Country and natural-disaster risks associated with importing jute from India and Bangladesh
First written in FY2019. 5 of 17 entries say "Materialised", first in FY2020. Latest entry: 2026-08-12.
The Seima Holdings 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 2022: 20 of 31 companies on the "Worse" side.
6 other companies' latest entry also says "Materialised".
- 2026-08-12MaterialisedEarnings
「Shipments of jute products from India are tending to be delayed because of declines in the cultivation and harvest volumes of jute.」
Shipment delays from India caused by declining jute cultivation and harvest volumes became a specific supply-side risk. - FY2025-H1MaterialisedAnnual report
「Jute products for interior materials performed at roughly the same level as the previous year, but higher import costs due to the weaker yen and a sharp rise in logistics expenses put pressure on profitability.」
The risks associated with the weaker yen and higher logistics costs for jute imports materialized as higher import costs and pressure on profitability. - FY2024RestatedAnnual report
「Jute products are still in an inventory adjustment phase because customers moved to secure inventory during the COVID-19 pandemic. As the yen continued to weaken, conditions also remained such that individual import sales transactions required adjustment.」
It was noted that uncertainty in supply and logistics associated with jute imports from India and other sources, as well as the effects of inventory adjustments and the weaker yen, continued. - FY2024-Q2MaterialisedAnnual report
「Last fiscal year, ocean logistics for jute products was disrupted by lockdowns and other effects of the spread of COVID-19, and many customers purchased more than demand required to secure inventory. As a result, inventory adjustments were made this fiscal year, preventing sales from growing. The Company was also affected by the weaker yen, resulting in lower revenue and lower profit.」
Lockdowns and disruptions in ocean logistics last year involving India and other import sources affected the Industrial Materials Business this period through sluggish sales caused by customers' inventory adjustments. - FY2024-Q1MitigatedAnnual report
「Although concerns remain about the impact of disruptions in ocean logistics on some transactions, the overseas contract manufacturing plants are gradually returning to normal operations.」
It was noted that concerns about the impact of disruptions in ocean logistics remain, while the overseas contract manufacturing plants are moving toward normalization. - FY2023-Q3MitigatedAnnual report
「Jute product revenue and profit increased as a result of efforts to secure orders early in anticipation of unstable production in India, our source of imports, and shipping delays caused by container shortages.」
Amid continuing supply risks caused by unstable production in India and a shortage of containers, the Company addressed the impact through early order-taking, resulting in higher revenue and higher profit. - FY2023-Q2MitigatedAnnual report
「Jute product revenue and profit increased as a result of efforts to secure orders early in anticipation of unstable production in India, our source of imports, and shipping delays caused by container shortages.」
Amid continuing supply risks caused by unstable production in India and a shortage of containers, the Company addressed the impact through early order-taking, resulting in higher revenue and higher profit. - FY2023-Q1WorsenedAnnual report
「Jute products faced higher costs due to the weaker yen amid continued instability in production and uncertainty over shipments from India, the source country. Some MA rice flexible intermediate bulk container bags incurred further cost increases due to Vietnam's lockdowns, putting pressure on profit.」
Instability in production and shipments from India continued, while lockdowns in Vietnam also resulted in higher costs and pressure on margins in the Industrial Materials Business. - FY2022-Q3MitigatedAnnual report
「In response to conditions including lockdowns in India, the source of imports, since last year, the company began imports and sales early. It also pursued the development of new sales channels.」
In response to supply constraints caused by lockdowns and other factors in India, the Company undertook early imports and sales and developed new sales channels. - FY2022-Q2RestatedAnnual report
「The Industrial Materials Business continued to face an uncertain outlook, with production and shipments delayed due to lockdowns and other factors in India, the source of its jute product imports.」
Production and shipment delays for jute products due to lockdowns and other factors in India, as well as the uncertain outlook, continued. - FY2022-Q1RestatedAnnual report
「Jute products continued to face an uncertain outlook, with production and shipments delayed due to lockdowns and other factors in India, the import source.」
Production and shipment delays for jute products due to lockdowns and other factors in India continued. Early imports and sales were initiated to meet demand during the peak season. - FY2021WorsenedAnnual report
「Jute products remained subject to an uncertain outlook, with production and transportation delayed by intermittent lockdowns in India, but deliveries resumed toward the end of the period.」
Production and transportation delays due to intermittent lockdowns in India continued throughout the fiscal year, bringing jute product supply risks to the surface. - FY2021-Q3WorsenedAnnual report
「Jute products remained subject to an uncertain outlook because planned production was not carried out and transportation was delayed due to intermittent lockdowns in India.」
Planned production of jute products was not carried out due to intermittent lockdowns in India, and transportation delays continued, increasing the impact of country and natural disaster risks relating to the import source. - FY2021-Q2WorsenedAnnual report
「Jute products remained subject to an uncertain outlook, with production operating rates reduced and shipments delayed due to intermittent lockdowns in India.」
Reduced jute product production operating rates and shipment delays continued due to India's lockdown, increasing the impact of country and natural disaster risks relating to the import source. - FY2021-Q1MaterialisedAnnual report
「Jute-related operations remained uncertain, including delays in shipments from India, the import source, due to its lockdown.」
Delays in jute product shipments continued due to India's lockdown, and country and natural disaster risks relating to the import source materialized as actual supply delays. - FY2020MaterialisedAnnual report
「In the Industrial Materials Business, imports of products have been delayed due to the lockdown in India, the source of jute products.」
Imports of jute products were actually delayed due to India's lockdown, bringing country and natural disaster risks to the surface. - FY2019First statedAnnual report
「Country and natural disaster risks may affect the operating results of the Group because it imports jute products mainly from India and Bangladesh.」
Country and natural disaster risks relating to India and Bangladesh, the main import sources for jute products, were newly identified.