Komori
Totech (9960) · RiskMitigated

Changes in the Quality, Production Capacity and Business Relationship of the Principal Supplier

First written in FY2016. 4 of 10 entries say "Worsened", first in FY2017. Latest entry: FY2026.

10entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2019 – FY2020WorsenedFY2022MitigatedFY2024 – FY20262016: 120162017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Concentrated Dependence on Specific SuppliersA theme 121 companies write about · 121 as a headwind · 0 as a tailwind

Totech moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).

The whole theme swung hardest in 2020: 24 of 78 companies on the "Worse" side.

22 other companies' latest entry also says "Mitigated".

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 121 companies compared. The sentences above are computed from all 121.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「In particular, purchases from DAIKIN INDUSTRIES,LTD. account for a high proportion of the Group's total purchases (23.4% in the fiscal year ending March 2026, including purchases made through trading companies).」

    The Group's dependence on DAIKIN INDUSTRIES,LTD. declined from 26.1% in the previous fiscal year to 23.4%. The report continues to describe the risk of dependence on major suppliers.
  2. FY2025MitigatedAnnual report

    「In particular, purchases from DAIKIN INDUSTRIES,LTD. account for a high proportion of the Group's total purchases (26.1% in the fiscal year ended March 2025, including purchases made through trading companies).」

    The Group's dependence on DAIKIN INDUSTRIES,LTD. declined from 26.6% in the previous fiscal year to 26.1%. The report continues to identify changes in the quality or production capacity of major suppliers and in business relationships as risks.
  3. FY2024MitigatedAnnual report

    「In particular, purchases from DAIKIN INDUSTRIES,LTD. account for a high proportion of the Group's total purchases (26.6% in the fiscal year ended March 2024, including purchases made through trading companies).」

    The Group's dependence on DAIKIN INDUSTRIES,LTD. declined from 29.1% in the previous fiscal year to 26.6%. The report continues to identify changes in the quality or production capacity of major suppliers and in business relationships as risks.
  4. FY2022WorsenedAnnual report

    「In particular, purchases from DAIKIN INDUSTRIES,LTD. account for a high proportion of the Group's total purchases (29.1% in the fiscal year ended March 2022, including purchases made through trading companies). If there is an unexpected change in the quality or production capacity of a major supplier, or a change in its relationship with the Group, this could affect the Group's operating results and financial condition.」

    The Group's dependence on DAIKIN INDUSTRIES,LTD. increased from 27.2% in the previous fiscal year to 29.1%, further increasing its dependence on a major supplier.
  5. FY2021MitigatedAnnual report

    「In particular, purchases from DAIKIN INDUSTRIES,LTD. account for a high proportion of the Group's total purchases (27.2% in the fiscal year ended March 2021, including purchases made through trading companies).」

    The Group's dependence on DAIKIN INDUSTRIES,LTD. declined from 28.5% in the previous fiscal year to 27.2%. The report continues to identify changes in the quality or production capacity of major suppliers and in business relationships as risks.
  6. FY2020WorsenedAnnual report

    「In particular, purchases from DAIKIN INDUSTRIES,LTD. account for a high proportion of the Group's total purchases (28.5% in the fiscal year ended March 2020, including purchases made through trading companies).」

    The Group's dependence on DAIKIN INDUSTRIES,LTD. increased from 27.9% in the previous fiscal year to 28.5%, further increasing its dependence on a major supplier.
  7. FY2019WorsenedAnnual report

    「In particular, purchases from DAIKIN INDUSTRIES,LTD. account for a high proportion of the Group's total purchases (27.9% in the fiscal year ended March 2019, including purchases made through trading companies).」

    The Group's dependence on DAIKIN INDUSTRIES,LTD. increased from 27.1% in the previous fiscal year to 27.9%, further increasing its dependence on a major supplier.
  8. FY2018RestatedAnnual report

    「In particular, purchases from DAIKIN INDUSTRIES,LTD. account for a high proportion of the Group's total purchases (27.1% in the fiscal year ended March 2018, including purchases made through trading companies). If there is an unexpected change in the quality or production capacity of a major supplier, or a change in its relationship with the Group, this could affect the Group's operating results and financial condition.」

    The Group's dependence on DAIKIN INDUSTRIES,LTD. remained at 27.1%, unchanged from the previous fiscal year, and the report continues to identify changes in the quality or production capacity of major suppliers and in business relationships as risks.
  9. FY2017WorsenedAnnual report

    「In particular, purchases from DAIKIN INDUSTRIES,LTD. account for a high proportion of the Group's total purchases (27.1% in the fiscal year ended March 2017, including purchases made through trading companies). If there is an unexpected change in the quality or production capacity of a major supplier, or a change in its relationship with the Group, this could affect the Group's operating results and financial condition.」

    The Group's dependence on DAIKIN INDUSTRIES,LTD. increased from 26.4% in the previous fiscal year to 27.1%, providing a more precise measure of its dependence on a major supplier.
  10. FY2016First statedAnnual report

    「In particular, purchases from DAIKIN INDUSTRIES,LTD. account for a high proportion of the Group's total purchases (26.4% in the fiscal year ended March 2016, including purchases made through trading companies).」

    The report quantifies the Group's dependence on its major supplier, DAIKIN INDUSTRIES,LTD., at 26.4%.
Moved together

"Sustainable Growth Through Order Expansion and Profit Protection" moved the same way as this thread, in the same document, in 5 of its 10 moves.

543333★123456
  1. ★This thread
  2. 1Sustainable Growth Through Order Expansion and Profit Protection5×
  3. 2Higher equity ratio4×
  4. 3Strengthening the Maintenance and Servicing Revenue Base Through Group Collaboration3×
  5. 4Two core businesses: product sales and construction3×
  6. 5Expansion of the construction business and contribution to earnings3×
  7. 6Demand fluctuations caused by economic fluctuations and weak capital investment3×

★ 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
Totech's next results are scheduled for 2026-11-10. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.