Sales Dependence on Toyota Motor Corporation
First written in FY2017. 20 of 28 entries say "Restated". Latest entry: FY2026.
Aisan Industry moved to the "Worse" side of this theme in 2022, 2 years after the typical company in this theme (2020).
The whole theme swung hardest in 2020: 4 of 8 companies on the "Worse" side.
1 other company's latest entry also says "Softened".
- FY2026SoftenedAnnual report
「TOYOTA MOTOR CORPORATION 161,847 48.9」
Sales to TOYOTA MOTOR CORPORATION were ¥161,847 million, representing 48.9% of consolidated net sales, down from 50.8% in the previous fiscal year. However, dependence on the company for approximately half of sales continued. - 2026-05-21Cited as achievedGeneral Meetings of Shareholders
「トヨタグループ(関連会社含む) 68,369 51,183 52,376 13,188 185,117」
得意先別売上高として、トヨタグループ向け売上高185,117百万円を開示している。売上高合計330,834百万円に対して過半を占める状態が確認できる。 - FY2026-H1WorsenedAnnual report
「Toyota Group (including affiliates) 34,494 27,063 25,440 5,907 92,906 Other 11,220 39,646 12,563 2,084 65,515 Subtotal: Parts Supply Business to Automakers 45,715 66,710 38,004 7,991 158,421 Other 3,982 571 114 6 4,675 Total 49,697 67,281 38,119 7,998 163,096」
Sales to the Toyota Group were ¥92,906 million, accounting for approximately 57.0% of consolidated net sales of ¥163,096 million, and dependence increased from approximately 54.6% in the same period of the previous year. - FY2025-H1RestatedAnnual report
「Toyota Group (including affiliates) 32,048 29,423 23,384 5,924 90,782 Total 47,527 73,025 37,476 8,373 166,403」
Sales to the Toyota Group were ¥90,782 million, accounting for approximately 54.6% of consolidated net sales of ¥166,403 million. The ratio declined from approximately 58.3% in the same period of the previous year, but dependence on the group for more than half of sales continued. - FY2024-Q3RestatedAnnual report
「Toyota Group (including affiliates) 49,494 45,482 32,006 8,431 135,415 Total 69,530 100,942 51,757 11,194 233,425」
Sales to the Toyota Group were ¥135,415 million, accounting for approximately 58.0% of consolidated net sales of ¥233,425 million. Dependence on the Toyota Group for more than half of sales continued. - FY2024-Q2RestatedAnnual report
「Toyota Group (including affiliates) 31,986 27,752 21,102 5,343 86,185 Total 44,296 62,340 33,941 7,171 147,749」
Sales to the Toyota Group were ¥86,185 million, accounting for approximately 58.3% of consolidated net sales of ¥147,749 million. Dependence on the Toyota Group for more than half of sales continued. - FY2024-Q1RestatedAnnual report
「Toyota Group (including affiliates) 14,868 11,880 10,644 2,895 40,288 Total 20,150 28,293 16,804 3,882 69,131」
Sales to the Toyota Group were ¥40,288 million, accounting for approximately 58.3% of consolidated net sales of ¥69,131 million. The ratio declined slightly from approximately 58.8% in the same period of the previous year, but sales to the group continued to account for more than half of total sales. - FY2023WorsenedAnnual report
「TOYOTA MOTOR CORPORATION 122,323 50.8」
Sales to TOYOTA MOTOR CORPORATION were ¥122,323 million, representing 50.8% of consolidated net sales, up from 49.6% in the previous fiscal year. - FY2023-Q3WorsenedAnnual report
「Toyota Group (including affiliates) 41,581 35,775 19,325 6,363 103,044 Total 55,115 79,394 28,859 9,017 172,387」
Sales to the Toyota Group were ¥103,044 million, accounting for approximately 59.8% of consolidated net sales of ¥172,387 million. Dependence increased slightly from approximately 59.6% in the cumulative period of the previous quarter. - FY2023-Q2WorsenedAnnual report
「Toyota Group (including affiliates) 26,540 22,491 9,993 4,316 63,341 Total 35,243 50,309 14,522 6,213 106,289」
Sales to the Toyota Group were ¥63,341 million, accounting for approximately 59.6% of consolidated net sales of ¥106,289 million, and dependence increased from approximately 56.6% in the same period of the previous year. - FY2023-Q1WorsenedAnnual report
「Toyota Group (including affiliates) 11,984 10,931 4,545 2,063 29,524 Total 15,989 24,334 6,809 3,116 50,250」
Sales to the Toyota Group were ¥29,524 million, accounting for approximately 58.8% of consolidated net sales of ¥50,250 million. The ratio increased from approximately 56.9% in the first quarter of the previous fiscal year. - FY2022-Q2RestatedAnnual report
「The breakdown of net sales by customer is as follows.」
For the six-month period ended the second quarter, sales to the Toyota Group were ¥55,243 million and consolidated net sales were ¥97,646 million, and the company continued to disclose the breakdown of net sales by customer. - FY2022-Q1RestatedAnnual report
「Toyota Group (including affiliates) 13,467 8,189 4,139 2,222 28,019 Subtotal: Parts Supply Business to Automakers 16,263 21,171 6,780 3,414 47,629 Total 17,696 21,292 6,787 3,420 49,197」
For the first quarter, the company newly disclosed a breakdown of net sales by customer, showing sales to the Toyota Group of ¥28,019 million and consolidated net sales of ¥49,197 million. - FY2021-Q3RestatedAnnual report
「During the first nine months of the fiscal year, there were no significant changes in the occurrence of the major risks that management recognizes as potentially having a material impact on the financial position, operating results and cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes regarding its dependence on sales to TOYOTA MOTOR CORPORATION. - FY2021-Q2RestatedAnnual report
