Concentration of sales in the automotive parts business and specific automakers
First written in FY2017. 4 of 9 entries say "Restated". Latest entry: 2026-06-19.
The whole theme swung hardest in 2020: 10 of 19 companies on the "Worse" side.
7 other companies' latest entry also says "Restated".
- 2026-06-19RestatedGovernance
「The ratio of our group's sales to the TS TECH group is 38.8%.」
The disclosed 38.8% sales ratio to the TS TECH group confirmed the structural concentration of sales in the automotive-parts business and certain customers. - FY2026MitigatedAnnual report
「The Group’s principal business is the automotive parts-related business, which accounted for 94.2% of total group sales in the consolidated fiscal year. Within automotive parts-related sales, sales to the Honda Motor group accounted for 39.4%, sales to Mazda Motor Corporation group for 19.5%, and sales to the MITSUBISHI MOTORS group for 9.8%, representing high proportions.」
The automotive parts-related business’s sales ratio declined from 95.0% in the previous period to 94.2%. However, concentration among the Honda, Mazda and Mitsubishi groups remained high. - FY2025MitigatedAnnual report
「The relevant business accounted for 95.0% of total group sales in the consolidated fiscal year. Within automotive parts-related sales, sales to the Honda Motor group accounted for 38.7%, sales to Mazda Motor Corporation group for 17.0%, and sales to the SUBARU group for 13.8%, representing high proportions.」
Dependence on the automotive parts-related business declined from 96.3% in the previous period to 95.0%. However, concentration among the Honda, Mazda and SUBARU groups remained high. - FY2023WorsenedAnnual report
「The relevant business accounted for 96.3% of total group sales in the consolidated fiscal year. Within automotive parts-related sales, sales to the Honda Motor group accounted for 40.7%, sales to the SUBARU group for 18.0%, sales to Mazda Motor Corporation group for 11.0%, sales to the NISSAN MOTOR group for 9.5%, and sales to the MITSUBISHI MOTORS group for 9.2%, representing high proportions.」
Dependence on the automotive parts-related business increased from 95.5% in the previous period to 96.3%. Sales concentration among major OEM groups was also high, quantifying the risk of dependence on specific customers. - FY2022MitigatedAnnual report
「The figure was 95.5% in the consolidated fiscal year. The Company is promoting a more balanced mix among its three businesses—seating, electronics and new businesses—to reduce the risk of dependence on specific customers.」
The automotive parts-related business’s sales ratio declined from 97.0% to 95.5%, and measures to reduce dependence risk by balancing the seating, electronics and new businesses were presented. - FY2020RestatedAnnual report
「The Group’s principal business is the automotive parts-related business, which accounted for 97.0% of total group sales in the consolidated fiscal year. Within automotive parts-related sales, sales to the Honda Motor group accounted for 36.1%, sales to the NISSAN MOTOR group for 11.8%, sales to the SUBARU group for 16.9%, and sales to the MITSUBISHI MOTORS group for 13.3%, representing high proportions.」
Dependence on the automotive parts-related business remained at 97.0%, the same level as in the previous period, and sales concentration among major OEM groups continued. The ratios by group were updated. - FY2019RestatedAnnual report
「The relevant business accounted for 97.0% of total group sales in the consolidated fiscal year. Within automotive parts-related sales, sales to the Honda Motor group accounted for 38.2%, sales to the NISSAN MOTOR group for 16.8%, sales to the SUBARU group for 13.3%, and sales to the MITSUBISHI MOTORS group for 12.4%, representing high proportions.」
Dependence on the automotive parts-related business remained high at 97.0%, and sales concentration among the four major OEM groups continued. The ratios by group were updated to 38.2% for the Honda group, 16.8% for the Nissan group, 13.3% for the SUBARU group and 12.4% for the Mitsubishi group. - FY2018RestatedAnnual report
「The relevant business accounted for 97.0% of total group sales in the consolidated fiscal year. Within automotive parts-related sales, sales to the Honda Motor group accounted for 35.7%, sales to the NISSAN MOTOR group for 21.2%, sales to the SUBARU group for 13.7%, and sales to the MITSUBISHI MOTORS group for 10.6%, representing high proportions.」
Dependence on the automotive parts-related business remained high at 97.0%, while sales concentration among the four major OEM groups also remained high. The ratios were updated from the previous period, but the concentration structure and the potential impact of customers’ business policies and quality issues remained. - FY2017First statedAnnual report
「Automotive parts-related sales accounted for 96.7% of total group sales in the consolidated fiscal year. Within automotive parts-related sales, sales to the Honda Motor group accounted for 35.1%, sales to the NISSAN MOTOR group for 23.1%, sales to the SUBARU group for 15.0%, and sales to the MITSUBISHI MOTORS group for 9.5%, representing high proportions.」
Dependence on the automotive parts business and sales ratios by major OEM group were quantified, indicating the potential for sales to be affected by customers’ business policies, quality issues and other factors.