Komori
Canox (8076) · RiskRestated

Risk of declining demand due to concentration of customers in the automotive industry and dependence on domestic transactions

First written in FY2017. 6 of 8 entries say "Restated". Latest entry: FY2026.

8entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2021WorsenedFY2023RestatedFY2025 – FY20262017: 120172018: 120182019: 120192020: 120202021: 120212022: 020222023: 120232024: 020242025: 120252026: 12026
Same theme, other companies
Sales concentration in the automotive industry and domestic transactionsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Approximately 60% of the Group's sales are to the automotive industry, with transactions with the Toyota Motor-affiliated group accounting for the largest share, at approximately 40% of the Group's sales. In addition, most transactions are domestic.」

    The Group continues to disclose its customer concentration and domestic dependence, with approximately 60% of transactions involving the automotive industry, approximately 40% involving the Toyota Motor-affiliated group, and transactions centered on the domestic market.
  2. FY2025RestatedAnnual report

    「Approximately 60% of the Group's sales are to the automotive industry, with transactions with the Toyota Motor-affiliated group accounting for the largest share, at approximately 40% of the Group's sales.」

    The Group continues to disclose the concentrated transaction structure of approximately 60% with the automotive industry and approximately 40% with the Toyota Motor-affiliated group.
  3. FY2023WorsenedAnnual report

    「Approximately 60% of the Group's sales are to the automotive industry, with transactions with the Toyota Motor-affiliated group accounting for the largest share, at approximately 40% of the Group's sales.」

    In addition to the existing concentration of approximately 60% of sales in the automotive industry, the Group has newly specified that the Toyota Motor-affiliated group accounts for approximately 40% of sales. It also identifies the EV shift, the shift to overseas production, and trends in customers' production as risks.
  4. FY2021RestatedAnnual report

    「Most of the Group's transactions are domestic, of which approximately 60% are with the automotive industry. Accordingly, if the domestic environment surrounding the Group deteriorates due to a decrease in domestic demand for steel products or a decline in domestic production resulting from the automotive industry's shift to overseas production, this could affect the Group's operating results.」

    The Group continues to disclose the composition of approximately 60% of transactions with the automotive industry and most transactions being domestic, along with the risks of declining domestic demand and a shift to overseas production.
  5. FY2020RestatedAnnual report

    「Most of the Group's transactions are domestic, of which approximately 60% are with the automotive industry. Accordingly, if the domestic environment surrounding the Group deteriorates due to a decrease in domestic demand for steel products or a decline in domestic production resulting from the automotive industry's shift to overseas production, this could affect the Group's operating results.」

    The Group continues to disclose the composition of approximately 60% of transactions with the automotive industry and most transactions being domestic, along with the risks of declining domestic demand for steel products and a shift to overseas production.
  6. FY2019RestatedAnnual report

    「Approximately 60% of the Group's customers are in the automotive industry, and most transactions are domestic. Accordingly, if domestic production declines due to a decrease in domestic demand or the overseas shift of the automotive industry, and the Group's operating environment deteriorates because of sluggish demand for steel products, this could affect the Group's operating results.」

    The Group continues to disclose the composition of approximately 60% of transactions with the automotive industry and most transactions being domestic, along with the risks arising from declining domestic demand and an overseas shift.
  7. FY2018RestatedAnnual report

    「Approximately 60% of the Group's customers are in the automotive industry, and most transactions are domestic. Accordingly, if domestic production declines due to a decrease in domestic demand or the overseas shift of the automotive industry, and the Group's operating environment deteriorates because of sluggish demand for steel products, this could affect the Group's operating results.」

    The Group continues to disclose the customer composition of approximately 60% of transactions with the automotive industry and most transactions being domestic, along with the risks of declining domestic demand and an overseas shift.
  8. FY2017First statedAnnual report

    「Approximately 60% of the Group's customers are in the automotive industry, and most transactions are domestic. Accordingly, if domestic production declines due to a decrease in domestic demand or the overseas shift of the automotive industry, and the Group's operating environment deteriorates because of sluggish demand for steel products, this could affect the Group's operating results.」

    The Group indicates that approximately 60% of transactions are with the automotive industry and that most transactions are domestic, identifying the impact of declining domestic demand and the overseas shift of the automotive industry as risks.
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When this could move next
Canox's next results are scheduled for 2026-10-30. Read the earnings preview
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