Updated
The most significant concentration Sensient Technologies Corporati discloses is Ukraine sunflower oil suppliers, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
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Source: Sensient Technologies Corporati’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
“10-K Item 1A: 'suppliers located in Ukraine are our main source of sunflower oil...We have encountered difficulties...in finding...reliable alternative sources or substitutes for certain of the raw materials we need (including sunflower oil)'”
The company's disclosed concentration is a single, high-share supplier dependency: suppliers located in Ukraine are the main source of sunflower oil, and the company has encountered difficulties in finding reliable alternative sources or substitutes for certain raw materials it needs, including sunflower oil. By disclosed size this is a large-share exposure, and its character is dependency — the company relies on a geographically specific supply base for a key functional ingredient, and the filing explicitly acknowledges the difficulty of finding reliable alternatives. That combination of high share and limited substitutability makes this the most consequential concentration in the disclosed profile. Sunflower oil is a natural raw material used in flavor and extract production where its specific functional properties may not be easily replicated by alternatives without affecting product performance. The Ukraine sourcing concentration introduces supply chain risk tied to geopolitical and conflict-related disruption — a risk that has been materially active in recent periods and that may persist for an extended time given the ongoing nature of regional instability. The company's acknowledged difficulty in finding substitutes means that sourcing disruptions translate more directly into production cost increases or formulation constraints than they would in a market with readily available alternatives. No customer, geographic revenue, or product concentration is disclosed beyond this supplier exposure. The single-source nature of the dependency makes it the defining concentration risk in the disclosed profile, and the inability to easily substitute suggests that resolution — whether through supply diversification, supplier qualification, or formulation changes — is a medium-term rather than immediate task.
For the engine’s reasoning on SXT’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| APD | Air Products and Chemicals, Inc | 2 | 0 | 0 | 2 |
| ALB | Albemarle Corporation | 1 | 1 | 0 | 2 |
| AVNT | Avient Corporation | 1 | 0 | 0 | 1 |
| SXT● | Sensient Technologies Corporati | 1 | 0 | 0 | 1 |
| AXTA | Axalta Coating Systems Ltd. | 0 | 1 | 0 | 1 |
| ASH | Ashland Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.