Production Capacity Shortfall During Demand Surges
First written in FY2023. 2 of 7 entries say "Mitigated", first in FY2026-H1. Latest entry: FY2026.
AeroEdge moved to the "Worse" side of this theme in 2024, 2 years before the typical company in this theme (2026).
The whole theme swung hardest in 2020: 2 of 7 companies on the "Worse" side.
2 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「Our Group continues to enhance production capacity by improving productivity and will respond to ensure that production capacity does not become insufficient by making the necessary capital investments and taking other measures.」
The Group continues to improve productivity and make capital investments to address growth in demand and market share, but has not indicated that the required capacity has been fully secured. - FY2026-H1MitigatedAnnual report
「In addition, we made capital investments to strengthen production capacity in response to the expanded market share.」
Capital investment to strengthen production capacity was made in response to the risk of insufficient capacity following the share increase. Completion of the required capacity was not reported. - FY2025WorsenedAnnual report
「To respond to expanding demand and market share, we need to make capital investments and otherwise strengthen production capacity going forward.」
In response to demand growth, including the market-share increase from January 2028, the company stated that capacity strengthening through capital investment and other measures is necessary rather than relying solely on existing capacity. - FY2024SoftenedAnnual report
「Regarding titanium-aluminide blade production, assuming a stable supply of materials, we have secured sufficient production capacity to withstand the expected production increase over the next 3 years.」
The period for which production capacity is expected to be sufficient was shortened from the previously stated 3 to 5 years to approximately 3 years. - FY2023First statedAnnual report
「We have secured sufficient production capacity to withstand the expected production increase over the next 3 to 5 years. However, if orders increase beyond expectations and we are unable to secure sufficient capacity, resulting in supply delays, we could lose the trust of our customer, French SAFRAN, and future transactions with the company could be adversely affected.」
The company will continue improving productivity and plans to make capital investments if orders increase beyond expectations.