Product Sourcing and Profitability Risks from Component Shortages and Rising Logistics Costs
First written in FY2022-Q3. 5 of 8 entries say "Mitigated", first in FY2023-Q3. Latest entry: FY2025.
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
20 other companies' latest entry also says "Mitigated".
- FY2025MitigatedAnnual report
「The group is gathering information and analyzing the impact on its business, and in response is working to maintain appropriate inventory levels and revise selling prices flexibly.」
The company explicitly identified appropriate inventory levels and flexible price revisions as measures to address supply chain disruption, higher procurement prices and surging transportation costs resulting from growing instability in the international situation. - FY2024-Q3MitigatedAnnual report
「Profitability has improved as a result of the effects of selling price revisions implemented in stages since the previous consolidated fiscal year in response to higher product procurement costs caused by the weaker yen and other factors.」
The effects of phased selling price revisions have emerged in response to higher product procurement costs caused by the weaker yen and other factors, improving profitability in the sales and installation business. - FY2024-Q2MitigatedAnnual report
「Profitability has improved as a result of the effects of selling price revisions implemented in stages since the previous consolidated fiscal year in response to higher product procurement costs caused by the weaker yen and other factors.」
The effects of phased selling price revisions have emerged in response to higher procurement costs caused by the weaker yen and other factors, improving profitability. - FY2024-Q1MitigatedAnnual report
「Although the impact of delayed product arrivals remains and acceptance inspections were delayed for some projects, revenue fell below that of the same quarter a year earlier. Meanwhile, the effects of selling price revisions implemented in stages since the previous consolidated fiscal year in response to the weaker yen and other factors have begun to emerge, improving profitability.」
The impact of delayed product arrivals remains, and acceptance inspections have also been delayed for some projects, but the effects of phased selling price revisions have begun to emerge, improving profitability. - FY2023-Q3MitigatedAnnual report
「Early product procurement in anticipation of delays in product arrivals resulting from global supply chain disruption proved effective, and the company made progress in fulfilling its order backlog during the current third quarter, resulting in revenue exceeding that of the same quarter a year earlier. On the profit side, conditions remained challenging as the yen weakened and transportation costs rose while manufacturers' purchase prices increased, but the company worked to revise selling prices flexibly and minimized the impact.」
In response to the risk of delays in component and product arrivals, the company progressed in fulfilling its order backlog through early product procurement and minimized the impact of the weaker yen and higher transportation costs through flexible selling price revisions. - FY2023-Q2RestatedAnnual report
「However, in addition to delays in fulfilling booked orders caused by delayed product arrivals resulting from the global component supply problem, higher transportation costs and the rapid depreciation of the yen put pressure on profit and became a drag on growth. To address these conditions, the company is working to secure inventory in advance and revise selling prices.」
Delays in product arrivals caused by component supply problems, surging transportation costs and pressure on profit from the weaker yen have continued, and the company is responding by securing inventory in advance and revising selling prices. - FY2023-Q1WorsenedAnnual report
「In addition to delays in fulfilling booked orders caused by delayed product arrivals resulting from the global component supply problem, higher transportation costs and the rapid depreciation of the yen put pressure on profit and became a drag on growth. To address these conditions, the company is working to secure inventory in advance and revise selling prices.」
In addition to procurement delays caused by component shortages, the impact of higher transportation costs and the rapid depreciation of the yen putting pressure on profit became apparent. In response, the company secured inventory in advance and revised selling prices. - FY2022-Q3MaterialisedAnnual report
「During the current third quarter, the impact of delays in procuring products due to shortages of components, including semiconductors, and rising logistics costs became apparent.」
The company stated that procurement delays caused by shortages of components, including semiconductors, and surging logistics costs had become an actual business impact in the third quarter.