Delayed ordering due to customer specification changes and project delays
First written in FY2024-Q1. 5 of 7 entries say "Worsened", first in FY2024-Q2. Latest entry: 2026-08-07.
No other company in this theme has enough history to compare yet.
- 2026-08-07WorsenedEarnings
「ＥＶ市場の需要鈍化を背景に、当社の顧客においても設備投資の延期や計画の見直しが見られました。車載用リチウムイオン電池関連分野では、商談中の案件はいくつかあるものの、顧客の発注時期が不透明な状況が続いており、短期的な回復基調には至っておりません。」
EV関連顧客の設備投資延期・計画見直しと、発注時期の不透明さが継続し、受注高も前年同期比68.1％減となった。 - FY2026WorsenedAnnual report
「In the automotive lithium-ion battery-related field, several projects are under negotiation, but the timing of customer orders remains uncertain and a short-term recovery trend has not yet emerged.」
Although negotiations are under way in the EV and automotive battery-related fields, uncertainty over the timing of customer orders and the lack of a short-term recovery continue. - 2026-05-13RestatedEarnings
「In the automotive lithium-ion battery-related field, several projects are under negotiation, but the timing of customer orders remains uncertain and a short-term recovery trend has not yet emerged.」
顧客の発注時期の不透明さと短期的な回復未達が継続している。 - FY2025WorsenedAnnual report
「Although several projects related to LIB are under negotiation, the timing of customer orders remains uncertain, and conditions have continued in which a recovery trend cannot yet be said to have begun.」
Although projects related to EVs and LIB are under negotiation, the timing of customer orders remains uncertain, and the situation in which orders have not recovered was reported as continuing. - FY2025-H1WorsenedAnnual report
「Orders received decreased during the current interim accounting period compared with the previous interim accounting period, as postponements were seen in the EV market despite the existence of projects under negotiation.」
Postponements in the EV market materialized as a decline in orders received, and the ongoing delay in order timing due to postponed customer plans became more pronounced. - FY2024-Q2WorsenedAnnual report
「Orders received increased substantially during the cumulative second quarter of the previous fiscal year as domestic and overseas investment activity began to resume. During the cumulative second quarter of the current fiscal year, however, specifications continued to change despite there being many projects under negotiation.」
Changes in customer specifications continued into the second quarter, and the resulting delays in projects under negotiation reaching contracts and orders persisted. Orders received decreased 32.8% year on year. - FY2024-Q1First statedAnnual report
「Orders received during the cumulative first quarter were weak because changes in customer specifications and postponed plans delayed the timing of orders. However, this was temporary, and there are many promising projects, which are expected to generate orders from the second quarter onward.」
The delay in order timing caused by changes in customer specifications and postponed customer plans, resulting in weak orders during the quarter, was identified as a separate risk for the first time. The Company described the situation as temporary and also stated that it expects orders from the second quarter onward.