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Nippon Felt (3512) · RiskMitigated

Dependence on Certain Suppliers for Some Specialty Raw Materials

First written in FY2016. 22 of 27 entries say "Restated". Latest entry: FY2026.

27entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2022-Q3RestatedFY2023-Q1 – FY2023WorsenedFY2024 – FY20252016: 320162017: 420172018: 420182019: 220192020: 420202021: 220212022: 320222023: 220232024: 120242025: 120252026: 12026
Same theme, other companies
Disruption of raw material procurement due to dependence on specific suppliersA theme 83 companies write about · 85 as a headwind · 0 as a tailwind

Nippon Felt moved to the "Worse" side of this theme in 2024, 3 years after the typical company in this theme (2021).

The whole theme swung hardest in 2021: 24 of 53 companies on the "Worse" side.

17 other companies' latest entry also says "Mitigated".

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 83 companies compared. The sentences above are computed from all 83.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「In addition, the Group uses specialty raw materials, for which sources of supply are limited. Accordingly, the Group is working to reduce its dependence on specific suppliers by diversifying its sources of supply.」

    Explicitly describes measures to reduce dependence risk by diversifying sources of supply in response to the risk that sources of specialty raw materials are limited. Meanwhile, the risk of surging raw material prices continues to be described separately.
  2. FY2025WorsenedAnnual report

    「In addition, international conditions have led to surging raw material and fuel prices and disruptions to logistics. The Group is taking measures such as increasing inventories of raw materials, but its performance could be affected depending on future price trends and other factors.」

    States that surging raw material and fuel prices and logistics disruptions continue, and that raw material and fuel prices are actually affecting the prices of key materials and fuel.
  3. FY2024WorsenedAnnual report

    「In addition, international conditions have led to surging raw material and fuel prices and disruptions to logistics. The Group is taking measures such as increasing inventories of raw materials, but its performance could be affected depending on future price trends and other factors.」

    Surging raw material and fuel prices and continuing logistics disruptions have become actual factors behind the decline in operating profit, together with lower production efficiency associated with a decline in sales volume.
  4. FY2023RestatedAnnual report

    「The Group uses specialty raw materials and depends on certain suppliers for their procurement.」

    Continues to describe dependence on certain suppliers for specialty raw materials and the potential impact on performance from supply and price trends.
  5. FY2023-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    States that there have been no material changes in existing business and other risks, including dependence on certain suppliers for specialty raw materials.
  6. FY2023-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    States that there have been no material changes in existing business and other risks, including dependence on certain suppliers for specialty raw materials.
  7. FY2022WorsenedAnnual report

    「In addition, international conditions have led to surging raw material and fuel prices and disruptions to logistics. The Group is taking measures such as increasing inventories of raw materials, but its performance could be affected depending on future price trends and other factors.」

    States that, in addition to the existing dependence on certain suppliers for specialty raw materials, surging raw material and fuel prices and logistics disruptions resulting from international conditions have already occurred. Also describes measures including increasing inventories of raw materials.
  8. FY2022-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    States that there have been no material changes in existing business and other risks, including dependence on certain suppliers for specialty raw materials.
  9. FY2022-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    States that there have been no material changes in existing business and other risks, including dependence on certain suppliers for specialty raw materials.
  10. FY2021-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    States that there have been no material changes in existing business and other risks, including dependence on certain suppliers for specialty raw materials.
  11. FY2021-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    States that there have been no material changes in existing business and other risks, including dependence on certain suppliers for specialty raw materials.
  12. FY2021-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It states that no new business or other risks have arisen and that there have been no material changes.
  13. FY2020RestatedAnnual report

    「The Group uses specialty raw materials and depends on certain suppliers for their procurement.」

    Continues to describe dependence on certain suppliers for specialty raw materials and the potential impact on performance from supply conditions and price trends.
  14. FY2020-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It explicitly states that there have been no material changes in existing business and other risks.
  15. FY2020-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It explicitly states that there have been no material changes in existing business and other risks.
  16. FY2019-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It explicitly states that there have been no material changes in existing business and other risks.
  17. FY2019-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It explicitly states that there have been no material changes in existing business and other risks.
  18. FY2019-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It explicitly states that there have been no material changes in existing business and other risks.
  19. FY2018RestatedAnnual report

    「The Group uses specialty raw materials and depends on certain suppliers for their procurement. Although transactions with suppliers have remained stable, the Group’s performance could be affected if it becomes difficult to continue these business relationships or depending on supply conditions and price trends.」

    Continues to describe dependence on certain suppliers for specialty raw materials and the risks related to the continuation of business relationships, supply and prices.
  20. FY2018-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It explicitly states that there have been no material changes in existing business and other risks.
  21. FY2018-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It explicitly states that there have been no material changes in existing business and other risks.
  22. FY2018-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It explicitly states that there have been no material changes in existing business and other risks.
  23. FY2017RestatedAnnual report

    「The Group uses specialty raw materials and depends on certain suppliers for their procurement. Although transactions with suppliers have remained stable, the Group’s performance could be affected if it becomes difficult to continue these business relationships or depending on supply conditions and price trends.」

    Again describes the Group’s dependence on certain suppliers for specialty raw materials and the potential impact on performance from changes in business continuity, supply and prices.
  24. FY2017-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It explicitly states that there have been no material changes in existing business and other risks.
  25. FY2017-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It explicitly states that there have been no material changes in existing business and other risks.
  26. FY2017-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    It explicitly states that there have been no material changes in existing business and other risks.
  27. FY2016First statedAnnual report

    「The Group uses specialty raw materials and depends on certain suppliers for their procurement.」

    While describing transactions with suppliers as stable, identifies difficulty in continuing business relationships, supply conditions and price trends as risks.
Moved together

"Risks from China's Economic Slowdown and Exchange-Rate Volatility" moved the same way as this thread, in the same document, in 3 of its 27 moves.

322★123
  1. ★This thread
  2. 1Risks from China's Economic Slowdown and Exchange-Rate Volatility3×
  3. 2Earnings pressure from higher raw material and fuel prices2×
  4. 3Expansion of wire production facilities at the Tochigi Plant2×

★ 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
Nippon Felt's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Certain Suppliers for Some Specialty Raw Materials | Nippon Felt Company Limited (3512) | Komori