Sales concentration in the East Japan Railway Company Group and dependence on business relationships
First written in FY2017. 14 of 32 entries say "Mitigated", first in FY2021-Q1. Latest entry: FY2027-H1.
Central Security Patrols moved to the "Worse" side of this theme in 2018, 2 years before the typical company in this theme (2020).
The whole theme swung hardest in 2025: 12 of 25 companies on the "Worse" side.
9 other companies' latest entry also says "Restated".
- FY2027-H1RestatedAnnual report
「East Japan Railway Company 5,074,427 13.1 5,297,400 13.1」
Sales to JR East increased from ¥5,074.427 million, or 13.1% of total sales, in the same period of the previous year to ¥5,297.400 million, or 13.1%, in the current interim period. The sales ratio was unchanged year on year, continuing to indicate concentration risk. - 2026-05-29MitigatedGovernance
「East Japan Railway Company is a major and stable customer of our group, and sales to the East Japan Railway Group as a whole accounted for 27.5% of our group's total sales.」
The company disclosed that sales to the East Japan Railway Group as a whole accounted for 27.5%. This was down from 28.5% in FY2025, indicating lower sales concentration than in the previous disclosure. - FY2026-H1MitigatedAnnual report
「East Japan Railway Company 4,717,776 13.6 5,074,427 13.1」
The ratio of sales to JR East to total sales fell from 13.6% in the same period of the previous year to 13.1%. Sales remain concentrated, but the degree of concentration declined year on year. - FY2025WorsenedAnnual report
「Sales between our Group and East Japan Railway Company, which is a major shareholder with a 25.5% voting-rights ownership ratio, and its group companies amounted to ¥20,319 million in the consolidated fiscal year, accounting for 28.5% of total sales.」
The sales ratio to the JR East Group rose from 28.2% in the previous fiscal year to 28.5%. The risks of impacts from sales concentration and changes in the business relationship continue to be disclosed. - FY2025-H1MitigatedAnnual report
「East Japan Railway Company 4,928,848 14.6 4,717,776 13.6」
The ratio of sales to JR East to total sales fell from 14.6% in the same period of the previous year to 13.6%. Sales remain concentrated, but the degree of concentration declined year on year. - FY2025-Q1MitigatedAnnual report
「East Japan Railway Company 2,656,503 15.0 2,344,476 13.4」
The ratio of sales to JR East to total sales fell from 15.0% in the same period of the previous year to 13.4%. Sales remain concentrated, but the degree of concentration declined year on year. - FY2024MitigatedAnnual report
「Sales between our Group and East Japan Railway Company, which is a major shareholder with a 25.3% voting-rights ownership ratio, and its group companies amounted to ¥19,190 million in the consolidated fiscal year, accounting for 28.2% of total sales.」
The sales ratio to the JR East Group fell from 29.0% in the previous fiscal year to 28.2%. The risks of impacts from sales concentration and changes in the business relationship continue to be disclosed. - FY2024-Q3WorsenedAnnual report
「East Japan Railway Company 6,806,961 14.2 7,178,369 14.3」
The ratio of sales to JR East to total sales rose from 14.2% in the same period of the previous year to 14.3%. Risks of impacts from sales concentration and changes in the business relationship continue to exist. - FY2024-Q2WorsenedAnnual report
「East Japan Railway Company 4,518,180 14.2 4,928,848 14.6」
The ratio of sales to JR East to total sales rose from 14.2% in the same period of the previous year to 14.6%. Sales remain concentrated, and the degree of concentration increased year on year. - FY2024-Q1WorsenedAnnual report
「East Japan Railway Company 2,274,309 14.0 2,656,503 15.0」
The ratio of sales to JR East to total sales rose from 14.0% in the same period of the previous year to 15.0%. Sales remain concentrated, and the degree of concentration increased year on year. - FY2023-Q3MitigatedAnnual report
「East Japan Railway Company 8,622,963 16.9 6,806,961 14.2」
The ratio of sales to JR East to total sales fell from 16.9% in the same period of the previous year to 14.2%. Sales remain concentrated, but the degree of concentration declined year on year. - FY2023-Q2MitigatedAnnual report
「East Japan Railway Company 6,136,177 17.8 4,518,180 14.2」
The ratio of sales to JR East to total sales fell from 17.8% in the same period of the previous year to 14.2%. Sales remain concentrated, but the degree of concentration declined year on year. - FY2023-Q1MitigatedAnnual report
「East Japan Railway Company 2,467,087 14.5 2,274,309 14.0」
The ratio of sales to JR East to total sales fell from 14.5% in the same period of the previous year to 14.0%. Sales remain concentrated, but the degree of concentration declined year on year. - FY2022MitigatedAnnual report
「Sales between our Group and East Japan Railway Company, which is a major shareholder with a 25.3% voting-rights ownership ratio, and its group companies amounted to ¥20,023 million in the consolidated fiscal year, accounting for 29.0% of total sales.」
The sales ratio to the JR East Group fell from 32.1% in the previous fiscal year to 29.0%. However, the risks of impacts from sales concentration and changes in the business relationship continue to be disclosed. - FY2022-Q3MitigatedAnnual report
「East Japan Railway Company 8,659,661 17.2 8,622,963 16.9」
The ratio of sales to JR East to total sales fell from 17.2% in the same period of the previous year to 16.9%. Sales remain concentrated, but the degree of concentration declined year on year. - FY2022-Q2WorsenedAnnual report
「East Japan Railway Company 5,912,251 17.4 6,136,177 17.8」
Sales to JR East amounted to ¥6,136.177 million in the cumulative consolidated second quarter period, or 17.8% of total sales, up from 17.4% in the same period of the previous year. - FY2022-Q1MitigatedAnnual report
