Komori
Tyk (5363) · RiskRestated

High dependence on the steel industry

First written in FY2016. 29 of 33 entries say "Restated". Latest entry: FY2026.

33entries
11years
0from disclosures
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ProgressHeldSoftenedWorseRestatedFY2016 – FY2019-Q3RestatedFY2021-Q2 – FY20262016: 320162017: 420172018: 320182019: 420192020: 420202021: 320212022: 420222023: 420232024: 220242025: 120252026: 12026
Same theme, other companies
Demand dependence on the production volumes and manufacturing methods of steel and cement manufacturersA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

0 other companies' latest entry also says "Restated".

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Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Because steel-related refractories account for a large proportion of our Group’s product mix, the Group’s performance may be affected by trends in the steel industry. Accordingly, the Group’s performance is affected by trends in these end markets, economic conditions in the regions where demand arises, and the competitive environment, among other factors.」

    Dependence on steel-related refractories, steel demand, economic conditions in regions where demand arises, competition, and the effects of overseas tariffs, trade policy, taxation and other factors remain major risks.
  2. FY2026-H1RestatedAnnual report

    「Crude steel production in Japan’s steel industry, a major customer of our Group (the Company and its consolidated subsidiaries), totaled 40.08 million tonnes in the interim consolidated accounting period, down 4.2% from the same period of the previous year.」

    There has been no material change in the Group’s dependence on refractories for the steel industry. Domestic crude steel production totaled 40.08 million tonnes, down 4.2% from the same period of the previous year. It is also stated that there was no material change in business and other risks during the interim consolidated accounting period.
  3. FY2025-H1RestatedAnnual report

    「Crude steel production in Japan’s steel industry, a major customer of our Group (the Company and its consolidated subsidiaries), totaled 41.84 million tonnes in the interim consolidated accounting period, down 4.4% from the same period of the previous year.」

    There has been no material change in the Group’s dependence on refractories for the steel industry. Domestic crude steel production totaled 41.84 million tonnes, down 4.4% from the same period of the previous year.
  4. FY2024-Q3RestatedAnnual report

    「Crude steel production in Japan’s steel industry, a major customer of our Group (the Company and its consolidated subsidiaries), totaled 65.37 million tonnes in the cumulative third quarter, down 1.3% from the same period of the previous year.」

    There has been no material change in the Group’s dependence on refractories for the steel industry. Domestic crude steel production totaled 65.37 million tonnes, down 1.3% from the same period of the previous year.
  5. FY2024-Q2RestatedAnnual report

    「Crude steel production in Japan’s steel industry, a major customer of our Group (the Company and its consolidated subsidiaries), totaled 43.76 million tonnes in the cumulative second quarter, down 2.3% from the same period of the previous year.」

    There has been no material change in the Group’s dependence on refractories for the steel industry. Domestic crude steel production totaled 43.76 million tonnes, down 2.3% from the same period of the previous year.
  6. FY2024-Q1RestatedAnnual report

    「Crude steel production in Japan’s steel industry, a major customer of our Group (the Company and its consolidated subsidiaries), totaled 22.21 million tonnes in the cumulative first quarter, down 3.4% from the same period of the previous year.」

    There has been no material change in the Group’s dependence on refractories for the steel industry. Domestic crude steel production totaled 22.21 million tonnes, down 3.4% from the same period of the previous year.
  7. FY2023RestatedAnnual report

    「Because steel-related refractory products account for a large share of the Group's product mix, the Group's business may be affected by trends in the steel industry. Accordingly, the Group's performance is affected by trends in these demand sectors, economic conditions in the regions where demand arises, competition and other factors. Economic conditions, tariffs, trade, tax and other legal and regulatory developments in overseas demand regions may also have an impact.」

    Dependence on steel-related refractories, economic conditions in regions where demand arises, competition, and the effects of tariffs, trade policy, taxation and other factors remain major risks.
  8. FY2023-Q3RestatedAnnual report

    「Crude steel production in Japan’s steel industry, a major customer of our Group (the Company and its consolidated subsidiaries), totaled 66.22 million tonnes in the cumulative third quarter, down 8.8% from the same period of the previous year.」

    There has been no material change in the Group’s dependence on refractories for the steel industry. Domestic crude steel production declined 8.8% year on year.
  9. FY2023-Q2RestatedAnnual report

    「Crude steel production in Japan’s steel industry, a major customer of our Group (the Company and its consolidated subsidiaries), totaled 44.80 million tonnes in the cumulative second quarter, down 7.5% from the same period of the previous year.」

    There has been no material change in the Group’s dependence on refractories for the steel industry. Domestic crude steel production declined 7.5% year on year.
  10. FY2023-Q1RestatedAnnual report

    「Crude steel production in Japan’s steel industry, a major customer of our Group (the Company and its consolidated subsidiaries), totaled 22.99 million tonnes in the cumulative first quarter, down 5.6% from the same period of the previous year.」

    There has been no material change in the Group’s dependence on refractories for the steel industry. Although domestic crude steel production declined 5.6% year on year, no change in the dependency risk itself has been disclosed.
  11. FY2022RestatedAnnual report

