Komori
Fujicco (2908) · RiskWorsenedLatest Governance (2026-06-26): "Advanced"

Crop Failures and Raw-Material Procurement Risk for Kelp, Beans and Other Products Caused by Climate Change

First written in FY2023. 2 of 7 entries say "Advanced", first in FY2024. Latest entry: 2026-06-26.

7entries
4years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2023AdvancedFY2024MaterialisedFY2025 – FY20262023: 120232024: 120242025: 120252026: 42026
Same theme, other companies
Difficulty sourcing raw materials and water resources due to climate changeA theme 16 companies write about · 16 as a headwind · 0 as a tailwind

Fujicco moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).

The whole theme swung hardest in 2025: 3 of 10 companies on the "Worse" side.

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

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. 2026-06-26AdvancedGovernance

    「We are working with relevant organizations in production regions to continuously monitor the effects of environmental changes on crops while considering response measures.」

    As measures to address raw material risks, the Company identified cooperation with production regions, seedling development and varietal improvement, research into alternative raw materials, and diversification of sourcing regions.
  2. FY2026WorsenedAnnual report

    「また、近年夏から秋にかけての高温や干ばつなどにより、大豆や黒大豆は品質低下が著しい状況です。特に、煮豆や蒸し大豆等の原料となる高品質な大粒大豆は、調達が困難となってきており、当社にとって厳しい状況が続いています。」

    気候変動による原材料リスクが、昆布だけでなく大豆・黒大豆の品質低下と高品質原料の調達困難として具体化した。
  3. FY2025MaterialisedAnnual report

    「特に2024年産の生産量は、過去最低を大幅に更新している状況です。」

    気候変動による昆布等の不作・原材料調達リスクについて、2024年産昆布の生産量が過去最低を大幅に更新したと記載し、リスクが実際の原料供給環境に現れた。
  4. FY2024AdvancedAnnual report

    「CO2排出抑制に向けて、2030年までに30%削減、2050年にはScope1、2でのCO2排出実質ゼロを目標としております。太陽光発電の設置やCO2フリー電力の購入、ブルーカーボンと呼ばれる昆布の養殖に積極的に取り組むなど、地球環境に配慮した政策を段階的に進めてまいります。」

    気候変動による原材料調達リスクへの対応を、産地分散・耐候性品種の育成に加え、昆布養殖、再生可能電力等の環境施策へ拡張した。
  5. FY2023First statedAnnual report

    「当社商品の主原料は昆布や豆を始めとする農水産物であり、生産地で気候変動の影響による不作が生じた場合、販売機会損失等のリスクがあります。」

    気候変動による農水産物の不作が、昆布・豆等の主原料の安定調達と販売機会に影響するリスクとして初めて独立して記載された。計画購買、複数企業からの購買、TCFD検討チームを対応策としている。
Moved together

"Price Volatility in Kelp and Beans and Foreign-Exchange Risk from Overseas Sourcing" moved the same way as this thread, in the same document, in 4 of its 7 moves.

432222★123456
  1. ★This thread
  2. 1Price Volatility in Kelp and Beans and Foreign-Exchange Risk from Overseas Sourcing4×
  3. 2Nurturing Elderly-Care Foods, Overseas Operations and New Businesses as Growth Opportunities3×
  4. 3Advanced Products, Price Competitiveness and Brand Loyalty in the OKAZU Business2×
  5. 4A Food Company Creating Health Value under Fujicco NEXT Vision 20252×
  6. 5Risk of fluctuations in the market value of securities held2×
  7. 6Customer credit risk relating to trade receivables2×

★ 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
Fujicco's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Governance of 2026-06-26: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Crop Failures and Raw-Material Procurement Risk for Kelp, Beans and Other Products Caused by Climate Change | FUJICCO CO.,LTD. (2908) | Komori