Declining demand for conventional parts processing and constraints on automobile production
First written in FY2022-Q3. 7 of 16 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2025: 12 of 42 companies on the "Worse" side.
7 other companies' latest entry also says "Other".
- FY2026Decline narrowed, but product sales remained challengingAnnual report
「During the consolidated fiscal year, volumes handled of resold products increased, but sales of products such as oils and cleaning agents remained challenging. As a result, net sales were ¥2,352 million, down 1.3% year on year.」
Although volumes handled of resold products increased, sales of products such as oils and cleaning agents remained challenging, resulting in a 1.3% year-on-year decline in Automobile Business net sales. The decline narrowed from 11.0% in the previous fiscal year. - FY2026-H1Product sales remained challenging and net sales continued to declineAnnual report
「Although the effort to pass higher raw material costs through to selling prices had reached a pause and volumes of resold products increased, sales of products such as oils and cleaning agents remained challenging. As a result, net sales were ¥1,152 million, down 1.8% year on year.」
Although price pass-through efforts reached a pause and volumes of resold products increased, sales of products such as oils and cleaning agents remained challenging, resulting in a 1.8% year-on-year decline in Automobile Business net sales. - FY2025WorsenedAnnual report
「While new opportunities are emerging, including next-generation vehicles, demand in the conventional parts processing field is expected to decline. Although the company had been working to pass higher costs through to selling prices, sales volumes of metalworking fluids, lubricants and other products remained sluggish. As a result, net sales were ¥2,384 million, down 11.0% year on year.」
Although the company advanced price pass-through, sales volumes remained sluggish, and the year-on-year decline in Automobile Business net sales was 11.0%. - FY2025-H1WorsenedAnnual report
「While new opportunities are emerging, including next-generation vehicles, demand in the conventional parts processing field is expected to decline. Although the company had been working to pass higher raw material costs through to selling prices, sales volumes of metalworking fluids, lubricants and other products remained sluggish. As a result, net sales were ¥1,173 million, down 9.1% year on year.」
Amid continued expectations of declining demand in the conventional parts processing field, sales volumes remained sluggish despite progress in passing higher costs through to prices, and Automobile Business net sales declined 9.1% year on year. - FY2024AdvancedAnnual report
「However, in addition to progress in passing higher costs through to selling prices, the company worked to address new customer needs, including the removal and relocation of equipment and cleaning associated with changes to or closure of production lines at customer plants, and carried out a large-scale dismantling project in the fourth quarter. As a result, net sales were ¥2,677 million, up 10.6% year on year.」
The company continued to pass higher costs through to prices and respond to needs such as equipment removal and relocation and cleaning, and carried out a large-scale dismantling project in the fourth quarter. Automobile Business net sales increased 10.6% year on year. - FY2024-Q3RestatedAnnual report
「While operations at automobile manufacturers recovering finished vehicles were improving, parts processors upstream in the supply chain remained in a phase of working through accumulated inventories, and sales volumes of metalworking fluids, lubricants and other products remained sluggish. However, in addition to progress in passing higher costs through to selling prices, the company worked to address new customer needs, including the removal and relocation of equipment and cleaning associated with changes to or closure of production lines at customer plants. As a result, net sales were ¥1,983 million, up 6.9% year on year.」
While operations at finished-vehicle manufacturers recovered, parts processors continued to work through inventories, leaving sales volumes sluggish. Net sales nevertheless increased 6.9% through price pass-through and the response to new customer needs. - FY2024-Q2RestatedAnnual report
「While operations at automobile manufacturers recovering finished vehicles were improving, parts processors upstream in the supply chain remained in a phase of working through accumulated inventories, and sales volumes of metalworking fluids, lubricants and other products remained sluggish. However, in addition to progress in passing higher costs through to selling prices, the company worked to address new customer needs, including the removal and relocation of equipment and cleaning associated with changes to or closure of production lines at customer plants. As a result, net sales were ¥1,290 million, up 6.5% year on year.」
While operations at finished-vehicle manufacturers recovered, parts processors continued to work through inventories, leaving sales volumes sluggish. Net sales nevertheless increased 6.5% through price pass-through and the response to new customer needs. - FY2024-Q1ReframedAnnual report