「During the first six months of the fiscal year, there were no significant changes in the occurrence of the major risks that management recognizes as potentially having a material impact on the financial position, operating results and cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes regarding its dependence on sales to TOYOTA MOTOR CORPORATION. - FY2021-Q1RestatedAnnual report
「During the first three months of the fiscal year, there were no significant changes in the occurrence of the major risks that management recognizes as potentially having a material impact on the financial position, operating results and cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」
The company states that there have been no material changes regarding its dependence on sales to TOYOTA MOTOR CORPORATION. - FY2020-Q3RestatedAnnual report
「No new business or other risks arose during the cumulative period of the third quarter. 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 company continues to provide a comprehensive explanation that there have been no material changes regarding its dependence on sales to TOYOTA MOTOR CORPORATION. - FY2020-Q2RestatedAnnual report
「There were no newly arising business or other risks during the cumulative second quarter of the current consolidated fiscal year. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation that there have been no material changes regarding its dependence on sales to TOYOTA MOTOR CORPORATION. - FY2020-Q1RestatedAnnual report
「During the first quarter of the current consolidated cumulative period, 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 securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation that there have been no material changes regarding its dependence on sales to TOYOTA MOTOR CORPORATION. - FY2019RestatedAnnual report
「Approximately 50% of our group’s consolidated net sales for the fiscal year were to TOYOTA MOTOR CORPORATION, and the company’s sales trends could affect our group’s operating results.」
The company continues to disclose customer concentration risk, with approximately 50% of sales to TOYOTA MOTOR CORPORATION. The actual sales ratio was 47.3%. - FY2019-Q3RestatedAnnual report
「No new business or other risks arose during the cumulative period of the third quarter. 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 company continues to provide a comprehensive explanation that there have been no material changes regarding its dependence on sales to TOYOTA MOTOR CORPORATION. - FY2019-Q2RestatedAnnual report
「There were no newly arising business or other risks during the cumulative second quarter of the current consolidated fiscal year. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation that there have been no material changes regarding its dependence on sales to TOYOTA MOTOR CORPORATION. - FY2019-Q1RestatedAnnual report
「During the first quarter of the current consolidated cumulative period, 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 securities report for the previous fiscal year.」
The company continues to provide a comprehensive explanation that there have been no material changes regarding its dependence on sales to TOYOTA MOTOR CORPORATION. - FY2018RestatedAnnual report
「Approximately 50% of our group’s consolidated net sales for the fiscal year were to TOYOTA MOTOR CORPORATION, and the company’s sales trends could affect our group’s operating results.」
The company continues to identify customer concentration risk, with approximately 50% of sales to TOYOTA MOTOR CORPORATION, in its annual disclosure. The actual sales ratio was 46.7%. - FY2018-Q3RestatedAnnual report
「No new business or other risks arose during the cumulative period of the third quarter. 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 company continues to provide a comprehensive explanation that there have been no material changes regarding its dependence on sales to TOYOTA MOTOR CORPORATION. - FY2018-Q2RestatedAnnual report
「There were no newly arising business or other risks during the cumulative second quarter of the current consolidated fiscal year. Nor were there any material changes to the business or other risks described in the securities report for the previous fiscal year.」
The company states that there have been no material changes regarding its dependence on sales to TOYOTA MOTOR CORPORATION. - FY2018-Q1RestatedAnnual report
「During the first quarter of the current consolidated cumulative period, 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 securities report for the previous fiscal year.」
The company states that there have been no material changes regarding its dependence on sales to TOYOTA MOTOR CORPORATION. - FY2017First statedAnnual report
「Approximately 50% of our group’s consolidated net sales for the fiscal year were to TOYOTA MOTOR CORPORATION, and the company’s sales trends could affect our group’s operating results.」
The company explicitly identifies customer concentration, with approximately 50% of sales to TOYOTA MOTOR CORPORATION, as a risk because the company’s sales trends could affect operating results.