Dependence on Major Business Partners
First written in FY2017. 2 of 7 entries say "Worsened", first in FY2021. Latest entry: FY2026.
YAMATO Mobility & Mfg. moved to the "Worse" side of this theme in 2021, 3 years before the typical company in this theme (2024).
The whole theme swung hardest in 2025: 22 of 69 companies on the "Worse" side.
27 other companies' latest entry also says "Other".
- FY2026Changes in major customers and increased concentration in the largest customerAnnual report
「ETRIA TRADING ASIA LIMITED 2,265,861 23.3 RICOH ASIA INDUSTRY LIMITED － －」
The largest customer changed to ETRIA TRADING ASIA LIMITED, whose share of sales rose from 19.0% to 23.3%. Meanwhile, sales to RICOH ASIA INDUSTRY LIMITED, which accounted for 18.1% in the previous fiscal year, fell to zero in the current fiscal year. - FY2025Lower concentration in the largest customer and changes in the customer mixAnnual report
「ETRIA TRADING ASIA LIMITED 3,059,461 19.0 RICOH ASIA INDUSTRY LIMITED 2,905,903 18.1」
In the current fiscal year, ETRIA TRADING ASIA LIMITED accounted for 19.0% and RICOH ASIA INDUSTRY LIMITED for 18.1%. Concentration in the largest customer decreased from RICOH ASIA INDUSTRY LIMITED.’s 38.8% in the previous fiscal year, but the risk of dependence on major customers remains. - FY2022WorsenedAnnual report
「Viewed by customer group, the top 3 customer groups account for a substantial portion of consolidated net sales. A change in the group’s business policies toward its customers, or the relocation or downsizing of a customer’s manufacturing facilities or a change in the products manufactured, may affect the group’s operating results and financial position.」
The risk of dependence on major customers continues to be disclosed, and RICOH ASIA INDUSTRY LIMITED.’s share of consolidated net sales rose from 32.7% in the previous fiscal year to 38.2%. - FY2021WorsenedAnnual report
「Viewed by customer group, the top 3 customer groups account for a substantial portion of consolidated net sales. A change in the group’s business policies toward its customers, or the relocation or downsizing of a customer’s manufacturing facilities or a change in the products manufactured, may affect the group’s operating results and financial position.」
The risk of dependence on major customers continues to be disclosed, and RICOH ASIA INDUSTRY LIMITED.’s share of consolidated net sales rose from 16.2% in the previous fiscal year to 32.7%. - FY2020Production transfers and capacity reductions by customers addedAnnual report
「A change in the group’s business policies toward its customers, or the relocation or downsizing of a customer’s manufacturing facilities or a change in the products manufactured, may affect the group’s operating results and financial position.」
In addition to the existing risk of dependence on major customers, the relocation of customers’ manufacturing facilities, capacity reductions, changes in manufactured products and changes in technical compatibility have been added as specific risk factors. - FY2018Lower sales shares for major customersAnnual report
「Viewed by customer group, the top 3 customer groups account for a substantial portion of consolidated net sales. A change in their business policies toward the group could affect its operating results and financial position.」
The risk of dependence on the top 3 customer groups continues to be disclosed. Meanwhile, the disclosed sales share of RICOH ASIA INDUSTRY LIMITED. decreased from 27.7% to 19.0%, and that of KYOCERA DOCUMENT TECHNOLOGY COMPANY(HK) LIMITED. decreased from 10.8% to 8.5%. - FY2017First statedAnnual report
「Viewed by customer group, the top 3 customer groups account for a substantial portion of consolidated net sales. A change in their business policies toward the group could affect its operating results and financial position.」
The company identified concentration of sales among the top 3 customer groups as a risk for the first time. Based on sales results, RICOH ASIA INDUSTRY LIMITED. accounted for 27.7% of consolidated net sales and KYOCERA DOCUMENT TECHNOLOGY COMPANY(HK) LIMITED. accounted for 10.8%.