Dependence on Sales to the Automotive Industry and Toyota Motor Corporation
First written in FY2016. 20 of 36 entries say "Materialised", first in FY2017-Q1. Latest entry: 2026-10-28.
Tokai Rika moved to the "Worse" side of this theme in 2016, 6 years before the typical company in this theme (2022).
The whole theme swung hardest in 2020: 4 of 8 companies on the "Worse" side.
1 other company's latest entry also says "Mitigated".
- FY2026WorsenedAnnual report
「The ratio of revenue from the Group's principal customer, TOYOTA MOTOR CORPORATION, and the Toyota Group, including affiliated companies, was 74%, a relatively high level. Accordingly, the Group's business performance is significantly affected by TOYOTA MOTOR CORPORATION's production trends.」
The ratio of revenue from major customers increased from 73% previously to 74%, indicating a slight increase in dependence on sales. - FY2026-H1WorsenedAnnual report
「For TOYOTA MOTOR CORPORATION and the Toyota Group, including affiliated companies 233,448 Total 314,823」
Revenue from TOYOTA MOTOR CORPORATION and the Toyota Group was ¥233,448 million, accounting for approximately 74.1% of consolidated revenue of ¥314,823 million. The ratio increased from approximately 73.7% in the same period of the previous year, indicating a slight increase in dependence on major customers. - FY2025-H1WorsenedAnnual report
「For TOYOTA MOTOR CORPORATION and the Toyota Group, including affiliated companies 223,956」
Revenue from TOYOTA MOTOR CORPORATION and the Toyota Group was ¥223,956 million, representing approximately 73.7% of consolidated revenue of ¥303,972 million. The ratio increased slightly from approximately 73.4% in the same period of the previous year, indicating a slight increase in dependence on major customers. - FY2024MitigatedAnnual report
「The ratio of revenue from the Group's principal customer, TOYOTA MOTOR CORPORATION, and the Toyota Group, including affiliated companies, was 73%, a relatively high level. Accordingly, the Group's business performance is significantly affected by TOYOTA MOTOR CORPORATION's production trends. …To achieve further growth, the Group continues to promote sales to other automakers at each site, and installation of the Group's products is expanding.」
The ratio of revenue from the Toyota Group declined from the previously disclosed 74% to 73%, but dependence remains high. Expanded sales to automakers other than Toyota and increased product installations continue as countermeasures. - FY2024-Q3WorsenedAnnual report
「For TOYOTA MOTOR CORPORATION and the Toyota Group, including affiliated companies 348,864 For ㈱ＳＵＢＡＲＵ 22,574 For SUZUKI MOTOR CORPORATION 16,378 For Ford Motor Company 14,138 Other 17,395 Total, parts supply business for automakers 419,350 Other 55,578 Total 474,929」
Revenue from TOYOTA MOTOR CORPORATION and the Toyota Group was ¥348,864 million, accounting for approximately 73.4% of consolidated revenue of ¥474,929 million. The ratio increased from approximately 72.4% in the same quarter of the previous year, indicating a slight increase in dependence on major customers. - FY2024-Q2MaterialisedAnnual report
「For TOYOTA MOTOR CORPORATION and the Toyota Group, including affiliated companies 225,578」
Revenue from TOYOTA MOTOR CORPORATION and the Toyota Group was ¥225,578 million, accounting for approximately 73.4% of consolidated revenue of ¥307,468 million. Both the amount and ratio increased slightly from ¥195,645 million and approximately 73.3%, respectively, in the same quarter of the previous year, with dependence on sales to major customers reflected in the quarterly revenue mix. - FY2024-Q1MaterialisedAnnual report
「For TOYOTA MOTOR CORPORATION and the Toyota Group, including affiliated companies 110,598」
Of consolidated revenue of ¥148,652 million for the three months ended the first quarter, revenue from TOYOTA MOTOR CORPORATION and the Toyota Group was disclosed as ¥110,598 million, with dependence on sales to major customers reflected in the quarterly revenue mix. Revenue from these customers in the same period of the previous year was ¥92,037 million. - FY2023-Q3MitigatedAnnual report
