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Mwcc (9227) · RiskMitigated

Sales concentration among specific customers from Phase 2 onward

First written in FY2023. 2 of 4 entries say "Mitigated", first in FY2025. Latest entry: FY2026.

4entries
4years
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023WorsenedFY2024MitigatedFY2025 – FY20262023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 313 companies write about · 327 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2020: 29 of 92 companies on the "Worse" side.

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Showing 14 of the 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 331 threads.
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  1. FY2026MitigatedAnnual report

    「Resonac ¥350.950 million 33.2 MITSUI & CO.,LTD. ¥105.909 million 10.0」

    Mitsui Chemicals accounted for 46.5% through a single customer in the previous fiscal year, but in the current fiscal year the customer base was diversified across several customers, including Resonac at 33.2% and MITSUI & CO.,LTD. at 10.0%. However, the company continues to disclose the risk of dependence on specific customers and large projects.
  2. FY2025MitigatedAnnual report

    「Customer Previous fiscal year Fiscal year under review MiRESSO Co., Ltd. — 187,000 Dai Nippon Printing Co.,Ltd. — 178,000 Mitsui Chemicals,Inc. 866,123 —」

    Sales concentration decreased from Mitsui Chemicals,Inc. accounting for 46.5% of sales as the sole customer in the previous fiscal year, as sales were diversified in the fiscal year under review among customers including MiRESSO at 11.6% and Dai Nippon Printing Co.,Ltd. at 11.1%.
  3. FY2024WorsenedAnnual report

    「The company conducts joint development with numerous companies, but sales from specific customers currently account for a certain proportion of sales from projects from Phase 2 onward, which have high sales prices.」

    The company continues to disclose the risk of sales concentration among specific customers. In the fiscal year under review, sales to Mitsui Chemicals,Inc. were ¥866.123 million, representing 46.5% of total sales.
  4. FY2023First statedAnnual report

    「The company conducts joint development with numerous companies, but for projects from Phase 2 onward, which have high sales prices, it currently has only a few customers. The company believes this situation will be resolved as Phase 1 projects advance to Phase 2, but it may continue if development progress becomes uneven.」

    Although the company has numerous joint development partners, it identifies as a risk the possibility that projects from Phase 2 onward, which have high unit prices, may be limited to a few customers.
Moved together

"Recruitment and Employee Development Investment Target for the Fiscal Year Ended March 2024" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222★123
  1. ★This thread
  2. 1Recruitment and Employee Development Investment Target for the Fiscal Year Ended March 20242×
  3. 2Revenue mix centered on Phases 1 and 2, with Phase 3 revenue beginning to emerge2×
  4. 3ティエムティ's Performance and Risk of Impairment Losses on Shares in Affiliates2×

★ 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.

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Sales concentration among specific customers from Phase 2 onward | MWCC Inc. (9227) | Komori