Dependence on sales to NISSAN MOTOR CO.,LTD. and HONDA MOTOR CO.,LTD.
First written in FY2018. 8 of 26 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2023: 35 of 119 companies on the "Worse" side.
48 other companies' latest entry also says "Other".
- FY2026Lower sales concentration for NISSAN MOTOR CO.,LTD. and higher sales concentration for HONDA MOTOR CO.,LTD.Annual report
「In particular, in the fiscal year ending March 2026, sales to NISSAN MOTOR CO.,LTD. and its group accounted for 65.3%, while sales to HONDA MOTOR CO.,LTD. and its group accounted for 29.9%.」
Sales to NISSAN MOTOR CO.,LTD. declined from 67.2% in the previous fiscal year to 65.3%, while sales to HONDA MOTOR CO.,LTD. increased from 27.9% to 29.9%. Concentration on both companies remains high. - FY2026-H1The share for NISSAN MOTOR CO.,LTD. declined, while the share for HONDA MOTOR CO.,LTD. increasedAnnual report
「For the NISSAN MOTOR CO.,LTD. group 15,400 15,016 4,087 887 35,391 For the HONDA MOTOR CO.,LTD. group 2,867 14,083 383 885 18,218」
Sales for the current interim period were ¥35,391 million to the NISSAN MOTOR CO.,LTD. group and ¥18,218 million to the HONDA MOTOR CO.,LTD. group. As a share of consolidated sales, NISSAN MOTOR CO.,LTD. accounted for approximately 63.1% and HONDA MOTOR CO.,LTD. for approximately 32.5%; compared with the same period of the previous year, NISSAN MOTOR CO.,LTD.’s share declined while HONDA MOTOR CO.,LTD.’s share increased. - FY2025Sales concentration on both NISSAN MOTOR CO.,LTD. and HONDA MOTOR CO.,LTD. increasedAnnual report
「In particular, in the fiscal year ended March 2025, sales to NISSAN MOTOR CO.,LTD. and its group accounted for 67.2%, while sales to HONDA MOTOR CO.,LTD. and its group accounted for 27.9%.」
Sales to NISSAN MOTOR CO.,LTD. increased from 66.8% in the previous fiscal year to 67.2%, while sales to HONDA MOTOR CO.,LTD. increased from 27.6% to 27.9%; concentration on both companies remained high. - FY2025-H1The share for NISSAN MOTOR CO.,LTD. declined, while the share for HONDA MOTOR CO.,LTD. increasedAnnual report
「For the NISSAN MOTOR CO.,LTD. group 16,566 16,083 6,776 1,054 40,480 For the HONDA MOTOR CO.,LTD. group 2,621 12,647 500 1,070 16,839」
Customer-specific sales for the current interim consolidated accounting period were ¥40,480 million to the NISSAN MOTOR CO.,LTD. group and ¥16,839 million to the HONDA MOTOR CO.,LTD. group. As a share of consolidated sales, NISSAN MOTOR CO.,LTD. accounted for approximately 67.1% and HONDA MOTOR CO.,LTD. for approximately 27.9%; compared with approximately 68.0% and 26.8%, respectively, in the same period of the previous year, NISSAN MOTOR CO.,LTD.’s share declined while HONDA MOTOR CO.,LTD.’s share increased. - FY2024The share for NISSAN MOTOR CO.,LTD. was broadly unchanged, while the share for HONDA MOTOR CO.,LTD. increasedAnnual report
「In particular, in the fiscal year ended March 2024, sales to NISSAN MOTOR CO.,LTD. and its group accounted for 66.8%, while sales to HONDA MOTOR CO.,LTD. and its group accounted for 27.6%.」
Sales to NISSAN MOTOR CO.,LTD. were broadly unchanged, increasing from 66.7% in the previous fiscal year to 66.8%, while sales to HONDA MOTOR CO.,LTD. increased from 26.7% to 27.6%. Sales concentration on both companies remained high. - FY2024-Q3The share for NISSAN MOTOR CO.,LTD. declined, while the share for HONDA MOTOR CO.,LTD. increasedAnnual report
