Dependence on raw material suppliers and risk of supply shortages
First written in FY2018. 7 of 19 entries say "Restated". Latest entry: 2026-11-13.
Koatsu Gas Kogyo moved to the "Worse" side of this theme in 2020, 1 year before the typical company in this theme (2021).
The whole theme swung hardest in 2021: 47 of 79 companies on the "Worse" side.
29 other companies' latest entry also says "Worsened".
- FY2025RestatedAnnual report
「We have entered into basic transaction agreements with external suppliers and seek to maintain stable raw material supply relationships. However, imported raw materials may be affected by geopolitical factors and tighter environmental regulations in producing countries, while domestic raw materials may be affected by production reductions or business withdrawals resulting from supplier consolidation, as well as tight raw material markets and supply shortages caused by unforeseen accidents and disasters. These factors could delay production, increase costs and affect our group's operating results and financial condition.」
Dependence on multiple external suppliers and the risk of supply shortages caused by geopolitical factors, environmental regulations, supplier restructuring, accidents and other factors continued to be disclosed. - FY2024MitigatedAnnual report
「The business environment surrounding the Chemicals business remained challenging, as the supply of raw materials had stabilised but raw material and energy prices continued to remain high.」
Raw material supply conditions in the chemicals business stabilised, and partial mitigation of supply shortage risks was disclosed. However, elevated prices continued. - FY2024-Q3MitigatedAnnual report
「Although raw material supply restrictions for the gas business had eased, the operating environment remained challenging, with sluggish demand recovery across end markets including steel, automobiles, chemicals, semiconductors and construction.」
It was disclosed that raw material supply restrictions in the gas business had eased, indicating partial mitigation of supply shortage risks. However, demand recovery remained sluggish and conditions continued to be challenging. - FY2024-Q2RestatedAnnual report
「The operating environment for the gas business remained challenging, with sluggish demand recovery across a broad range of end markets, including steel, automobiles, chemicals, semiconductors and construction, and continuing supply restrictions for raw materials.」
The sluggish recovery in demand across a broad range of end markets and the continued supply restrictions for raw materials in the gas business were reconfirmed. - FY2024-Q1Supply conditions for chemicals stabilised, while gas supply restrictions continuedAnnual report
「The operating environment for the gas business remained challenging, with sluggish demand recovery among end markets including steel, automobiles, semiconductors and construction, as well as continuing supply restrictions for raw materials.」
The chemicals business was described as having more stable raw material supply conditions, while raw material supply restrictions continued in the gas business, resulting in differing conditions by business. - FY2023-Q3RestatedAnnual report
「The operating environment for the chemicals business remained challenging, with soaring raw material prices, supply restrictions and supply shortages continuing.」
The continued high raw material prices, supply restrictions and supply shortages were reconfirmed. - FY2023-Q2RestatedAnnual report
「The operating environment for the chemicals business remained challenging, with soaring raw material prices, supply restrictions and supply shortages continuing.」
The continued high raw material prices, supply restrictions and supply shortages were reconfirmed. - FY2023-Q1RestatedAnnual report
「The operating environment for the chemicals business remained challenging, with high raw material prices, supply restrictions and supply shortages continuing.」
The continued supply restrictions and shortages of raw materials were reconfirmed. - FY2022-Q3MaterialisedAnnual report
「The business environment surrounding the Chemicals business remained challenging, with high raw material prices resulting from rising naphtha prices and continued supply shortages.」
Raw material supply shortages related to dependence on suppliers continued as an actual feature of the operating environment in the third quarter. - FY2022-Q2MaterialisedAnnual report
「The business environment surrounding the Chemicals business remained challenging, with high raw material prices resulting from rising naphtha prices and continued supply shortages.」
Raw material supply shortages related to dependence on suppliers continued as an actual feature of the operating environment in the second quarter. - FY2022-Q1MaterialisedAnnual report
「The business environment surrounding the Chemicals business remained challenging, with high raw material prices resulting from rising naphtha prices and continued supply shortages.」
It was disclosed that raw material supply shortages continued to be an actual feature of the operating environment for the chemicals business. - FY2021MaterialisedAnnual report
「The business environment surrounding the Chemicals business remained challenging. Although a recovery was seen in the second half, demand from major end-use customers declined substantially, while raw materials were affected by cold weather in North America and supply shortages caused by equipment problems at domestic and overseas manufacturers.」
Actual raw material supply shortages caused by cold weather in North America and equipment problems at domestic and overseas manufacturers occurred in connection with dependence on suppliers and supply shortage risks. - FY2020WorsenedAnnual report
「We have entered into basic transaction agreements with external suppliers and seek to maintain stable raw material supply relationships. However, imported raw materials may be affected by geopolitical factors and tighter environmental regulations in producing countries, while domestic raw materials may be affected by production reductions or business withdrawals resulting from supplier consolidation, as well as tight raw material markets and supply shortages caused by unforeseen accidents and disasters. These factors could delay production, increase costs and affect our group's operating results and financial condition.」
Geopolitical factors, environmental regulations in producing countries, and supplier consolidation and withdrawals were added as factors contributing to supply shortage risks, broadening the risk factors. - FY2019RestatedAnnual report
「We have entered into basic transaction agreements with external suppliers and seek stable production through stable raw material transactions. However, tight raw material markets or unforeseen accidents or disasters at suppliers could result in supply shortages, potentially delaying production and increasing costs.」
Dependence on multiple external suppliers and the risk of supply shortages caused by tight raw material markets, supplier accidents and other factors continued to be disclosed. - FY2018First statedAnnual report
「Our group depends on multiple suppliers outside the group for raw materials. We have entered into basic transaction agreements with these external suppliers and seek stable production through stable raw material transactions. However, tight raw material markets or unforeseen accidents or disasters at suppliers could result in supply shortages, potentially delaying production and increasing costs.」
Dependence on multiple external suppliers and the possibility of supply shortages caused by tight raw material markets or supplier accidents and disasters were identified as new risks.