Komori
Toray Industries (3402) · RiskAdvanced

Risk of Production Stoppages and Supply Shortages Caused by Natural Disasters and Accidents

First written in FY2016. 4 of 12 entries say "Materialised", first in FY2021-Q1. Latest entry: FY2026.

12entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019MaterialisedFY2020 – 2026-05-132016: 120162017: 120172018: 120182019: 120192020: 220202021: 220212022: 120222023: 120232024: 020242025: 020252026: 22026
Same theme, other companies

Toray Industries moved to the "Worse" side of this theme in 2020, 1 year before the typical company in this theme (2021).

The whole theme swung hardest in 2019: 2 of 8 companies on the "Worse" side.

2 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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「From fiscal 2026 onward, we will continue to designate this issue as a priority risk requiring action and expand our measures further to strengthen risk reduction across the group.」

    The company continues to treat the risk of product supply disruptions as a priority risk requiring action in the seventh phase, following the sixth phase, and is advancing multiple sourcing, formulation changes, inventory stockpiling, and company-wide sharing of know-how and expansion of countermeasures.
  2. 2026-05-13MaterialisedResults presentation materials

    「「繊維事業」におけるインドネシアの繊維製品製造・販売子会社 P.T. TAK Textiles Indonesiaで発生した火災事故による棚卸資産等が滅失したことに伴う損失。」

    インドネシア子会社で火災事故が発生し、棚卸資産等の滅失に伴う14億円の損失が計上された。
  3. FY2023WorsenedAnnual report

    「Meanwhile, as stated in the Risk Overview, the conditions and assumptions for stable supply have changed substantially due to rapid changes in the environment surrounding global supply chains. We therefore designated this issue as a priority risk requiring action and decided to strengthen our measures.」

    Regarding risks including natural disasters and supply shortages, the company has elevated procurement constraints for raw materials and components and product supply disruptions, including force majeure, to priority risks requiring action, and states that it will advance multiple sourcing and formulation changes.
  4. FY2022-Q3MaterialisedAnnual report

    「Supply constraints, including tight supply and demand for semiconductors and other components and labor shortages, became apparent and led to reduced automobile production.」

    Regarding supply shortages and production stoppage risks, tight supply and demand for semiconductors and other components and labor shortages actually occurred and materialized as reduced automobile production.
  5. FY2021WorsenedAnnual report

    「The risk of natural disasters is increasing as climate change causes larger-scale storms and floods and other wind and water-related disasters.」

    Regarding the risks of natural disasters, accidents and supply shortages, the company explicitly identifies the increased scale of typhoons, floods and other wind and water-related disasters resulting from climate change as a new aggravating factor.
  6. FY2021-Q3MaterialisedAnnual report

    「During the nine-month period ended 31 December, the spread of COVID-19 severely damaged the global economy. In addition to stagnation in production and consumer activity, supply chains were disrupted by restrictions on the international movement of people and goods, causing major disruption to domestic and overseas economies and a sharp downturn. From around July, the global economy began to recover as economic activity resumed in Europe and the United States, in addition to China, which had led the resumption of economic activity.」

    While restrictions on movement caused by infectious diseases and supply chain disruptions continued to occur, economic activity resumed in China, Europe and the United States from around July, and the global economy began to recover.
  7. FY2021-Q1MaterialisedAnnual report

    「During the three-month period ended 30 June, the spread of COVID-19 severely damaged the global economy. In addition to stagnation in production and consumer activity, supply chains were disrupted by restrictions on the international movement of people and goods, causing major disruption to domestic and overseas economies and a sharp downturn.」

    In addition to the risks of natural disasters, accidents and supply shortages, the infectious disease risk explicitly identified in the previous fiscal year materialized as stagnation in production and consumer activity and supply chain disruptions.
  8. FY2020WorsenedAnnual report

