Komori
Yondenko (1939) · RiskReframed

Impact of Frequent Natural Disasters on the Business Environment

First written in FY2019-Q2. 10 of 17 entries say "Restated". Latest entry: FY2026-H1.

17entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019-Q2 – FY2019RestatedFY2022-Q1 – FY2025-H12018: 12019: 220192020: 320202021: 420212022: 120222023: 320232024: 220242025: 12025
Same theme, other companies
Economic stagnation and declining demand caused by natural disasters and adverse weatherA theme 46 companies write about · 46 as a headwind · 0 as a tailwind

Yondenko moved to the "Worse" side of this theme in 2025, 5 years after the typical company in this theme (2020).

The whole theme swung hardest in 2024: 4 of 12 companies on the "Worse" side.

4 other companies' latest entry also says "Reframed".

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.
Showing 14 of the 46 companies compared. The sentences above are computed from all 46.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1ReframedAnnual report

    「⑦ Emergency response to large-scale disasters, etc. (earthquakes, pandemics, information security, etc.)」

    The description has been restructured by adding the framework of “emergency response” and information security to the existing large-scale disaster risks, including earthquakes and pandemics.
  2. FY2025-H1RestatedAnnual report

    「⑦ Large-scale disasters, etc. (earthquakes, pandemics, etc.)」

    Large-scale disaster risks such as earthquakes and pandemics continue to be listed as business risks.
  3. FY2024-Q3RestatedAnnual report

    「⑦ Large-scale disasters, etc. (earthquakes, pandemics, etc.)」

    Large-scale disaster risks such as earthquakes and pandemics continue to be listed as business risks.
  4. FY2024-Q2RestatedAnnual report

    「⑦ Large-scale disasters, etc. (earthquakes, pandemics, etc.)」

    Large-scale disaster risks such as earthquakes and pandemics continue to be listed as business risks.
  5. FY2024-Q1RestatedAnnual report

    「⑦ Large-scale disasters, etc. (earthquakes, pandemics, etc.)」

    Large-scale disaster risks such as earthquakes and pandemics continue to be listed as business risks.
  6. FY2023-Q3RestatedAnnual report

    「⑦ Large-scale disasters, etc. (earthquakes, pandemics, etc.)」

    The company continues to describe large-scale disaster risks such as earthquakes and pandemics.
  7. FY2022RestatedAnnual report

    「In the event of a major disaster such as an earthquake or a pandemic, the Group’s business performance and financial position may be affected.」

    Earthquakes and other large-scale disasters and pandemics continue to be listed as business continuity risks, with training and measures as well as responses in the event of an infectious disease outbreak described.
  8. FY2022-Q2RestatedAnnual report

    「⑦ Large-scale disasters, etc. (earthquakes, pandemics, etc.)」

    The company continues to describe large-scale disaster risks such as earthquakes and pandemics. In terms of its business, it states that the impact of COVID-19 remains limited.
  9. FY2022-Q1RestatedAnnual report

    「On the other hand, the impact of COVID-19 on the Group's business has remained limited.」

    The impact of COVID-19 on the business continues to be described as limited.
  10. FY2021MitigatedAnnual report

    「On the other hand, the impact of COVID-19 on this segment has remained limited during the current fiscal year.」

    Although pandemic-related business risks continue, the impact on current-year performance in the facilities construction business is described as limited.
  11. FY2021-Q3RestatedAnnual report

    「On the other hand, the impact of COVID-19 on performance has remained limited at present.」

    While large-scale disasters and pandemics continue to be listed as business risks, the impact of COVID-19 on performance is described as limited at present.
  12. FY2021-Q2MitigatedAnnual report

    「In the construction industry, public investment remained firm, while capital investment and residential investment remained weak. Meanwhile, the impact of COVID-19 on business performance was limited at this point in time.」

    In the facilities construction business, the impact of COVID-19 on performance is described as limited at present, and is more contained than the impact of the temporary suspension of some construction projects described in the previous quarter. However, the infection risk itself continues.
  13. FY2021-Q1MaterialisedAnnual report

    「Difficult conditions continued, including labor shortages and difficulties procuring construction materials, while some construction work was temporarily suspended to prevent COVID-19 infections.」

    The disclosure describes an actual impact of the pandemic-related business continuity risk: the temporary suspension of some construction work to prevent infections.
  14. FY2020ReframedAnnual report

    「In the event of a major disaster such as an earthquake or a pandemic, the Group’s business performance and financial position may be affected.」

    The disclosure was reframed from the economic impact of natural disasters as a business continuity risk covering major disasters such as earthquakes and pandemics. The response to the spread of COVID-19 is also explicitly described.
  15. FY2019DroppedAnnual report

    「During the current consolidated fiscal year, Japan's economy continued on a moderate recovery trend, with personal consumption and capital investment remaining firm and favorable employment conditions continuing, although some weakness was seen in production and exports due partly to the impact of overseas economies.」

    The impact of frequent natural disasters described in the second- and third-quarter reports is not explicitly mentioned in the economic environment section of the annual securities report for the current fiscal year.
  16. FY2019-Q3RestatedAnnual report

    「During the third quarter of the current consolidated cumulative period, Japan’s economy continued on a moderate recovery path despite the impact of frequent natural disasters. Consumption remained firm, capital investment continued to show signs of recovery, and employment remained favorable. Conditions in the Shikoku region were broadly similar to those nationwide.」

    The disclosure states that the economic impact of frequent natural disasters continued to occur during the current quarter, following the previous quarter.
  17. FY2019-Q2First statedAnnual report

    「During the second quarter of the current consolidated cumulative period, Japan’s economy continued on a moderate recovery path, despite the impact of frequent natural disasters. Consumption, production and capital investment continued to show signs of recovery, while employment remained favorable. Conditions in the Shikoku region were broadly similar to those nationwide.」

    The disclosure states that the impact of frequent natural disasters actually affected the economic environment during the current quarter.
Moved together

"First-Quarter Profit Improvement and Return to Profitability" moved the same way as this thread, in the same document, in 3 of its 17 moves.

322★123
  1. ★This thread
  2. 1First-Quarter Profit Improvement and Return to Profitability3×
  3. 2Improving Profit Margins Through Streamlining, Rationalization and Efficiency2×
  4. 3Expansion and Monetization of the Solar Power Generation Business2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Yondenko's next results are scheduled for 2026-10-30. Read the earnings preview
News
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