Dependence on Capital Expenditure and Production Plans in Major Customer Industries
First written in FY2016. 18 of 30 entries say "Restated". Latest entry: 2026-08-05.
Obara Group moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.
The whole theme swung hardest in 2019: 13 of 24 companies on the "Worse" side.
5 other companies' latest entry also says "Restated".
- 2026-08-05RestatedEarnings
「In the automotive industry, positive capital investment trends continued worldwide as environmentally friendly vehicles were redefined. In the electronics industry, capital investment trends showed signs of improvement as market conditions for advanced semiconductor devices recovered. In the power industry, distribution equipment was systematically expanded and upgraded from a medium- to long-term perspective.」
The company continued to describe positive automotive capital investment, the recovery in market conditions for advanced semiconductor devices, and the expansion and upgrading of distribution equipment as conditions in its major customer industries. - FY2026-H1RestatedAnnual report
「In the automotive industry, a positive stance toward capital investment continued across all regions of the world as the definition of environmentally friendly vehicles was being revisited. In the electronics industry, market conditions for advanced semiconductor devices showed signs of recovery, while capital investment trends for legacy products remained subject to adjustment.」
The disclosure continued to assume a business structure dependent on capital investment and production trends in major customer industries, and described the automotive industry's positive investment stance and the recovery in advanced electronics products alongside adjustments for legacy products. - 2026-05-08SoftenedEarnings
「In the automotive industry, positive capital investment trends continued worldwide as environmentally friendly vehicles were redefined. In the electronics industry, market conditions for advanced semiconductor devices recovered, while capital investment in legacy products remained subdued. In the power industry, distribution equipment was systematically expanded and upgraded from a medium- to long-term perspective.」
Positive capital investment in the automotive industry and the recovery in market conditions for advanced semiconductor devices continued to be reported, while weakness in legacy products remained. - FY2025-H1SoftenedAnnual report
「In the automotive industry, a positive stance toward capital investment, including investment to support electrification, continued across all regions of the world. In the electronics industry, capital investment trends remained subject to adjustment, although market conditions for advanced semiconductor devices showed signs of recovery. In the power industry, transmission and distribution facilities were systematically expanded and renewed based on a medium- to long-term outlook.」
The disclosure described the continued positive stance toward capital investment in the automotive industry and continued adjustments to capital investment in the electronics industry, while also noting a recovery in market conditions for advanced semiconductor devices. The power industry, which invests in transmission and distribution facilities, was also newly added to the business environment. - FY2024-Q2RestatedAnnual report
「A positive stance toward capital investment, including investment to support electrification, continued across all regions of the world in the automotive industry, which is closely connected with our Group. Meanwhile, in the electronics industry, which is likewise closely connected with our Group, adjustments to capital investment plans for semiconductor devices continued amid weaker market conditions for semiconductor memory and other products.」
The disclosure continued to describe a positive stance toward capital investment in the automotive industry, including investment to support electrification, and continued weaker market conditions and adjustments to capital investment plans in the electronics industry. - FY2024-Q1RestatedAnnual report
「A positive stance toward capital investment, including investment to support electrification, continued across all regions of the world in the automotive industry, which is closely connected with our Group. Meanwhile, in the electronics industry, which is likewise closely connected with our Group, adjustments to capital investment plans for semiconductor devices continued amid weaker market conditions for semiconductor memory and other products.」
The disclosure described the positive stance toward capital investment in the automotive industry, including investment to support electrification, and weaker semiconductor memory market conditions and adjustments to capital investment plans in the electronics industry as the conditions facing customer industries, continuing from the previous quarter. - FY2023-Q3RestatedAnnual report
「Under these circumstances, a positive stance toward capital investment, including investment to support electrification, continued across all regions of the world in the automotive industry, which is closely connected with our Group. Meanwhile, in the electronics industry, which is likewise closely connected with our Group, adjustments to capital investment plans for semiconductor devices were also observed amid weaker market conditions for semiconductor memory and other products.」
The disclosure described the positive stance toward capital investment in the automotive industry and weaker semiconductor memory market conditions and adjustments to capital investment plans in the electronics industry as the conditions facing major customer industries, continuing from the previous quarter. - FY2023-Q2RestatedAnnual report
「Under these circumstances, a positive stance toward capital investment, including investment to support electrification, continued across all regions of the world in the automotive industry, which is closely connected with our Group. Meanwhile, in the electronics industry, which is likewise closely connected with our Group, adjustments to capital investment plans for semiconductor devices were also observed amid weaker market conditions for semiconductor memory and other products.」
The disclosure described the positive stance toward capital investment in the automotive industry and weaker semiconductor memory market conditions and adjustments to capital investment plans in the electronics industry as the conditions facing major customer industries, continuing from the previous quarter. - FY2023-Q1RestatedAnnual report
「Under these circumstances, a positive stance toward capital investment, including investment to support electrification, continued across all regions of the world in the automotive industry, which is closely connected with our Group. Meanwhile, in the electronics industry, which is likewise closely connected with our Group, adjustments to capital investment plans for semiconductor devices were also observed amid weaker market conditions for semiconductor memory and other products.」
