Risk of inventory disposal and write-downs following a sharp drop in customer demand
First written in FY2025-H1. 4 of 6 entries say "Worsened", first in FY2026-H1. Latest entry: 2026-08-07.
Ryoyo Ryosan Holdings moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).
The whole theme swung hardest in 2026: 22 of 40 companies on the "Worse" side.
15 other companies' latest entry also says "Worsened".
- 2026-08-07WorsenedEarnings
「Inventories 56,115 60,794」
The inventory balance increased from ¥56.115 billion at the previous fiscal year-end to ¥60.794 billion, expanding the amount exposed to inventory disposal and write-down risk if demand falls sharply. - FY2026WorsenedAnnual report
「As of the end of the consolidated fiscal year under review, our Group held inventories of ¥56,115 million.」
The inventory balance increased from ¥52,274 million at the previous fiscal year-end to ¥56,115 million, expanding the amount exposed to disposal and write-down risk if demand falls sharply. - 2026-05-19WorsenedPresentation materials on financial results
「Inventories」
According to the balance-sheet chart, inventories increased from ¥53.1 billion at the end of September 2025 to ¥56.1 billion at the end of March 2026, expanding the amount exposed to inventory disposal and write-down risk if demand falls sharply. - FY2026-H1WorsenedAnnual report
「Inventories 53,102」
The inventory balance increased from ¥52,274 million at the previous fiscal year-end to ¥53,102 million, expanding the amount exposed to disposal and write-down risk if demand falls sharply. - FY2025MitigatedAnnual report
「As of the end of the consolidated fiscal year under review, our Group held inventories of ¥52,274 million.」
The inventory balance declined from ¥59,731 million to ¥52,274 million. Adjustments to supplier orders based on customer orders continue. - FY2025-H1First statedAnnual report
「As of the end of the interim consolidated accounting period under review, our Group held inventories of ¥59,731 million. We adjust order quantities placed with suppliers based on customer orders to maintain inventories at appropriate levels. However, if customers’ required quantities fall sharply, inventory may need to be disposed of or revalued, potentially adversely affecting our Group’s financial position and operating results.」
The company held inventories of ¥59,731 million and uses adjustments to supplier orders based on customer orders as a mitigation measure.