Komori
Kawakami Paint Manufacturing (4616) · RiskMitigated

Dependence on Sales for Domestic Manufacturing Companies’ Production Plans

First written in FY2022. 2 of 6 entries say "Mitigated", first in 2026-07-14. Latest entry: FY2026-H1.

6entries
4years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022 – FY2023MaterialisedFY2024 – FY2025-H12023: 120232024: 120242025: 220252026: 22026
Same theme, other companies
Sensitivity to domestic and overseas industrial conditions and capital investment trendsA theme 90 companies write about · 91 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2020: 62 of 77 companies on the "Worse" side.

22 other companies' 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.
Showing 14 of the 90 companies compared. The sentences above are computed from all 90.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MitigatedAnnual report

    「As a result, the Group's performance for the interim consolidated accounting period benefited from recovering demand, the partial implementation of price adjustments and the effect of temporary price pass-through resulting from the situation in the Middle East, with net sales of ¥3,138 million, up 12.1% year on year.」

    Compared with the prior-year interim period, when lower production and demand among major customers continued, the current interim period recorded recovering demand and a 12.1% increase in net sales, indicating that the impact on demand eased during the period.
  2. 2026-07-14MitigatedEarnings

    「As a result, the Group's performance for the interim consolidated accounting period benefited from recovering demand, the partial implementation of price adjustments and the effect of temporary price pass-through resulting from the situation in the Middle East, with net sales of ¥3,138 million, up 12.1% year on year.」

    顧客需要の回復により、国内製造業企業の生産計画への販売依存が業績へ及ぼす影響は当中間期において軽減方向となっている。
  3. FY2025-H1WorsenedAnnual report

    「The impact of a substantial decrease in production volumes among major customers in sectors such as machinery and metals, including the resulting decline in demand, continues.」

    With respect to sales dependence on production plans of major customers centered on domestic manufacturers, substantial decreases in customers' production volumes and demand continue to affect actual performance.
  4. FY2024MaterialisedAnnual report

    「Sales volumes did not increase because of weak demand caused by lower production among major customers in sectors such as machinery and metals, resulting in net sales of ¥5,913 million, down 3.7% year on year.」

    The dependence of sales on production plans of customers centered on domestic manufacturers has manifested in an actual decline in sales, as major customers reduced production and demand weakened.
  5. FY2023RestatedAnnual report

    「The Group's customers are primarily domestic manufacturing companies. Because economic trends in Japan and overseas have a substantial impact on their production plans, those trends are also reflected in the Company's sales conditions.」

    The structural risk of sales dependence on production plans of domestic manufacturing companies, which are affected by economic trends and reflected in sales conditions, continues to be disclosed.
  6. FY2022First statedAnnual report

    「The Group's customers are primarily domestic manufacturing companies. Because economic trends in Japan and overseas have a substantial impact on their production plans, those trends are also reflected in the Company's sales conditions.」

    The Company identifies as a new business risk its structural dependence on domestic manufacturing companies as its main customers, with their production plans affected by economic trends and reflected in the Company's sales conditions.
Moved together

"Sales price adjustments in response to rising raw material and energy prices" moved the same way as this thread, in the same document, in 3 of its 6 moves.

32222★12345
  1. ★This thread
  2. 1Sales price adjustments in response to rising raw material and energy prices3×
  3. 2Uncertainty over the outlook stemming from concerns about a downturn in emerging-market economies, yen appreciation, and falling stock prices2×
  4. 3Decline in overseas sales and lower revenue and profit2×
  5. 4Fluctuations in Petroleum-Related Raw Material Prices2×
  6. 5Guarantee of 三井物産ケミカル㈱'s accounts receivable2×

★ 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 Kawakami Paint Manufacturing yet. It last moved in the Earnings of 2026-07-14: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.