Impact on sales from production adjustments by major users
First written in FY2017-Q1. 11 of 28 entries say "Restated". Latest entry: FY2026.
Shinto Paint moved to the "Worse" side of this theme in 2017, 5 years before the typical company in this theme (2022).
The whole theme swung hardest in 2018: 7 of 11 companies on the "Worse" side.
1 other company's latest entry also says "Restated".
- FY2026RestatedAnnual report
「Revenue from automotive coatings increased as a result of price revisions, despite a decrease in shipments of coating products caused by lower production volumes at some customers.」
While lower production volumes at some customers have continued to reduce shipment volumes, segment revenue increased following price revisions. The pattern of major customers' production trends affecting sales continues. - FY2025RestatedAnnual report
「In automotive coatings, shipments decreased because production volumes fell due in part to the impact of certification irregularities at automobile manufacturers, but annual revenue was approximately unchanged from the previous year.」
Although lower production volumes and shipments due to certification irregularities at automobile manufacturers have continued, annual revenue was approximately unchanged from the previous year. - FY2025-H1WorsenedAnnual report
「Revenue from automotive coatings decreased because production volumes fell as a result of the impact of certification irregularities at automobile manufacturers, leading to lower shipments.」
The risk that major users' production trends would affect sales materialized as lower production volumes and shipments, and lower revenue, due to certification irregularities at automobile manufacturers. - FY2024-Q2MitigatedAnnual report
「Revenue in the automotive coatings field increased and showed a recovery trend from the previous year overall, despite the continuing impact of semiconductor and overseas parts procurement constraints.」
Although the impact of semiconductor and overseas parts procurement remains, revenue from automotive coatings increased with the recovery in automobile production, partially easing the impact of major customers' production trends on sales. - FY2023-Q3RestatedAnnual report
「In the automotive coatings sector, domestic sales were affected by difficulties procuring automotive parts, but sales increased due in part to the recovery in overseas automotive production.」
While difficulty procuring automotive parts persists in the domestic market, the recovery in overseas production is driving higher revenue, and customer production trends continue to affect sales. - FY2023-Q2RestatedAnnual report
「In automotive coatings, domestic sales increased despite the impact of difficulty procuring automotive parts, as a result of winning a new production line, while overseas sales also benefited from the recovery in automobile production.」
While the impact of difficulty procuring automotive parts on domestic customers' production continues, new line wins and the recovery in overseas production have driven higher revenue. - FY2023-Q1WorsenedAnnual report
「In the automotive coatings business, domestic shipments fell below the previous year as difficulties procuring automotive parts affected customers’ operating conditions, while overseas sales increased as a result of the recovery in automotive production in overseas markets.」
Difficulty procuring automotive parts has resulted in lower customer operating rates and reduced domestic shipments, worsening the impact of major customers' production trends on sales. - FY2022WorsenedAnnual report
「In powder coatings, shipments for vehicle-related applications were affected by lower production resulting from parts procurement shortages at automakers, although」
As a factor affecting the production trends of major customers, production cuts due to shortages of parts for complete vehicles have continued. - FY2022-Q2WorsenedAnnual report
「Revenue in the Industrial segment increased because, although shipments for vehicle-related applications in powder coatings were affected by lower production resulting from parts procurement shortages, they recovered from the decline caused by the COVID-19 pandemic in the previous year, and shipments for industrial equipment applications remained strong.」
While vehicle-related shipments recovered from the impact of the pandemic, lower production due to parts procurement shortages emerged as a new constraint, increasing the risk that production trends at major customers will determine revenue. - FY2022-Q1MitigatedAnnual report
「Revenue increased because shipments for vehicle-related applications in the powder coatings business recovered from the decline caused by the COVID-19 pandemic in the previous year, while shipments for the main applications in industrial coatings, including construction machinery, machine tools and structural steel, remained firm. In automotive coatings, revenue increased because production volumes at major customers recovered significantly from the same period of the previous year.」
Shipments for vehicle-related applications and production by major customers recovered from the pandemic-related declines seen in the previous year, partially mitigating the impact of major customer production trends on revenue. - FY2021-Q3RestatedAnnual report
「In aluminium electrodeposition coatings, major customers reduced production because of lower demand resulting from the COVID-19 pandemic, resulting in lower revenue.」
The pattern in which lower demand resulting from the pandemic and production cuts by major customers lead to lower revenue from aluminium electrodeposition coatings continues. - FY2021-Q2RestatedAnnual report
「In aluminium electrodeposition coatings, major customers reduced production because of lower demand resulting from the COVID-19 pandemic, resulting in lower revenue. In automotive coatings, although sales had begun to recover from the declaration of a state of emergency in May, substantial production cuts by major customers continued, resulting in lower revenue.」
The pattern in which production cuts by major customers lead to lower revenue from aluminium electrodeposition coatings and automotive coatings continues. - FY2021-Q1WorsenedAnnual report
「In aluminium electrodeposition coatings, major customers reduced production because of lower demand resulting from the COVID-19 pandemic, resulting in lower revenue.」
The risk that production trends at major customers determine revenue has worsened, with lower demand resulting from the COVID-19 pandemic and production cuts by major customers materialising as lower revenue. - FY2020RestatedAnnual report
