Komori
Japan Oil Transportation (9074) · RiskWorsened

Concentration of trade receivables among specific major customers

First written in FY2016. 3 of 8 entries say "Worsened", first in FY2025. Latest entry: 2026-06-25.

8entries
11years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2019MitigatedFY2021 – FY20222016: 120162017: 020172018: 020182019: 120192020: 020202021: 120212022: 120222023: 020232024: 020242025: 120252026: 32026
Same theme, other companies
Concentration of sales receivables and credit risk among a small number of business partnersA theme 164 companies write about · 164 as a headwind · 0 as a tailwind

Japan Oil Transportation moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).

The whole theme swung hardest in 2017: 10 of 65 companies on the "Worse" side.

12 other companies' latest entry also says "Restated".

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 164 companies compared. The sentences above are computed from all 164.
Full recordFilings, disclosures and news, newest first
  1. 2026-06-25RestatedGovernance

    「The company is one of our Group's major business partners, accounting for 36.7% of consolidated revenue for the fiscal year ended March 2026.」

    The Company discloses that ENEOS Corporation is a major business partner and accounted for 36.7% of consolidated revenue. This confirms customer concentration on a revenue basis; no direct comparison is made with the previous trade-receivables concentration ratio of 36.3% because the metrics differ.
  2. FY2026WorsenedAnnual report

    「As of the consolidated balance sheet date for the consolidated fiscal year under review, 36.3% of trade receivables were attributable to specific major customers.」

    The concentration of trade receivables among specific major customers was 36.3%, up from 35.6% previously.
  3. 2026-05-29WorsenedGeneral Meetings of Shareholders

    「As of the consolidated balance sheet date for the consolidated fiscal year under review, 36.3% of trade receivables were attributable to specific major customers.」

    The Company states that 36.3% of trade receivables were concentrated among specific major customers, up from 35.6% in the FY2025 securities report.
  4. FY2025WorsenedAnnual report

    「As of the consolidated balance sheet date for the fiscal year, 35.6% of trade receivables were attributable to specific major customers.」

    The concentration of trade receivables among specific major customers was 35.6%, up from 33.4% in FY2022. Sales to ENEOS Corporation, a major customer, were ¥13,173 million, representing 35.5% of total sales.
  5. FY2022MitigatedAnnual report

    「As of the consolidated balance sheet date for the fiscal year, 33.4% of trade receivables were attributable to specific major customers.」

    The concentration of trade receivables among specific major customers was 33.4%, down from 34.6% in the previous annual disclosure.
  6. FY2021MitigatedAnnual report

    「As of the consolidated fiscal year-end, 34.6% of trade receivables were from a specific major customer.」

    Trade receivables were concentrated among specific major customers at 34.6%, down from 36.7% in the previous annual disclosure.
  7. FY2019RestatedAnnual report

    「As of the consolidated balance sheet date for the current consolidated fiscal year, 36.7% of trade receivables were due from certain major customers.」

    Trade receivables were concentrated among specific major customers at 36.7%. Sales to JXTGエネルギー㈱, a major customer, were ¥13,283 million, representing 38.8% of total sales.
  8. FY2016First statedAnnual report

    「As of the consolidated balance sheet date for the fiscal year, 34.5% of trade receivables were attributable to specific major customers.」

    The disclosure identifies a concentration of credit risk in financial instruments, with 34.5% of trade receivables attributable to specific major customers.
Moved together

"Full-scale development of the real estate management business" moved the same way as this thread, in the same document, in 3 of its 8 moves.

322222★123456
  1. ★This thread
  2. 1Full-scale development of the real estate management business3×
  3. 2Declining domestic demand for petroleum products and freight transport volumes, and a shortage of crew members2×
  4. 3Supply and Demand Fluctuations in Petroleum Products and High-Pressure Gas and Changes in the Structure of Energy Demand2×
  5. 4Damage to Transportation and Customer Facilities Caused by Natural Disasters2×
  6. 5Securing stable earnings and improving profitability2×
  7. 6Capital investment to improve transportation efficiency and replace aging vehicles2×

★ 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 Japan Oil Transportation yet. It last moved in the Governance of 2026-06-25: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Concentration of trade receivables among specific major customers | Japan Oil Transportation Co.,Ltd. (9074) | Komori