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Daicel (4202) · RiskWorsenedLatest Results (2026-07-31): "Materialised"

Risk of raw material supply disruptions and shortages

First written in FY2016. 3 of 8 entries say "Restated". Latest entry: 2026-07-31.

8entries
11years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019WorsenedFY2024 – 2026-05-122016: 120162017: 120172018: 120182019: 120192020: 020202021: 020212022: 020222023: 020232024: 120242025: 020252026: 32026
Same theme, other companies
Disruption of raw material procurement due to dependence on specific suppliersA theme 86 companies write about · 88 as a headwind · 0 as a tailwind

Daicel moved to the "Worse" side of this theme in 2024, 3 years after the typical company in this theme (2021).

The whole theme swung hardest in 2021: 24 of 54 companies on the "Worse" side.

13 other companies' latest entry also says "Materialised".

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 86 companies compared. The sentences above are computed from all 86.
Full recordFilings, disclosures and news, newest first
  1. FY2024WorsenedAnnual report

    「Although securing certain raw materials is essential for business continuity, there are cases in which the Group depends on a single supplier, creating procurement-related risks such as the need to secure new sources and respond to changes in suppliers and other factors.」

    The company specified that it depends on a single supplier for some raw materials that are essential to business continuity.
  2. FY2019RestatedAnnual report

    「Our Group seeks to ensure stable procurement by purchasing raw materials from multiple suppliers and working to secure sufficient quantities of the raw materials required for production.」

    The company continues to pursue stable raw material procurement through multiple suppliers while recognizing the risk of dependence on suppliers of specialty raw materials.
  3. FY2018RestatedAnnual report

    「We seek to ensure stable procurement by purchasing raw materials from multiple suppliers and working to secure sufficient quantities of the raw materials required for production.」

    The company continues to explain its stable procurement measures involving multiple suppliers and its dependence on a limited number of suppliers for specialty raw materials.
  4. FY2017RestatedAnnual report

    「We seek to ensure stable procurement by purchasing raw materials from multiple suppliers and working to secure sufficient quantities of the raw materials required for production.」

    The company continues to explain its stable procurement measures involving multiple suppliers and its dependence on a limited number of suppliers for specialty raw materials.
  5. FY2016First statedAnnual report

    「If raw material supplies are disrupted due to supplier disasters, accidents or bankruptcies, or if shortages arise from a sharp increase in demand, the Group's business performance could be adversely affected.」

    Although the Group is moving toward multiple suppliers, it states that dependence on a limited number of suppliers remains for specialty raw materials.
Moved together

"Legal, regulatory, political and social risks associated with overseas business expansion" moved the same way as this thread, in the same document, in 4 of its 8 moves.

42222★12345
  1. ★This thread
  2. 1Legal, regulatory, political and social risks associated with overseas business expansion4×
  3. 230% shareholder return ratio target2×
  4. 3Risk of rising methanol prices2×
  5. 4Organizational restructuring centered on SBUs, production companies and customer centers2×
  6. 5Management metrics focused on ROE and operating margin2×

★ 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
Daicel's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Results of 2026-07-31: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.