Komori
Nissha (7915) · RiskMitigated

Concentration of Revenue Among Specific Customers

First written in FY2016. 5 of 9 entries say "Mitigated", first in FY2017. Latest entry: FY2025.

9entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2017MitigatedFY2018WorsenedFY2020MitigatedFY2022 – FY20232016: 120162017: 220172018: 020182019: 120192020: 020202021: 120212022: 020222023: 120232024: 120242025: 120252026: 1
Same theme, other companies
Sales concentration and dependence on specific major customersA theme 196 companies write about · 205 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2017: 12 of 76 companies on the "Worse" side.

39 other companies' latest entry also says "Mitigated".

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 191 companies compared. The sentences above are computed from all 191.Comparing 200 of the theme's 206 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「APPLE OPERATIONS LIMITED and its group companies 44,637 22.8 38,612 19.8」

    The share of sales to APPLE OPERATIONS declined from 22.8% in the previous fiscal year to 19.8%, further reducing sales concentration among specific customers.
  2. FY2024WorsenedAnnual report

    「APPLE OPERATIONS LIMITED and its group companies 35,173 21.0 44,637 22.8」

    The share of sales to major customers rose from 21.0% in the previous fiscal year to 22.8%, increasing sales concentration among specific customers.
  3. FY2023MitigatedAnnual report

    「APPLE OPERATIONS LIMITED and its group companies 53,832 27.8 35,173 21.0」

    The share of sales to APPLE OPERATIONS declined from 27.8% in the previous fiscal year to 21.0%, further reducing sales concentration among specific customers.
  4. FY2022MitigatedAnnual report

    「APPLE OPERATIONS LIMITED and its group companies」

    Sales to APPLE OPERATIONS declined from ¥7,521.4 million, or 39.7%, in the previous fiscal year to ¥5,383.2 million, or 27.8%, in the current fiscal year, reducing sales concentration among specific customers.
  5. FY2020WorsenedAnnual report

    「APPLE OPERATIONS LIMITED and its group companies」

    Sales to major customers rose from ¥7,420 million, or 42.6%, in the previous fiscal year to ¥7,935.7 million, or 44.1%, in the current fiscal year, increasing sales concentration among specific customers.
  6. FY2018MitigatedAnnual report

    「Sales to APPLE OPERATIONS were ¥100,316 million, accounting for 48.4% of consolidated net sales.」

    The ratio of sales to APPLE OPERATIONS declined from 49.2% in the previous fiscal year to 48.4%, but remained high.
  7. FY2017WorsenedAnnual report

    「Sales to APPLE OPERATIONS were ¥78,430 million, accounting for 49.2% of consolidated net sales.」

    APPLE OPERATIONS' share of sales rose from 31.7% in the previous fiscal year to 49.2%, increasing customer concentration.
  8. FY2017MitigatedAnnual report

    「Sales to APPLE OPERATIONS were ¥3,671 million, accounting for 31.7% of consolidated net sales.」

    Regarding sales concentration among specific customers, APPLE OPERATIONS' share declined from 46.2% in the previous fiscal year to 31.7%.
  9. FY2016First statedAnnual report

    「In addition, our group tends to have a high concentration of sales among certain customers. Sales to these important customers may decline for reasons beyond our group's control, such as a decrease in demand for the customer's products, changes in specifications, or changes in its sales strategy. In such cases, our group's operating results and financial position may be affected.」

    Sales to APPLE OPERATIONS were ¥5,559 million, accounting for 46.4% of consolidated net sales.
Moved together

"Foreign-exchange risk associated with overseas sales" moved the same way as this thread, in the same document, in 5 of its 8 moves.

543333★123456
  1. ★This thread
  2. 1Foreign-exchange risk associated with overseas sales5×
  3. 2CSR Committee and Enterprise-Wide Risk Management4×
  4. 3Dependence on the Device Business and Consumer Electronics Demand3×
  5. 4Performance Targets under the Sixth Medium-Term Management Plan3×
  6. 5Business Portfolio Restructuring3×
  7. 6Expanding Industrial Materials and Global Markets through M&A3×

★ 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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