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Nissan Chemical (4021) · RiskWorsenedLatest Earnings (2026-08-07): "Restated"

Risk of procurement disruptions for raw materials with limited suppliers

First written in FY2017. 4 of 8 entries say "Restated". Latest entry: 2026-08-07.

8entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2021RestatedFY20232017: 120172018: 120182019: 020192020: 020202021: 120212022: 120222023: 120232024: 020242025: 020252026: 32026
Same theme, other companies
Procurement Dependence on Specific Suppliers and Dedicated MaterialsA theme 49 companies write about · 49 as a headwind · 1 as a tailwind

Nissan Chemical moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2025: 4 of 15 companies on the "Worse" side.

21 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.
Showing 14 of the 49 companies compared. The sentences above are computed from all 49.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-07RestatedEarnings

    「Downside risks persisted as a result of uncertainty surrounding the situation in the Middle East and supply chain disruptions.」

    Uncertainty relating to supply stagnation, including supply chain disruptions, continues to be identified as a business-environment risk.
  2. FY2026WorsenedAnnual report

    「In addition to raw materials with limited suppliers, such as compounds synthesized using advanced technologies, the Company uses raw materials imported from overseas, including China. If supplies from procurement sources are disrupted by any problem, the occurrence of an international conflict or a sudden tightening of laws and regulations in the countries where those sources are located,」

    In addition to problems at procurement sources and regulatory changes, the occurrence of international conflicts is specifically identified as a potential cause of supply disruptions.
  3. 2026-05-15MaterialisedEarnings

    「Uncertainty increased as a result of the surge in raw material and fuel prices and supply chain disruptions.」

    The statement records that supply chain disruptions actually affected the business environment during the period, highlighting the risk of supply stagnation.
  4. FY2023RestatedAnnual report

    「In addition to raw materials with limited suppliers, such as compounds synthesized using advanced technologies, the Company uses raw materials imported from overseas, including China. If supplies from procurement sources are disrupted by any problem or by a sudden tightening of laws and regulations in the countries where those sources are located, the Company’s ability to manufacture and sell products on a stable basis could be impaired, affecting its financial results and financial position.」

    The Company continues to disclose the risk of supply disruptions involving raw materials with limited suppliers and imported raw materials, and specifically identifies tighter laws and regulations in procurement-source countries as a potential cause.
  5. FY2023-Q1MaterialisedAnnual report

    「During the three months ended June 30, 2022, personal consumption showed signs of recovery as restrictions on activities were eased, but the economy did not achieve a full-scale recovery due to the impact of soaring raw-material prices, supply-chain disruptions and other factors.」

    Supply chain disruptions related to the risk of supply interruptions are described as having an actual impact on the business environment.
  6. FY2021RestatedAnnual report

    「The Company has established a policy on the procurement of raw materials and supplies (purchasing policy). When outsourcing the manufacture of important raw materials, intermediates and products, it requires suppliers to complete a CSR questionnaire in advance and prioritizes transactions with companies that meet its standards.」

    The Company continues to disclose the risk of supply disruptions involving raw materials with limited suppliers and imported raw materials, and describes procurement controls including CSR questionnaires, on-site audits and multiple sourcing.
  7. FY2018RestatedAnnual report

    「Some raw materials, including those imported from overseas and compounds synthesized using advanced technologies, have limited sources of supply. If raw material supplies are disrupted by any problem, the Company’s ability to manufacture and sell products on a stable basis could be impaired.」

    The risk of supply disruptions involving raw materials with limited suppliers and imported raw materials continues to be disclosed.
  8. FY2017First statedAnnual report

    「Some raw materials, including those imported from overseas and compounds synthesized using advanced technologies, have limited sources of supply. If raw material supplies are disrupted by any problem, the Company’s ability to manufacture and sell products on a stable basis could be impaired.」

    The Company discloses the possibility that supply disruptions involving imported raw materials and compounds with limited suppliers could affect its manufacturing and sales operations.
Moved together

"Uncertain business environment due to private consumption, inbound tourism, foreign exchange rates and the UK's withdrawal from the EU" moved the same way as this thread, in the same document, in 2 of its 8 moves.

22222★12345
  1. ★This thread
  2. 1Uncertain business environment due to private consumption, inbound tourism, foreign exchange rates and the UK's withdrawal from the EU2×
  3. 2Strong performance of “SunEver” display materials for small- and medium-sized and large displays2×
  4. 3Revenue growth in basic chemicals and fine chemicals in the Chemicals segment2×
  5. 4Higher revenue and profit in the Wholesale segment2×
  6. 5Fluctuations in Selling Prices and Raw Material and Fuel Prices Driven by Economic Trends, Competition, and Global Market Conditions2×

★ 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
No upcoming earnings preview for Nissan Chemical yet. It last moved in the Earnings of 2026-08-07: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of procurement disruptions for raw materials with limited suppliers | Nissan Chemical Corporation (4021) | Komori