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Toyota Tsusho (8015) · RiskAnnual update of dependency ratios

Dependence on the Toyota Group and Toyota Motor Corporation

First written in FY2016. 1 of 12 entries say "Reframed", first in FY2017. Latest entry: FY2026.

12entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2018 – FY20252016: 120162017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Dependence on sales to Toyota Motor CorporationA theme 5 companies write about · 6 as a headwind · 0 as a tailwind

Toyota Tsusho moved to the "Worse" side of this theme in 2026, 2 years after the typical company in this theme (2024).

0 other companies' latest entry also says "Other".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026Annual update of dependency ratiosAnnual report

    「Revenue from the TOYOTA MOTOR CORPORATION group accounts for 20.0% of our group’s revenue. Accordingly, trends in transactions with the TOYOTA MOTOR CORPORATION group may affect our group’s operating results and financial position.」

    Updated the revenue dependency ratio for the TOYOTA MOTOR CORPORATION group from 18.6% in the previous fiscal year to 20.0%.
  2. 2026-05-29WorsenedGovernance

    「Sales to the Toyota Group account for 37.1% of the Company’s total sales.」

    The ratio of sales to the Toyota Group rose from the previously disclosed figure of 18.6% to 37.1%. The disclosure also explicitly states that the Toyota Group’s sales trends may affect business performance.
  3. FY2025Annual update of dependency ratiosAnnual report

    「Revenue from the TOYOTA MOTOR CORPORATION group accounts for 18.6% of our group’s revenue. Accordingly, trends in transactions with the TOYOTA MOTOR CORPORATION group may affect our group’s operating results and financial position.」

    Updated the revenue dependency ratio for the TOYOTA MOTOR CORPORATION group from 17.4% in the previous fiscal year to 18.6%.
  4. FY2024Annual update of dependency ratiosAnnual report

    「Revenue from the TOYOTA MOTOR CORPORATION group accounts for 17.4% of our group’s revenue. Accordingly, trends in transactions with the TOYOTA MOTOR CORPORATION group may affect our group’s operating results and financial position.」

    Updated the revenue dependency ratio for the TOYOTA MOTOR CORPORATION group from 15.0% in the previous fiscal year to 17.4%.
  5. FY2023Annual update of dependency ratiosAnnual report

    「Revenue from the TOYOTA MOTOR CORPORATION group accounts for 15.0% of our group’s revenue. Accordingly, trends in transactions with the TOYOTA MOTOR CORPORATION group may affect our group’s operating results and financial position.」

    Updated the revenue dependency ratio for the TOYOTA MOTOR CORPORATION group to 15.0%, based on the latest fiscal year’s figures.
  6. FY2022Update dependency ratioAnnual report

    「Revenue from the TOYOTA MOTOR CORPORATION group accounts for 12.3% of our group’s revenue. Accordingly, trends in transactions with the TOYOTA MOTOR CORPORATION group may affect our group’s operating results and financial position.」

    Updated the revenue dependency ratio for the TOYOTA MOTOR CORPORATION group from 15.0% in the previous disclosure to 12.3%.
  7. FY2021Update dependency ratioAnnual report

    「Revenue from the TOYOTA MOTOR CORPORATION group accounts for 15.0% of our group’s revenue. Accordingly, trends in transactions with the TOYOTA MOTOR CORPORATION group may affect our group’s operating results and financial position.」

    Updated the revenue dependency ratio for the TOYOTA MOTOR CORPORATION group from 12.7% in the previous disclosure to 15.0%.
  8. FY2020Update dependency ratioAnnual report

    「Revenue from the TOYOTA MOTOR CORPORATION group accounts for 12.7% of our group’s revenue. Accordingly, trends in transactions with the TOYOTA MOTOR CORPORATION group may affect our group’s operating results and financial position.」

    Updated the revenue dependency ratio for the TOYOTA MOTOR CORPORATION group from 12.6% in the previous fiscal year to 12.7%.
  9. FY2019Update dependency ratioAnnual report

    「Revenue from the TOYOTA MOTOR CORPORATION group accounts for 12.6% of our group’s revenue. Accordingly, trends in transactions with the TOYOTA MOTOR CORPORATION group may affect our group’s operating results and financial position.」

    Updated the revenue dependency ratio for the TOYOTA MOTOR CORPORATION group from 12.2% to 12.6%.
  10. FY2018Update dependency ratioAnnual report

    「Revenue from the TOYOTA MOTOR CORPORATION group accounts for 12.2% of our group’s revenue. Accordingly, trends in transactions with the TOYOTA MOTOR CORPORATION group may affect our group’s operating results and financial position.」

    Updated the revenue dependency ratio for the TOYOTA MOTOR CORPORATION group to 12.2%.
  11. FY2017ReframedAnnual report

    「Revenue from the TOYOTA MOTOR CORPORATION group accounted for 12.0% of the Group’s total revenue. Accordingly, trends in transactions with the TOYOTA MOTOR CORPORATION group may affect the Group’s operating results and financial position.」

    The previous disclosure based on sales, showing 13.4% for the Toyota Group and 6.8% for TOYOTA MOTOR CORPORATION, was reorganized using IFRS revenue of 12.0% for the TOYOTA MOTOR CORPORATION group, making a simple comparison impossible.
  12. FY2016First statedAnnual report

    「Sales to the Toyota Group (*) accounted for 13.4% of the Group’s total sales for the fiscal year ended March 2016, of which sales to TOYOTA MOTOR CORPORATION accounted for 6.8%. Accordingly, trends in TOYOTA MOTOR CORPORATION’s production volume may affect the Group’s operating results.」

    The Group disclosed the proportions of sales accounted for by the Toyota Group and TOYOTA MOTOR CORPORATION and explained the risk of fluctuations in production volume.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Toyota Tsusho's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Governance of 2026-05-29: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on the Toyota Group and Toyota Motor Corporation | TOYOTA TSUSHO CORPORATION (8015) | Komori