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Matsumoto Yushi-Seiyaku (4365) · RiskWorsenedLatest Earnings (2026-08-10): "Mitigated"

Weak Domestic Automotive and Construction-Related Demand

First written in FY2017-Q1. 10 of 27 entries say "Restated". Latest entry: 2026-08-10.

27entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2024-Q1 – FY2025-H12016: 220162017: 320172018: 320182019: 420192020: 220202021: 220212022: 320222023: 120232024: 220242025: 220252026: 32026
Same theme, other companies

Matsumoto Yushi-Seiyaku moved to the "Worse" side of this theme in 2025, 6 years after the typical company in this theme (2019).

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-10MitigatedEarnings

    「On the other hand, products for automotive parts, construction materials and cosmetics and toiletries in the non-textile industrial sector performed steadily.」

    Demand related to the domestic automotive sector, which had been described as sluggish through the previous fiscal year, was reported as steady in the automotive parts and construction materials fields, indicating some mitigation of risk.
  2. FY2026WorsenedAnnual report

    「In addition, sales of non-textile industrial products, including automotive parts and cosmetics and toiletries, remained sluggish and were below the same period of the previous year.」

    The previous fiscal year described strong performance in automotive parts, resin molding and other applications, but in the current fiscal year automotive parts, cosmetics and other applications remained sluggish, and non-textile industrial sales fell below the previous year's level.
  3. 2026-05-15WorsenedEarnings

    「In addition, sales of non-textile industrial products, including automotive parts and cosmetics and toiletries, remained sluggish and were below the same period of the previous year.」

    Weakness in non-textile industrial products, including automotive parts, continued, and sales fell below the same period of the previous year.
  4. FY2026-H1WorsenedAnnual report

    「Non-textile industrial applications, including automotive parts, also remained sluggish, and sales fell below the level of the same period of the previous year. As a result, sales to external customers were ¥5,324 million, down 11.3% year on year.」

    Weakness continued in non-textile industrial applications, including automotive parts, and sales fell 11.3% year on year. Following the recovery in domestic automotive-related demand, weakness has spread again to a broader range of applications.
  5. FY2025RestatedAnnual report

    「In the polymers, inorganic products and other segments, overseas sales were generally firm. Although sales in Japan's textile industry varied by production center and application, sales improved overall. In non-textile industrial-related businesses, automotive parts, resin molding and other areas performed well, resulting in sales above the previous year.」

    Automotive parts, resin molding and other applications performed well, and the weakness in domestic automotive-related demand has eased somewhat.
  6. FY2025-H1MitigatedAnnual report

    「Overseas demand for polymers, inorganic products and other items was generally firm. In the domestic textile sector, sales improved overall despite differences by production region and end use, while automotive parts and resin molding in non-textile industrial applications remained strong and sales exceeded the level of the same period of the previous year. As a result, sales to external customers were ¥6,006 million, up 11.6% year on year.」

    Automotive parts and resin molding performed well, lifting non-textile industrial sales above the level of the same period of the previous year. The weakness in domestic automotive-related demand has eased somewhat.
  7. FY2024-Q3MitigatedAnnual report

    「Although demand contracted in some applications because of the deteriorating European economy, shipments for automotive parts were recovering as automakers resumed production. As a result, sales exceeded the level of the same period of the previous year, and sales to external customers were ¥8,266 million, up 1.3% year on year.」

    Although demand contracted in some applications because of the deteriorating European economy, sales of polymers, inorganic products and other items exceeded the level of the same period of the previous year as shipments for automotive parts recovered with the resumption of automaker production.
  8. FY2024-Q1MitigatedAnnual report

    「In non-textile industrial applications, sales exceeded the level of the same period of the previous year as automakers resumed production and overseas sales expanded. As a result, sales to external customers were ¥2,766 million, up 5.2% year on year.」

    The resumption of automaker production and overseas sales expansion lifted non-textile industrial sales above the level of the same period of the previous year, partially easing the previous weakness caused by production adjustments.
  9. FY2023-Q2RestatedAnnual report

