Dependence on separators for aluminum electrolytic capacitors
First written in FY2016. 2 of 10 entries say "Materialised", first in FY2017-Q1. Latest entry: FY2026.
Nippon Kodoshi moved to the "Worse" side of this theme in 2016, 7 years before the typical company in this theme (2023).
The whole theme swung hardest in 2024: 13 of 49 companies on the "Worse" side.
23 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「We will seek to stabilize performance by expanding sales of functional materials and other products for which demand is expected to grow, and by creating new businesses, in order to minimize the impact of demand trends for specific products on the overall business.」
In response to dependence on the principal separators for aluminum electrolytic capacitors, the company specified the creation of new businesses in addition to expanding sales of functional materials as a countermeasure. - FY2024RestatedAnnual report
「Sales of our principal separators for aluminum electrolytic capacitors, in which we have a high market share, accounted for approximately 80% of total sales in the current consolidated fiscal year, and global demand trends may affect our group's performance. We will seek to stabilize performance by expanding sales of functional materials and other products.」
Dependence on the principal product remained approximately 80%, and the company continued measures to stabilize performance by expanding sales of functional materials and other products. - FY2023RestatedAnnual report
「Sales of our principal separators for aluminum electrolytic capacitors, in which we have a high market share, accounted for approximately 80% of total sales in the current consolidated fiscal year, and global demand trends may affect our group's performance. We will seek to stabilize performance by expanding sales of functional materials and other products.」
Dependence on the principal product remained approximately 80%, and the company continued measures to stabilize performance by expanding sales of functional materials and other products. - FY2021MitigatedAnnual report
「Sales of our principal separators for aluminum electrolytic capacitors, in which we have a high market share, accounted for approximately 80% of total sales in the current consolidated fiscal year, and global demand trends may affect our group's performance. We will seek to stabilize performance by expanding sales of battery separators, for which demand is expected to grow.」
While dependence on the principal product remained high at approximately 80%, the company specified measures to stabilize performance by expanding sales of battery separators. - FY2020WorsenedAnnual report
「Sales of our principal separators for aluminum electrolytic capacitors, in which we have a high market share, accounted for approximately 80% of total sales in the current consolidated fiscal year, and global demand trends may affect our group's performance.」
Dependence on separators for aluminum electrolytic capacitors increased from 63.4% in the previous fiscal year to approximately 80% of sales, indicating greater dependence. - FY2018WorsenedAnnual report
「Sales of separators for aluminum electrolytic capacitors, one of our group's principal products, accounted for 63.4% of total sales in the current consolidated fiscal year, compared with 62.1% in the previous consolidated fiscal year.」
Dependence on separators for aluminum electrolytic capacitors increased from 62.1% to 63.4% of sales, indicating renewed concentration in a specific business. - FY2017SoftenedAnnual report
「Sales of separators for aluminum electrolytic capacitors, one of our group's principal products, accounted for 62.1% of total sales in the current consolidated fiscal year, compared with 74.0% in the previous consolidated fiscal year.」
Dependence on separators for aluminum electrolytic capacitors decreased from 74.0% to 62.1% of sales. - FY2017-Q2MaterialisedAnnual report
「Overseas sales of capacitor separators remained sluggish due to the stagnation of the Chinese economy, while sales for low-voltage products for automotive applications and smartphone-related equipment, as well as medium- and high-voltage products for white goods such as general-purpose and air-conditioner inverters, remained firm. As a result, sales for the first two quarters of the current consolidated cumulative period were ¥5,125 million, up ¥194 million, or 3.9%, year on year.」
While sluggish overseas sales due to the stagnation of the Chinese economy continued, automotive, smartphone-related and white-goods applications remained firm. Sales of the principal product increased 3.9% year on year. - FY2017-Q1MaterialisedAnnual report
「Demand for our principal product, capacitor separators, was weak in Asia, particularly China, where economic growth was slowing, and business remained sluggish. Although demand for low-voltage products for automotive applications, where growth is expected, was strong, and demand in Japan for medium- and high-voltage products for white goods such as air conditioners was beginning to recover, demand for medium- and high-voltage products for industrial equipment and other applications remained sluggish due to the slowdown in China. As a result, sales for the first quarter of the current consolidated cumulative period were ¥2,517 million, down ¥33 million, or 1.3%, year on year.」
Weak demand in Asia, particularly China, actually affected sales of the principal product, with capacitor separator sales down 1.3% year on year. - FY2016First statedAnnual report
「Sales of separators for aluminum electrolytic capacitors, one of our group's principal products, accounted for 74.0% of total sales in the current consolidated fiscal year, compared with 71.7% in the previous consolidated fiscal year. As our group has a high market share in separators for aluminum electrolytic capacitors, global demand trends may affect our group's performance.」
The company reported that its principal product accounted for 74.0% of the sales mix and identified the impact of fluctuations in global demand on performance as a risk.