Toyota suppliers feeling profit pressure from Iran war
Airfind news item
By Daniel Leussink
Published on April 28, 2026.
Toyota Group suppliers are feeling profit pressure from the Iran war, with suppliers warning that shortages of materials such as naphtha-derived products and aluminium could have significant impact on production. While vehicle output has been maintained, suppliers have warned that potential supply disruptions could force them to absorb costs before passing them on to car manufacturers. Asia is the most vulnerable region to supply disruption, relying heavily on oil imports from the Gulf. Aisin, which uses aluminium in die-cast components, has reported higher prices for its aluminium and estimated an impact of around 15 billion yen ($94 million) in the financial year ending March 2027. Other suppliers warn that the conflict could disrupt material supplies and manufacturing processes, even if vehicle assembly remains intact.
Read Original Article