Kimura Unity (9368) · RiskMaterialised
Uncertainty in the Automotive Industry Due to the Slowdown in the Shift to EVs
First written in FY2026-H1. 3 of 5 entries say "Materialised", first in 2026-04-27. Latest entry: FY2026.
5entries
2years
3from disclosures
How it moved
Same theme, other companies
Stagnation in automotive demand due to a faltering EV marketA theme 5 companies write about · 5 as a headwind · 0 as a tailwind
Kimura Unity moved to the "Worse" side of this theme in 2026.
0 other companies' latest entry also says "Materialised".
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.
Full recordFilings, disclosures and news, newest first
- FY2026MaterialisedAnnual report
「Against the backdrop of changes in the tariff environment in North America and a slowdown in the electric vehicle market, production volumes at our major customers, European automakers, declined, creating conditions in which a decrease in logistics handling volumes is expected.」
The tariff environment and slowdown in the shift to EVs, previously described as uncertainties affecting the overseas automotive industry, have now materialized in lower production volumes at major customers, lower logistics handling volumes, and an impairment loss of ¥236 million at KIMURA,INC. - FY2026-H1First statedAnnual report
「Overseas, uncertainty continues due to factors including U.S. tariff issues, a slowdown in the shift to EVs and the impact of foreign exchange fluctuations.」
As a risk surrounding the automotive industry, the company has for the first time explicitly identified a slowdown in the shift to EVs overseas, separately from the previously cited progress in CASE, decarbonization and digitalization.