Risk of higher raw-material procurement costs and difficulty in procurement due to conditions at suppliers and fluctuations in supply and demand
First written in FY2019. 5 of 11 entries say "Restated". Latest entry: 2026-08-06.
Hodogaya Chemical moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 101 of 159 companies on the "Worse" side.
30 other companies' latest entry also says "Materialised".
- FY2026WorsenedAnnual report
「The Group faces a risk that supply restrictions from raw material manufacturers and difficulties in transportation due to the conflict in the Middle East could disrupt its production and shipping activities.」
In addition to risks related to suppliers, supply-demand fluctuations and disruptions to logistics networks, supply restrictions and transport difficulties caused by conflicts in the Middle East have been added as raw-material procurement risks. - 2026-05-15RestatedEarnings presentation
「We expect the uncertain outlook to continue, owing to soaring raw material and fuel prices, disruptions to logistics networks, and concerns about an economic slowdown.」
Disruptions to logistics networks were reconfirmed as an external-environment risk incorporated into the next fiscal year's earnings forecast. - FY2025RestatedAnnual report
「In particular, the procurement of raw materials from overseas may become difficult because of environmental regulations and other factors in individual countries. The Group is considering diversifying its suppliers and bringing production in-house, but if the risk increases, the Group's operating results and financial position may be affected.」
The existing risks and responses involving overseas procurement, environmental regulations, and consideration of supplier diversification and in-house production continue to be disclosed in the full-year risk discussion. - FY2023-Q3WorsenedAnnual report
「In the Resin Materials business, demand for tire adhesives declined as automobile production fell because of the prolonged semiconductor shortage and other factors,」
The prolonged semiconductor shortage has translated into an actual business impact in the form of lower automobile production and reduced demand for tire adhesives, making the impact of supply constraint risk more specific. - FY2022WorsenedAnnual report
「Changes in conditions at suppliers, the economic environment, supply-demand fluctuations and disruptions to logistics networks may cause procurement costs to rise or make procurement itself difficult, potentially affecting the Group's operating results and financial position. In particular, the procurement of raw materials from overseas may become difficult because of environmental regulations and other factors in individual countries. The Group is therefore considering diversifying its suppliers and bringing production in-house.」
Disruptions to logistics networks, overseas environmental regulations, and consideration of supplier diversification and in-house production have been added to the existing risks related to suppliers and supply-demand fluctuations, making the risks and responses more specific. - FY2022-Q3RestatedAnnual report
「Supply constraints, including semiconductor shortages, weighed on corporate activity.」
Semiconductor shortages and other supply constraints have continued to affect raw-material procurement and corporate activity as an existing procurement risk. - FY2022-Q2WorsenedAnnual report
「However, challenging conditions continue, including the potential for another resurgence of infections, the global semiconductor shortage, the impact on raw material procurement due to disruptions in logistics networks and power shortages in China, and soaring raw material and fuel prices.」
The risk has expanded from general risks related to suppliers and supply-demand fluctuations to specific impacts on raw-material procurement arising from semiconductor shortages, disruptions to logistics networks and power shortages in China. - FY2020-Q3RestatedAnnual report
「There were no new business or other risks during the nine-month period ended the third quarter of the current fiscal year. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
It is explicitly stated that there have been no material changes to the risks of higher procurement costs and procurement difficulties arising from suppliers and supply-demand fluctuations. - FY2019First statedAnnual report
「Changes in conditions at suppliers, the economic environment and supply-demand fluctuations may cause procurement costs to rise or make procurement itself difficult, potentially affecting the Group's operating results and financial position.」
The risks of higher costs and procurement difficulties arising from conditions at domestic and overseas suppliers, the economic environment and supply-demand fluctuations are explicitly identified.