Komori
Zero (9028) · RiskMitigated

Sales Dependence on Nissan Motor Group

First written in FY2016. 15 of 33 entries say "Materialised", first in FY2017-Q1. Latest entry: FY2026.

33entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017-Q1 – FY2018-Q3RestatedFY2024-Q2 – FY2025-H12016: 22017: 320172018: 420182019: 320192020: 420202021: 420212022: 220222023: 420232024: 220242025: 220252026: 32026
Same theme, other companies
Dependence on specific business partnersA theme 36 companies write about · 38 as a headwind · 0 as a tailwind

Zero moved to the "Worse" side of this theme in 2016, 4 years before the typical company in this theme (2020).

The whole theme swung hardest in 2025: 12 of 25 companies on the "Worse" side.

8 other companies' latest entry also says "Mitigated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 36 companies compared. The sentences above are computed from all 36.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Dependence on sales to NISSAN MOTOR CO.,LTD. has remained high as a percentage. Consequently, any change in the business relationship with the company could adversely affect the performance of our group.」

    Dependence on sales to NISSAN MOTOR CO.,LTD. on a standalone basis declined from 8.7% to 8.4%, while dependence on the NISSAN MOTOR CO.,LTD. Group as a whole declined from 14.3% to 13.5%. However, domestic new-vehicle sales by NISSAN were 88.8% of the previous year, and the impact of the dependence risk materialized through lower demand for new-vehicle transportation.
  2. 2026-05-14MaterialisedEarnings

    「Nissan Motor's domestic new-vehicle sales were 85.9% of the year-earlier quarter.」

    The decline in Nissan Motor's domestic new-vehicle sales continued to appear as a factor behind the decline in the company's new-vehicle transportation volumes.
  3. FY2026-H1MaterialisedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) 229,664 182,610 (79.5%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. declined to 79.5% of the same interim period of the previous year, and the performance impact of dependence on a major customer materialized through lower new-vehicle transportation volumes due to poor performance by the manufacturer for which new NISSAN vehicles are transported under contract.
  4. FY2025MitigatedAnnual report

    「Dependence on sales to NISSAN MOTOR CO.,LTD. has remained high as a percentage. Consequently, any change in the business relationship with the company could adversely affect the performance of our group.」

    Dependence on sales to NISSAN MOTOR CO.,LTD. on a standalone basis declined from 8.8% to 8.7%, while dependence on the NISSAN MOTOR CO.,LTD. Group as a whole declined from 14.4% to 14.3%. However, the dependence risk continues to be explicitly stated.
  5. FY2025-H1RestatedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) 229,968 229,664 (99.9%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. were 99.9% of the same interim period of the previous year. The statement that there had been no material change in the risk associated with dependence on sales to the NISSAN MOTOR CO.,LTD. Group continued to be included.
  6. FY2024-Q3RestatedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) 365,051 377,816 (103.5%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. were 103.5% of the previous year. The company stated that there had been no material change in the risk associated with dependence on sales to a major customer.
  7. FY2024-Q2RestatedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) 220,844 229,968 (104.1%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. increased to 104.1% of the previous year. There was no material change in the risk associated with dependence on a major customer.
  8. FY2024-Q1MitigatedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) 116,463 121,425 (104.3%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. increased to 104.3% of the previous year, recovering from the period of declining sales through the previous fiscal year. However, no material change in the risk itself associated with dependence on the NISSAN MOTOR CO.,LTD. Group was stated.
  9. FY2023MitigatedAnnual report

    「Dependence on sales to NISSAN MOTOR CO.,LTD. has remained high as a percentage. Consequently, any change in the business relationship with the company could adversely affect the performance of our group.」

