Structural Changes in the Supply Chain
First written in FY2018-Q1. 5 of 11 entries say "Restated". Latest entry: 2026-08-07.
The whole theme swung hardest in 2026: 9 of 23 companies on the "Worse" side.
9 other companies' latest entry also says "Restated".
- 2026-08-07RestatedEarnings
「In addition to continued increases in materials and equipment prices, labor costs and transportation costs, shortages of engineers and skilled workers and supply chain constraints persist」
Supply chain constraints are identified, together with increases in materials and equipment prices, labor costs and transportation costs, as ongoing business-environment challenges. - FY2026WorsenedAnnual report
「In addition, if energy prices, materials and equipment prices, logistics costs, foreign exchange rates and financial markets fluctuate significantly due to the prolonged situation in Ukraine, instability in the international situation including the Middle East, changes in the trade and tariff policies of various countries, or other factors, this could materially affect the Group’s financial condition and operating results through higher procurement costs for materials and equipment and outsourcing expenses, delays in procuring materials and equipment, deterioration in construction profitability, and delays in construction schedules.」
The potential impact pathways for supply chain-related risks have been specified to include logistics costs, procurement costs, procurement delays and construction schedule delays arising from international conditions and tariff policies. - 2026-05-13RaisedManagement planning
「Uncertainty in the business environment surrounding our group has increased further due to the declining working-age population, supply chain constraints, the acceleration of decarbonization and increasing climate risks.」
In addition to previous issues such as supply chain disruptions, logistics costs and delivery delays, the company explicitly identifies the declining working-age population, accelerated decarbonization and increasing climate risks as sources of uncertainty in the business environment. - FY2026-H1RestatedAnnual report
「The environment surrounding construction sites remains difficult, including rising equipment, materials, labor and logistics costs, delivery delays, and challenges in securing personnel.」
The Company continues to describe challenges related to the supply chain and logistics as difficult construction conditions, including higher logistics costs and delivery delays. - FY2025-H1WorsenedAnnual report
「In the construction industry, capital investment in data centers and the semiconductor industry and real estate investment, including redevelopment mainly in major metropolitan areas, remain solid, but challenges such as rising materials, equipment, labor and transportation costs, delivery delays and securing labor are becoming more serious.」
In addition to the previous supply chain disruptions and structural changes, delivery delays have been identified as a challenge, and the related challenges facing the construction industry have been classified as having intensified. - FY2023-Q2RestatedAnnual report
「Although restrictions related to COVID-19 have been eased and socioeconomic activity is moving toward normalization, uncertainty about the outlook continues due to surging resource prices and supply chain disruptions caused by the prolonged situation in Ukraine, as well as the yen’s substantial depreciation.」
The Company continues to identify supply chain disruptions, together with higher resource prices and yen depreciation, as sources of uncertainty in the economic environment. - FY2023-Q1ReappearedAnnual report
「During the first quarter of the consolidated fiscal year, Japan's economy showed signs of a recovery in some areas despite the continuing effects of COVID-19, but the outlook remained uncertain because of the weaker yen, soaring resource prices and supply chain disruptions.」
“Supply chain disruptions,” which had previously been removed from the disclosures, have again been identified as a source of uncertainty in the economic environment. - FY2018DroppedAnnual reportThe structural changes in the supply chain described through the previous quarter cannot be identified in the current fiscal year’s description of the business environment and business risks.
- FY2018-Q3RestatedAnnual report
「In the construction industry, facilities and infrastructure projects for the 2020 Tokyo Olympic and Paralympic Games and redevelopment in the Tokyo metropolitan area continued to drive expansion. At the same time, concerns over higher materials and equipment prices, structural changes in the supply chain, and shortages of skilled and technical workers emerged as issues.」
The Company continues to identify concerns over higher materials and equipment prices, structural changes in the supply chain, and shortages of skilled workers and engineers as emerging challenges facing the construction industry. - FY2018-Q2RestatedAnnual report
「In the construction industry, facilities and infrastructure projects for the 2020 Tokyo Olympic and Paralympic Games and redevelopment in the Tokyo metropolitan area continued to drive expansion. At the same time, concerns over higher materials and equipment prices, structural changes in the supply chain, and shortages of skilled and technical workers emerged as issues.」
The Company continues to recognize concerns over higher materials and equipment prices, structural changes in the supply chain, and shortages of skilled workers and engineers as emerging challenges. - FY2018-Q1First statedAnnual report
「In the construction industry, facilities and infrastructure projects for the 2020 Tokyo Olympic and Paralympic Games and redevelopment in the Tokyo metropolitan area continued to drive expansion. At the same time, concerns over higher materials and equipment prices, structural changes in the supply chain, and shortages of skilled and technical workers emerged as issues.」
In addition to the prices of materials and equipment and labor shortages, structural changes in the supply chain are newly identified as an emerging challenge in the construction industry.