The disclosure described the positive stance toward capital investment in the automotive industry and weaker semiconductor memory market conditions and adjustments to capital investment plans in the electronics industry as the conditions facing major customer industries, continuing from the previous period. - FY2022WorsenedAnnual report
「Meanwhile, in the electronics industry, which is also closely associated with our group, market conditions for semiconductor memory softened, and adjustment-related movements were observed in capital investment plans for semiconductor devices.」
In the electronics industry, one of our major customer industries, the disclosure explicitly noted weaker semiconductor memory market conditions and adjustments to capital investment plans, indicating growing concern about customer investment trends. - FY2022-Q3RestatedAnnual report
「Under these circumstances, capital investment plans in the automotive industry, which is closely connected with our Group, became more proactive across all regions of the world, including investment to support electrification. Meanwhile, in the electronics industry, which is likewise closely connected with our Group, demand for advanced products remained strong, and signs of increased capital investment in semiconductor devices were observed.」
The disclosure described increasingly proactive capital investment plans in the automotive industry, including investment to support electrification, as well as strong demand for advanced products and increased capital investment in the electronics industry, as in the previous quarter. - FY2022-Q2SoftenedAnnual report
「Under these circumstances, capital investment plans in the automotive industry, which is closely connected with our Group, became more proactive across all regions of the world, including investment to support electrification. Meanwhile, in the electronics industry, which is likewise closely connected with our Group, demand for advanced products remained strong, and signs of increased capital investment in semiconductor devices were observed.」
The disclosure described increasingly proactive capital investment plans in the automotive industry, including investment to support electrification, and strong demand and increased capital investment in the electronics industry, indicating an improving outlook for our customer industries. - FY2022-Q1SoftenedAnnual report
「Under these circumstances, production activity in the automotive industry, which is closely connected with our Group, showed signs of improvement, and capital investment plans became more proactive, including investment to support electrification. Meanwhile, in the electronics industry, which is likewise closely connected with our Group, demand for advanced products remained strong, and signs of increased capital investment in semiconductor devices were observed.」
The disclosure described improving production activity in the automotive industry and more proactive capital investment plans, including investment to support electrification. Strong demand for advanced products and increased capital investment also continued in the electronics industry, indicating an improving outlook for our customer industries compared with the previous quarter. - FY2021-Q3RestatedAnnual report
「Under these circumstances, production activity in the automotive industry, which is closely connected with our Group, continued to improve overall, and an increasingly positive stance toward capital investment was also seen. Meanwhile, in the electronics industry, which is likewise closely connected with our Group, demand for advanced products remained strong, and signs of increased capital investment in semiconductor devices were also observed.」
The disclosure continued to describe improving production activity and a positive stance toward capital investment in the automotive industry, as well as strong demand for advanced products and increased capital investment in the electronics industry, as in the previous quarter. - FY2021-Q2SoftenedAnnual report
「Under these circumstances, production activity in the automotive industry, which is closely connected with our Group, continued to improve overall, and an increasingly positive stance toward capital investment was also seen. Meanwhile, in the electronics industry, which is likewise closely connected with our Group, demand for advanced products remained strong, and signs of increased capital investment in semiconductor devices were also observed.」
The automotive industry continued to see improving production activity, and its stance toward capital investment also became more positive. The electronics industry likewise saw strong demand for advanced products and increased capital investment, indicating that the outlook for our customer industries had improved from the previous quarter. - FY2021-Q1SoftenedAnnual report
「Under these circumstances, production activity in the automotive industry, which is closely connected with our Group, generally showed signs of improvement, although a cautious stance toward capital investment continued. Meanwhile, in the electronics industry, which is likewise closely connected with our Group, demand for advanced products remained strong, and signs of increased capital investment in semiconductor devices were also observed.」
In the automotive industry, production activity shifted from its previous slowdown toward improvement, while in the electronics industry, strong demand and increased capital investment were noted. Meanwhile, a cautious stance toward capital investment remained in the automotive industry. - FY2020-Q3RestatedAnnual report
「Against this backdrop, in the automotive industry, with which the Group has close ties, capital investment remained cautious in response to global economic trends, and production activity generally continued to slow. In the electronics industry, with which the Group likewise has close ties, there were signs of a partial increase in capital investment for semiconductor devices while demand for advanced products remained steady.」
The Company states that caution toward capital investment and the slowdown in production activity have continued in the automotive industry, while demand for advanced electronics products has remained steady and some capital investment has picked up, reiterating the same conditions in the customer industries as in the previous quarter. - FY2020-Q2WorsenedAnnual report
「Against this backdrop, in the automotive industry, with which the Group has close ties, capital investment remained cautious in response to global economic trends, and production activity generally continued to slow. In the electronics industry, with which the Group likewise has close ties, there were signs of a partial increase in capital investment for semiconductor devices while demand for advanced products remained steady.」
Caution toward capital investment and the slowdown in production activity have continued in the automotive industry. Although demand for electronics has remained steady and some capital investment has picked up, the description of the key customer industries overall includes worsening conditions on the automotive side. - FY2020-Q1WorsenedAnnual report
