Sales Concentration in Specific Customers and Products
First written in FY2023. 4 of 5 entries say "Mitigated", first in FY2024. Latest entry: FY2026.
The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.
- FY2026MitigatedAnnual report
「In the most recent consolidated fiscal year, partly reflecting the focus on expanding the product portfolio, sales from the relevant company accounted for 29.7% in the fiscal year ended June 2026, down from the previous year, although the sales contribution remained high.」
The sales contribution of 株式会社アール, the company’s principal customer, declined further from 37.8% to 29.7%. However, it remains high, and the company states that changes to contracts and progress in developing new customers and products could affect its operating results. - 2026-08-14MitigatedRevision of earnings forecasts
「株式会社アール 5,110,452 Sharing-based integrated marketing business」
Revenue from major customer 株式会社アール declined from ¥6,460,628 thousand in the previous fiscal year to ¥5,110,452 thousand. Its share of consolidated revenue is calculated to have declined from approximately 37.8% to approximately 29.7%, indicating a reduction in customer concentration risk. - FY2025MitigatedAnnual report
「Although the sales ratio related to the company concerned declined to 37.8% in the fiscal year ended June 2025, the ratio remains high.」
The sales ratio related to the main customer declined from 47.1% to 37.8%, further reducing concentration risk. However, the company explains that the ratio remains high. - FY2024MitigatedAnnual report
「In the most recent fiscal year, the sales ratio related to the company concerned declined to 47.1% in the fiscal year ended June 2024, partly due to efforts to expand the product portfolio, but the ratio remains high.」
The sales ratio related to 株式会社アール, the main customer, declined from 62.7% to 47.1%, demonstrating some reduction in concentration risk. However, the company explains that the ratio remains high. - FY2023First statedAnnual report
「As a result, sales related to the company concerned increased as a proportion of total sales, accounting for 62.7% of our sales in the fiscal year ended June 2023, the most recent fiscal year.」
Sales through 株式会社アール account for 62.7%. The company plans to reduce risk by developing new customers and product categories and diversifying its product portfolio.