    Dependence on sales to NISSAN MOTOR CO.,LTD. on a standalone basis declined from 9.8% to 9.5%, while dependence on the NISSAN MOTOR CO.,LTD. Group as a whole declined from 16.6% to 14.9%. The dependence risk itself continues to be explicitly stated.
  10. FY2023-Q3RestatedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) 338,889 365,051 (107.7%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. were 107.7% of the previous year, exceeding the previous year for the second consecutive quarter. No material change in the risk itself associated with dependence on a major customer was stated.
  11. FY2023-Q2MitigatedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) 199,698 220,844 (110.6%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. increased to 110.6% of the previous year, recovering from the period of declining sales through the previous quarter. However, there was no material change in the risk itself associated with dependence on sales to the NISSAN MOTOR CO.,LTD. Group.
  12. FY2022-Q3MaterialisedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) (394,013) (338,889) (86.0%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. declined to 86.0% of the previous year, and the risk associated with dependence on a major customer materialized in actual performance through lower revenue from vehicle transportation and servicing in the domestic automotive-related business.
  13. FY2022-Q2MaterialisedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) 231,579 199,698 (86.2%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. were 86.2% of the previous year, and the impact of lower sales associated with dependence on NISSAN-related transactions continued to materialize as lower revenue from vehicle transportation and servicing.
  14. FY2022-Q1MaterialisedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) (119,995) (106,035) (88.4%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. declined to 88.4% of the previous year, and the risk associated with dependence on a major customer materialized through lower revenue from vehicle transportation and servicing in the domestic automotive-related business.
  15. FY2021Dependence on standalone NISSAN sales increased; group dependence was unchangedAnnual report

    「Dependence on sales to NISSAN MOTOR CO.,LTD. has remained high as a percentage. Consequently, any change in the business relationship with the company could adversely affect the performance of our group.」

    Dependence on sales to NISSAN MOTOR CO.,LTD. on a standalone basis increased from 13.2% to 14.2%, while dependence on the NISSAN MOTOR CO.,LTD. Group as a whole remained unchanged at 19.6%.
  16. FY2021-Q3MaterialisedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) (408,032) (394,013) (96.6%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. were 96.6% of the previous year. The decline in vehicle sales by contracted manufacturers led to lower contracted volumes for new-vehicle transportation and pre-delivery inspection and servicing, and the performance impact of dependence on the NISSAN MOTOR CO.,LTD. Group continued to materialize.
  17. FY2021-Q2MaterialisedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) 254,901 231,579 (90.9%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. declined to 90.9% of the previous year, and the risk associated with dependence on a major customer materialized in actual performance through a decline in contracted volumes for new-vehicle transportation and pre-delivery inspection and servicing accompanying sluggish new-vehicle sales.
  18. FY2021-Q1MaterialisedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) (154,521) (119,995) (77.7%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. declined to 77.7% of the previous year. In response to sluggish new-vehicle sales, the number of vehicles contracted for new-vehicle transportation and pre-delivery inspection and servicing also fell, and the performance impact of dependence on a major customer materialized.
  19. FY2020MitigatedAnnual report

    「Sales to the NISSAN MOTOR CO.,LTD. Group have remained high as a percentage. Consequently, any change in the business relationship with the company could adversely affect the performance of our group.」

    Sales to the NISSAN MOTOR CO.,LTD. Group declined from ¥19,495 million, or 21.6% of total sales, to ¥17,553 million, or 19.6%, reducing the degree of dependence. However, the risk associated with dependence on a major customer continues to be explicitly stated.
  20. FY2020-Q3MaterialisedAnnual report

    「Although revenue from NISSAN MOTOR CO.,LTD. declined as a result of lower sales by the company, the vehicle transportation business, the main business,」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. were 408,032 units, or 87.5% of the previous year, and the dependence risk materialized through lower revenue from NISSAN-related sales.
  21. FY2020-Q2MaterialisedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) 280,036 254,901 (91.0%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. declined to 91.0% of the previous year, and the risk associated with dependence on a major customer's sales trends materialized in actual results.
  22. FY2020-Q1RestatedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) (154,836) (154,521) (99.8%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. were 99.8% of the previous year. The company stated that there had been no material change in business and other risks from the securities report for the previous fiscal year.
  23. FY2019-Q3RestatedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) 453,232 466,331 (102.9%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. were 102.9% of the previous year. No material change in business and other risks was reported, and no change in the positioning of the risk associated with dependence on NISSAN was stated.
  24. FY2019-Q2NISSAN's domestic new-vehicle sales increasedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) 247,049 280,036 (113.4%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. were 113.4% of the previous year. The company stated that there had been no material change in the business and other risks relating to dependence on the NISSAN MOTOR CO.,LTD. Group itself.
  25. FY2019-Q1RestatedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) (152,344) (154,836) (101.6%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. increased to 101.6% of the same quarter of the previous year. The company stated that there had been no material change in business and other risks from the previous fiscal year.
  26. FY2018MitigatedAnnual report

