Komori
Tokyo Ohka Kogyo (4186) · RiskWorsened

Risk of Supply Disruptions and Raw-Material Price Increases

First written in FY2016. 3 of 9 entries say "Materialised", first in FY2017. Latest entry: 2026-05-11.

9entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017MaterialisedFY2021 – FY20222016: 120162017: 220172018: 020182019: 020192020: 020202021: 120212022: 120222023: 120232024: 020242025: 120252026: 2
Same theme, other companies

Tokyo Ohka Kogyo moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.

46 other companies' latest entry also says "Worsened".

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 173 companies compared. The sentences above are computed from all 173.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-11WorsenedFinancial results presentation

    「Although raw material prices are expected to rise from the second quarter onward, we are implementing measures such as passing higher costs through to product prices.」

    States that raw material prices are expected to rise from the second quarter onward and identifies measures such as passing higher costs through to product prices.
  2. FY2025WorsenedAnnual report

    「しかし、原材料メーカーの事故等による供給の遅延・中断の影響および地政学的リスクの影響から生産活動に支障をきたす可能性があり、その結果、当社グループの業績に影響を与える可能性があります。」

    従来の供給遅延・中断リスクに加え、地政学的リスクの影響を明示した。
  3. FY2024RestatedAnnual report

    「原材料メーカーの事故等による供給の遅延・中断の影響から生産活動に支障をきたす可能性があり」

    複数の調達先確保による安定調達を進める一方、供給遅延・中断および原材料価格上昇のリスクを継続して記載している。
  4. FY2022MaterialisedAnnual report

    「利益面におきましては、原材料価格の高騰による影響を受けたものの」

    原材料価格の高騰が当年度も利益への影響要因として実際に発生した。一方、サプライチェーンマネジメントに注力し、安定供給体制の維持・向上を図っている。
  5. FY2021MaterialisedAnnual report

    「利益面におきましては、原材料価格の高騰による影響がありましたものの」

    原材料価格上昇リスクについて、当年度も原材料価格の高騰が利益への影響要因として実際に発生したと記載している。
  6. FY2020MitigatedAnnual report

    「原油価格下落に伴う原材料費低減」

    原材料価格上昇リスクに関し、当年度は原油価格下落に伴う原材料費低減が営業利益の増加要因となった。
  7. FY2017MaterialisedAnnual report

    「原油価格上昇等に伴う原材料価格の高騰」

    原材料価格上昇リスクについて、原油価格上昇等に伴う原材料価格高騰が実際に発生し、営業利益への負担要因となったと記載している。
  8. FY2017RestatedAnnual report

    「原材料メーカーの事故等による供給の遅延・中断の影響から生産活動に支障をきたす可能性があり」

    複数の調達先確保による安定調達を進める一方、供給遅延・中断および原材料価格上昇のリスクを継続して記載している。
  9. FY2016First statedAnnual report

    「Production activities may be disrupted by delays or interruptions in supply resulting from accidents or other incidents at raw material manufacturers.」

    While securing multiple suppliers to ensure stable procurement, the company identifies supply delays, interruptions and increases in raw material prices as risks.
Moved together

"Difficulty Recovering Equipment-Business Investments and Impairment Losses" moved the same way as this thread, in the same document, in 4 of its 8 moves.

422222★123456
  1. ★This thread
  2. 1Difficulty Recovering Equipment-Business Investments and Impairment Losses4×
  3. 2The Vision for FY2020 and ¥20 Billion in Operating Profit2×
  4. 3Foreign-exchange risk associated with overseas expansion2×
  5. 4Transforming the Business Portfolio and Driving Business Portfolio Renewal2×
  6. 5Capital Policy Through Share Repurchases and Cancellations2×
  7. 6Materials for Renewable Energy, Optoelectronics and IoT2×

★ 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
No upcoming earnings preview for Tokyo Ohka Kogyo yet. It last moved in the Financial results presentation of 2026-05-11: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.