Komori
Chichibu Railway (9012) · RiskMitigatedLatest Governance (2026-06-26): "Cited as achieved"

Dependence on transportation revenue from TAIHEIYO CEMENT CORPORATION

First written in FY2016. 5 of 11 entries say "Mitigated", first in FY2022. Latest entry: 2026-06-26.

11entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseWorsenedFY2017 – FY2021MitigatedFY2022 – FY20262016: 120162017: 120172018: 120182019: 020192020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Revenue Dependence on Specific CustomersA theme 155 companies write about · 157 as a headwind · 0 as a tailwind

Chichibu Railway moved to the "Worse" side of this theme in 2017, 6 years before the typical company in this theme (2023).

The whole theme swung hardest in 2017: 15 of 72 companies on the "Worse" side.

3 other companies' latest entry also says "Cited as achieved".

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 155 companies compared. The sentences above are computed from all 155.
Full recordFilings, disclosures and news, newest first
  1. 2026-06-26Cited as achievedGovernance

    「太平洋セメント株式会社は、当社議決権の 49.5%を所有するその他の関係会社であります。 当社は、同社原料の輸送及び設備保守等を行っております。」

    太平洋セメントとの資本関係および同社原料の輸送・設備保守等の取引関係を、支配株主等に関する事項として記載している。2025年4月1日から2026年3月31日までの取引金額は1,248百万円、期末残高は87百万円である。
  2. FY2026MitigatedAnnual report

    「The resulting operating revenue accounts for 22.1% of the group's total operating revenue. Accordingly, the performance of the group may be affected by changes in TAIHEIYO CEMENT CORPORATION's transportation methods, declines in transportation volumes and other factors.」

    The proportion of operating revenue from TAIHEIYO CEMENT CORPORATION declined from 24.8% in the previous fiscal year to 22.1%, reducing the actual-results-based exposure to customer concentration.
  3. FY2025MitigatedAnnual report

    「The company transports cement raw materials and other products for TAIHEIYO CEMENT CORPORATION, its largest shareholder, and the resulting operating revenue accounts for 24.8% of the group's total operating revenue.」

    The proportion of operating revenue from TAIHEIYO CEMENT CORPORATION declined from 25.8% in the previous fiscal year to 24.8%, reducing the actual-results-based exposure to customer concentration.
  4. FY2024MitigatedAnnual report

    「The company transports cement raw materials and other products for TAIHEIYO CEMENT CORPORATION, its largest shareholder, and the resulting operating revenue accounts for 25.8% of the group's total operating revenue.」

    The proportion of operating revenue from TAIHEIYO CEMENT CORPORATION declined from 26.0% in the previous fiscal year to 25.8%, slightly reducing the actual-results-based exposure to customer concentration.
  5. FY2023MitigatedAnnual report

    「The company transports cement raw materials and other products for TAIHEIYO CEMENT CORPORATION, its largest shareholder, and the resulting operating revenue accounts for 26.0% of the company's total operating revenue.」

    The proportion of operating revenue from TAIHEIYO CEMENT CORPORATION declined from 30.8% in the previous fiscal year to 26.0%, reducing the actual-results-based exposure to customer concentration.
  6. FY2022MitigatedAnnual report

    「TAIHEIYO CEMENT CORPORATION 1,340,673 30.8」

    The actual proportion of operating revenue from TAIHEIYO CEMENT CORPORATION declined from 33.0% in the previous fiscal year to 30.8%, reducing concentration on an actual-results basis. However, the "Business and Other Risks" section continues to state that it accounts for 33.0% of total operating revenue.
  7. FY2021WorsenedAnnual report

    「The company transports cement raw materials and other products for TAIHEIYO CEMENT CORPORATION, its largest shareholder, and the resulting operating revenue accounts for 33.0% of the company's total operating revenue. Accordingly, the performance of the group may be affected by changes in TAIHEIYO CEMENT CORPORATION's transportation methods, declines in transportation volumes and other factors.」

    The proportion of operating revenue from TAIHEIYO CEMENT CORPORATION rose from 24.7% in the previous fiscal year to 33.0%, increasing the numerical exposure to customer concentration.
  8. FY2020WorsenedAnnual report

    「The resulting operating revenue accounts for 24.7% of the company's total operating revenue. Accordingly, the performance of the group may be affected by changes in TAIHEIYO CEMENT CORPORATION's transportation methods, declines in transportation volumes and other factors.」

    The proportion of operating revenue from TAIHEIYO CEMENT CORPORATION rose from 21.9% in the previous fiscal year to 24.7%, increasing the exposure to customer concentration risk.
  9. FY2018WorsenedAnnual report

    「The resulting operating revenue accounts for 21.9% of the company's total operating revenue. Accordingly, the performance of the group may be affected by changes in TAIHEIYO CEMENT CORPORATION's transportation methods, declines in transportation volumes and other factors.」

    The proportion of operating revenue from TAIHEIYO CEMENT CORPORATION rose from 21.3% in the previous fiscal year to 21.9%, increasing the numerical exposure to customer concentration.
  10. FY2017WorsenedAnnual report

    「The company transports cement raw materials and other products for TAIHEIYO CEMENT CORPORATION, its largest shareholder, and the resulting operating revenue accounts for 21.3% of the company's total operating revenue. Accordingly, the performance of the group may be affected by changes in TAIHEIYO CEMENT CORPORATION's transportation methods, declines in transportation volumes and other factors.」

    The proportion of operating revenue from TAIHEIYO CEMENT CORPORATION rose from 20.5% in the previous fiscal year to 21.3%, increasing the numerical exposure to customer concentration.
  11. FY2016First statedAnnual report

    「The company transports cement raw materials and other products for TAIHEIYO CEMENT CORPORATION, its largest shareholder, and the resulting operating revenue accounts for approximately 20.5% of the company's total operating revenue. Accordingly, the performance of the group may be affected by changes in TAIHEIYO CEMENT CORPORATION's transportation methods, declines in transportation volumes and other factors.」

    The company explicitly identifies customer concentration risk, with operating revenue from TAIHEIYO CEMENT CORPORATION accounting for approximately 20.5% of total operating revenue.
Moved together

"Ongoing safety measures and renewal of railway infrastructure" moved the same way as this thread, in the same document, in 5 of its 11 moves.

544332★123456
  1. ★This thread
  2. 1Ongoing safety measures and renewal of railway infrastructure5×
  3. 2Declining populations along the rail line and in school-age groups, and declining freight volumes4×
  4. 3Declining Bus Business Profitability and Impairment4×
  5. 4Safety, security, stability, and the achievement of zero accidents and disasters3×
  6. 5Cost Reduction and Management Efficiency Across Operations3×
  7. 6Enhancing the appeal of areas along the railway line through steam locomotives, wrapped trains and events2×

★ 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
No upcoming earnings preview for Chichibu Railway yet. It last moved in the Governance of 2026-06-26: "Cited as achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.