「Although the industry gradually shifted from unstable operating conditions toward recovery, sales volumes of metalworking fluids, lubricants and other products remained sluggish because the market was also in a phase of working through accumulated inventories.」
The explanation has shifted from reduced production due to semiconductor shortages and difficulties procuring parts to a recovery trend in industry operations, while inventory drawdown continues to restrain sales volumes. - FY2023RestatedAnnual report
「Although new opportunities are emerging, including next-generation vehicles, demand in the conventional parts processing field is expected to decline. In a challenging business environment, automobile production declined due to difficulties procuring parts caused by lockdowns in China, semiconductor shortages and other factors, and sales volumes of metalworking fluids, lubricants and other products remained sluggish.」
The company continues to report declining demand for conventional parts processing, reduced production due to lockdowns in China and semiconductor shortages, and sluggish sales volumes. - FY2023-Q3RestatedAnnual report
「While new opportunities are emerging, including next-generation vehicles, demand in the conventional parts processing field is expected to decline. In a challenging business environment, automobile production declined due to difficulties procuring parts caused by lockdowns in China, semiconductor shortages and other factors, and sales volumes of metalworking fluids, lubricants and other products remained sluggish. However, the company worked to address new customer needs, including the removal and relocation of equipment and cleaning associated with changes to or closure of production lines at customer plants. As a result, net sales were ¥1,854 million, up 8.7% year on year.」
The company continues to report declining demand for conventional parts processing, reduced production due to difficulties procuring parts in China and semiconductor shortages, and sluggish sales volumes, while advancing its response to new customer needs. - FY2023-Q2RestatedAnnual report
「While new opportunities are emerging, including next-generation vehicles, demand in the conventional parts processing field is expected to decline. In a challenging business environment, automobile production declined due to difficulties procuring parts caused by lockdowns in China, semiconductor shortages and other factors, and sales volumes of metalworking fluids, lubricants and other products remained sluggish. However, the company worked to address new customer needs, including the removal and relocation of equipment and cleaning associated with changes to or closure of production lines at customer plants. As a result, net sales were ¥1,211 million, up 10.0% year on year.」
The company continues to report declining demand for conventional parts processing, reduced production due to lockdowns in China and semiconductor shortages, and sluggish sales volumes, while net sales increased 10.0% through its response to new customer needs. - FY2023-Q1MaterialisedAnnual report
「In a challenging business environment, automobile production declined due to difficulties procuring parts caused by lockdowns in China, semiconductor shortages and other factors. Although sales volumes of metalworking fluids, lubricants and other products declined, the company worked to provide solutions including the removal and relocation of equipment and cleaning associated with changes to or closure of production lines at customer plants.」
The company states that, in addition to declining demand for conventional parts processing, automobile production declined due to lockdowns in China and semiconductor shortages, resulting in lower sales volumes of metalworking fluids, lubricants and other products. - FY2022RestatedAnnual report
「Although new opportunities are emerging, including next-generation vehicles, this is a challenging business environment in which demand in the conventional parts processing field is expected to decline, while concerns remain over automobile production plateauing due to parts procurement difficulties caused by lockdowns in China, semiconductor shortages and other factors. However, operations at customer plants have recovered compared with the same period of the previous year, when production was significantly reduced due to the impact of COVID-19.」
The company continues to express concern about declining demand for conventional parts processing and production constraints caused by semiconductor shortages, while noting that operations at customer plants have recovered year on year. - FY2022-Q3First statedAnnual report
「Although new opportunities are emerging, including next-generation vehicles, this is a challenging business environment in which demand in the conventional parts processing field is expected to decline, while concerns remain over automobile production plateauing due to semiconductor shortages and other factors.」
While highlighting the potential of next-generation vehicles, the company expresses concern about declining demand for conventional parts processing and production constraints caused by semiconductor shortages.