Outlook for a Recovery in Production Volumes and Increased Capital Expenditure and R&D Investment
First written in FY2021-Q2. 11 of 19 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2020: 62 of 76 companies on the "Worse" side.
8 other companies' latest entry also says "Other".
- FY2026Full-year update on capital investment appetite and longer lead times caused by material delaysAnnual report
「Although companies in Japan and overseas continued to show strong capital investment appetite during the consolidated fiscal year, capital investments above a certain scale have taken longer to complete than before, partly because the arrival of some materials was delayed due to the situation in the Middle East and other factors.」
Although capital investment appetite remains strong, capital investments above a certain scale are taking longer to complete because of delays in the arrival of materials. - 2026-05-08RestatedEarnings
「Capital investment appetite among companies in Japan and overseas remained robust during the cumulative third quarter of the current consolidated fiscal year.」
The recognition that capital investment appetite among companies in Japan and overseas remains robust has been reconfirmed. - FY2026-H1Mid-year update on capital investment appetite and tariff impactsAnnual report
「During the current interim consolidated accounting period, companies in Japan and overseas continued to have strong appetite for capital investment. Although some customers experienced a temporary slowdown due to the impact of the Trump tariffs and other factors, manufacturers' appetite for capital investment gradually recovered over time.」
While capital investment appetite among companies in Japan and overseas is described as strong, the report notes a temporary sense of slowdown due to tariffs imposed by the Trump administration and other factors, followed by a gradual recovery. - FY2025-H1RestatedAnnual report
「During the current interim consolidated accounting period, companies in Japan and overseas continued to have strong appetite for capital investment, and demand continued to exceed supply.」
The recognition has been reconfirmed that capital investment appetite among companies in Japan and overseas remains strong and that excess demand continues for businesses dependent on capital investment and R&D investment. - FY2024RestatedAnnual report
「Although new capital investment and research and development investment in Japan and overseas have experienced temporary fluctuations, they have continued to expand steadily. With some time lag, the performance of our group, whose business model depends on capital investment and research and development investment, has also remained firm.」
The outlook has been reconfirmed that capital investment and R&D investment will expand, followed by a delayed expansion in performance. - FY2024-Q3RestatedAnnual report
「During the cumulative third quarter of the current consolidated fiscal year, appetite for capital investment in the manufacturing industries in Japan and overseas remained strong. At the same time, component shortages continued, and demand continued to exceed supply.」
While the recognition that capital investment appetite in the manufacturing industries in Japan and overseas remains strong has been reconfirmed, shortages of parts supply continue to leave demand exceeding supply. - FY2024-Q2RestatedAnnual report
「In addition, capital investment appetite among companies in Japan and overseas remains strong. Although the semiconductor shortage is gradually easing, supply remains insufficient, and the situation in which supply cannot keep pace with capital investment demand continues.」
The recognition that capital investment appetite among companies in Japan and overseas remains strong is presented alongside the continuing inability of semiconductor supply to keep pace with demand, reconfirming the previous outlook concerning the recovery in capital investment and supply constraints. - FY2024-Q1RestatedAnnual report
「Capital investment appetite among companies in Japan and overseas remains solid, and energy-saving investment is also increasing due to higher raw material prices. However, semiconductor supply remains insufficient except in some areas, and supply continues to fall short of capital investment demand.」
The recognition that capital investment appetite among companies in Japan and overseas remains firm and that energy-saving investment is also increasing has been reconfirmed, while semiconductor supply remains insufficient and supply continues to lag demand. - FY2023AdvancedAnnual report
「Although subject to temporary fluctuations, new capital investment and R&D investment have been expanding faster than the company expected. The Group’s performance, under its business model dependent on capital investment and R&D investment, has also recovered to the point where it can be recognized as being on a steady expansionary trend, despite some time lag.」
It is stated that new capital investment and R&D investment are expanding faster than the company expected and that performance has recovered to the point where it can be recognized as being on a steady expansionary trend. - FY2023-Q3AdvancedAnnual report
「Although subject to temporary fluctuations, new capital investment and R&D investment have been expanding faster than the company expected. The Group’s performance, under its business model dependent on capital investment and R&D investment, has also recovered to the point where it can be recognized as being on a steady expansionary trend, despite some time lag.」
It is stated that new capital investment and R&D investment are expanding faster than the company expected and that performance has recovered to the point where it can be recognized as being on a steady expansionary trend. - FY2023-Q2RestatedAnnual report
