Procurement risks for raw materials and fuel due to overseas conditions
First written in FY2016. 8 of 13 entries say "Restated". Latest entry: 2026-08-07.
Tokushu Tokai Paper moved to the "Worse" side of this theme in 2022, 2 years after the typical company in this theme (2020).
The whole theme swung hardest in 2019: 12 of 22 companies on the "Worse" side.
4 other companies' latest entry also says "Restated".
- FY2025-H1RestatedAnnual report
「During the interim consolidated accounting period, the Group's business environment remained uncertain, although the economy was on a moderate recovery trend owing to improvements in corporate earnings and employment and income conditions, among other factors, amid sharp exchange-rate fluctuations, continued price increases, and geopolitical risks related to the situations in Ukraine and the Middle East.」
Regarding geopolitical risks relevant to the overseas procurement environment, the Company cites the situations in Ukraine and the Middle East and continues to identify foreign exchange fluctuations and rising prices as factors contributing to uncertainty. - FY2024-Q3RestatedAnnual report
「During the nine months ended the third quarter, the global economy appeared to be slowing moderately amid continuing geopolitical risks, including the situation in Ukraine, and monetary tightening in response to inflation.」
Regarding geopolitical risks relevant to the overseas procurement environment, the Company cites the situation in Ukraine and continues to mention inflation, monetary tightening and the economic slowdown. - FY2024-Q2RestatedAnnual report
「During the six months ended the second quarter, the global economy appeared to be slowing moderately amid continuing geopolitical risks, including the situation in Ukraine, and monetary tightening in response to inflation.」
Regarding geopolitical risks relevant to the overseas procurement environment, the Company cites the situation in Ukraine and continues to mention inflation, monetary tightening and the economic slowdown. - FY2024-Q1WorsenedAnnual report
「During the three months ended the first quarter, the global economy appeared to be slowing moderately amid continuing geopolitical risks, including the situation in Ukraine, and monetary tightening in response to inflation.」
Regarding geopolitical risks relevant to the overseas procurement environment, the Company cites the situation in Ukraine as a specific example and also mentions inflation and the economic slowdown. - FY2023-Q3RestatedAnnual report
「During the third quarter cumulative period, the business environment surrounding the Group remained uncertain due to sharp fluctuations in exchange rates, soaring raw material and fuel prices, and prolonged geopolitical risks, among other factors.」
The Company continues to identify the prolonged geopolitical risks related to overseas procurement and surging raw fuel and material prices as business-environment risks. - FY2023-Q1WorsenedAnnual report
「During the first quarter cumulative period, the business environment surrounding the Group remained uncertain, despite progress toward the normalization of economic and social activity, due to the rapid depreciation of the yen, soaring raw material and fuel prices, and the prolonged geopolitical risks, among other factors.」
The Company added language stating that geopolitical risks related to overseas procurement have continued for an extended period. - FY2022RestatedAnnual report
「Most of the pulp used in large quantities by the specialty materials business is procured from overseas. Because procurement prices are affected by overseas market conditions, a significant change in economic activity in pulp-producing countries or an increase in global demand could cause procurement prices to surge and adversely affect the performance of the business.」
The Company continues to disclose the risks associated with overseas pulp procurement, including overseas market conditions, the economies of producing countries and global demand. - FY2022-Q3WorsenedAnnual report
「Prices for raw fuels and materials have surged due to concerns about accelerating inflation, particularly in the United States, as well as geopolitical risks arising from the international situation.」
In addition to the political and economic risks associated with overseas procurement, concerns about inflation, particularly in the United States, and geopolitical risks are explicitly identified as factors behind the surge in raw fuel and material prices. - FY2018RestatedAnnual report
「The Group procures most of its raw fuels and materials, including wood chips, pulp and heavy fuel oil, from overseas. Accordingly, changes in the business environment, such as political or public security instability in supplier countries, changes in laws or policies, or deterioration in economic conditions, could affect the Group's operating results and financial condition.」
The Company continues to disclose the political, public security, legal, policy and economic risks associated with procuring raw fuels and materials from overseas. - FY2017RestatedAnnual report
「The Group procures most of its raw fuels and materials, including wood chips, pulp and heavy fuel oil, from overseas. Accordingly, changes in the business environment, such as political or public security instability in supplier countries, changes in laws or policies, or deterioration in economic conditions, could affect the Group's operating results and financial condition.」
The Company continues to disclose the political and economic risks associated with overseas procurement. - FY2016First statedAnnual report
「The Group procures most of its raw fuels and materials, including wood chips, pulp and heavy fuel oil, from overseas. Accordingly, changes in the business environment, such as political or public security instability in supplier countries, changes in laws or policies, or deterioration in economic conditions, could affect the Group's operating results and financial condition.」
The Company explains the political, public security, policy and economic risks associated with procuring raw fuels and materials from overseas.