. FY2024MitigatedAnnual report

    「As of the consolidated fiscal year-end, 12.2% of trade receivables were due from specific major customers.」

    The concentration of trade receivables among specific major customers declined from 13.4% in the previous disclosure to 12.2%.
  3. FY2023MitigatedAnnual report

    「As of the consolidated fiscal year-end, 13.4% of trade receivables were due from specific major customers.」

    The concentration of trade receivables among specific major customers declined from 22.1% in the previous disclosure to 13.4%.
  4. FY2020MitigatedAnnual report

    「As of the consolidated fiscal year-end, 22.1% of trade receivables were due from specific major customers.」

    The concentration of trade receivables among specific major customers declined from 25.7% in the previous fiscal year to 22.1%.
  5. FY2019MitigatedAnnual report

    「As of the consolidated fiscal year-end, 25.7% of trade receivables were due from specific major customers.」

    The concentration of trade receivables among specific major customers declined from 27.8% in the previous fiscal year to 25.7%.
  6. FY2018WorsenedAnnual report

    「As of the consolidated fiscal year-end, 27.8% of trade receivables were due from specific major customers.」

    The concentration of trade receivables among specific major customers increased from 25.9% to 27.8%.
  7. FY2017First statedAnnual report

    「As of the consolidated fiscal year-end, 25.9% of trade receivables were due from specific major customers.」

    The company discloses for the first time the credit-risk data point that 25.9% of trade receivables are concentrated among specific major customers.
Moved together

"Developing and Launching New Products for Advanced Markets" moved the same way as this thread, in the same document, in 4 of its 7 moves.

433333★123456
  1. ★This thread
  2. 1Developing and Launching New Products for Advanced Markets4×
  3. 2Local Marketing and Sales Network Development Focused on China and Vietnam3×
  4. 3Globalization of operations, production and development and transformation of the business model under the Medium-Term Management Plan3×
  5. 4R&D of Core Medical and Dental Products and Foundational Technologies3×
  6. 5Performance-Linked Compensation and Performance Unit Plan3×
  7. 6Physician- and Dentist-Focused Marketing and the Commercialization of Knowledge and Information3×

★ 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
Mani's next results are scheduled for 2026-10-15. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.