Impact of material and component supply constraints on construction schedules and product sales
First written in FY2022-Q3. 2 of 7 entries say "Materialised", first in FY2022-Q3. Latest entry: FY2024.
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- FY2024MitigatedAnnual report
「Constraints on the supply of materials and components have been progressively resolved, and product sales rose 13.9% from the previous consolidated fiscal year to ¥9.12 billion.」
Constraints on the supply of materials and components have been progressively resolved, and product sales increased 13.9% year on year to ¥9.12 billion. The company states that although supply constraints remain, their impact has diminished from the previous fiscal year. - FY2023SoftenedAnnual report
「Merchandise sales orders also exceeded the same period of the previous year, totaling ¥8,004 million, as delivery issues affecting major models were gradually resolved from the second half of the fiscal year.」
The company states that delivery problems for major product models have been progressively resolved and that orders for product sales exceeded the level in the same period of the previous year. It does not state that delivery problems have been fully resolved. - FY2023-Q3WorsenedAnnual report
「During the first 3 quarters of the current fiscal year, the market environment surrounding our group remained uncertain. There were positive signs, including a solid recovery in private-sector construction investment and the crystallization of large-scale redevelopment and renovation projects, but energy prices rose due to geopolitical risks, material and component prices increased as the yen weakened, and delivery problems caused by disruptions in parts of the supply chain continued for longer.」
The company states that delivery problems caused by disruption in parts of the supply chain have persisted, indicating that supply constraints remain. There are signs that disruption affecting some product models may be easing in product sales, but supply-side problems remain. - FY2023-Q2SoftenedAnnual report
「The product sales division expects its performance to recover gradually from the third quarter onward as supply constraints are progressively eased.」
Supply constraints continued during the current quarter, but the company expects them to be progressively eased from the third quarter onward, leading to a gradual recovery in the performance of the product sales division. This is presented as an improvement in the future outlook, not as an actual resolution of the constraints. - FY2023-Q1WorsenedAnnual report
「During the first quarter of the current fiscal year, the market environment surrounding our group remained generally difficult. Although there were some positive signs, such as the crystallization of large-scale redevelopment and renovation projects, a full recovery from the pandemic had not yet been achieved. Uncertainty about the outlook due to geopolitical risks, high crude oil prices, higher material and component prices associated with the weaker yen, and continuing supply constraints caused by semiconductor shortages also persisted.」
In addition to constraints on the supply of materials and components, delivery delays caused by semiconductor shortages have continued, and product sales decreased by 9.6% year on year. The risk that supply constraints will affect construction and product sales continues and is increasing. - FY2022MaterialisedAnnual report
「However, as the impact of the COVID-19 pandemic persisted, orders for small- and medium-scale renovation projects, repair and maintenance work and other projects for which orders had been expected were repeatedly deferred or canceled. In addition, constraints on the supply of materials and components adversely affected construction schedules and product sales, making it difficult to secure the level of sales anticipated at the beginning of the current fiscal year.」
Constraints on the supply of materials and components had an actual adverse impact on construction schedules and product sales, preventing the company from securing the anticipated level of sales for the full fiscal year. The occurrence of supply constraints and their impact on performance have been confirmed. - FY2022-Q3MaterialisedAnnual report
「As the impact of the COVID-19 pandemic persisted, orders for small- and medium-scale renovation projects, repair and maintenance work and other projects for which orders had been expected were deferred. In addition, constraints on the supply of materials and components adversely affected construction schedules and product sales, making it difficult to secure the level of sales anticipated at the beginning of the current fiscal year.」
The company explicitly identified constraints on the supply of materials and components as a new risk factor, stating that they had an actual adverse impact on construction schedules and product sales and prevented it from securing the anticipated level of sales.