Komori
Katakura & Co-op Agri (4031) · RiskRestatedLatest Earnings (2026-05-15): "Worsened"

Risks Related to Geopolitical, Regulatory and Social Conditions Associated with Overseas Expansion

First written in FY2018. 15 of 20 entries say "Restated". Latest entry: 2026-05-15.

20entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2020-Q2RestatedFY2021-Q1 – FY2022-Q1RestatedFY2023-Q2 – FY2025-H12018: 320182019: 320192020: 320202021: 320212022: 220222023: 320232024: 220242025: 020252026: 12026
Same theme, other companies
Overseas Site Personnel, Infrastructure and Social Unrest RiskA theme 56 companies write about · 56 as a headwind · 0 as a tailwind

Katakura & Co-op Agri 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: 15 of 22 companies on the "Worse" side.

18 other companies' latest entry also says "Worsened".

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 56 companies compared. The sentences above are computed from all 56.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-15WorsenedEarnings

    「さらに、足元では中東情勢の緊迫化に伴う、資源価格の高騰及び原材料調達等、不透明さが一層増しております。」

    海外事業を取り巻く地政学的な不透明さについて、中東情勢の緊迫化に伴う資源価格・調達面の影響が具体化している。
  2. FY2025-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new major risks or significant changes to the business risks described in the annual securities report that management recognized as potentially having a material effect on the financial position, operating results, or cash flows of the consolidated companies, among the matters concerning business conditions and financial matters described in this Semiannual Report.」

    The risks related to geopolitical conditions, laws and regulations, and social conditions associated with overseas expansion are described as having undergone no material changes.
  3. FY2024-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The risks related to geopolitical conditions, laws and regulations, and social conditions associated with overseas expansion are described as having undergone no material changes.
  4. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The risks related to geopolitical conditions, laws and regulations, and social conditions associated with overseas expansion are described as having undergone no material changes.
  5. FY2024-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    The risks related to geopolitical conditions, laws and regulations, and social conditions associated with overseas expansion are described as having undergone no material changes.
  6. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The risks related to geopolitical conditions, laws and regulations, and social conditions associated with overseas expansion are described as having undergone no material changes.
  7. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The risks related to geopolitical conditions, laws and regulations, and social conditions associated with overseas expansion are described as having undergone no material changes.
  8. FY2022-Q3WorsenedAnnual report

    「In the chemicals and overseas businesses, the economic impact of COVID-19 is showing signs of recovery as vaccination rates improve, but the situation has not yet been resolved due to the resurgence of new variants and other factors, and the Company must continue to monitor market trends in Japan and overseas.」

    Although the economic impact is showing signs of recovery, the infection has not been brought under control due to the resurgence of new variants and other factors, increasing concerns about the impact on the chemicals and overseas businesses.
  9. FY2022-Q2MitigatedAnnual report

    「In the chemicals and overseas businesses, the economic impact of COVID-19 is showing signs of recovery as vaccination rates improve, but the situation has not yet been fully resolved, and the Company must continue to monitor market trends in Japan and overseas.」

    Although the economic impact of COVID-19 was described as showing signs of recovery as vaccination rates improved, the situation has not yet been fully resolved, and the Company continues to monitor market trends.
  10. FY2022-Q1RestatedAnnual report

    「Although some overseas markets in the chemicals business are showing signs of recovery, the Company must continue to monitor the impact of lost sales opportunities and delays in business progress caused by the spread of COVID-19. To capture demand in Japan and overseas, the Company is pursuing sales activities with customers, including through remote work, and is focusing on creating functional materials tailored to customer needs by leveraging its proprietary technologies in cosmetic ingredients and synthetic mica.」

    Although the recovery of some overseas markets is noted, the Company continues to monitor lost sales opportunities and delays in business progress caused by COVID-19.
  11. FY2021-Q3RestatedAnnual report

    「In the chemicals and overseas businesses, we were concerned about the loss of sales opportunities and delays in business progress caused by the COVID-19 pandemic. Nevertheless, we worked to develop products using our proprietary technologies, focused on creating functionality in materials that meets customer needs, and conducted sales activities for domestic and overseas business partners, including through remote work.」

    Concerns about lost sales opportunities and delays in business progress caused by the COVID-19 pandemic remain in the chemicals and overseas businesses.
  12. FY2021-Q2RestatedAnnual report

    「In the chemicals and overseas businesses, there are concerns that the COVID-19 pandemic may result in lost sales opportunities and delays in business progress.」

    Concerns about lost sales opportunities and delays in business progress caused by the COVID-19 pandemic remain in the chemicals and overseas businesses.
  13. FY2021-Q1RestatedAnnual report

    「In the chemicals and overseas businesses, there are concerns that the COVID-19 pandemic may result in lost sales opportunities and delays in business progress.」

    In addition to the risks related to geopolitical conditions and social conditions associated with overseas expansion and the chemicals business, concerns about lost sales opportunities and delays in business progress caused by the COVID-19 pandemic remain.
  14. FY2020WorsenedAnnual report

    「In the chemicals and overseas businesses, there are concerns that the COVID-19 pandemic may result in lost sales opportunities and delays in business progress.」

    The impact of lost sales opportunities and delays in business progress caused by the COVID-19 pandemic has been added to the existing risks associated with the overseas business and other overseas expansion.
  15. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The risks related to geopolitical conditions, laws and regulations, and social conditions associated with overseas expansion are described as having undergone no material changes.
  16. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The risks related to geopolitical conditions, laws and regulations, and social conditions associated with overseas expansion are described as having undergone no material changes.
  17. FY2019RestatedAnnual report

    「In connection with overseas expansion, if unforeseeable events arise from local geopolitical issues, laws and regulations, labor conditions or customs, or if social or political unrest occurs, the Group's operating results and financial condition may be affected.」

    The risks associated with overseas expansion, including geopolitical conditions, laws and regulations, labor conditions and customs, and social and political unrest, remain in place.
  18. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The risks related to geopolitical conditions, laws and regulations, and social conditions associated with overseas expansion are described comprehensively, with no material changes.
  19. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The risks related to geopolitical conditions, laws and regulations, and social conditions associated with overseas expansion are described comprehensively, with no material changes.
  20. FY2018First statedAnnual report

    「The Group is expanding into overseas markets. In connection with this expansion, if unforeseeable events arise from local geopolitical issues, laws and regulations, labor conditions or customs, or if social or political unrest occurs, the Group's operating results and financial condition may be affected.」

    The risks associated with overseas expansion, including geopolitical conditions, laws and regulations, labor conditions and customs, and social and political unrest, are newly described as a separate item.
Moved together

"Risks related to imported raw materials, freight rates, foreign exchange and energy market conditions" moved the same way as this thread, in the same document, in 2 of its 20 moves.

22★12
  1. ★This thread
  2. 1Risks related to imported raw materials, freight rates, foreign exchange and energy market conditions2×
  3. 2Sales, Business Progress and Supply Risks from COVID-19 and Other Infectious Diseases2×

★ 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 Katakura & Co-op Agri yet. It last moved in the Earnings of 2026-05-15: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.