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Tanaka Seimitsu Kogyo (7218) · RiskSoftenedLatest Governance (2026-06-26): "Restated"

Dependence on Sales to the Honda Motor Group

First written in FY2016. 16 of 24 entries say "Restated". Latest entry: 2026-06-26.

24entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2021-Q3RestatedFY2023-Q3 – FY2024-Q3SoftenedFY2024 – FY20262016: 120162017: 220172018: 420182019: 220192020: 320202021: 320212022: 220222023: 220232024: 220242025: 020252026: 32026
Same theme, other companies
Sales Dependence on Honda Motor Co., Ltd.A theme 4 companies write about · 4 as a headwind · 0 as a tailwind

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. 2026-06-26RestatedGovernance

    「HONDA MOTOR CO.,LTD. owns 24.3% of our voting rights and qualifies as a controlling shareholder or equivalent, namely the other company when we are an affiliated company of that other company.」

    The capital relationship with HONDA MOTOR CO.,LTD. and dependence on its group have been reaffirmed. Sales to its group account for 60.5% of consolidated net sales.
  2. FY2026SoftenedAnnual report

    「Total 26,762,700 66.1 26,514,252 60.5」

    The disclosure states that the proportion of sales to the HONDA MOTOR CO.,LTD. group declined from 66.1% in the previous fiscal year to 60.5%, but remains high.
  3. 2026-05-14SoftenedTreasury Shares

    「From the perspective of balancing HONDA MOTOR CO.,LTD.'s continued status as our largest shareholder, thereby maintaining its existing business relationship and management stability, with greater flexibility in our business portfolio strategy and capital policy, we approached HONDA MOTOR CO.,LTD. regarding its intention to sell 1,070,000 shares, representing a 10.97% ownership interest, out of the 2,376,000 common shares it owns, representing a 24.36% ownership interest. The resulting ownership interest would be approximately 15%, above the 12.81% ownership interest held by the second-largest shareholder as of 30 September 2025.」

    The company resolved to conduct a tender offer for 1,070,000 shares held by HONDA MOTOR CO.,LTD. Its ownership is expected to fall to 13.39%, including shares it does not tender. Although dependence on the major customer and largest shareholder remains, the concentration of the capital relationship is expected to decline.
  4. FY2024SoftenedAnnual report

    「Total 24,560,829 71.8 30,056,444 70.6」

    The proportion of sales to the HONDA MOTOR CO.,LTD. group declined from 71.8% in the previous fiscal year to 70.6%, but remains high.
  5. FY2024-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that no new risks or material changes have arisen in the Group's dependence on sales to the HONDA MOTOR CO.,LTD. group.
  6. FY2024-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The disclosure states that no new risks or material changes have arisen in the Group's dependence on sales to the HONDA MOTOR CO.,LTD. group.
  7. FY2023-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that no new risks or material changes have arisen in the Group's dependence on sales to the HONDA MOTOR CO.,LTD. group.
  8. FY2022SoftenedAnnual report

    「Total 19,863,774 76.3 22,102,042 74.5」

    The proportion of sales to the HONDA MOTOR CO.,LTD. group declined from 76.3% in the previous fiscal year to 74.5%, but remains high.
  9. FY2022-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that no new risks or material changes have arisen in the Group's dependence on sales to the HONDA MOTOR CO.,LTD. group.
  10. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The disclosure states that no new risks or material changes have arisen in the Group's dependence on sales to the HONDA MOTOR CO.,LTD. group.
  11. FY2021SoftenedAnnual report

    「Total 19,863,774 76.3」

    The proportion of sales to the HONDA MOTOR CO.,LTD. group declined from 79.0% in the previous fiscal year to 76.3%, but still accounts for a high proportion of consolidated net sales.
  12. FY2021-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended [the current third quarter]. There have also been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The disclosure continues to state that no new risks or material changes have arisen in the Group's dependence on sales to the HONDA MOTOR CO.,LTD. group.
  13. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    No new risks or material changes related to the Group's dependence on sales to the HONDA MOTOR CO.,LTD. group are reported.
  14. FY2021-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    No new risks or material changes related to the Group's dependence on sales to the HONDA MOTOR CO.,LTD. group are reported.
  15. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended [the current third quarter]. There have also been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No new risks or material changes related to the Group's dependence on sales to the HONDA MOTOR CO.,LTD. group are reported.
  16. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    No new risks or material changes related to the Group's dependence on sales to the HONDA MOTOR CO.,LTD. group are reported.
  17. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended [the current third quarter]. There have also been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No new risks or material changes related to the Group's dependence on sales to the HONDA MOTOR CO.,LTD. group are reported.
  18. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    No new risks or material changes related to the Group's dependence on sales to the HONDA MOTOR CO.,LTD. group are reported.
  19. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    No new risks or material changes related to the Group's dependence on sales to the HONDA MOTOR CO.,LTD. group are reported.
  20. FY2018SoftenedAnnual report

    「Total 31,198,319 81.2」

    The proportion of sales to the HONDA MOTOR CO.,LTD. group declined from 82.7% in the previous fiscal year to 81.2%, but remains high.
  21. FY2018-Q3RestatedAnnual report

    「There have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    There has been no material change in the Group's dependence on sales to the HONDA MOTOR CO.,LTD. group.
  22. FY2018-Q2RestatedAnnual report

    「There have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    There has been no material change in the Group's dependence on sales to the HONDA MOTOR CO.,LTD. group.
  23. FY2017SoftenedAnnual report

    「Total 32,871,112 82.7」

    The proportion of sales to the HONDA MOTOR CO.,LTD. group declined from 83.5% in the previous fiscal year to 82.7%, but remains high.
  24. FY2016First statedAnnual report

    「The Group's principal customer is HONDA MOTOR CO.,LTD. and its affiliates, and sales to the Group account for a high proportion of consolidated net sales.」

    Sales to the HONDA MOTOR CO.,LTD. group accounted for 83.5% in the fiscal year under review.
Moved together

"Dependence on Rocker Arm ASSY" moved the same way as this thread, in the same document, in 6 of its 24 moves.

654444★123456
  1. ★This thread
  2. 1Dependence on Rocker Arm ASSY6×
  3. 2Revenue decline resulting from the shift to environmentally friendly engines5×
  4. 3Further Development of Existing Technologies, Creation of New Products and Businesses, and True Globalization4×
  5. 4Changes in Sales Mix Due to US Model Changeover4×
  6. 5Creating New Value through the 2020 Vision and 17-19 Medium-Term Business Plan4×
  7. 6Diversification of Automotive Value through Safety, Autonomous Driving and Connected Cars, and Entry by Companies from Other Industries4×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Tanaka Seimitsu Kogyo's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Governance of 2026-06-26: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Sales to the Honda Motor Group | TANAKA SEIMITSU KOGYO CO.,LTD. (7218) | Komori