Sanoh Industrial (6584) · RiskRestated
Rapid changes in required automotive components driven by EV adoption and other factors
First written in FY2024. 1 of 2 entries say "Restated". Latest entry: FY2025.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Changes in Demand Structure Driven by EV and PHV Adoption and Restructuring of Automotive Production SystemsA theme 58 companies write about · 40 as a headwind · 9 as a tailwind
The whole theme swung hardest in 2022: 11 of 29 companies on the "Worse" side.
21 other companies' latest entry also says "Restated".
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 58 companies compared. The sentences above are computed from all 58.Full recordFilings, disclosures and news, newest first
- FY2025RestatedAnnual report
「In addition, if the components required change rapidly due to trends in electric vehicle (EV) policies and tighter regulations in various countries, our group's revenue and profit may fluctuate significantly.」
The company continued to disclose the risk that EV policies and regulations could cause rapid changes in required components and fluctuations in revenue and profit. - FY2024First statedAnnual report
「In addition, if the components required change rapidly as the shift to EVs accelerates, our group's revenue and profit may fluctuate significantly.」
The company explicitly identified the possibility that accelerating EV adoption and other factors could cause rapid changes in required components and fluctuations in revenue and profit as order volatility risks.