Komori
Konoike Transport (9025) · RiskMitigated

Sales Concentration in the Steel, Beverage and Food Industries

First written in FY2016. 3 of 7 entries say "Worsened", first in FY2018. Latest entry: FY2025.

7entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016WorsenedFY2020 – FY20212016: 120162017: 020172018: 120182019: 120192020: 120202021: 120212022: 020222023: 020232024: 120242025: 12025
Same theme, other companies
Sales Concentration in the Steel, Beverage and Food IndustriesA 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. FY2025MitigatedAnnual report

    「In the fiscal year ended March 2025, sales to the steel industry accounted for approximately 15% of the company's consolidated revenue and sales to the beverage and food industries accounted for approximately 25%, due to transactions with certain major customer groups and other factors, leaving the company structurally susceptible to trends in these industries.」

    The proportion of revenue from the steel industry declined from approximately 16% to approximately 15%, and that from the beverage and food industries declined from approximately 26% to approximately 25%, but the company continues to disclose its industry concentration structure.
  2. FY2024RestatedAnnual report

    「In the fiscal year ended March 2024, sales to the steel industry accounted for approximately 16% of the company's consolidated revenue and sales to the beverage and food industries accounted for approximately 26%, due to transactions with certain major customer groups and other factors, leaving the company structurally susceptible to trends in these industries.」

    The company continues to disclose industry concentration, with approximately 16% of revenue from the steel industry and approximately 26% from the beverage and food industries, as a risk.
  3. FY2021WorsenedAnnual report

    「In the fiscal year ended March 2021, the group was also affected by the substantial decline in air passenger flights caused by COVID-19, but mitigated the negative impact by capturing increased demand, particularly for food products. However, sales to the steel industry accounted for approximately 16% of consolidated revenue and sales to the beverage and food industries accounted for approximately 27%, leaving the company structurally susceptible to trends in these industries.」

    The proportion of revenue from the steel industry declined from approximately 17% to approximately 16%, while that from the beverage and food industries increased from approximately 25% to approximately 27%. The disclosure also recognizes changes in the steel industry's environment, including long-term decarbonization trends, broadening the factors affecting the impact of industry concentration.
  4. FY2020WorsenedAnnual report

    「In the fiscal year ended March 2020, sales to the steel industry accounted for approximately 17% of the company's consolidated revenue and sales to the beverage and food industries accounted for approximately 25%, due to transactions with certain major customer groups and other factors, making the company susceptible to trends in these industries. In addition, the scale of the airport-related business has been expanding in recent years, potentially increasing the impact on profit and loss if the company is affected by industry trends and other factors.」

    While the proportion of revenue from the steel industry was approximately 17% and that from the beverage and food industries was approximately 25%, the disclosure explicitly identified the potential for new concentration and industry dependence as the airport-related business expands.
  5. FY2019MitigatedAnnual report

    「In the fiscal year ended March 2019, sales to the steel industry accounted for approximately 17% of the company's consolidated revenue and sales to the beverage and food industries accounted for approximately 26%, due to transactions with certain major customer groups and other factors. The company is therefore affected by trends in these industries.」

    The proportion of revenue from the steel industry declined from approximately 23% in the previous fiscal year to approximately 17%, while the proportion from the beverage and food industries remained approximately 26%, partially reducing concentration risk.
  6. FY2018WorsenedAnnual report

    「In the fiscal year ended March 2018, sales to the steel industry accounted for approximately 23% of the company's consolidated revenue and sales to the beverage and food industries accounted for approximately 26%, due to transactions with certain major customer groups and other factors. The company is therefore affected by trends in these industries.」

    The proportion of revenue from the steel industry increased from approximately 20% to approximately 23%, while the proportion from the beverage and food industries increased from approximately 25% to approximately 26%.
  7. FY2016First statedAnnual report

    「In the fiscal year ended March 2016, sales to the steel industry accounted for approximately 20% of the company's consolidated revenue and sales to the beverage and food industries accounted for approximately 25%, due to transactions with certain major customer groups and other factors. The company is therefore affected by trends in these industries.」

    While pursuing customer and industry diversification, the company quantifies the revenue mix of the steel and beverage and food industries as a risk.
Moved together

"Rising Fuel and Electricity Costs" moved the same way as this thread, in the same document, in 3 of its 7 moves.

332222★123456
  1. ★This thread
  2. 1Rising Fuel and Electricity Costs3×
  3. 2Capital Expenditure Burden and Impairment Risk3×
  4. 3Strengthening the business foundation for production process services2×
  5. 4Expanding Overseas Operations through New Overseas Subsidiaries2×
  6. 5Improving Productivity through Systems Investment and New Technologies2×
  7. 6Strengthening the Medical, Fashion, Airport and Temperature-Controlled Logistics Businesses2×

★ 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 Konoike Transport yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Sales Concentration in the Steel, Beverage and Food Industries | Konoike Transport Co.,Ltd. (9025) | Komori