「For the NISSAN MOTOR CO.,LTD. group 25,751 23,797 9,867 1,647 61,063 For the HONDA MOTOR CO.,LTD. group 4,516 17,686 1,320 1,189 24,712」
Cumulative customer-specific sales for the third quarter were ¥61,063 million to the NISSAN MOTOR CO.,LTD. group and ¥24,712 million to the HONDA MOTOR CO.,LTD. group. As a share of consolidated sales, NISSAN MOTOR CO.,LTD. accounted for approximately 67.5% and HONDA MOTOR CO.,LTD. for approximately 27.3%; compared with the same period of the previous year, NISSAN MOTOR CO.,LTD.’s share declined while HONDA MOTOR CO.,LTD.’s share increased. - FY2024-Q2The share for NISSAN MOTOR CO.,LTD. declined, while the share for HONDA MOTOR CO.,LTD. increasedAnnual report
「For the NISSAN MOTOR CO.,LTD. group 16,308 15,624 6,555 1,073 39,560 For the HONDA MOTOR CO.,LTD. group 2,435 11,656 835 693 15,619」
Cumulative customer-specific sales for the second quarter were ¥39,560 million to the NISSAN MOTOR CO.,LTD. group and ¥15,619 million to the HONDA MOTOR CO.,LTD. group. As a share of consolidated sales, NISSAN MOTOR CO.,LTD. accounted for approximately 68.0% and HONDA MOTOR CO.,LTD. for approximately 26.8%; compared with the same period of the previous year, NISSAN MOTOR CO.,LTD.’s share declined while HONDA MOTOR CO.,LTD.’s share increased. - FY2024-Q1The share for NISSAN MOTOR CO.,LTD. declined, while the share for HONDA MOTOR CO.,LTD. increasedAnnual report
「For the NISSAN MOTOR CO.,LTD. group 7,877 7,665 3,605 468 19,615 For the HONDA MOTOR CO.,LTD. group 1,007 5,728 533 349 7,617」
Cumulative customer-specific sales for the first quarter were ¥19,615 million to the NISSAN MOTOR CO.,LTD. group and ¥7,617 million to the HONDA MOTOR CO.,LTD. group. Year on year, NISSAN MOTOR CO.,LTD.’s share declined and HONDA MOTOR CO.,LTD.’s share increased, although concentration on both companies continued. - FY2023-Q3Customer-specific sales to NISSAN MOTOR CO.,LTD. declined slightly, while the share for HONDA MOTOR CO.,LTD. increasedAnnual report
「For the NISSAN MOTOR CO.,LTD. group 19,707 17,393 14,528 1,520 53,149 For the HONDA MOTOR CO.,LTD. group 3,642 10,270 3,202 777 17,891」
Cumulative customer-specific sales for the third quarter were ¥53,149 million to the NISSAN MOTOR CO.,LTD. group and ¥17,891 million to the HONDA MOTOR CO.,LTD. group. As a share of consolidated sales, NISSAN MOTOR CO.,LTD. accounted for approximately 70.4% and HONDA MOTOR CO.,LTD. for approximately 23.7%. Concentration on NISSAN MOTOR CO.,LTD. continued, while its share declined slightly and HONDA MOTOR CO.,LTD.’s share increased from FY2023-Q2. - FY2023-Q2Customer-specific sales increased for NISSAN MOTOR CO.,LTD. and decreased for HONDA MOTOR CO.,LTD.Annual report
「For the NISSAN MOTOR CO.,LTD. group 11,897 11,301 9,373 1,084 33,657 For the HONDA MOTOR CO.,LTD. group 2,208 6,035 2,121 427 10,791」
Cumulative customer-specific sales for the second quarter were ¥33,657 million to the NISSAN MOTOR CO.,LTD. group and ¥10,791 million to the HONDA MOTOR CO.,LTD. group. As a share of consolidated sales, NISSAN MOTOR CO.,LTD. accounted for approximately 71.0% and HONDA MOTOR CO.,LTD. for approximately 22.8%, indicating continued concentration on NISSAN MOTOR CO.,LTD. - FY2023-Q1Customer-specific sales to NISSAN MOTOR CO.,LTD. increased, while sales to HONDA MOTOR CO.,LTD. declinedAnnual report
「For the NISSAN MOTOR CO.,LTD. group 5,053 5,583 5,234 494 16,364 For the HONDA MOTOR CO.,LTD. group 1,049 3,188 1,297 157 5,691」
