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Kimura Unity (9368) · RiskWorsened

Dependence on Sales to the Toyota Motor Group

First written in FY2019. 4 of 8 entries say "Mitigated", first in FY2020. Latest entry: FY2026.

8entries
8years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019MitigatedFY2020 – FY2024WorsenedFY2025 – FY20262019: 120192020: 120202021: 120212022: 020222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Dependence on Specific Customers for RevenueA theme 92 companies write about · 92 as a headwind · 0 as a tailwind

Kimura Unity moved to the "Worse" side of this theme in 2025, 2 years after the typical company in this theme (2023).

The whole theme swung hardest in 2025: 22 of 69 companies on the "Worse" side.

16 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 92 companies compared. The sentences above are computed from all 92.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Revenue from TOYOTA MOTOR CORPORATION accounted for 22.9% of our group's total revenue, or 41.3% including revenue from the TOYOTA MOTOR CORPORATION group, for the fiscal year ending March 2026 on a filing-company basis.」

    Although the revenue ratio for TOYOTA MOTOR CORPORATION alone declined, the ratio including the TOYOTA MOTOR CORPORATION group rose from 40.2% in the previous fiscal year to 41.3%, increasing dependence on the group.
  2. 2026-04-27WorsenedEarnings

    「Toyota Group companies ¥17,053 million 26.4%」

    The sales ratio attributable to Toyota Group companies and others rose from 35.3% in the previous fiscal year to 46.5%, increasing dependence on major customers.
  3. FY2025WorsenedAnnual report

    「Revenue from TOYOTA MOTOR CORPORATION accounted for 23.8% of total revenue for the fiscal year ended March 2025 on a filing-company basis, or 40.2% including revenue from the TOYOTA MOTOR CORPORATION group.」

    The revenue ratio for TOYOTA MOTOR CORPORATION alone rose from 23.0% in the previous fiscal year to 23.8%, while the ratio including the group rose from 35.3% to 40.2%, increasing dependence.
  4. FY2024MitigatedAnnual report

    「Revenue from TOYOTA MOTOR CORPORATION accounted for 23.0% of our group's total revenue, or 35.3% including revenue from the TOYOTA MOTOR CORPORATION group, for the fiscal year ended March 2024 on a filing-company basis.」

    The revenue ratio for TOYOTA MOTOR CORPORATION alone declined from 24.4% to 23.0%, and the ratio including the TOYOTA MOTOR CORPORATION group declined from 36.7% to 35.3%.
  5. FY2023MitigatedAnnual report

    「Revenue from TOYOTA MOTOR CORPORATION accounted for 24.4% of our group's total revenue, or 36.7% including revenue from the TOYOTA MOTOR CORPORATION group, for the fiscal year ended March 2023 on a filing-company basis.」

    The revenue ratio for TOYOTA MOTOR CORPORATION alone changed from 25.5% to 24.4%, while the ratio including the group changed from 36.1% to 36.7%.
  6. FY2021MitigatedAnnual report

    「Revenue from TOYOTA MOTOR CORPORATION accounted for 25.5% of our group's total revenue, or 36.1% including revenue from the TOYOTA MOTOR CORPORATION group, for the fiscal year ended March 2021 on a filing-company basis.」

    The revenue ratios for TOYOTA MOTOR CORPORATION alone and including the group declined from 25.9% and 36.9%, respectively, in the previous fiscal year.
  7. FY2020MitigatedAnnual report

    「Revenue from TOYOTA MOTOR CORPORATION accounted for 25.9% of our group's total revenue, or 36.9% including revenue from the TOYOTA MOTOR CORPORATION group, for the fiscal year ended March 2020 on a filing-company basis.」

    The revenue ratios for TOYOTA MOTOR CORPORATION alone and including the TOYOTA MOTOR CORPORATION group both declined from the previous year's stated levels of 27.2% and 39.5%, respectively.
  8. FY2019First statedAnnual report

    「Revenue from TOYOTA MOTOR CORPORATION accounted for 27.2% of our total revenue, or 39.5% including revenue from the TOYOTA MOTOR CORPORATION group, for the fiscal year ended March 2019 on a filing-company basis. Our business may therefore be affected by TOYOTA MOTOR CORPORATION's ordering policies.」

    Dependence on a specific customer is shown as a specific percentage, and the risk that changes in ordering policies may affect the business is disclosed separately for the first time.
Moved together

"Impact on Profit or Loss from Yen Appreciation and Exchange-Rate Fluctuations" moved the same way as this thread, in the same document, in 5 of its 8 moves.

544444★123456
  1. ★This thread
  2. 1Impact on Profit or Loss from Yen Appreciation and Exchange-Rate Fluctuations5×
  3. 2Dividends Funded by Retained Earnings4×
  4. 3Strengthening Governance through Outside Officers and Three-Pronged Audits4×
  5. 4Expansion of the logistics business through the North American subsidiary4×
  6. 5Impairment Risks for Fixed Assets and Goodwill, and Impairment at Super Jumbo4×
  7. 6Order delays at North American subsidiary KIMURA, INC.4×

★ 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
Kimura Unity's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Earnings of 2026-04-27: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Sales to the Toyota Motor Group | KIMURA UNITY CO.,LTD. (9368) | Komori