    「NISSAN MOTOR CO.,LTD. Group (Note) 19,845 25.1% 19,853 24.4%」

    Dependence on sales to the NISSAN MOTOR CO.,LTD. Group declined from 25.1% to 24.4%. However, dependence remained high, and the possibility that a change in transactions with NISSAN MOTOR CO.,LTD. could adversely affect performance continued to be disclosed.
  27. FY2018-Q3MaterialisedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) 467,587 453,232 (96.9%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. were 96.9% of the previous year, and the situation in which the sales trends of a major customer affect the automotive-related business continued.
  28. FY2018-Q2MaterialisedAnnual report

    「(Of which: NISSAN MOTOR CO.,LTD.) 254,561 247,049 (97.0%)」

    Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. were 97.0% of the previous year. Revenue from the automotive-related business was also 98.6% of the previous year, and the impact of the major customer's sales trends on business performance continued to materialize.
  29. FY2017WorsenedAnnual report

    「Sales to the NISSAN MOTOR CO.,LTD. Group increased further in the fiscal year ended June 2017 and remained high. Consequently, any change in the business relationship with the company could adversely affect the performance of our group.」

    The company disclosed that its dependence on sales to the NISSAN MOTOR CO.,LTD. Group increased from 24.0% to 25.1%.
  30. FY2017-Q3MaterialisedAnnual report

    「Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD., our major customer, were 467,587 units, or 103.4% of the previous year (Japan Automobile Manufacturers Association statistical data), but this was not enough to recover the decline in revenue from transporting new NISSAN vehicles through the cumulative second quarter of the fiscal year.」

    Although NISSAN's domestic new-vehicle sales increased from the previous year, the decline in revenue from transporting new NISSAN vehicles could not be recovered, and the performance impact of dependence on a major customer continued to materialize.
  31. FY2017-Q2MaterialisedAnnual report

    「Domestic new-vehicle sales by NISSAN MOTOR CO.,LTD., our major customer, were 254,561 units, or 97.1% of the previous year (Japan Automobile Manufacturers Association statistical data). As a result, revenue from transporting and servicing new NISSAN vehicles declined.」

    The decline in domestic new-vehicle sales by NISSAN MOTOR CO.,LTD. continued to affect actual performance through lower revenue from transporting and servicing new NISSAN vehicles.
  32. FY2017-Q1MaterialisedAnnual report

    「However, the decline in new-vehicle sales by NISSAN MOTOR CO.,LTD., a major customer in the automotive-related business, our group's core segment, had a significant impact, and revenue declined from the same quarter of the previous year.」

    The decline in sales by NISSAN MOTOR CO.,LTD., a major customer, actually affected the automotive-related business and consolidated revenue. NISSAN's domestic new-vehicle sales were 121,303 units, or 84.1% of the same quarter of the previous year.
  33. FY2016First statedAnnual report

    「Although sales to the NISSAN MOTOR CO.,LTD. Group declined in the fiscal year ended June 2016, they remained high. Consequently, any change in the business relationship with the company could adversely affect the performance of our group.」

    Sales to the NISSAN MOTOR CO.,LTD. Group were disclosed as ¥18,716 million in the fiscal year ended June 2016, representing 24.0% of total sales.
Moved together

"Contraction in Domestic Automotive Demand and New-Vehicle Sales Volumes" moved the same way as this thread, in the same document, in 9 of its 33 moves.

987666★123456
  1. ★This thread
  2. 1Contraction in Domestic Automotive Demand and New-Vehicle Sales Volumes9×
  3. 2Medium- to long-term increases in fuel prices8×
  4. 3Impact of COVID-19 on business activities and earnings7×
  5. 4Expansion of the Domestic Vehicle Transportation Platform and Ancillary Transportation Businesses6×
  6. 5Development and Supply of Hospitality Talent6×
  7. 6Rebuilding Automotive-Related Businesses and Creating New Businesses and Services6×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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