「In aluminium electrodeposition coatings, revenue declined because of the impact of production cuts by some major customers and sluggish exports, despite increased shipments resulting from the acquisition of production lines at major domestic customers.」
While securing production lines at major domestic customers was a positive factor, production cuts by some major customers and weak exports continued to be factors in the decline in revenue. - FY2020-Q3RestatedAnnual report
「In automotive coatings, exports began to recover, but domestic shipments remained sluggish because of production cuts by major customers, resulting in lower revenue.」
While exports recovered, production cuts by major domestic customers led to sluggish shipments and lower revenue, and the pattern in which production trends at major customers determine revenue continues. - FY2020-Q2RestatedAnnual report
「In automotive coatings, exports began to recover, but domestic shipments remained sluggish because of production cuts by major customers, resulting in lower revenue.」
The pattern in which major customer production trends determine revenue continues. While exports recovered, production cuts by major domestic customers were a factor in the decline in revenue. - FY2020-Q1RestatedAnnual report
「In aluminium electrodeposition coatings, exports remained sluggish, continuing from the previous year, but revenue increased because shipments rose after the Company secured production lines at major domestic customers.」
While weak exports continue, shipments increased after the Company secured production lines at major domestic customers, and the pattern in which major customers and export trends determine revenue continues. - FY2019RestatedAnnual report
「In automotive coatings, domestic shipments declined because of production line stoppages by major customers, while overseas shipments, which had been strong the previous year, also began to decline, resulting in lower revenue.」
Production line stoppages by major customers and declining overseas shipments continue to materialise as an annual decline in automotive coatings revenue. - FY2019-Q3MaterialisedAnnual report
「In aluminium electrodeposition coatings, the exterior products business showed signs of recovery in the second half due to reconstruction demand following the torrential rains in western Japan and other events, but revenue declined because shipments to major customers were sluggish as a result of weak domestic construction starts for detached houses in the first half.」
Weak domestic construction starts for detached houses continue to materialise as sluggish shipments to major customers and lower revenue. - FY2019-Q2MaterialisedAnnual report
「In aluminium electrodeposition coatings, exports showed signs of recovery, but shipments to major customers remained sluggish because of weak domestic construction starts for detached houses, continuing from the previous year, resulting in lower revenue.」
Weak domestic construction starts for detached houses continue to materialise as sluggish shipments to major customers and lower revenue. - FY2019-Q1MaterialisedAnnual report
「In aluminium electrodeposition coatings, revenue declined as exports to China decreased and shipments to major customers remained sluggish because of weak domestic construction starts for detached houses, continuing from the previous year.」
Weak domestic construction starts for detached houses continue to materialise as sluggish shipments to major customers and lower revenue from aluminium electrodeposition coatings. - FY2018MaterialisedAnnual report
「In aluminium electrodeposition coatings, exports remained firm, but shipments to major customers were sluggish due to weak domestic construction starts for detached houses, resulting in lower revenue.」
Weak domestic construction starts for detached houses have actually materialised as sluggish shipments to major customers and lower revenue. - FY2018-Q3MaterialisedAnnual report
「In aluminium electrodeposition coatings, revenue declined despite the acquisition of new customers overseas, because spot demand seen in the previous fiscal year did not recur and major domestic customers made production adjustments, among other factors.」
Production adjustments by major domestic customers actually occurred and led to lower revenue from aluminium electrodeposition coatings despite the acquisition of new customers overseas. - FY2018-Q2MaterialisedAnnual report
「In the aluminum electrocoating business, the Group acquired new overseas customers, but net sales declined because of the impact of production-system reviews by major domestic customers.」
The report states that a review of the production structure by major domestic customers actually contributed to lower revenue. - FY2018-Q1MitigatedAnnual report
「In the aluminum electrocoating business, production by major domestic customers remained firm, while the acquisition of new overseas customers also contributed, leaving net sales broadly in line with the previous year.」
In contrast to the impact on revenue from production adjustments and reorganisations by major customers disclosed through the previous year, production by major domestic customers is described as remaining firm. - FY2017WorsenedAnnual report
「In aluminium electrodeposition coatings, shipments to some customers recovered in the second half, but revenue declined because of plant closures associated with the reorganisation of a major customer's production structure and weak exports.」
Plant closures associated with the reorganisation of a major customer's production structure and weak exports became specific drivers of the annual decline in revenue. - FY2017-Q3MaterialisedAnnual report
「In industrial electrodeposition coatings, shipments for electrical equipment materials and house builders remained strong, but production by some major customers remained sluggish, resulting in lower revenue.」
The report describes an actual case in which sluggish production by some major customers led to lower revenue. - FY2017-Q1First statedAnnual report
「In powder coatings, production adjustments were made by a major customer for steel furniture, but revenue increased because shipments to other major customers remained strong.」
Production adjustments by major customers have occurred, indicating that production adjustments and line stoppages by customers are affecting revenue across multiple product areas.