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Kowa (7807) · RiskWorsened

Risk of Dependence on Specific Business Partners

First written in FY2018. 4 of 6 entries say "Worsened", first in FY2019. Latest entry: FY2026.

6entries
9years
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2019MitigatedFY2020WorsenedFY2022 – FY20262018: 120182019: 120192020: 120202021: 020212022: 120222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.

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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Of our group's sales destinations, sales to Panasonic Age-Free Co., Ltd., our principal business partner, accounted for 21.2% in the consolidated fiscal year ended February 2026.」

    The proportion of sales to the major business partner rose from the previously disclosed 16.6% to 21.2%.
  2. FY2024WorsenedAnnual report

    「Of our group's sales destinations, sales to Panasonic Age-Free Co., Ltd., our principal business partner, accounted for 16.6% at the end of the consolidated fiscal year ended February 2024.」

    The proportion of sales to the major business partner rose from the previously disclosed 11.3% to 16.6%. The policy of reducing dependence by developing new business partners continues.
  3. FY2022WorsenedAnnual report

    「Sales to Panasonic Age-Free Co., Ltd., our principal business partner, accounted for 11.3% at the end of the consolidated fiscal year ended February 2022.」

    The proportion of sales to the major business partner rose from 10.5% in the previous fiscal year to 11.3%. The policy of reducing dependence by developing new business partners continues.
  4. FY2020MitigatedAnnual report

    「Sales to Panasonic Age-Free Co., Ltd., our principal business partner, accounted for 10.5% at the end of the consolidated fiscal year ended February 2020. Our group plans to maintain a favorable business relationship with this business partner, while actively developing new business partners to avoid excessive dependence on any specific customer.」

    The proportion of sales to the major business partner declined from 13.9% in the previous fiscal year to 10.5%, and the company also states its policy of reducing dependence by developing new business partners.
  5. FY2019WorsenedAnnual report

    「Of our group's sales destinations, sales to Panasonic Age-Free Co., Ltd., our principal business partner, accounted for 13.9% at the end of the consolidated fiscal year ended February 2019.」

    The proportion of sales to a specific business partner rose from 13.2% in the previous fiscal year to 13.9%.
  6. FY2018First statedAnnual report

    「Sales to Panasonic Age-Free Co., Ltd., our principal business partner, accounted for 13.2% of sales at the end of the consolidated fiscal year ended February 2018.」

    Sales to a major customer are quantified at 13.2%, and the company identifies the impact of changes in the customer's business policies as a risk.
Moved together

"Uncertainty in Emerging Asian Economies and Volatility in Financial and Capital Markets" moved the same way as this thread, in the same document, in 3 of its 6 moves.

333332★123456
  1. ★This thread
  2. 1Uncertainty in Emerging Asian Economies and Volatility in Financial and Capital Markets3×
  3. 2Losses from foreign-exchange fluctuations3×
  4. 3Medium-Term Profit Plan for the Fiscal Years Ending February 2019 through February 20213×
  5. 4Risk of Surging Raw-Material Prices3×
  6. 5Commercialization of Care Robots and Market Launch of Electric-Assist Walking Vehicles3×
  7. 6Creating a Senior-Focused Business through the Medium- to Long-Term Management Plan TacaoF1002×

★ 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.

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Risk of Dependence on Specific Business Partners | KOWA CO.,LTD. (7807) | Komori