Concentrated sourcing of security monitoring center equipment, etc.
First written in FY2017. 2 of 7 entries say "Restated". Latest entry: FY2023-Q3.
Alsok moved to the "Worse" side of this theme in 2020, 2 years before the typical company in this theme (2022).
The whole theme swung hardest in 2025: 4 of 15 companies on the "Worse" side.
4 other companies' latest entry also says "Materialised".
- FY2023-Q3MaterialisedAnnual report
「Although the Group continued these initiatives, demand recovery in the security and facility management businesses remained gradual, and the impact of semiconductor supply constraints meant that consolidated performance for the nine-month period ended 31 December was unable to cover the decline in revenue related to the Tokyo 2020 Games in the previous year and the increase in system-related expenses, among other factors,」
The Group identifies semiconductor supply constraints as one of the factors that actually weighed on performance, indicating that the previously disclosed procurement risk affected results. - FY2023-Q2RestatedAnnual report
「Although the seventh wave of COVID-19 infections continued to spread, raw material costs rose against a backdrop of higher resource prices and a weaker yen, and semiconductor supply constraints continued,」
The Group states that semiconductor supply constraints continued, but that there were no material changes in business and other risks. - FY2022WorsenedAnnual report
「A shortage of components such as semiconductors, which has become a supply chain issue, could affect the procurement of equipment used by the Group.」
In addition to natural disasters and shutdowns of overseas suppliers, the Group identifies shortages of components such as semiconductors as a new, specific risk to equipment procurement. - FY2020WorsenedAnnual report
「In addition, if the shutdown of overseas suppliers of equipment used by the Group or strained logistics disrupts equipment procurement, the continued provision of services could be affected.」
In addition to supply disruptions caused by natural disasters and other events, the Group identifies shutdowns of overseas suppliers and strained logistics as factors that could disrupt equipment procurement. - FY2019RestatedAnnual report
「To prepare for such disruptions, the Group has entered into basic sales and purchase agreements with each supplier for the ongoing procurement and securement of not only center equipment but also key equipment used to provide electronic security services. In addition to preparing for normally expected supply volumes, the Group maintains a certain level of inventory for emergencies.」
The Group continues to address supply disruptions involving center equipment and other equipment through agreements with multiple manufacturers and inventory holdings. - FY2018MitigatedAnnual report
「To prepare for such disruptions, the Group has entered into basic sales and purchase agreements with each supplier for the ongoing procurement and securement of not only center equipment but also key equipment used to provide electronic security services. In addition to preparing for normally expected supply volumes, the Group maintains a certain level of inventory for emergencies.」
In response to the risk of concentrated supply, the Group specifies basic agreements for key equipment and the maintenance of a certain level of inventory as concrete measures. - FY2017First statedAnnual report
「The Group depends on several companies for the development and supply of the main center equipment installed at guard centers, which are the core of its electronic security operations. If the supply of center equipment is disrupted by a major natural disaster or other event, the operation of the Group's guard centers could be affected.」
The Group depends on multiple companies for the development and supply of key center equipment and states that supply disruptions caused by natural disasters or other events could affect guard center operations.