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Aisin Corporation (7259.T) is a Tier-1 Japanese automotive components supplier headquartered in Kariya, Aichi, with ¥5.12 trillion in FY2026 revenue and ~114,000 employees.
Toyota is Aisin's controlling shareholder by voting-rights threshold; Aisin publicly emphasizes managerial/transactional independence (no shared executives, no approval constraints on business activity) despite the stake, and Toyota-group sales were 54.3% of Aisin's FY2026 net sales. Toyota, Denso and Toyota Industries announced in June 2024 a combined stake sale of >=12.5% in Aisin, with Toyota's own stake guided down from ~24.8% toward ~20%; 22.4% is the most recent reported figure post-sale.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Syndicated report of Aisin's own related-party disclosure: sales to Toyota and its affiliates were 54.3% of FY2026 net sales (approx ¥1.16 trillion), against Toyota's 22.4% voting stake (see ownership above) — a related party. The tipranks.com URL previously cited for this figure now returns HTTP 403; this Globe and Mail wire syndication is the live substitute. Could not independently confirm against Aisin's own Annual Securities Report PDF (text did not extract cleanly this session).
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇯🇵 JP accounts for 100% of severity-weighted pressure.