「Production volumes among our customers in Japan and overseas are themselves almost back to pre-COVID levels. New capital investment and R&D investment are expected to expand further, despite temporary fluctuations. We expect the Group’s performance, under its business model dependent on capital investment and R&D investment, to enter a growth phase with some time lag.」
The recognition that customer production volumes have almost recovered to pre-COVID levels and the outlook for capital investment, R&D investment, and performance to expand despite temporary fluctuations have been reconfirmed. - FY2023-Q1RestatedAnnual report
「Capital investment appetite among major companies remains firm and steady. However, as prolonged semiconductor supply shortages have significantly delayed the recovery in supply, the situation in which supply cannot keep pace with capital investment demand continues.」
The recognition that capital investment appetite among major companies remains firm is presented alongside the continuing inability of supply to keep pace with capital investment demand. The previous outlook for a recovery in capital investment and expansion in performance continues under supply constraints. - FY2022RestatedAnnual report
「Although rising raw material prices and supply shortages continue to hamper the recovery in production for some customers in Japan and overseas, production overall is recovering steadily. New capital investment and R&D investment are expected to expand steadily over the medium to long term. Although there are short-term factors causing fluctuations, we expect the Group’s performance, under its business model dependent on capital investment and R&D investment, to enter a growth phase with some time lag.」
The outlook has been reconfirmed that customer production is recovering overall, with medium- to long-term growth in capital investment and R&D investment and a delayed expansion in performance expected. - FY2022-Q3RestatedAnnual report
「Production volumes among our customers in Japan and overseas are themselves almost back to pre-COVID levels. New capital investment and R&D investment are expected to expand further, despite temporary fluctuations. We expect the Group’s performance, under its business model dependent on capital investment and R&D investment, to enter a growth phase with some time lag.」
The outlook has been reconfirmed that customer production volumes are recovering to pre-COVID levels, with capital investment, R&D investment, and performance expected to expand despite temporary fluctuations. - FY2022-Q2RestatedAnnual report
「Production volumes among our customers in Japan and overseas are themselves almost back to pre-COVID levels. New capital investment and R&D investment are expected to expand further, despite temporary fluctuations. We expect the Group’s performance, under its business model dependent on capital investment and R&D investment, to enter a growth phase with some time lag.」
The outlook has been reconfirmed that customer production volumes are recovering to pre-COVID levels, with capital investment, R&D investment, and performance expected to expand despite short-term fluctuations. - FY2022-Q1Update on recovering investment appetite and order growth ahead of productionAnnual report
「Capital investment appetite among major companies has been rising since the second half of the previous consolidated fiscal year. However, this has been significantly undermined by resin shortages and semiconductor supply shortages that have continued since the beginning of the year. With no clear indication of when supply will recover, the situation in which supply cannot keep pace with capital investment demand continues.」
While capital investment appetite among major companies has risen since the second half of the previous fiscal year, resin shortages and semiconductor supply shortages continue to prevent supply from keeping pace with demand. - FY2021AdvancedAnnual report
「Production volumes among our customers in Japan and overseas have recovered to pre-COVID levels, and new capital investment and R&D investment are expected to expand steadily over the medium to long term. Although there are short-term factors causing fluctuations, we expect the Group’s performance, under its business model dependent on capital investment and R&D investment, to enter a growth phase with some time lag.」
The explanation continues to reflect the recognition that customer production volumes have recovered to pre-COVID levels, with medium- to long-term growth in capital investment and R&D investment and a delayed expansion in performance expected. - FY2021-Q3AdvancedAnnual report
「Production volumes among our customers in Japan and overseas have recovered to nearly pre-COVID levels, and new capital investment and R&D investment are expected to expand further over the medium to long term. Although semiconductor shortages are a source of uncertainty, we expect the Group’s performance, under its business model dependent on capital investment and R&D investment, to enter a growth phase with some time lag.」
The explanation has been updated to reflect the recognition that customer production volumes have recovered to near pre-COVID levels, with medium- to long-term growth in capital investment and R&D investment and a delayed expansion in performance expected. - FY2021-Q2First statedAnnual report
「Production volumes among our customers in Japan and overseas are themselves almost back to pre-COVID levels. New capital investment and R&D investment are expected to expand further going forward. We expect the Group’s performance, under its business model dependent on capital investment and R&D investment, to enter a growth phase with some time lag.」
The company recognizes that customer production volumes in Japan and overseas are recovering to pre-COVID levels, and expects new capital investment and R&D investment to expand, followed by a delayed expansion in performance.