Nikon clarified in meetings with Japanese business press last week that when they said that all plants were back up to capacity, that this didn't mean that they could produce the same number of units they have been. Capacity means "this is the maximum we can do." (Both the FX body and the lens plant had to be close to if not at capacity prior to the quake.) The important number to know right now is utilization ("what we're actually making."). Nikon did not clarify their utilization numbers other than to reiterate that they do not expect supply chain issues to clear up until at least August.
What I interpret both their original remarks at the year-end results announcement as well as their follow-ups in the Q&A session and subsequent press interviews to mean is this: "we can only make as many products as we can get parts for." The full reading of all the information Nikon has released would go something like this: "we can't get as many parts as we'd like and we don't know when that will change, thus camera and lens production levels will be lower than capacity (and likely demand) for at least the first half of our fiscal year."
Nikon generally isn't reluctant to provide detailed production forecasts. The fact that they are hesitant to do so right now indicates that they are dealing with a lot of unknowns right now. Until those clear up, we won't know more.