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Aiphone (6718) · FactDecline Following Temporary Sales Growth

Temporary Concentration of Demand Due to a Supplier Factory Fire

First written in FY2022-Q1. 2 of 8 entries say "Restated". Latest entry: FY2025.

8entries
5years
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ProgressHeldSoftenedWorseOtherFY2022-Q1 – FY20252021: 220212022: 420222023: 020232024: 120242025: 12025
Same theme, other companies
Concentration of Alternative Demand Following a Supplier Factory FireA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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  1. FY2025Decline Following Temporary Sales GrowthAnnual report

    「Sales decreased, partly due to the backlash from the temporary increase in sales resulting from the stabilization of product supplies in the same period of the previous year.」

    The backlash from the temporary increase in sales resulting from supply stabilization in the same period of the previous year became a factor in the decline in sales, together with the decrease in housing starts.
  2. FY2025-H1Update to Decline Following Temporary Sales GrowthAnnual report

    「Although the effects of price revisions were evident, particularly for high-grade models, sales decreased due to the decline in housing starts, which corresponds to the timing of the Company's deliveries, and the backlash from the temporary increase in sales resulting from the stabilization of product supplies in the same period of the previous year.」

    The backlash from the temporary increase in sales resulting from the stabilization of product supplies in the same period of the previous year, together with the decline in housing starts, became a factor in the decrease in sales of detached houses in Japan.
  3. FY2023-Q2Decline in Sales Following the End of Temporary DemandAnnual report

    「Sales of new multi-unit housing decreased because housing starts for condominiums, which corresponds to the timing of the Company's deliveries, declined substantially year on year, and the temporary increase in demand at the Company during the previous fiscal year came to an end.」

    The temporary increase in demand triggered by the supplier factory fire came to an end, resulting in lower sales alongside the decline in condominium housing starts.
  4. FY2023-Q1Turnaround in the Multi-Unit Housing Market Following the End of Temporary DemandAnnual report

    「Conditions changed significantly in multi-unit housing: housing starts for new construction, which corresponds to the timing of the Company's deliveries, fell substantially year on year for condominiums, while the temporary increase in demand at the Company caused by the supplier factory fire two years earlier came to an end.」

    The Company states that the temporary increase in demand triggered by the supplier factory fire had come to an end, and that conditions in the multi-unit housing market were turning around alongside the decline in condominium housing starts.
  5. FY2022Signs of the End of Temporary DemandAnnual report

    「In multi-unit housing, the number of housing starts for new construction, which corresponds to the timing of the Company's deliveries, declined, and signs emerged from the third quarter onward that the temporary increase in demand at the Company was coming to an end.」

    The Company states that signs emerged from the third quarter onward that the temporary increase in demand triggered by the supplier factory fire was coming to an end.
  6. FY2022-Q3RestatedAnnual report

    「Sales of both condominiums and rental apartments remained strong, and sales increased substantially from the same period of the previous year, as the Company continued active order-taking activities, supported by the temporary increase in demand that had continued since the first half.」

    The temporary increase in demand triggered by the supplier factory fire continued from the first half and, together with active order-taking activities, led to strong sales of condominiums and rental apartments and a substantial increase in sales.
  7. FY2022-Q2RestatedAnnual report

    「Sales in both condominiums and rental apartments performed well and revenue increased substantially year on year, driven by active order-taking activities centered on new products and a temporary increase in demand for the company resulting from the impact of a fire at a supplier's plant the previous year.」

    The Company reconfirms the temporary concentration of demand caused by the supplier factory fire and strong sales of multi-unit housing driven by order-taking activities focused on new products.
  8. FY2022-Q1First statedAnnual report

    「Temporary concentration of demand at the Company due to a fire at a supplier's factory last year, together with strong sales of condominiums and rental apartments, resulted in a substantial increase in sales from the same period of the previous year.」

    The Company describes for the first time as an independent theme the fact that the supplier factory fire temporarily concentrated demand at the Company, leading to strong sales of condominiums and rental apartments and a substantial increase in sales.
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Aiphone's next results are scheduled for 2026-11-10. Read the earnings preview
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