    「Because steel-related refractories account for a large proportion of our Group’s product mix, the Group’s performance may be affected by trends in the steel industry. Accordingly, the Group’s performance is affected by trends in these end markets, economic conditions in the regions where demand arises, and the competitive environment, among other factors.」

    Dependence on steel-related refractories remains a major risk. Although the steel industry is described as being on a recovery trend, an uncertain outlook is also expected to persist.
  12. FY2022-Q3RestatedAnnual report

    「Crude steel production in Japan’s steel industry, a major customer of our Group (the Company and its consolidated subsidiaries), totaled 72.62 million tonnes in the cumulative third quarter, up 22.9% from the same period of the previous year.」

    There has been no material change in the Group’s dependence on refractories for the steel industry. The Company has disclosed a 22.9% year-on-year increase in domestic crude steel production, indicating a recovery in production by major end users.
  13. FY2022-Q2RestatedAnnual report

    「Crude steel production in Japan’s steel industry, a major customer of our Group (the Company and its consolidated subsidiaries), totaled 48.42 million tonnes in the cumulative second quarter, up 30.6% from the same period of the previous year.」

    The Group remains dependent on refractories for the steel industry. Although domestic crude steel production increased 30.6% year on year, no material change in the dependency risk itself has been disclosed.
  14. FY2022-Q1RestatedAnnual report

    「Crude steel production in Japan’s steel industry, a major customer of our Group (the Company and its consolidated subsidiaries), totaled 24.35 million tonnes in the cumulative first quarter, up 34.4% from the same period of the previous year.」

    The Group remains dependent on refractories for the steel industry. Although domestic crude steel production increased 34.4% year on year, no material change in the dependency risk itself has been disclosed.
  15. FY2021-Q3RestatedAnnual report

    「The steel industry, the largest end market for refractories, is showing signs of recovery as factories in the automotive sector resume operations. However, the domestic steel market remains generally weak, and given the impact of the infectious disease, an uncertain outlook is expected to persist. Crude steel production in Japan’s steel industry, a major customer of our Group (the Company and its consolidated subsidiaries), totaled 59.08 million tonnes in the cumulative third quarter, down 20.5% from the same period of the previous year.」

    The Group remains dependent on refractories for the steel industry. The Company has disclosed weakness in the domestic steel market and a 20.5% year-on-year decline in crude steel production.
  16. FY2021-Q2RestatedAnnual report

    「The steel industry, the largest end market for refractories, is showing signs of recovery as factories in the automotive sector resume operations. However, the domestic steel market remains generally weak, and given the impact of the infectious disease, an uncertain outlook is expected to persist. Crude steel production in Japan’s steel industry, a major customer of our Group (the Company and its consolidated subsidiaries), totaled 37.10 million tonnes in the cumulative second quarter, down 26.8% from the same period of the previous year.」

    The Group remains dependent on refractories for the steel industry. The Company has disclosed weakness in the domestic steel market and a 26.8% year-on-year decline in crude steel production.
  17. FY2021-Q1WorsenedAnnual report

    「Crude steel production in Japan’s steel industry, a major customer of our Group (the Company and its consolidated subsidiaries), totaled 18.10 million tonnes in the cumulative first quarter, down 30.7% from the same period of the previous year. Global crude steel production from January to June 2020 also declined 6.0% year on year to 873.13 million tonnes.」

    The Group remains dependent on refractories for the steel industry, while the risk of production cuts by major end users has become increasingly tangible, with domestic crude steel production down 30.7% year on year and global production down 6.0%.
  18. FY2020WorsenedAnnual report

    「In the steel industry, the largest end market for refractories, further production cuts are expected due to a sharp decline in domestic and overseas demand, particularly demand related to automobiles.」

    While dependence on steel-related refractories remains, the company has specified demand risk more concretely, citing an expected sharp decline in demand, particularly automobile-related demand, and further production cuts in the steel industry.
  19. FY2020-Q3RestatedAnnual report

    「In Japan's steel industry, which is a major customer of the Group comprising the Company and its consolidated subsidiaries, crude steel production during the cumulative third quarter declined 4.6% year on year to 74.31 million tonnes.」

    There has been no change in the Group's dependence on steel-related refractories. Domestic crude steel production declined 4.6% year on year to 74.31 million tonnes.
  20. FY2020-Q2RestatedAnnual report

    「In Japan's steel industry, which is a major customer of the Group comprising the Company and its consolidated subsidiaries, crude steel production during the cumulative second quarter declined 3.0% year on year to 50.67 million tonnes, remaining somewhat weak.」

    There has been no change in the Group's dependence on steel-related refractories. Domestic crude steel production remained weak, declining 3.0% year on year to 50.67 million tonnes.
  21. FY2020-Q1RestatedAnnual report

    「In Japan's steel industry, which is a major customer of the Group comprising the Company and its consolidated subsidiaries, crude steel production during the cumulative first quarter declined 1.7% year on year to 26.11 million tonnes, remaining somewhat weak.」

