Impact of soaring raw-material prices on automobile sales and production
First written in FY2022-Q3. 5 of 7 entries say "Worsened", first in FY2023-Q1. Latest entry: 2026-08-05.
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- 2026-08-05WorsenedEarnings presentation materials
「コスト上昇分は得意先と共有、影響について協議中」
中東情勢に伴うコスト上昇について、得意先との費用負担・影響協議が必要な状況として記載されている。 - FY2025WorsenedAnnual report
「Amid ongoing price increases, private consumption, the mainstay of domestic demand, lacks strength. Major risks include the impact on the global economy of a review of key policies by the US Trump administration and the continued stagnation of the Chinese economy.」
Rising prices, policy changes by the US administration and the stagnation of the Chinese economy were cited as major downside factors. - FY2023WorsenedAnnual report
「During the consolidated fiscal year, Japan's economy was moving toward coexistence with COVID-19 and efforts to stimulate economic activity were under way. However, the outlook remained uncertain due to the impact of the semiconductor shortage and surging raw material and logistics costs stemming from COVID-19.」
Surging raw material and logistics costs continued and, together with the semiconductor shortage, were cited as factors contributing to uncertainty in the domestic economy and business environment. - FY2023-Q2WorsenedAnnual report
「While resource prices and supply chain disruptions stemming from COVID-19 continue, the impact on supply chains of the deepening global division caused by the conflict in Ukraine, among other factors, is making the outlook increasingly difficult to predict.」
Higher resource prices and supply chain disruptions continued, while the global division caused by the conflict in Ukraine was added as an uncertainty factor for supply chains. - FY2023-Q1WorsenedAnnual report
「During the first quarter of the current fiscal year, Japan's economy was progressing with the reopening of economic activity across society, but the outlook remained uncertain as the end of the Ukraine crisis, which has driven up resource prices and disrupted supply chains, was still not in sight.」
The risk of higher raw material prices has broadened to include rising resource prices and continues, together with supply chain disruptions stemming from the Ukraine crisis, to be cited as a factor contributing to an uncertain outlook. - FY2022MaterialisedAnnual report
「The outlook remains uncertain due to the impact of the semiconductor shortage and surging logistics and raw material costs.」
Surging raw material prices continued alongside the semiconductor shortage and higher logistics costs, and were explicitly cited as factors affecting business performance and the automotive production environment. - FY2022-Q3MaterialisedAnnual report
「New-vehicle sales generally fell below the year-earlier level, against a backdrop of production plant shutdowns caused by the global semiconductor shortage and surging raw-material prices.」
Higher raw material prices were explicitly cited, together with factory shutdowns caused by the semiconductor shortage, as factors behind the year-on-year decline in new vehicle sales.