「For TOYOTA MOTOR CORPORATION and the Toyota Group, including affiliated companies 296,051 For ㈱ＳＵＢＡＲＵ 18,759 For SUZUKI MOTOR CORPORATION 13,867 For Ford Motor Company 13,370 Other 15,489 Total, parts supply business for automakers 357,537 Other 51,043 Total 408,581」
Revenue from TOYOTA MOTOR CORPORATION and the Toyota Group was ¥296,051 million, representing approximately 72.4% of consolidated revenue of ¥408,581 million based on the disclosed amounts. Although the ratio declined from approximately 74.7% in the same quarter of the previous year, dependence on major customers remains substantial. - FY2023-Q2MaterialisedAnnual report
「For TOYOTA MOTOR CORPORATION and the Toyota Group, including affiliated companies 195,645 For ㈱ＳＵＢＡＲＵ 11,908 For SUZUKI MOTOR CORPORATION 8,494 For Ford Motor Company 8,720 Other 9,764 Total, parts supply business for automakers 234,531 Other 32,396 Total 266,927」
Of consolidated revenue of ¥266,927 million for the six months ended the second quarter, revenue from TOYOTA MOTOR CORPORATION and the Toyota Group was ¥195,645 million, with continued dependence on sales to major customers reflected in results. - FY2023-Q1MaterialisedAnnual report
「Due to semiconductor shortages and other factors, customer production volumes declined from the previous year, and revenue decreased by ¥10,822 million (△15.4%) year on year to ¥59,250 million. For TOYOTA MOTOR CORPORATION and the Toyota Group, including affiliated companies 92,037」
The decline in customer production volumes due to semiconductor shortages and other factors was reflected in lower revenue in Japan. Revenue from TOYOTA MOTOR CORPORATION and the Toyota Group was disclosed as ¥92,037 million, with dependence on sales to major customers reflected in quarterly results. - FY2022MitigatedAnnual report
「The ratio of revenue from the Group's principal customer, TOYOTA MOTOR CORPORATION, and the Toyota Group, including affiliated companies, was 74%, a relatively high level. Accordingly, the Group's business performance is significantly affected by TOYOTA MOTOR CORPORATION's production trends. …To achieve further growth, the Group continues to promote sales to other automakers at each site, and installation of the Group's products is expanding.」
While the 74% dependence on sales to major customers remains high, the company explicitly identifies expanded sales activities targeting other automakers and increased product installations as countermeasures. - FY2022-Q3MaterialisedAnnual report
「For TOYOTA MOTOR CORPORATION and the Toyota Group, including affiliated companies 267,405」
Of consolidated revenue of ¥358,030 million for the nine months ended the third quarter, revenue from TOYOTA MOTOR CORPORATION and the Toyota Group was ¥267,405 million, with dependence on sales to major customers reflected in the revenue mix for the period. - FY2022-Q2MaterialisedAnnual report
「For TOYOTA MOTOR CORPORATION and the Toyota Group, including affiliated companies 173,045」
Revenue from TOYOTA MOTOR CORPORATION and the Toyota Group during the six months ended the second quarter was ¥173,045 million, with dependence on sales to major customers reflected in the revenue mix for the period. Total consolidated revenue was ¥231,124 million. - FY2022-Q1MaterialisedAnnual report
「For TOYOTA MOTOR CORPORATION and the Toyota Group, including affiliated companies 94,304」
Revenue from TOYOTA MOTOR CORPORATION and the Toyota Group in the first quarter was ¥94,304 million. Dependence on sales to major customers continued to be reflected in quarterly results through the increase in revenue accompanying higher customer production volumes. - FY2021-Q3MaterialisedAnnual report
「For TOYOTA MOTOR CORPORATION and the Toyota Group, including affiliated companies 236,906」
Revenue from TOYOTA MOTOR CORPORATION and the Toyota Group during the nine months ended the third quarter was disclosed as ¥236,906 million, with dependence on sales to major customers reflected in the revenue mix for the period. - FY2021-Q2MaterialisedAnnual report
