Komori
Kpp Group Holdings (9274) · RiskWorsened

Dependence on Major Suppliers

First written in FY2016. 4 of 8 entries say "Mitigated", first in FY2019. Latest entry: FY2026.

8entries
11years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016MitigatedFY2019 – FY20222016: 120162017: 020172018: 120182019: 120192020: 020202021: 120212022: 120222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Concentrated dependence on specific suppliersA theme 102 companies write about · 102 as a headwind · 0 as a tailwind

Kpp Group Holdings moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).

The whole theme swung hardest in 2020: 20 of 63 companies on the "Worse" side.

15 other companies' latest entry also says "Worsened".

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 102 companies compared. The sentences above are computed from all 102.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「During the current consolidated fiscal year, the total amount purchased from the groups of 2 companies accounted for 26.8% of total purchases.」

    The dependence ratio on Oji Holdings and Nippon Paper Industries groups for purchases rose from 26.7% in the previous fiscal year to 26.8%. The policy of responding through supplier development and business portfolio reform remains in place.
  2. FY2025MitigatedAnnual report

    「During the current consolidated fiscal year, the total amount purchased from the groups of 2 companies accounted for 26.7% of total purchases.」

    The dependence ratio on group companies of Oji Holdings and Nippon Paper Industries fell from 29.1% in the previous fiscal year to 26.7%. Supplier development, overseas business expansion and business portfolio reform continue to be pursued as countermeasures.
  3. FY2024WorsenedAnnual report

    「During the current consolidated fiscal year, the total amount purchased from the groups of 2 companies accounted for 29.1% of total purchases.」

    The dependence ratio on group companies of Oji Holdings and Nippon Paper Industries rose from 28.1% in the previous fiscal year to 29.1%.
  4. FY2022MitigatedAnnual report

    「During the current consolidated fiscal year, the total amount purchased from the groups of 2 companies accounted for 28.1% of total purchases.」

    The dependence ratio on the 2 major supplier groups fell from 33.0% in the previous fiscal year to 28.1%. The policy of responding through supplier development, overseas business expansion and portfolio reform remains in place.
  5. FY2021MitigatedAnnual report

    「During the current consolidated fiscal year, the total amount purchased from the groups of 2 companies accounted for 33.0% of total purchases. We will respond by developing suppliers in Japan and overseas other than the 2 groups to secure procurement sources, reducing dependence on domestic transactions through overseas business expansion, and lowering the proportion of paper and paperboard sales through new business areas created by reforming our business portfolio.」

    The dependence ratio on Oji Holdings and Nippon Paper Industries groups for purchases fell from 46.2% in the previous fiscal year to 33.0%, with supplier development, overseas business expansion and portfolio reform identified as countermeasures.
  6. FY2019MitigatedAnnual report

    「During the current consolidated fiscal year, the total amount purchased from the groups of 2 companies accounted for 46.2% of total purchases.」

    The dependence ratio on group companies of Oji Holdings and Nippon Paper Industries fell from 47.1% in the previous fiscal year to 46.2%.
  7. FY2018WorsenedAnnual report

    「During the current consolidated fiscal year, the total amount purchased from the groups of 2 companies accounted for 47.1% of total purchases.」

    The dependence ratio on the 2 major supplier groups increased from 45.4% in FY2016 to 47.1%.
  8. FY2016First statedAnnual report

    「During the current consolidated fiscal year, the total amount purchased from the groups of 2 companies accounted for 45.4% of total purchases. If a material disruption occurs in the supply of products from the 2 groups to the Company, the Group's business development, financial position and operating results may be affected.」

    The Company has disclosed its dependence on group companies of Oji Holdings and Nippon Paper Industries for purchases as a risk.
Moved together

"Interest Rate Fluctuations and Borrowings and Commercial Paper" moved the same way as this thread, in the same document, in 5 of its 8 moves.

544444★123456
  1. ★This thread
  2. 1Interest Rate Fluctuations and Borrowings and Commercial Paper5×
  3. 2Strengthening Overseas Expansion and Globalization4×
  4. 3Business Portfolio Transformation and New Business Launches4×
  5. 4Responding to the Restructuring of Paper and Pulp Distribution Through M&A and Other Measures4×
  6. 5Management Metrics Focused on ROA and ROE4×
  7. 6Introduction of a Performance-Linked Share Compensation Plan4×

★ 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 Kpp Group Holdings yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.