    「In the nonionic surfactants sector, domestic demand for sportswear remained firm, while demand for uniforms and casualwear was sluggish because of the increase in telework, and automotive materials also remained weak because of production adjustments. In non-textile industrial applications, demand for toiletries was strong, but automotive-related sales contracted.」

    The description states that automotive materials remain weak and automotive-related sales continue to contract because of production adjustments, while sportswear and toiletries remain strong, indicating differences by end use.
  10. FY2023-Q1WorsenedAnnual report

    「In the nonionic surfactants sector, domestic demand for sportswear remained firm, while the uniform and casualwear sectors were sluggish because of the increase in telework, and automotive materials also remained weak because of production adjustments.」

    The description states that domestic automotive materials remain weak because of production adjustments, specifying a deterioration factor against the previous recovery trend in demand.
  11. FY2022-Q3Overall recovery despite automotive production adjustmentsAnnual report

    「Domestic apparel production remained sluggish in the textile-related sector. In the non-textile industrial sector, the main automotive applications were affected by production adjustments at automakers, but sales overall were recovering and exceeded the level of the same period of the previous year.」

    Although production adjustments by automakers affected the pace of recovery, sales across the non-textile industrial sector were recovering and exceeded the level of the same period of the previous year.
  12. FY2022-Q2RestatedAnnual report

    「In the non-textile industrial sector, domestic sales for apparel applications remained stagnant, but sales for automotive materials recovered.」

    The recovery in demand for domestic automotive materials has been reconfirmed, while stagnant sales for apparel applications have continued. There is no new description regarding construction-related activity.
  13. FY2021-Q3MitigatedAnnual report

    「In non-textile industrial applications, demand, mainly from the automotive sector, was recovering in the third quarter.」

    The description has changed from weak automotive-related demand to a recovery trend in the third quarter, mainly in automotive-related demand.
  14. FY2021-Q1WorsenedAnnual report

    「Domestic sales declined because of weak sales in the industrial materials segment, including the slowdown in the automotive market, weak apparel sales caused by restrictions on going out and the closure of retail stores, and weak construction-related sales caused by delays to construction schedules.」

    In addition to the previous trends in automotive and construction-related demand, the description now cites the slowdown in the automotive market and construction delays and weak sales caused by the impact of COVID-19, indicating a deterioration in the domestic demand environment.
  15. FY2020-Q3RestatedAnnual report

    「In the non-textile industrial sector, sales of new vehicles in the domestic automotive market remained firm for medium- and large-sized vehicles as well as minicars, while construction-related demand in central Tokyo continued to benefit from redevelopment, although demand for facilities related to the Tokyo Olympics has begun to weaken.」

    The assessment remains that domestic automotive demand is firm for medium- and large-sized vehicles as well as minicars, while construction demand for facilities related to the Tokyo Olympics has begun to weaken.
  16. FY2020-Q2RestatedAnnual report

    「In the non-textile industrial sector, sales of new vehicles in the domestic automotive market remained firm for medium- and large-sized vehicles as well as minicars, while construction-related demand in central Tokyo continued to benefit from redevelopment, although demand for facilities related to the Tokyo Olympics has begun to weaken.」

    The assessment remains that domestic automotive demand is firm for medium- and large-sized vehicles as well as minicars, while construction demand for facilities related to the Tokyo Olympics has begun to weaken.
  17. FY2020-Q1Regional and end-use differentiation in demand trendsAnnual report

    「In the non-textile industrial sector, sales of new vehicles in the domestic automotive market remained firm for medium- and large-sized vehicles as well as minicars, while construction-related demand in central Tokyo continued to benefit from redevelopment, although demand for facilities related to the Tokyo Olympics has begun to weaken.」

    Domestic automotive demand remained firm for medium- and large-sized vehicles as well as minicars, while construction demand for facilities related to the Tokyo Olympics has begun to weaken, indicating divergence in demand trends.
  18. FY2019MitigatedAnnual report

    「In the non-textile industrial sector, domestic new-vehicle sales increased slightly as minicar sales recovered, while construction-related activity gradually recovered, partly due to demand for facilities related to the Tokyo Olympics.」

    It states that domestic sales of new vehicles edged up as minicar sales recovered, while construction-related activity also picked up on demand from facilities related to the Tokyo Olympics.
  19. FY2019-Q3MitigatedAnnual report

