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Solekia Limited (9867) · RiskLower sales dependence; higher procurement dependence on Fujitsu FSAS

Dependence on Specific Business Partners

First written in FY2017. 4 of 8 entries say "Mitigated", first in FY2018. Latest entry: FY2026.

8entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2018 – FY2020OtherFY2023 – FY20242017: 120172018: 120182019: 120192020: 120202021: 020212022: 020222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Dependence on Specific Business Partners and Procurement SourcesA theme 25 companies write about · 25 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2017: 6 of 14 companies on the "Worse" side.

5 other companies' latest entry also says "Other".

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 25 companies compared. The sentences above are computed from all 25.
Full recordFilings, disclosures and news, newest first
  1. FY2026Lower sales dependence; higher procurement dependence on Fujitsu FSASAnnual report

    「Sales to Fujitsu Limited 2,490,977 8.9 1,819,662 6.0 Purchases from Fujitsu Limited 2,175,463 12.6 1,331,435 7.0 Purchases from 富士通Japan株式会社 2,904,703 16.8 3,061,822 16.0 Purchases from エフサステクノロジーズ株式会社 2,695,437 15.6 4,043,882 21.2」

    The sales ratio for Fujitsu declined from 8.9% to 6.0%, while the total purchasing ratio also edged down from 45.0% in the previous period to 44.2%. Meanwhile, the purchasing ratio for エフサステクノロジーズ rose from 15.6% to 21.2%.
  2. FY2025MitigatedAnnual report

    「Sales to Fujitsu Limited 2,758,145 11.0 2,490,977 8.9 Purchases from Fujitsu Limited 5,071,033 31.6 2,175,463 12.6 Purchases from 富士通Japan株式会社 3,143,185 19.6 2,904,703 16.8 Purchases from エフサステクノロジーズ株式会社 21,366 0.1 2,695,437 15.6」

    The sales ratio for Fujitsu declined from 11.0% to 8.9%, while the combined purchasing ratio for the 3 Fujitsu-affiliated companies also declined, from 51.3% in the previous period to 45.0%. The counterparty classification changed following the renaming of the former 富士通エフサス.
  3. FY2024Lower sales dependence on the Fujitsu groupAnnual report

    「Sales to Fujitsu Limited 3,007,782 12.7 2,758,145 11.0 Sales to 株式会社富士通エフサス 1,333,337 5.6 1,229,611 4.9 Purchases from Fujitsu Limited 4,352,279 31.7 5,071,033 31.6 Purchases from 富士通Japan株式会社 2,603,338 19.0 3,143,185 19.6」

    The sales ratio for Fujitsu Limited declined from 12.7% to 11.0%, while the sales ratio for 富士通エフサス declined from 5.6% to 4.9%. Meanwhile, the purchasing ratio changed from 31.7% to 31.6% for Fujitsu and from 19.0% to 19.6% for Fujitsu Japan.
  4. FY2023Broader customer and supplier base and changes in dependence ratiosAnnual report

    「Sales to Fujitsu Limited 3,007,782 12.7; sales to 株式会社富士通エフサス 1,333,337 5.6; purchases from Fujitsu Limited 4,352,279 31.7; purchases from 富士通Japan株式会社 2,603,338 19.0」

    The sales ratio for 株式会社富士通エフサス declined from 6.2% to 5.6%, while purchases from Fujitsu Limited and 富士通Japan株式会社 were presented separately, indicating a change in the composition of customer and supplier dependence.
  5. FY2020MitigatedAnnual report

    「Sales to 株式会社富士通エフサス 3,619,045 17.3 3,469,014 14.3 Purchases from Fujitsu Limited 4,326,881 39.1 5,071,188 35.7」

    The sales ratio for 株式会社富士通エフサス declined from 17.3% to 14.3%, while the purchase ratio for Fujitsu declined from 39.1% to 35.7%. Although some purchase amounts increased, dependence based on the ratios declined.
  6. FY2019MitigatedAnnual report

    「Sales to 株式会社富士通エフサス: ¥3,619,045 thousand, 17.3%; purchases from Fujitsu Limited: ¥4,326,881 thousand, 39.1%」

    The sales ratio for 株式会社富士通エフサス declined slightly from 17.7% to 17.3%, while the purchase ratio for Fujitsu declined slightly from 39.2% to 39.1%. The disclosure indicates that the dependence ratios remain substantial.
  7. FY2018MitigatedAnnual report

    「Sales to 株式会社富士通エフサス 3,643,982 18.3 3,699,979 17.7 Purchases from Fujitsu Limited 4,315,726 40.3 4,187,161 39.2」

    The sales ratio for 株式会社富士通エフサス declined from 18.3% to 17.7%, while the purchase ratio for Fujitsu declined from 40.3% to 39.2%. Transaction exposure remains substantial, but both ratios declined from the previous fiscal year.
  8. FY2017First statedAnnual report

    「The Group conducts a substantial proportion of its transactions with Fujitsu Limited and 株式会社富士通エフサス, as follows.」

    Sales to 株式会社富士通エフサス were ¥3.643 billion, accounting for 18.3% of consolidated sales, while purchases from Fujitsu Limited were ¥4.315 billion, accounting for 40.3% of total purchases.
Moved together

"Orders for Electronic Medical Records and Medical Information Systems" moved the same way as this thread, in the same document, in 4 of its 8 moves.

444443★123456
  1. ★This thread
  2. 1Orders for Electronic Medical Records and Medical Information Systems4×
  3. 2Sluggish private-sector business negotiations4×
  4. 3Declining Revenue and Wider Losses4×
  5. 4Completion of the cycle of user equipment replacement demand and the subsequent decline4×
  6. 5Decline in System Development4×
  7. 6Expansion of Orders for Information and Communications Equipment for Local Governments and the Public Sector3×

★ 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
Solekia Limited's next results are scheduled for 2026-11-06. Read the earnings preview
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Dependence on Specific Business Partners | Solekia Limited (9867) | Komori