「East Japan Railway Company 3,062,461 17.6 2,467,087 14.5」
The ratio of sales to JR East to total sales fell from 17.6% in the same period of the previous year to 14.5%. Sales remain concentrated, but the degree of concentration declined year on year. - FY2021-Q3MitigatedAnnual report
「East Japan Railway Company 10,581,052 20.9 8,659,661 17.2」
The ratio of sales to JR East to total sales fell from 20.9% in the same period of the previous year to 17.2%. Sales remain concentrated, but the degree of concentration declined year on year. - FY2021-Q2MitigatedAnnual report
「East Japan Railway Company 7,046,573 21.0 5,912,251 17.4」
The ratio of sales to JR East to total sales fell from 21.0% in the same period of the previous year to 17.4%. Sales remain concentrated, but the degree of concentration declined year on year. - FY2021-Q1MitigatedAnnual report
「East Japan Railway Company 3,136,617 19.2 3,062,461 17.6」
The ratio of sales to JR East to total sales fell from 19.2% in the same period of the previous year to 17.6%. Sales remain concentrated, but the degree of concentration declined year on year. - FY2020WorsenedAnnual report
「Sales for the consolidated fiscal year amounted to ¥21,794 million, accounting for 32.1% of total sales. Accordingly, if the company's performance deteriorates significantly or the business relationship with our company changes, this could affect the performance and financial condition of our Group.」
The sales ratio to the JR East Group was 32.1%, at ¥21,794 million, up from 25.5% in the previous fiscal year, indicating greater concentration. The company also indicated that the sales ratio is expected to gradually increase under its policy of further strengthening the business relationship. - FY2020-Q3WorsenedAnnual report
「East Japan Railway Company 7,783,797 16.7 10,581,052 20.9」
Sales to JR East amounted to ¥10,581.052 million in the cumulative consolidated third quarter period, or 20.9% of total sales. The sales ratio increased from 16.7% in the same period of the previous year, indicating a greater concentration of sales. - FY2020-Q2WorsenedAnnual report
「East Japan Railway Company 5,083,911 16.5 7,046,573 21.0」
Sales to JR East amounted to ¥7,046.573 million in the cumulative consolidated second quarter period, or 21.0% of total sales. The sales ratio increased from 16.5% in the same period of the previous year, indicating a greater concentration of sales. - FY2020-Q1WorsenedAnnual report
「East Japan Railway Company 2,433,329 15.7 3,136,617 19.2」
Sales to JR East amounted to ¥3,136.617 million in the cumulative consolidated first quarter period, or 19.2% of total sales. The sales ratio increased from 15.7% in the same period of the previous year, indicating a greater concentration of sales. - FY2019-Q3WorsenedAnnual report
「East Japan Railway Company 4,175,601 10.7 7,783,797 16.7」
Sales to JR East amounted to ¥7,783.797 million on a cumulative third-quarter basis, or 16.7% of total sales. The sales ratio increased from 10.7% in the same period of the previous year, indicating a greater concentration of sales. - FY2019-Q2WorsenedAnnual report
「East Japan Railway Company 5,083,911 16.5」
Sales to JR East amounted to ¥5,083.911 million in the cumulative consolidated second quarter period, accounting for 16.5% of total sales. The sales ratio increased from 10.6% in the same period of the previous year and 15.7% in the first quarter of the current year. - FY2019-Q1WorsenedAnnual report
「East Japan Railway Company 2,433,329 15.7」
Sales to JR East amounted to ¥2,433.329 million in the cumulative consolidated first quarter period, accounting for 15.7% of total sales. The sales ratio increased from 10.6% in the same period of the previous year. - FY2018WorsenedAnnual report
「Sales for the consolidated fiscal year amounted to ¥13,701 million, accounting for 25.5% of total sales. Accordingly, if the company's performance deteriorates significantly or the business relationship with our company changes, this could affect the performance and financial condition of our Group.」
Sales to the JR East Group amounted to ¥13,701 million, or 25.5% of total sales, up from 25.1% in the previous fiscal year. The risk of an impact from changes in the business relationship and other factors continues to be disclosed. - FY2018-Q3RestatedAnnual report
「East Japan Railway Company 4,175,601 10.7」
Sales to East Japan Railway Company amounted to ¥4,175.601 million in the cumulative consolidated third quarter period, accounting for 10.7% of total sales. This continues to indicate a degree of concentration in sales to JR East. - FY2018-Q2RestatedAnnual report
「East Japan Railway Company 2,766,416 10.6」
Sales to East Japan Railway Company amounted to ¥2,766.416 million in the cumulative consolidated second quarter period, accounting for 10.6% of total sales. This continues to indicate a degree of concentration in sales to JR East. - FY2018-Q1RestatedAnnual report
「East Japan Railway Company 1,435,526 11.2 1,409,032 10.6」
Sales to East Japan Railway Company totaled ¥1,409.032 million during the cumulative period of the first quarter under review, accounting for 10.6% of total sales. - FY2017First statedAnnual report
「Sales by the group to East Japan Railway Company, its largest shareholder with a 25.4% voting-rights ownership ratio, and its group companies totaled ¥12,365 million in the consolidated fiscal year under review, accounting for 25.1% of total sales. Accordingly, if the company's business performance deteriorates significantly or the partnership with the group changes, this could affect the group's business performance and financial position.」
Sales to the JR East Group totaled ¥12,365 million, accounting for 25.1% of total sales, and the company identifies as a risk the impact of deterioration in its business performance or changes in the partnership.