Tapping into demand for capital investment in EV- and lithium-ion battery-related equipment
First written in FY2023-Q3. 6 of 10 entries say "Restated". Latest entry: 2026-08-07.
0 other companies' latest entry also says "Reframed".
- 2026-08-07ReframedInvestor presentation
「Investment has stagnated due to the global slowdown in EV demand, but investment currently under way in Japan is progressing as planned Development of all-solid-state batteries is accelerating through public-private collaboration in various countries Demand is increasing for self-consumption and supply-demand balancing」
The Company expanded its discussion of growth areas by outlining the market outlook for all-solid-state batteries and stationary storage batteries in addition to traditional EV- and lithium-ion-battery-related demand. It also noted investment stagnation due to the global slowdown in EV demand. - FY2026-H1RestatedAnnual report
「Against this backdrop, some companies may take a cautious approach to capital investment in the short term, but the shift toward decarbonization is expected to continue over the medium to long term, and corporate capital investment is still expected to expand.」
The possibility of more cautious capital investment in the short term is mentioned alongside continued expectations for medium- to long-term decarbonization and increased corporate capital investment. - FY2025RestatedAnnual report
「Active capital investment is expected to continue in these industries, and demand for the Group's desiccant dehumidifiers is expected to increase as the industries grow.」
The Group continues to cite growth and capital investment in batteries, food and pharmaceuticals as drivers of demand for desiccant dehumidifiers. Investment uncertainty following the US review of decarbonization policies is also mentioned. - FY2025-H1RestatedAnnual report
「In addition, uncertainty surrounding investment related to decarbonization has increased following the US review of its decarbonization policies. Nevertheless, the global shift toward decarbonization is expected to continue over the medium to long term, and corporate capital investment is still expected to expand.」
The disclosure newly includes greater investment uncertainty following the US review of decarbonization policies, while maintaining expectations for medium- to long-term decarbonization and increased corporate capital investment. - FY2024RestatedAnnual report
「Against a backdrop of rising capital investment demand in the lithium-ion battery industry accompanying the spread of EVs, the Group strengthened order-taking activities to expand its share of the desiccant dehumidifier market, particularly in Japan and North America.」
The Group continues to identify EV adoption and capital investment demand in the lithium-ion battery industry as drivers of demand for desiccant dehumidifiers. - FY2024-H1RestatedAnnual report
「Although the global shift toward decarbonization is showing signs of stagnation in some countries and markets, corporate capital investment is still expected to expand over the medium to long term in response to decarbonization policies adopted by governments.」
The framework of expected medium- to long-term corporate capital investment driven by decarbonization continues to be disclosed. - FY2024-Q1ReframedAnnual report
「Although the global shift toward decarbonization is showing signs of stagnation in some countries and markets, corporate capital investment is still expected to expand over the medium to long term in response to decarbonization policies adopted by governments.」
The discussion has shifted from actual demand centered on EV adoption and the lithium-ion battery industry to expectations for medium- to long-term corporate capital investment driven by decarbonization policies. - FY2023-Q3First statedAnnual report
「Against a backdrop of rising capital investment demand in the lithium-ion battery industry accompanying the spread of EVs, orders for core products such as desiccant dehumidifiers and VOC concentrators remained firm, particularly in China and North America, resulting in revenue of ¥20,299 million.」
The disclosure links capital investment demand in the battery industry accompanying EV adoption with orders for core products, particularly in China and North America.