「(North America) As production by major customers was suspended for a certain period due to the spread of infectious disease, customer production volumes declined substantially. As a result, revenue decreased by ¥14,071 million (△27.1%) year on year to ¥37,822 million. For TOYOTA MOTOR CORPORATION and the Toyota Group, including affiliated companies 138,589」
The suspension and decline in major customers' production were reflected in lower revenue in North America. Revenue from TOYOTA MOTOR CORPORATION and the Toyota Group was disclosed as ¥138,589 million, with dependence on major customers reflected in quarterly results. - FY2021-Q1MaterialisedAnnual report
「For TOYOTA MOTOR CORPORATION and the Toyota Group, including affiliated companies 50,605」
Revenue from TOYOTA MOTOR CORPORATION and the Toyota Group was disclosed as ¥50,605 million. Production by major customers was also suspended for a certain period due to the spread of infectious disease, resulting in substantial declines in customer production volumes and revenue in each region, with dependence on major customers' production trends reflected in quarterly results. - FY2020WorsenedAnnual report
「The ratio of revenue from the Group's principal customer, TOYOTA MOTOR CORPORATION, and the Toyota Group, including affiliated companies, was 74%, a relatively high level. Accordingly, the Group's business performance is significantly affected by TOYOTA MOTOR CORPORATION's production trends.」
The company disclosed that revenue from TOYOTA MOTOR CORPORATION and the Toyota Group accounted for 74% and described its dependence on major customers as high. It also stated that revenue declined due to lower vehicle sales and the spread of infectious disease. - FY2020-Q3MaterialisedAnnual report
「Due mainly to increased customer production volumes and expanded sales of new vehicle models, revenue increased by ¥3,837 million (1.7%) year on year to ¥229,954 million. Due mainly to increased customer production volumes in China, revenue increased by ¥3,607 million (3.6%) year on year to ¥103,690 million.」
In Japan and Asia, increased customer production volumes are appearing as factors behind the increase in revenue, with dependence on customer production trends reflected in results for the nine months ended the third quarter. - FY2020-Q2MaterialisedAnnual report
「(Japan) Due mainly to increased customer production volumes and expanded sales of new vehicle models, revenue increased by ¥10,805 million (7.5%) year on year to ¥155,246 million. (Asia) Due mainly to decreased customer production volumes in Thailand and India, revenue decreased by ¥141 million (△0.2%) year on year to ¥67,984 million.」
In Japan, increased customer production volumes, and in Asia, decreased customer production volumes in Thailand and India, are reflected in results as factors behind changes in revenue in each region. - FY2020-Q1MaterialisedAnnual report
「Due mainly to increased customer production volumes, revenue increased by ¥6,620 million (9.4%) year on year to ¥77,203 million.」
In Japan, increased customer production volumes are appearing as a factor behind the increase in revenue, with dependence on customer production trends reflected in quarterly results. - FY2019MitigatedAnnual report
「For the consolidated fiscal year, the ratio of revenue from TOYOTA MOTOR CORPORATION and its overseas subsidiaries was 65.6%. Accordingly, the Group's business performance is affected by TOYOTA MOTOR CORPORATION's production trends.」
The ratio of revenue declined from 66.3% in the previous fiscal year to 65.6%, but dependence on TOYOTA MOTOR CORPORATION's production trends continues. - FY2019-Q2MaterialisedAnnual report
「(North America) Due mainly to increased customer production volumes, revenue increased by ¥862 million (1.6%) year on year to ¥53,843 million. (Asia) Due mainly to increased customer production volumes in China and Thailand, revenue increased by ¥6,076 million (9.8%) year on year to ¥68,125 million.」
Increases in customer production volumes in North America, China and Thailand are reflected in results as factors behind the increase in revenue, confirming the continued dependence on customer production trends. - FY2019-Q1MaterialisedAnnual report