    「In the non-textile industrial sector, domestic new-vehicle sales increased slightly as minicar sales recovered, while construction-related activity gradually recovered, partly due to demand for facilities related to the Tokyo Olympics.」

    The description has changed from sluggish domestic sales of new vehicles and weak building-materials production in the previous period to a recovery in minicars sales and a pickup in construction-related demand.
  20. FY2019-Q2RestatedAnnual report

    「In the non-textile industrial sector, new-vehicle sales in the domestic automotive market decreased year on year, while production of construction materials was somewhat weak in the construction-related market.」

    The Company continues to identify declining domestic new-vehicle sales and weak construction-materials production as business-environment risks.
  21. FY2019-Q1WorsenedAnnual report

    「In the non-textile industrial sector, new-vehicle sales in the domestic automotive market decreased year on year, while production of construction materials was somewhat weak in the construction-related market.」

    Regarding domestic automotive- and construction-related demand, which had been described as recovering in the previous fiscal year, the Company reports a decline in new-vehicle sales and weak construction-materials production, indicating that conditions have deteriorated.
  22. FY2018-Q3RestatedAnnual report

    「In the non-textile industrial sector, sales of minicars in the domestic automotive market recovered, while production of construction materials, which had been weak, also gradually recovered in the construction-related market.」

    The Company continues to report a recovery in minicar sales and a gradual recovery in construction-materials production.
  23. FY2018-Q2RestatedAnnual report

    「In the non-textile industrial sector, sales of minicars in the domestic automotive market recovered, while production of construction materials, which had been weak, also gradually recovered in the construction-related market.」

    The Company continues to report a recovery in minicar sales and a gradual recovery in construction-materials production.
  24. FY2018-Q1MitigatedAnnual report

    「In the non-textile industrial sector, sales of minicars in the domestic automotive market recovered, while production of construction materials, which had been weak, also gradually recovered in the construction-related market.」

    The Company states that minicar sales have recovered and construction-materials production is gradually recovering, indicating that the weakness in domestic automotive- and construction-related demand has eased to some extent.
  25. FY2017-Q3RestatedAnnual report

    「In the non-textile sector, sales of minicars were sluggish in the domestic automotive market, while production of construction materials was weak in the construction-related market, partly because the consumption tax increase was postponed.」

    The Company continues to identify sluggish domestic minicar sales and weak construction-materials production as business-environment risks.
  26. FY2017-Q2RestatedAnnual report

    「In the non-textile industrial sector, sales of minicars were sluggish in the domestic automotive market, while production of construction materials remained weak in the construction-related sector, partly because the consumption-tax increase had been postponed.」

    The Company continues to identify sluggish domestic minicar sales and weak construction-materials production as business-environment risks.
  27. FY2017-Q1First statedAnnual report

    「In the non-textile industrial sector, sales of minicars were sluggish in the domestic automotive market, while production of construction materials remained weak in the construction-related sector, partly because the consumption-tax increase had been postponed.」

    Weak minicar sales and sluggish construction-material production were identified as business-environment risks in the domestic non-textile industrial sector.
Moved together

"Updating and Expanding Production Facilities and Making Effective Use of Existing Equipment" moved the same way as this thread, in the same document, in 7 of its 27 moves.

744333★123456
  1. ★This thread
  2. 1Updating and Expanding Production Facilities and Making Effective Use of Existing Equipment7×
  3. 2Concerns About the Global Economic Outlook, Including Geopolitical and Financial Conditions4×
  4. 3Shrinking Domestic Textile Market and Slowing Overseas Markets4×
  5. 4Increasing Shareholder Returns Based Primarily on Business Performance3×
  6. 5Market Price and Issuer Credit Risk on Securities and Investment Securities3×
  7. 6Weak Indonesian Economy and Declining Automotive and Motorcycle Demand3×

★ 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
No upcoming earnings preview for Matsumoto Yushi-Seiyaku yet. It last moved in the Earnings of 2026-08-10: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Weak Domestic Automotive and Construction-Related Demand | MATSUMOTO YUSHI-SEIYAKU CO.,LTD. (4365) | Komori