Dependence on Limited Suppliers and Rising Raw Material Prices
First written in FY2016. 4 of 10 entries say "Materialised", first in FY2022. Latest entry: FY2026-H1.
Ibiden moved to the "Worse" side of this theme in 2025, 4 years after the typical company in this theme (2021).
The whole theme swung hardest in 2021: 24 of 53 companies on the "Worse" side.
10 other companies' latest entry also says "Materialised".
- FY2026-H1MaterialisedAnnual report
「In the Other segment, net sales increased from the same period of the previous year as construction of large-scale landscaping projects progressed smoothly, but operating income decreased due to soaring material prices in that business and the completion of orders related to revisions to the specific health checkup system in the Healthcare business, among other factors.」
The risk of higher raw material and material prices materialized in the Other segment as soaring material prices led to lower operating income. - FY2025-H1MitigatedAnnual report
「Although DPF net sales decreased from the same period of the previous year due to the impact of the slowdown in the Chinese economy, operating income increased from the same period of the previous year because the effect of passing higher costs, particularly energy costs, through to selling prices based on agreements with customers continued.」
The effects of the slowdown in the Chinese economy and higher costs remain, but the continued effect of price pass-through based on agreements with customers lifted DPF operating income above the same period of the previous year. - FY2024MitigatedAnnual report
「Diesel particulate filters (DPF), which are automotive exhaust-system components, posted increases in both net sales and operating income from the previous consolidated fiscal year, owing to the shift in orders toward products for heavy-duty commercial vehicles, optimization including consolidation of the production system, and the effect of passing higher costs, particularly energy costs, through to selling prices based on agreements with customers.」
In response to higher raw material and energy costs, the company pursued a shift in orders, optimization of the production system and price pass-through based on agreements with customers, resulting in higher DPF net sales and operating income. - FY2024-Q2MitigatedAnnual report
「Diesel particulate filters (DPF), which are automotive exhaust-system components, posted increases in both net sales and operating income from the same period of the previous year, owing to the shift in orders toward products for heavy-duty commercial vehicles, the pursuit of optimal-location production by leveraging the roles of the three production bases in Japan, the United States and Europe, and the effect of passing higher costs, particularly energy costs, through to selling prices based on agreements with customers.」
The company explains that it passed higher costs, particularly energy costs, through to selling prices based on agreements with customers, and that DPF net sales and operating income exceeded the same period of the previous year. - FY2023MaterialisedAnnual report
「In the Ceramics business, although the sharp shift toward vehicle electrification and away from diesel, particularly in passenger-vehicle markets in developed countries, and the semiconductor supply shortage are expected to ease to some extent in the core DPF and AFP businesses, raw material costs and energy prices, particularly in Europe, are expected to remain elevated.」
Raw material costs and energy prices are expected to remain elevated and have already contributed to declines in DPF net sales and operating income. The previously identified risks relating to limited suppliers and rising prices continue to affect operating performance. - FY2023-Q3RestatedAnnual report
「As a result of shifting orders toward products for heavy-duty commercial vehicles, DPF net sales remained at approximately the same level as in the same period of the previous year, but operating income decreased because the impact of persistently high raw material and energy prices, particularly in Europe, continued.」
The company reconfirms that persistently high raw material and energy prices continue to affect the decline in DPF operating income. - FY2023-Q2MaterialisedAnnual report
「DPF shifted orders toward products for heavy-duty commercial vehicles, but net sales and operating income both decreased from the same period of the previous year due to lower orders resulting from the semiconductor shortage and lockdowns in urban China, as well as the impact of higher raw material and energy prices, particularly in Europe.」
Higher raw material and energy prices were reflected in lower DPF net sales and operating income. - FY2022MaterialisedAnnual report
「Although the business was affected by the wood shock, including soaring raw material costs and difficulty procuring materials, sales of antiviral melamine decorative boards and related products increased, leaving net sales at approximately the same level as in the previous consolidated fiscal year.」
The previously identified risks relating to dependence on limited suppliers and rising raw material prices materialized in the Building Materials business as higher raw material costs and difficulty procuring materials caused by the wood shock. - FY2017RestatedAnnual report
「Some of the key raw materials and components required to manufacture the Group’s products depend on a limited number of suppliers.」
The company reiterates its dependence on a limited number of suppliers for key raw materials and components, as well as the risks of supply shortages, delays and price increases. - FY2016First statedAnnual report
「Some of the key raw materials and components required to manufacture the Group’s products depend on a limited number of suppliers.」
The company indicates that shortages, delays or interruptions in supply, and sharp price increases, could affect production, deliveries, quality and costs.