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Nakamuraya (2204) · RiskAdvanced

Climate Change-Related Risks of Extreme Weather and Product Supply Disruptions

First written in FY2021. 3 of 4 entries say "Advanced", first in FY2024. Latest entry: FY2026.

4entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021AdvancedFY2024 – FY20262021: 120212022: 020222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies

0 other companies' latest entry also says "Advanced".

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  1. FY2026AdvancedAnnual report

    「As a result, additional costs were highest under the 1.5°C warming scenario, which had the greatest impact. The impact in 2050 was approximately ¥778 million, or up to approximately 2.08% of fiscal 2025 net sales.」

    Climate-related scenario analysis based on the TCFD was updated, quantifying the additional cost of the carbon tax in 2050 at approximately ¥778 million, or up to approximately 2.08% of net sales. The impact of flood risk in 2100 was also estimated at approximately ¥2,531 million, or 6.78% of net sales.
  2. FY2025AdvancedAnnual report

    「We identified potential future risks and opportunities associated with climate change from two perspectives, their likelihood and the magnitude of their impact, and assessed their materiality.」

    In line with the TCFD, risks and opportunities including carbon taxes and flooding were identified, and financial impacts in 2030, 2050 and 2100 were estimated under the 1.5°C/2°C and 4°C scenarios.
  3. FY2024AdvancedAnnual report

    「We recognize climate change as one of our key issues and, since the previous fiscal year, have been undertaking initiatives to address climate change in line with the recommendations of the TCFD (Task Force on Climate-related Financial Disclosures).」

    Progress was made in identifying risks and opportunities in line with the TCFD recommendations, estimating financial impacts under the 1.5°C/2°C and 4°C scenarios, and setting Scope 1 and Scope 2 reduction targets.
  4. FY2021First statedAnnual report

    「In addition to our core products, we sell many seasonal products. Extreme weather caused by climate change, such as cool summers, warm winters and prolonged periods of rain, could affect not only sales performance but also our business performance and financial position through excess inventories resulting from product supply disruptions.」

    In addition to the existing discussion of seasonal fluctuations and natural disasters, the risks that extreme weather caused by climate change poses to sales performance, supply disruptions and excess inventories were presented separately and explicitly.
Moved together

"Improving Operational Efficiency and Productivity through Company-Wide Optimization" moved the same way as this thread, in the same document, in 3 of its 4 moves.

333333★123456
  1. ★This thread
  2. 1Improving Operational Efficiency and Productivity through Company-Wide Optimization3×
  3. 2Stable Supply of Core Products through the Development of Production and Logistics Functions3×
  4. 3Long-term, stable and consistent dividends3×
  5. 4Operating income and net income improve despite a slight decline in sales3×
  6. 5Significant Decrease in Cash and Cash Equivalents During the Quarter3×
  7. 6Deterioration in Cash Flow from Operating Activities Due to Increases in Trade Receivables and Inventories3×

★ 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
Nakamuraya's next results are scheduled for 2026-11-11. Read the earnings preview
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