「Due mainly to increased customer production volumes, revenue increased by ¥5,261 million (8.1%) year on year to ¥70,583 million. Despite the increase in customer production volumes, revenue decreased by ¥183 million (△0.7%) year on year to ¥27,764 million, mainly due to foreign exchange fluctuations and other factors.」
In Japan and North America, increases in customer production volumes are cited as factors behind changes in revenue, with dependence on customer production trends reflected in quarterly results. - FY2018MitigatedAnnual report
「For the consolidated fiscal year, the ratio of revenue from TOYOTA MOTOR CORPORATION and its overseas subsidiaries was 66.3%. Accordingly, the Group's business performance is affected by TOYOTA MOTOR CORPORATION's production trends.」
The ratio of revenue from TOYOTA MOTOR CORPORATION and its overseas subsidiaries declined from 67.7% in the previous fiscal year to 66.3%, but the company states that it remains affected by production trends. - FY2018-Q3MaterialisedAnnual report
「Despite the positive impact of yen depreciation on foreign currency translation and other factors, revenue decreased by ¥1,001 million (△1.3%) year on year to ¥79,025 million, mainly due to lower customer production volumes. Operating profit decreased by ¥2,127 million (△43.5%) year on year to ¥2,761 million, mainly due to the decline in revenue.」
In North America, the decline in customer production volumes is appearing as a factor behind the decreases in revenue and operating profit, with the Group's dependence on customer production trends also reflected in results for the nine months ended the third quarter. - FY2018-Q2MaterialisedAnnual report
「Despite the effects of foreign-exchange translation due to the yen's depreciation, sales were ¥52,981 million, a decrease of ¥231 million, or 0.4%, from the same quarter of the previous year due to a decrease in customers' production volumes, among other factors.」
In North America, the decline in customer production volumes is appearing as a factor behind the decrease in revenue, with the Group's dependence on customer production trends also reflected in results for the second quarter. - FY2018-Q1MaterialisedAnnual report
「Due to an increase in customers' production volumes and the depreciation of the yen, among other factors, sales were ¥65,322 million, an increase of ¥5,189 million, or 8.6%, from the same quarter of the previous year. Due to a decrease in customers' production volumes, among other factors, sales were ¥27,947 million, a decrease of ¥59 million, or 0.2%, from the same quarter of the previous year.」
In Japan, an increase in customers' production volumes, and in North America, a decrease, were reflected in the respective changes in regional sales, indicating that dependence on customer production trends was reflected in the results for the quarter. - FY2017MaterialisedAnnual report
「In the consolidated fiscal year, sales to TOYOTA MOTOR CORPORATION and its overseas entities accounted for 67.7% of total sales. Accordingly, the Company's business performance is affected by production trends at TOYOTA MOTOR CORPORATION.」
Dependence on sales to TOYOTA MOTOR CORPORATION and its overseas entities was quantified at 67.7%, while sales for the fiscal year also declined 3.6% year on year. - FY2017-Q1MaterialisedAnnual report
「Due to a decrease in customers' production volumes and the appreciation of the yen, among other factors, sales were ¥60,133 million, a decrease of ¥3,301 million, or 5.2%, from the same quarter of the previous year.」
In Japan, a decrease in customers' production volumes was reflected as a factor behind the decline in sales. The text does not name TOYOTA MOTOR CORPORATION. - FY2016First statedAnnual report
「The Company's business performance is affected by production trends at TOYOTA MOTOR CORPORATION. In the consolidated fiscal year, sales to TOYOTA MOTOR CORPORATION and its overseas entities accounted for 67.8% of total sales.」
The Company identifies the contraction of the automotive industry and production trends at TOYOTA MOTOR CORPORATION as factors that could affect its business performance and financial condition.