Risk of dependence on sales to specific clients
First written in FY2024. 1 of 3 entries say "Worsened", first in FY2025. Latest entry: FY2026.
The whole theme swung hardest in 2025: 22 of 69 companies on the "Worse" side.
21 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Compared with the previous fiscal year, the combined sales ratio of the 10 companies with the largest transaction amounts declined by 4.9%, while the share of total revenue represented by transactions with NTT DATA also declined by 5.5%.」
The top-10 ratio declined from 68.0% to 63.1%, while the NTT DATA ratio declined from 33.8% to 28.3%, reducing customer concentration. - FY2025WorsenedAnnual report
「The combined sales ratio of the 10 companies with the largest transaction amounts accounted for 68.0% of total revenue. In particular, transactions with NTT DATA accounted for 33.8% of total revenue in the most recent consolidated fiscal year, indicating a high degree of dependence on particular clients.」
The top-10 ratio declined slightly from 68.7% to 68.0%, while the NTT DATA ratio rose from 28.8% to 33.8%, increasing dependence on major customers. - FY2024First statedAnnual report
「The combined sales ratio of the 10 companies with the largest transaction amounts, representing their share of consolidated revenue in the most recent consolidated fiscal year, was 68.7% of total revenue. In addition, transactions with NTT DATA accounted for 28.8% of total revenue in the most recent consolidated fiscal year, indicating a high degree of dependence on particular clients.」
Quantified revenue concentration among the top 10 companies and NTT DATA. Listed expansion of the customer base through new customer acquisition as a countermeasure.