Customer-specific sales for the first quarter were ¥16,364 million to the NISSAN MOTOR CO.,LTD. group and ¥5,691 million to the HONDA MOTOR CO.,LTD. group. Of total sales of ¥23,305 million, the shares were approximately 70.2% for NISSAN MOTOR CO.,LTD. and 24.4% for HONDA MOTOR CO.,LTD., indicating continued concentration on both groups. quantified: true, materialized: false. - FY2022RestatedAnnual report
「In particular, in the fiscal year ended March 2022, sales to NISSAN MOTOR CO.,LTD. and its group accounted for 66.7%, while sales to HONDA MOTOR CO.,LTD. and its group accounted for 26.7%. In response, the group is working to expand orders from other automobile manufacturers, primarily Japanese manufacturers, while also actively developing businesses outside the automotive industry, such as airbags for bicycles, to mitigate these risks.」
High customer concentration continued, with NISSAN MOTOR CO.,LTD. accounting for 66.7% and HONDA MOTOR CO.,LTD. for 26.7%; expansion into other manufacturers and non-automotive fields was identified as a mitigating measure. - FY2022-Q3Customer-specific sales remained concentrated on NISSAN MOTOR CO.,LTD. and HONDA MOTOR CO.,LTD.Annual report
「For the NISSAN MOTOR CO.,LTD. group 12,327 11,877 14,242 1,524 39,971 For the HONDA MOTOR CO.,LTD. group 4,279 8,554 4,111 560 17,504」
The breakdown of customer-specific sales showed ¥39,971 million to the NISSAN MOTOR CO.,LTD. group and ¥17,504 million to the HONDA MOTOR CO.,LTD. group, with combined sales to the two groups of ¥57,475 million continuing to account for a central share. - FY2022-Q2Customer-specific sales remained centered on NISSAN MOTOR CO.,LTD., while sales to HONDA MOTOR CO.,LTD. also increasedAnnual report
「For the NISSAN MOTOR CO.,LTD. group 8,445 8,512 9,370 1,055 27,385 For the HONDA MOTOR CO.,LTD. group 2,524 6,162 3,141 400 12,227」
Cumulative customer-specific sales for the second quarter were ¥27,385 million to the NISSAN MOTOR CO.,LTD. group and ¥12,227 million to the HONDA MOTOR CO.,LTD. group, indicating that dependence on both groups remains significant. - FY2022-Q1Customer mix shifted away from NISSAN MOTOR CO.,LTD. and toward HONDA MOTOR CO.,LTD.Annual report
「For the NISSAN MOTOR CO.,LTD. group 4,044 4,934 4,737 612 14,327 For the HONDA MOTOR CO.,LTD. group 1,331 3,506 1,617 218 6,672」
Customer-specific sales for the first quarter were ¥14,327 million to the NISSAN MOTOR CO.,LTD. group and ¥6,672 million to the HONDA MOTOR CO.,LTD. group, for combined sales of ¥21,000 million to the two groups. Compared with the previous year’s annual sales mix, the share for NISSAN MOTOR CO.,LTD. declined while that for HONDA MOTOR CO.,LTD. increased. - FY2021SoftenedAnnual report
「In particular, in the fiscal year ended March 2021, sales to NISSAN MOTOR CO.,LTD. and its group accounted for 66.7%, while sales to HONDA MOTOR CO.,LTD. and its group accounted for 27.1%. In response, the group is working to expand orders from other automobile manufacturers, primarily Japanese manufacturers, while also actively developing businesses outside the automotive industry, such as airbags for bicycles, to mitigate these risks.」
Sales to NISSAN MOTOR CO.,LTD. declined from 70.7% in the previous fiscal year to 66.7%, while sales to HONDA MOTOR CO.,LTD. increased from 23.9% to 27.1%. Customer concentration remains high, although the ratio for NISSAN MOTOR CO.,LTD. has declined. - FY2021-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
