Risks from Political, Economic and Natural Disasters at Overseas Bases and Delays in Securing Profits in Specific Regions
First written in FY2020. 3 of 7 entries say "Worsened", first in FY2023. Latest entry: 2026-08-06.
Dainichiseika Color & Chemicals Mfg. moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
The whole theme swung hardest in 2022: 27 of 57 companies on the "Worse" side.
31 other companies' latest entry also says "Restated".
- FY2026WorsenedAnnual report
「The period remained uncertain, with the first half affected by responses to U.S. tariff policy and the second half by the emergence of geopolitical risks associated with worsening conditions in Latin America and the Middle East.」
Regarding political and geopolitical risks in overseas operations, the company describes the emergence of risks associated with U.S. tariff policy and worsening conditions in Latin America and the Middle East. - 2026-05-15WorsenedEarnings presentation
「Although the impact of the situation in the Middle East is expected to include the following factors, it has not been reflected at this stage in the earnings forecasts for the fiscal year ending March 2027 because a reasonable estimate is currently difficult.」
The Company has specified potential impacts of the situation in the Middle East, including procurement constraints, higher raw material and utility costs, and possible declines in sales, and stated that these impacts have not been incorporated into the earnings forecasts. - FY2024Expansion of geopolitical risks to include the situation in the Middle EastAnnual report
「The company assumes risks including soaring resource prices and disruptions to supply chains and logistics if Russia's prolonged invasion of Ukraine continues, the situation in the Middle East deteriorates, or a Taiwan contingency occurs.」
In addition to the prolonged Russian invasion of Ukraine and a Taiwan contingency, the company explicitly identifies the situation in the Middle East as a geopolitical risk and anticipates impacts on resource prices, supply chains and logistics. - FY2023WorsenedAnnual report
「The company assumes risks including soaring resource prices and disruptions to supply chains and logistics if Russia's prolonged invasion of Ukraine continues or a Taiwan contingency occurs.」
Regarding political, economic and natural-disaster risks at overseas sites, the company has newly specified, in addition to the prolonged Russian invasion of Ukraine, the potential for a Taiwan contingency to cause soaring resource prices and disruptions to supply chains and logistics. - FY2020First statedAnnual report
「In light of the business environment in specific regions such as India and Mexico, the company expects that changes in the social and economic environment in those countries may make it difficult to secure profits within the originally assumed time frame. For the time being, it will review its businesses and consider measures including fundamental responses.」
The company describes the possibility that expanding overseas operations could make it difficult to secure profits in specific countries within the expected time frame, as well as political, economic and natural-disaster risks at overseas production sites.