Seed (7743) · RiskThe composition of major customers changed, but concentration continued
Risk of Sales Concentration Among Certain Customers and Policy Changes by Major Customers
First written in FY2022. 2 of 4 entries say "Worsened", first in FY2023. Latest entry: FY2026.
4entries
5years
0from disclosures
How it moved
Same theme, other companies
Dependence on specific business partnersA theme 36 companies write about · 38 as a headwind · 0 as a tailwind
Seed moved to the "Worse" side of this theme in 2023, 3 years after the typical company in this theme (2020).
The whole theme swung hardest in 2025: 12 of 25 companies on the "Worse" side.
6 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 36 companies compared. The sentences above are computed from all 36.Full recordFilings, disclosures and news, newest first
- FY2026The composition of major customers changed, but concentration continuedAnnual report
「HOYA Corporation 5,028,568 14.8 株式会社パレンテ 4,528,110 13.3 株式会社アド 3,479,104 10.3」
The three major customers accounted for HOYA 14.8%, 株式会社パレンテ 13.3% and 株式会社アド 10.3% of sales. 株式会社パレンテ's share increased, while sales concentration in major customers continued. - FY2025WorsenedAnnual report
「HOYA Corporation 5,201,960 15.7 株式会社アド 3,812,066 11.5 株式会社パレンテ 3,600,098 10.8」
The major customers' shares of sales were HOYA 15.7%, 株式会社アド 11.5% and 株式会社パレンテ 10.8%, quantifying the continued concentration of sales in specific business partners. - FY2023WorsenedAnnual report
「株式会社パレンテ ¥4,345.793 million 14.2 HOYA Corporation ¥3,776.403 million 12.3」
The two major customers accounted for 14.2% and 12.3% of sales, respectively, up from 11.8% and 10.1% in the previous fiscal year. Sales concentration in specific business partners has increased quantitatively. - FY2022First statedAnnual report
「・Concentration of transactions in specific business partners ・Abrupt policy changes by major business partners」
The company newly identified concentration of transactions in specific business partners and policy changes by major business partners as demand-trend risks, and cited diversifying business partners and securing long-term commitments as countermeasures.