No material changes were identified regarding dependence on sales to NISSAN MOTOR CO.,LTD. and HONDA MOTOR CO.,LTD. - FY2021-Q1RestatedAnnual report
「During the cumulative first quarter under review, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
No material changes were identified regarding dependence on sales to NISSAN MOTOR CO.,LTD. and HONDA MOTOR CO.,LTD. - FY2020WorsenedAnnual report
「In particular, in the fiscal year ended March 2020, sales to NISSAN MOTOR CO.,LTD. and its group accounted for 70.7%, while sales to HONDA MOTOR CO.,LTD. and its group accounted for 23.9%. In response, the group is working to expand orders from other automobile manufacturers, primarily Japanese manufacturers, while also actively developing businesses outside the automotive industry, such as airbags for bicycles, to mitigate these risks.」
Sales to NISSAN MOTOR CO.,LTD. increased from 67.7% in the previous fiscal year to 70.7%, further concentrating the customer base. At the same time, expansion into other manufacturers and products such as bicycle airbags was identified as a risk-mitigation measure. - FY2020-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
No material changes were identified regarding dependence on sales to NISSAN MOTOR CO.,LTD. and HONDA MOTOR CO.,LTD. - FY2020-Q1RestatedAnnual report
「During the cumulative first quarter under review, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
No material changes were identified regarding dependence on sales to NISSAN MOTOR CO.,LTD. and HONDA MOTOR CO.,LTD. - FY2019Customer mix changed toward NISSAN MOTOR CO.,LTD.Annual report
「In particular, in the fiscal year ended March 2019, sales to NISSAN MOTOR CO.,LTD. and its group accounted for 67.7%, while sales to HONDA MOTOR CO.,LTD. and its group accounted for 27.7%.」
Sales to NISSAN MOTOR CO.,LTD. and its group increased from 56.1% in the previous fiscal year to 67.7%, while sales to HONDA MOTOR CO.,LTD. and its group declined from 38.7% to 27.7%. Combined dependence on the two companies remained high. - FY2019-Q3RestatedAnnual report
「During the cumulative third quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
No material changes were identified regarding dependence on sales to NISSAN MOTOR CO.,LTD. and HONDA MOTOR CO.,LTD. - FY2019-Q2RestatedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
No material changes were identified regarding dependence on sales to NISSAN MOTOR CO.,LTD. and HONDA MOTOR CO.,LTD. - FY2019-Q1RestatedAnnual report
「During the cumulative first quarter under review, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
No material changes were identified regarding dependence on sales to NISSAN MOTOR CO.,LTD. and HONDA MOTOR CO.,LTD. - FY2018First statedAnnual report
「In the fiscal year ended March 2018, sales to NISSAN MOTOR CO.,LTD. and its group accounted for 56.1% of total sales, while sales to HONDA MOTOR CO.,LTD. and its group accounted for 38.7%. Accordingly, a decline in sales to these customers or changes in their business strategies or purchasing policies could affect the operating results and financial position of the group.」
Sales to NISSAN MOTOR CO.,LTD. and HONDA MOTOR CO.,LTD. and their respective groups accounted for approximately 95% in total, and the impact of lower customer sales and changes in purchasing policies was identified as a risk.