Higher costs from climate-related risks and opportunities to sell EVs
First written in FY2023. 2 of 4 entries say "Worsened", first in FY2025. Latest entry: FY2026.
Nissan Tokyo Sales Holdings moved to the "Worse" side of this theme in 2025, the same year as the typical company in this theme.
The whole theme swung hardest in 2025: 7 of 10 companies on the "Worse" side.
2 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「EV sales have fallen short of target because the pace of EV adoption in Japan has been slower than expected. However, further growth is anticipated as charging infrastructure is expanded, charging environments addressing diverse needs are developed, and the range of models is broadened.」
It continues to be explicitly stated that the slower-than-expected pace of EV adoption in Japan caused EV sales to fall short of target. The outlook for growth through charging infrastructure, charging environments and greater vehicle-model diversity was also presented. - FY2025WorsenedAnnual report
「EV sales have fallen short of target because the pace of EV adoption in Japan has been slower than expected. However, further growth is anticipated as charging infrastructure is expanded, charging environments addressing diverse needs are developed, and the range of models is broadened.」
It was explicitly stated that the slower-than-expected pace of EV adoption in Japan caused EV sales to fall short of target. The outlook for future growth through the development of charging infrastructure and charging environments and greater model diversity was also presented. - FY2024Climate-related scenario analysis made more specificAnnual report
「The impacts of river flooding were assessed at 162 sites where the Group operates, both under current conditions and under 2.0°C and 4.0°C temperature-rise scenarios, and the financial impact on the business was analyzed. The analysis found no significant change in the number of sites at high risk of flooding under the 2.0°C scenario. Under the 4.0°C scenario, however, the number of high-risk sites is expected to increase through 2090, and the projected inundation depth at each site also tends to rise.」
For climate-related risks, physical impacts were analyzed at 162 sites under 2.0°C and 4.0°C scenarios. Under the 4.0°C scenario, the number of high-risk sites and inundation depths showed a tendency to increase through 2090. - FY2023First statedAnnual report
「Stronger regulations on GHG emissions, including carbon pricing, are expected to raise carbon prices, pushing up the prices of raw materials and other inputs used to manufacture vehicles, with the resulting increases passed through to purchase prices and causing costs to rise. Meanwhile, growing demand for electric vehicles (EVs) will create opportunities through greater diversity and higher prices among vehicle models sold as EV adoption expands.」
Climate-related risks and opportunities have been identified, and their financial impacts have been qualitatively assessed by classifying the periods in which they may arise as short, medium or long term and their impact levels as small, medium or large.