「Against this backdrop, in the automotive industry, with which the Group has close ties, capital investment was cautious in response to global economic trends, and production activity generally continued to weaken. In the electronics industry, with which the Group likewise has close ties, there were signs of a partial resumption of capital investment for semiconductor devices while demand and supply for advanced products remained firm.」
The Company states that capital investment in the automotive industry became more cautious and production activity also weakened. Although demand and supply in the electronics industry remained firm and some capital investment resumed, the description of the key customer industries overall includes worsening conditions on the automotive side. - FY2019RestatedAnnual report
「Accordingly, the Company's business tends to be affected by capital investment trends, production plans and actual production at automotive-related and electronics-related companies.」
The Company reiterates for the full fiscal year, as a risk, its business structure of being affected by capital investment and production trends at automotive- and electronics-related companies, its main customers. - FY2019-Q3RestatedAnnual report
「Against this backdrop, in the automotive industry, with which the Group has close ties, solid capital investment, including investment related to the launch of new models, was made in emerging markets and elsewhere, although production activity generally showed signs of weakening. In the electronics industry, with which the Group likewise has close ties, there were signs of more cautious capital investment for semiconductor devices amid supply and demand adjustments for advanced products.」
The Company describes conditions in its customer industries as follows: although capital investment in the automotive industry remained solid in some areas, production activity weakened, while capital investment in the electronics industry continued to become more cautious. - FY2019-Q2WorsenedAnnual report
「Against this backdrop, in the automotive industry, with which the Group has close ties, solid capital investment, including investment related to the launch of new models, was made in emerging markets and elsewhere, although production activity generally showed signs of weakening. In the electronics industry, with which the Group likewise has close ties, there were signs of more cautious capital investment for semiconductor devices amid supply and demand adjustments for advanced products.」
Although capital investment in the automotive industry remained solid in some areas, production activity generally weakened. Capital investment in the electronics industry also continued to become more cautious, and the description of conditions in the key customer industries is more severe than in the previous quarter. - FY2019-Q1WorsenedAnnual report
「Meanwhile, in the electronics industry, which is also closely connected with the company's group, there were signs of more cautious capital investment in semiconductor devices amid adjustments in supply and demand for advanced products.」
Regarding the electronics industry among the Company's key customer industries, the Company describes a trend toward more cautious capital investment against a backdrop of supply and demand adjustments for advanced products, indicating heightened concern about customer investment trends. - FY2018RestatedAnnual report
「Accordingly, the Company's business tends to be affected by capital investment trends, production plans and actual production at automotive-related and electronics-related companies.」
The Company reiterates as a risk its business structure of being affected by capital investment and production trends at automotive- and electronics-related companies, its main customers. - FY2018-Q3RestatedAnnual report
「Automotive manufacturers from Japan, Europe and the United States, and Asia, which are business partners, made solid capital investments in regions including Asia, particularly China, and the Americas, and automotive production remained generally high worldwide.」
The Company continues to state that, based on its business structure of being affected by automotive manufacturers' capital investment and production trends, customer capital investment remained solid and production remained high. - FY2018-Q2RestatedAnnual report
「In the automotive industry, capital investment, including investment related to the launch of new models, was made in regions including Asia, particularly China, and the Americas, while production activity also remained solid. In the electronics industry, with which the Group likewise has close ties, capital investment and production activity became notably more active as supply and demand conditions improved, particularly for advanced products.」
The Company continues to assume a business structure affected by capital investment and production trends in the automotive and electronics industries, its main customer industries, and describes solid or active conditions in both industries. - FY2018-Q1RestatedAnnual report
「Against this backdrop, in the automotive industry, with which the Group has close ties, capital investment, including investment related to the launch of new models, was made in regions including Asia, particularly China, and the Americas, while production activity also remained solid. In the electronics industry, with which the Group likewise has close ties, capital investment and production activity became notably more active as supply and demand conditions improved, particularly for advanced products.」
The Company continues to assume a business structure affected by capital investment and production trends in the automotive and electronics industries, its customer industries, and states that activity in both industries was solid or active during the quarter under review. - FY2017-Q3RestatedAnnual report
「Automotive manufacturers from Japan, Europe and the United States, and Asia, which are business partners, made solid capital investments in regions including Asia, particularly China, and the Americas, and automotive production remained generally high worldwide.」
Based on its business structure of being affected by automotive manufacturers' capital investment and production trends, the Company states that customer capital investment remained solid and production remained high during the quarter under review as well. - FY2017-Q2RestatedAnnual report
「Automotive manufacturers from Japan, Europe and the United States, and Asia, which are business partners, made solid capital investments in regions including Asia, particularly China, and the Americas, and automotive production remained generally high worldwide.」
Based on its business structure of being affected by automotive manufacturers' capital investment and production trends, the Company states that customer capital investment was solid and production remained high during the quarter under review. - FY2016First statedAnnual report
「Accordingly, the Company's business tends to be affected by capital investment trends, production plans and actual production at automotive-related and electronics-related companies.」
The Company describes in general terms the risk of being affected by customers' capital investment and production trends, given its business structure in which the automotive and electronics industries are its main customers.