Komori
Ait (9381) · RiskRestated

Dependence on the Textile and Miscellaneous Goods-Related Industries

First written in FY2018. 6 of 9 entries say "Restated". Latest entry: FY2025.

9entries
8years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2019RestatedFY2021-Q3 – FY2021MitigatedFY2022RestatedFY2023 – FY20252018: 220182019: 120192020: 120202021: 220212022: 120222023: 120232024: 020242025: 12025
Same theme, other companies
Revenue Dependence on Specific Customers and Corporate GroupsA theme 315 companies write about · 329 as a headwind · 3 as a tailwind

The whole theme swung hardest in 2026: 39 of 122 companies on the "Worse" side.

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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 333 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「In addition, the Group's sales have become relatively dependent on textile and general merchandise companies.」

    Dependence on textile and general merchandise companies continues to be disclosed as a business risk.
  2. FY2023RestatedAnnual report

    「The Group is also strengthening sales activities in other industries where it has had limited business to date, seeking to expand its revenue opportunities, and currently conducts business with companies across a broad range of industries. Accordingly, although its dependence on specific companies is low, deterioration in business conditions in the identified industries could affect the Group's performance.」

    While stating that expanded sales efforts across other industries and a large number of companies have reduced dependence on any specific company, the company continues to face the risk of an economic downturn in specific industries.
  3. FY2022MitigatedAnnual report

    「The Group is also strengthening sales activities in other industries where it has had limited business to date, seeking to expand its revenue opportunities, and currently conducts business with companies across a broad range of industries. Accordingly, although its dependence on specific companies is low, deterioration in business conditions in the identified industries could affect the Group's performance.」

    While explaining that expanded sales efforts across other industries and a large number of companies have reduced dependence on any specific company, the company continues to face the risk of dependence on the textile and general merchandise industries themselves.
  4. FY2021RestatedAnnual report

    「Our Group’s revenue is relatively highly dependent on companies in the textile and general merchandise-related industries.」

    Dependence on textile and general merchandise companies continues to be disclosed as a business risk.
  5. FY2021-Q3RestatedAnnual report

    「The operating revenue (net sales) of the Group has become relatively more dependent on textile and general merchandise companies. If worsening performance at these companies reduces international freight volumes, the Group's performance could be affected.」

    The company continues to disclose the increasing relative dependence on textile and general merchandise companies and the risk that worsening performance at those companies could reduce logistics volumes.
  6. FY2021-Q1WorsenedAnnual report

    「The operating revenue (net sales) of the Group has become relatively more dependent on textile and general merchandise companies. If worsening performance at these companies reduces international freight volumes, the Group's performance could be affected.」

    The disclosure describes dependence on textile and general merchandise companies as having changed from "relatively high" to "becoming relatively higher," and also adds the impact of deteriorating customer performance and reduced logistics volumes due to infectious diseases.
  7. FY2019RestatedAnnual report

    「Our Group’s revenue is relatively highly dependent on companies in the textile and general merchandise-related industries.」

    Dependence on textile and general merchandise companies continues to be disclosed as a business risk.
  8. FY2019-Q1RestatedAnnual report

    「Although transactions, particularly with major customers, continued to expand as a result of the initiatives described above, the gross profit margin declined from the same period of the previous year due to the thin margins at major customers and increased outsourcing of customs clearance operations.」

    Transactions centered on large customers continue to expand, and the company continues to disclose a structure that creates a relatively high dependence on them.
  9. FY2018First statedAnnual report

    「Our Group’s revenue is relatively highly dependent on companies in the textile and general merchandise-related industries.」

    The company explicitly identifies its relatively high sales dependence on textile and general merchandise companies as a risk, as a downturn in those industries could affect performance.
Moved together

"Increase in customs clearance orders" moved the same way as this thread, in the same document, in 2 of its 9 moves.

2★1
  1. ★This thread
  2. 1Increase in customs clearance orders2×

★ 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 Ait yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on the Textile and Miscellaneous Goods-Related Industries | AIT CORPORATION (9381) | Komori