Impact of Fluctuations in Automotive Demand, Changes in Customer Production and Parts Supply Stoppages

「モビリティ事業の主要市場である自動車業界におきましては、半導体供給制約の緩和や需要の持ち直しがみられた一方で、原材料価格の高止まりや電気自動車に対する需要の一部見直しの動きもみられました。」

「Demand for products manufactured and sold by the mobility business, which accounts for more than 80% of the Group’s consolidated revenue, is affected by economic conditions in the countries and regions where those products are sold.」

「In addition to the easing impact of component shortages in the supply chain, continued strong performance in the Indian business contributed to revenue of ¥61.472 billion, up 8.3% year on year.」

「In addition to the gradual easing of the impact of component shortages in the supply chain, continued strong performance in the India business resulted in sales of ¥40.069 billion, up 8.4% year on year.」

「As the impact of component shortages in the supply chain began to ease and strong performance continued in the Indian market, revenue from this business was ¥19.55 billion, up 13.3% year on year.」

「Although the impact of component shortages in the supply chain persisted, vehicle production was on a recovery trend.」

「Although the impact of shortages of semiconductors and other components persisted, vehicle production was on a recovery trend. Overseas, the company was affected by China’s zero-COVID policy.」

「In addition to the prolonged shortage of semiconductors and other components, which constrained the production activities of some automakers, the company was affected by restrictions on economic activity in China.」

「The prolonged shortage of semiconductors and other components constrained the production activities of some automakers.」

「Although the supply chain was affected by difficulty procuring components and production cuts, significant growth was seen in India, and sales recovered to approximately the pre-pandemic level.」

「The automotive industry’s supply chain has been affected by a global semiconductor shortage.」

「While the year-earlier period was significantly affected by the global spread of COVID-19, sales recovered to pre-pandemic levels during the first quarter of the current fiscal year. As a result, sales in this business were ¥15.848 billion, up 44.4% year on year, and operating profit improved significantly to ¥1.263 billion, compared with an operating loss of ¥323 million in the year-earlier period.」

「Demand for both four-wheeled and two-wheeled vehicle products fell sharply as a result of the global spread of COVID-19, but demand began to recover from the summer onward.」

「Demand for both products for four-wheel vehicles and products for motorcycles declined due to the global spread of the novel coronavirus. Although demand recovered in some areas from the summer onward, revenue from this business was ¥41.23 billion, down 19.1% year on year, resulting in an operating loss of ¥764 million, compared with operating income of ¥1.602 billion in the same period of the previous year.」

「Demand for both products for four-wheel vehicles and products for motorcycles declined due to the global spread of the novel coronavirus.」

「Demand for four-wheeled vehicle products fell sharply as a result of the global spread of COVID-19. As a result, revenue from this business was ¥10.977 billion, down 34.7% year on year, and the business posted an operating loss of ¥323 million, compared with operating profit of ¥639 million in the same period of the previous year.」

「Amid continued declines in demand for four-wheeled vehicle products, mainly in China and India, operating profit was ¥2.41 billion, down 45.3% from the previous fiscal year.」

「Amid continued declines in demand for four-wheeled vehicle products, mainly in China and India, and a resulting decrease in the operating margin of the automotive-related products business, operating profit was ¥1.364 billion, down 60.1% year on year.」

「Amid continued declines in demand for four-wheeled vehicle products in the Chinese market and a resulting decrease in the operating margin of the automotive-related products business, operating profit was ¥696 million, down 64.4% year on year.」

「The company recognises that economic trends in Japan and overseas, changes in demand, and supply stoppages by other companies in the parts industry and elsewhere may have an impact through changes in the production volumes of customer manufacturers.」