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TAKEDA iP HOLDINGS (7875) · RiskRestated

Decline in sales resulting from a major customer's change in business model

First written in FY2017-Q1. 8 of 10 entries say "Restated". Latest entry: FY2023.

10entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseReframedFY2017RestatedFY2018 – FY20232016: 220162017: 220172018: 120182019: 120192020: 120202021: 120212022: 120222023: 12023
Same theme, other companies
Revenue Dependence on Specific CustomersA theme 173 companies write about · 176 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2023: 35 of 119 companies on the "Worse" side.

18 other companies' latest entry also says "Restated".

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 173 companies compared. The sentences above are computed from all 173.
Full recordFilings, disclosures and news, newest first
  1. FY2023RestatedAnnual report

    「As its core business, the printing business has customers across a wide range of industries and business sectors, and new customer development is likewise not limited by industry or business sector. In addition, digital marketing has made it possible to obtain business opportunities with customers in remote areas where the Group has no operating base.」

    While recognising the risk of fluctuations caused by trends in major customers' industries and changes in their transaction policies, the company continues its policy of reducing dependence through its broad customer base and new customer development using digital marketing.
  2. FY2022RestatedAnnual report

    「Our Group has several major customers on which it is highly dependent. While continuing business relationships are a strength of our Group, transaction amounts may fluctuate significantly due to the performance of the industries in which these major customers operate, changes in their business models or transaction policies, corporate integrations and other factors.」

    While viewing dependence on major customers as a strength, the company continues to report the risk of transaction amounts fluctuating due to conditions in customers' industries, changes in business models or transaction policies, and corporate integrations.
  3. FY2021RestatedAnnual report

    「Our Group has several major customers on which it is highly dependent. While continuing business relationships are a strength of our Group, transaction amounts may fluctuate significantly due to the performance of the industries in which these major customers operate, changes in their business models or transaction policies, corporate integrations and other factors.」

    The company continues to report dependence on major customers and the risk of transaction amounts fluctuating due to conditions in customers' industries, changes in business models or transaction policies, and corporate integrations.
  4. FY2020RestatedAnnual report

    「Our Group has several major customers on which it is highly dependent. While continuing business relationships are a strength of our Group, transaction amounts may fluctuate significantly due to the performance of the industries in which these major customers operate, changes in their business models or transaction policies, corporate integrations and other factors.」

    The company continues to report dependence on major customers and the risk of transaction amounts fluctuating due to conditions in customers' industries, changes in business models or transaction policies, and corporate integrations.
  5. FY2019RestatedAnnual report

    「Our Group has several major customers on which it is highly dependent. While continuing business relationships are a strength of our Group, transaction amounts may fluctuate significantly due to the performance of the industries in which these major customers operate, changes in their business models or transaction policies, corporate integrations and other factors.」

    While viewing dependence on major customers as a strength, the company continues to report the risk of transaction amounts fluctuating due to conditions in customers' industries, changes in business models or transaction policies, and corporate integrations.
  6. FY2018RestatedAnnual report

    「Our Group has several major customers on which it is highly dependent. While continuing business relationships are a strength of our Group, transaction amounts may fluctuate significantly due to the performance of the industries in which these major customers operate, changes in their business models or transaction policies, corporate integrations and other factors.」

    While identifying ongoing business with major customers as a strength, the company continues to report the risk of transaction amounts fluctuating due to conditions in customers' industries, changes in business models or transaction policies, and corporate integrations.
  7. FY2017ReframedAnnual report

    「We were significantly affected by the decline in sales resulting from a major customer's change in business model. In addition, our Group has several major customers on which it is highly dependent. While continuing business relationships are a strength of our Group, transaction volumes may fluctuate significantly in the future due to changes in those major customers' business models or transaction policies, transfers of operations overseas, corporate integrations and other factors.」

    In addition to the already-occurring decline in sales resulting from a major customer's change in business model, the company now identifies changes in major customers' transaction policies, transfers of operations overseas and corporate integrations as risk factors.
  8. FY2017-Q3RestatedAnnual report

    「In the semiconductor-related mask business, we worked to develop new customers and strengthen overseas operations. However, we were significantly affected by the decline in sales resulting from a major customer's change in business model.」

    The company continues to report that the decline in sales resulting from a major customer's change in business model remains a significant factor.
  9. FY2017-Q2RestatedAnnual report

    「In the semiconductor-related mask business, we worked to develop new customers and strengthen overseas operations. However, we were significantly affected by the decline in sales resulting from a major customer's change in business model.」

    The company continues to report that the decline in sales resulting from a major customer's change in business model remains a significant factor.
  10. FY2017-Q1First statedAnnual report

    「The substantial decline in sales resulting from a major customer's change in business model in the previous fiscal year had a significant impact.」

    A major customer's change in business model has already resulted in lower sales and is affecting the printing business.
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TAKEDA iP HOLDINGS's next results are scheduled for 2026-11-13. Read the earnings preview
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