    There has been no change in the Group's dependence on steel-related refractories. Domestic crude steel production remained weak, declining 1.7% year on year to 26.11 million tonnes.
  22. FY2019WorsenedAnnual report

    「Because steel-related refractory products account for a large share of the Group's product mix, the Group's business may be affected by trends in the steel industry. Accordingly, the Group's performance is affected by trends in these demand sectors, economic conditions in the regions where demand arises, competition and other factors. Economic conditions, tariffs, trade, tax and other legal and regulatory developments in overseas demand regions may also have an impact.」

    While continuing to identify dependence on the steel industry as a major risk, the company has broadened the scope of factors affecting the business by explicitly including economic conditions in overseas demand regions, tariffs, trade, tax and other legal and regulatory developments. Domestic crude steel production in fiscal 2018 declined 1.9% from the previous fiscal year to 102.89 million tonnes.
  23. FY2019-Q3RestatedAnnual report

    「In Japan's steel industry, which is a major customer of the Group, crude steel production during the cumulative third quarter decreased 0.6% from the cumulative third quarter of the previous fiscal year to 77.92 million tonnes.」

    There has been no change in the Group's dependence on steel-related refractories. Domestic crude steel production declined 0.6% year on year to 77.92 million tonnes.
  24. FY2019-Q1RestatedAnnual report

    「In Japan's steel industry, which is a major customer of the Group, crude steel production during the cumulative first quarter increased 1.8% from the cumulative first quarter of the previous fiscal year to 26.57 million tonnes, remaining relatively firm.」

    There has been no change in the Group's dependence on the steel industry. Domestic crude steel production increased 1.8% year on year to 26.57 million tonnes.
  25. FY2018RestatedAnnual report

    「Because steel-related refractory products account for a large share of the Group's product mix, the Group's business may be affected by trends in the steel industry.」

    Dependence on steel-related refractories remains a major risk. Domestic crude steel production in fiscal 2017 declined 0.3% from the previous fiscal year to 104.83 million tonnes.
  26. FY2018-Q3RestatedAnnual report

    「In Japan's steel industry, which is a major customer of the Group, crude steel production during the cumulative third quarter decreased 0.6% from the cumulative third quarter of the previous fiscal year to 78.43 million tonnes.」

    There has been no change in the Group's dependence on steel-related refractories. Domestic crude steel production declined 0.6% year on year.
  27. FY2018-Q2RestatedAnnual report

    「In Japan's steel industry, which is a major customer of the Group, crude steel production during the cumulative second quarter decreased 1.0% from the cumulative second quarter of the previous fiscal year to 52.03 million tonnes.」

    The Group continues to depend on the steel industry. Domestic crude steel production declined 1.0% year on year.
  28. FY2018-Q1RestatedAnnual report

    「In Japan's steel industry, which is a major customer of the Group, crude steel production during the cumulative first quarter decreased 0.5% from the cumulative first quarter of the previous fiscal year to 26.08 million tonnes.」

    There has been no change in the Group's dependence on the steel industry. Domestic crude steel production declined 0.5% year on year.
  29. FY2017RestatedAnnual report

    「Because steel-related refractory products account for a large share of the Group's product mix, the Group's business may be affected by trends in the steel industry.」

    Dependence on steel-related refractories remains a major risk. Domestic crude steel production in fiscal 2016 increased 0.9% from the previous fiscal year to 105.16 million tonnes, marking the first year-on-year increase in 3 years.
  30. FY2017-Q3RestatedAnnual report

    「In Japan's steel industry, which is a major customer of the Group, crude steel production during the third quarter increased 0.2% from the third quarter of the previous fiscal year to 26.38 million tonnes, marking the third consecutive quarter of growth.」

    There has been no change in the Group's dependence on the steel industry. Domestic crude steel production increased 0.2% year on year, marking the third consecutive quarter of growth.
  31. FY2017-Q2RestatedAnnual report

    「In Japan's steel industry, which is a major customer of the Group, crude steel production during the second quarter increased 0.5% from the second quarter of the previous fiscal year to 26.33 million tonnes, marking the second consecutive quarter of growth.」

    There has been no change in the Group's dependence on the steel industry. Domestic crude steel production increased 0.5% year on year, marking the second consecutive quarter of growth.
  32. FY2017-Q1RestatedAnnual report

    「In Japan's steel industry, which is a major customer of the Group, crude steel production during the cumulative first quarter increased 1.3% from the cumulative first quarter of the previous fiscal year to 26.20 million tonnes, marking the first increase in 7 quarters.」

    There has been no material change in the Group's dependence on the steel industry. Domestic crude steel production increased 1.3% year on year, marking the first increase in 7 quarters.
  33. FY2016First statedAnnual report

    「Because steel-related refractory products account for a large share of the Group's product mix, the Group's business may be affected by trends in the steel industry.」

    Domestic crude steel production was stated to have declined 5.2% year on year to 104.17 million tonnes, indicating that a contraction in the primary market has materialised in the external operating environment.
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High dependence on the steel industry | TYK CORPORATION (5363) | Komori