Komori
Natori (2922) · RiskRestated

Impact of Climate Change on Raw Material Procurement, Operations and Logistics

First written in FY2023. 2 of 3 entries say "Restated". Latest entry: FY2026.

3entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY20262023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Impact of Climate Change on Procurement and Production ActivitiesA theme 11 companies write about · 11 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2024: 2 of 9 companies on the "Worse" side.

3 other companies' latest entry also says "Restated".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「We recognize climate change as one of the risks affecting the stable procurement of raw materials and other matters, and as a material issue that could affect sustainable growth.」

    The company reiterated its policy of continuing to recognize climate change as a material issue affecting raw material procurement, operations and logistics, and of proceeding with scenario analysis and assessment of financial impacts.
  2. FY2024RestatedAnnual report

    「Transition risks Higher factory operating and raw material procurement costs resulting from the introduction of a carbon tax Higher packaging material procurement costs resulting from restrictions on the use of petrochemical-derived plastics Physical risks Declining catches and depletion of marine raw materials due to rising average air and sea temperatures Declining quality of livestock and agricultural raw materials, and higher procurement costs for various raw materials Damage to factories and prolonged disruptions to logistics resulting from increasingly severe extreme weather Reduced procurement, production and supply volumes」

    The company continued to recognize climate change as a material issue relating to raw material procurement, operations and logistics, and specifically organized the transition and physical risks. It stated that scenario analysis and assessment of financial impacts would be undertaken going forward.
  3. FY2023First statedAnnual report

    「For our group, which manufactures and sells snacks that draw on the flavors of ingredients such as squid and other seafood, seaweed, meat, cheese, nuts and Japanese plums, we recognize climate change as one of the risks affecting the stable procurement of raw materials and other matters, and as a material issue that could affect sustainable growth.」

    The company independently identified climate change as a material issue affecting the stable procurement of raw materials and sustainable growth, and announced plans to conduct scenario analysis and assess financial impacts in accordance with the TCFD recommendations going forward.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Natori's next results are scheduled for 2026-11-11. Read the earnings preview
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