    「Our group gives priority to safety, disaster prevention and environmental conservation in all management issues and promotes regular disaster-prevention inspections and maintenance of manufacturing facilities, as well as safety activities, to minimize losses from interruptions to production. However, if manufacturing facilities or other equipment are damaged by sudden disasters, natural catastrophes, infectious disease outbreaks or unforeseen accidents, if shortages of raw materials or other supplies arise, or if the functions of social infrastructure, including electricity and logistics, deteriorate, our group's operating results and financial position may be adversely affected.」

    The risk of infectious disease outbreaks has been explicitly added to the risks of natural disasters, accidents and supply shortages.
  9. FY2019RestatedAnnual report

    「Our group gives priority to safety, disaster prevention and environmental conservation in all management issues and promotes regular disaster-prevention inspections and maintenance of manufacturing facilities, as well as safety activities, to minimize losses from interruptions to production. However, if manufacturing facilities or other equipment are damaged by sudden disasters, natural catastrophes or unforeseen accidents, if shortages of raw materials or other supplies arise, or if the functions of social infrastructure, including electricity and logistics, deteriorate, our group's operating results and financial position may be adversely affected.」

    The company continues to address the risks of natural disasters, accidents, supply shortages and deteriorating infrastructure through disaster-prevention inspections, equipment maintenance and safety activities.
  10. FY2018RestatedAnnual report

    「Our group gives priority to safety, disaster prevention and environmental conservation in all management issues and promotes regular disaster-prevention inspections and maintenance of manufacturing facilities, as well as safety activities, to minimize losses from interruptions to production. However, if manufacturing facilities or other equipment are damaged by sudden disasters, natural catastrophes or unforeseen accidents, if shortages of raw materials or other supplies arise, or if the functions of social infrastructure, including electricity and logistics, deteriorate, our group's operating results and financial position may be adversely affected.」

    The company continues to address the risks of natural disasters and accidents, shortages of raw material supplies, and deterioration of infrastructure such as electricity and logistics through disaster-prevention inspections, equipment maintenance and safety activities.
  11. FY2017RestatedAnnual report

    「If manufacturing facilities or other equipment are damaged by sudden disasters, natural catastrophes or unforeseen accidents, if shortages of raw materials or other supplies arise, or if the functions of social infrastructure, including electricity and logistics, deteriorate, our group's operating results and financial position may be adversely affected.」

    The company continues to describe natural disasters and accidents, shortages of raw material supplies, and deterioration of infrastructure such as electricity and logistics as risks of production stoppages.
  12. FY2016First statedAnnual report

    「If manufacturing facilities or other equipment are damaged by sudden disasters, natural catastrophes or unforeseen accidents, if shortages of raw materials or other supplies arise, or if the functions of social infrastructure, including electricity and logistics, deteriorate, our group's operating results and financial position may be adversely affected.」

    The company identifies damage to facilities, shortages of raw material supplies, and deterioration of social infrastructure such as electricity and logistics as risks to the continuity of production.
Moved together

"Risk of declining domestic and overseas demand, falling product market prices and intensifying competition" moved the same way as this thread, in the same document, in 5 of its 12 moves.

554442★123456
  1. ★This thread
  2. 1Risk of declining domestic and overseas demand, falling product market prices and intensifying competition5×
  3. 2Risk of Failing to Achieve the Expected Results of Capital Expenditure, Joint Ventures, Alliances and Acquisitions5×
  4. 3Risk of Rising Raw Material and Fuel Prices and Inadequate Price Pass-Through4×
  5. 4Risks from Regulation, Political and Economic Conditions, and Social Unrest in Overseas Operations4×
  6. 5Decline in Profitability and Impairment Losses in the Carbon Fiber Composite Materials Business4×
  7. 6Strategic Expansion of the Carbon-Fiber Composite Materials Business2×

★ 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
Toray Industries's next results are scheduled for 2026-11-10. Read the earnings preview It last moved in the Results presentation materials of 2026-05-13: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.