Komori
Takano (7885) · RiskWorsened

Risk of Dependence on Sales to KOKUYO

First written in FY2016. 12 of 20 entries say "Restated". Latest entry: FY2026.

20entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019-Q3WorsenedFY2020 – FY2021MitigatedFY20242016: 320162017: 320172018: 420182019: 320192020: 220202021: 120212022: 020222023: 220232024: 120242025: 020252026: 12026
Same theme, other companies
Dependence on Specific Customers for RevenueA theme 92 companies write about · 92 as a headwind · 0 as a tailwind

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

The whole theme swung hardest in 2025: 22 of 69 companies on the "Worse" side.

16 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 92 companies compared. The sentences above are computed from all 92.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「The Group's residential and lifestyle equipment business accounted for 54.0% of the Group's sales in the fiscal year ending March 2026. In particular, sales to KOKUYO CO.,LTD., which sells office chairs and other products, accounted for 43.3% of the Group's sales in the fiscal year ending March 2026.」

    Sales to KOKUYO CO.,LTD. increased from 38.0% in the previous full-year disclosure to 43.3%, while the residential and lifestyle equipment business's share of sales also reached 54.0%.
  2. FY2024MitigatedAnnual report

    「The Group's residential and lifestyle equipment business accounted for 47.6% of the Group's sales in the fiscal year ended March 2024. In particular, sales to KOKUYO CO.,LTD., which sells office chairs and other products, accounted for 38.0% of the Group's sales in the fiscal year ended March 2024.」

    Sales to KOKUYO CO.,LTD. declined from 38.9% in the previous full-year disclosure to 38.0%. Meanwhile, the residential and lifestyle equipment business accounted for 47.6% of sales, and the dependence continued to be disclosed.
  3. FY2023WorsenedAnnual report

    「The Group's residential and lifestyle equipment business accounted for 48.7% of the Group's sales in the fiscal year ended March 2023. In particular, sales to KOKUYO CO.,LTD., which sells office chairs and other products, accounted for 38.9% of the Group's sales in the fiscal year ended March 2023.」

    Sales to KOKUYO CO.,LTD. increased from 36.8% in the previous full-year disclosure to 38.9%, while the residential and lifestyle equipment business's share of sales also reached 48.7%.
  4. FY2023-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    No new developments or material changes were identified regarding the risk of dependence on sales to KOKUYO CO.,LTD.
  5. FY2021WorsenedAnnual report

    「The Group's residential and lifestyle equipment business accounted for 46.3% of the Group's sales in the fiscal year ended March 2021. In particular, sales to KOKUYO CO.,LTD., which sells office chairs and other products, accounted for 36.8% of the Group's sales in the fiscal year ended March 2021.」

    Sales to KOKUYO CO.,LTD. increased from 36.4% in the previous fiscal year to 36.8%, indicating greater dependence on a major customer.
  6. FY2020WorsenedAnnual report

    「The Group's residential and lifestyle equipment business accounted for 46.0% of the Group's sales in the fiscal year ended March 2020. In particular, sales to KOKUYO CO.,LTD., which sells office chairs, accounted for 36.4% of the Group's sales in the fiscal year ended March 2020.」

    Sales to KOKUYO CO.,LTD. increased from 35.7% in the previous fiscal year to 36.4%, indicating greater dependence on a major customer.
  7. FY2020-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    No new developments or material changes were identified regarding the risk of dependence on sales to KOKUYO CO.,LTD.
  8. FY2020-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    No new developments or material changes were identified regarding the risk of dependence on sales to KOKUYO CO.,LTD.
  9. FY2019MitigatedAnnual report

    「The Group's residential and lifestyle equipment business accounted for 44.7% of the Group's sales in the fiscal year ended March 2019. In particular, sales to KOKUYO CO.,LTD., which sells office chairs, accounted for 35.7% of the Group's sales in the fiscal year ended March 2019.」

    Sales to KOKUYO CO.,LTD. declined from 37.1% to 35.7%. Meanwhile, the residential and lifestyle equipment business accounted for 44.7% of sales, and dependence on the customer and the business continued to be disclosed.
  10. FY2019-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    No new developments or material changes were identified regarding the risk of dependence on sales to KOKUYO CO.,LTD.
  11. FY2019-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    No new developments or material changes were identified regarding the risk of dependence on sales to KOKUYO CO.,LTD.
  12. FY2019-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    No new developments or material changes were identified regarding the risk of dependence on sales to KOKUYO CO.,LTD.
  13. FY2018Higher sales contribution from the residential and lifestyle equipment business, with the customer contribution unchangedAnnual report

    「The Group's residential and lifestyle equipment business accounted for 47.1% of the Group's sales in the fiscal year ended March 2018. In particular, sales to KOKUYO CO.,LTD., which sells office chairs, accounted for 37.1% of the Group's sales in the fiscal year ended March 2018.」

    The residential and lifestyle equipment business accounted for 47.1% of sales, while sales to KOKUYO CO.,LTD. accounted for 37.1%.
  14. FY2018-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    No new developments or material changes were identified regarding the risk of dependence on sales to KOKUYO CO.,LTD.
  15. FY2018-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    No new developments or material changes were identified regarding the risk of dependence on sales to KOKUYO CO.,LTD.
  16. FY2018-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    No new developments or material changes were identified regarding the risk of dependence on sales to KOKUYO CO.,LTD.
  17. FY2017-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    No new developments or material changes were identified regarding the risk of dependence on sales to KOKUYO CO.,LTD.
  18. FY2017-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    No new developments or material changes were identified regarding the risk of dependence on sales to KOKUYO CO.,LTD.
  19. FY2017-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    No new developments or material changes were identified regarding the risk of dependence on sales to KOKUYO CO.,LTD.
  20. FY2016First statedAnnual report

    「The residential and lifestyle equipment business accounted for 46.1% of the Group's sales in the fiscal year ended March 2016. In particular, sales to KOKUYO CO.,LTD., which sells office chairs, accounted for 37.1% of the Group's sales in the fiscal year ended March 2016.」

    Identified termination of contracts by major customers, changes in procurement policies, and demands for price reductions as factors that could have a material impact.
Moved together

"Profitability Improvement Through Production Rationalization in the Industrial Equipment Business" moved the same way as this thread, in the same document, in 4 of its 20 moves.

433333★123456
  1. ★This thread
  2. 1Profitability Improvement Through Production Rationalization in the Industrial Equipment Business4×
  3. 2Restoring Earning Power Through Structural and Process Reforms3×
  4. 3Risk of declines in investment securities prices and valuation losses3×
  5. 4Narrowing losses in the housing and living-related equipment business3×
  6. 5Building a Growth Trajectory through Medium-Term Management Plans3×
  7. 6Downside risks to overseas economies, particularly China3×

★ 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
Takano's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.