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Shin-Etsu Chemical (4063) · RiskRestated

Risks of supply constraints, delays and price increases for raw materials

First written in FY2016. 16 of 21 entries say "Restated". Latest entry: FY2024.

21entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q3RestatedFY2021-Q1RestatedFY2023-Q2 – FY20242016: 220162017: 420172018: 420182019: 220192020: 320202021: 120212022: 320222023: 120232024: 12024
Same theme, other companies
Raw Material Price and Procurement Risks for Metals, Resins and Other MaterialsA theme 73 companies write about · 73 as a headwind · 0 as a tailwind

Shin-Etsu Chemical moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.

The whole theme swung hardest in 2021: 27 of 53 companies on the "Worse" side.

24 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 73 companies compared. The sentences above are computed from all 73.
Full recordFilings, disclosures and news, newest first
  1. FY2024RestatedAnnual report

    「The Group uses various raw materials in its production activities and is working to ensure stable procurement by diversifying its sources of raw materials. However, if supply shortages or delays, changes in the trade policies of supplying countries, or resulting price increases occur, this could have a material effect on the Group's results.」

    Continues to identify diversification of raw-material sources as a measure to ensure stable procurement and the risks of supply shortages and delays, changes in trade policies and price increases.
  2. FY2024-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative second quarter of the current consolidated fiscal year. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no new or material changes in the risk of raw-material supply shortages, delays and price increases.
  3. FY2023-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative second quarter of the current consolidated fiscal year. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no new or material changes in the risk of raw-material supply shortages, delays and price increases.
  4. FY2022MaterialisedAnnual report

    「Amid continuing disruptions to global logistics, we made every effort to maximize shipments and worked on price adjustments to address higher raw-material costs. …… We also began raising prices for cellulose products.」

    States that higher raw-material prices and disruptions to global logistics materialized as actual procurement and shipping conditions and were addressed through price adjustments and price increases.
  5. FY2022-Q3WorsenedAnnual report

    「We faced a sharp rise in the price of silicon metal, our principal raw material, and procurement and shipments were affected by disruptions to global logistics. However, by adjusting product prices while also seeking to increase sales, we achieved higher revenue and higher profit.」

    States that the rise in silicon-metal prices became acute and that, in addition to the existing raw-material price risk, disruptions to global logistics had an actual impact on procurement and shipments.
  6. FY2022-Q2MaterialisedAnnual report

    「Meanwhile, we implemented a series of price adjustments to address the sharp rise in raw-material prices.」

    States that rising raw-material prices materialized as an actual business condition and that price adjustments were implemented in response.
  7. FY2021-Q1RestatedAnnual report

    「During the current first-quarter consolidated cumulative period, no new business or other risks arose. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    States that there have been no new or material changes in the risk of raw-material supply shortages, delays and price increases.
  8. FY2020WorsenedAnnual report

    「The Group is working to ensure stable procurement by diversifying its sources of raw materials. However, if supply shortages or delays, changes in the trade policies of supplying countries, or resulting price increases occur, this could have a material effect on the Group's results.」

    In addition to the existing risks of supply shortages, delays and price increases, changes in the trade policies of supplying countries have been added as a procurement risk.
  9. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the fiscal year under review. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    States that there have been no new or material changes in the risk of raw-material supply shortages, delays and price increases. ※quantified=false、materialized=false
  10. FY2020-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative second quarter of the current consolidated fiscal year. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no new or material changes in the risk of raw-material supply shortages, delays and price increases.
  11. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the fiscal year under review. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    States that there have been no new or material changes in the risk of raw-material supply shortages, delays and price increases.
  12. FY2019-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative second quarter of the current consolidated fiscal year. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no new or material changes in the risk of raw-material supply shortages, delays and price increases.
  13. FY2019-Q1RestatedAnnual report

    「During the current first-quarter consolidated cumulative period, no new business or other risks arose. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    States that there have been no new or material changes in the risk of raw-material supply shortages, delays and price increases.
  14. FY2018RestatedAnnual report

    「The Group uses various raw materials in its production activities and is working to ensure stable procurement by diversifying its sources of raw materials. However, if shortages or delays in the supply of these materials, or resulting price increases, occur, this could have a material effect on the Group's results.」

    Identifies diversification of raw-material sources as a measure to ensure stable procurement and continues to identify the risks of supply shortages, delays and price increases.
  15. FY2018-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the fiscal year under review. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    States that there have been no new or material changes in the risk of raw-material supply shortages, delays and price increases.
  16. FY2018-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative second quarter of the current consolidated fiscal year. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no new or material changes in the risk of raw-material supply shortages, delays and price increases.
  17. FY2018-Q1RestatedAnnual report

    「During the current first-quarter consolidated cumulative period, no new business or other risks arose. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    States that there have been no new or material changes in the risk of raw-material supply shortages, delays and price increases.
  18. FY2017RestatedAnnual report

    「The Group uses various raw materials in its production activities and is working to ensure stable procurement by diversifying its sources of raw materials. However, if shortages or delays in the supply of these materials, or resulting price increases, occur, this could have a material effect on the Group's results.」

    Identifies diversification of raw-material sources as a measure to ensure stable procurement and continues to identify the risks of supply shortages, delays and price increases.
  19. FY2017-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the fiscal year under review. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    States that there have been no material changes in the risk of raw-material supply shortages, delays and price increases.
  20. FY2017-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative second quarter of the current consolidated fiscal year. In addition, there were no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    States that there have been no material changes in the risk of raw-material supply shortages, delays and price increases.
  21. FY2016First statedAnnual report

    「The Group uses various raw materials in its production activities and is working to ensure stable procurement by diversifying its sources of raw materials. However, if shortages or delays in the supply of these materials, or resulting price increases, occur, this could have a material effect on the Group's results.」

    Diversification of raw-material sources is used to address procurement risk.
Moved together

"Risk of business performance fluctuations due to the global economy, declining demand and price competition" moved the same way as this thread, in the same document, in 3 of its 21 moves.

33222★12345
  1. ★This thread
  2. 1Risk of business performance fluctuations due to the global economy, declining demand and price competition3×
  3. 2Risk of Production Interruptions Caused by Disasters or Accidents at Manufacturing Facilities3×
  4. 3Building a Strong Business Foundation through Global Sales and Manufacturing Sites and Raw-Material Procurement2×
  5. 4Continuous Enhancement of Corporate Value2×
  6. 5Cross-Shareholdings to Maintain and Strengthen Business Relationships2×

★ 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
Shin-Etsu Chemical's next results are scheduled for 2026-10-27. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risks of supply constraints, delays and price increases for raw materials | Shin-Etsu Chemical Co.,Ltd. (4063) | Komori