Supply Chain Slowdown and Raw Material Price Surge Risks
First written in FY2022. 8 of 10 entries say "Materialised", first in FY2023-Q1. Latest entry: 2026-08-06.
Seiryo Electric 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: 103 of 163 companies on the "Worse" side.
54 other companies' latest entry also says "Restated".
- 2026-08-06RestatedResults
「不安定な為替動向の継続や世界的な地政学的リスクの上昇などによる資源・エネルギー及び原材料価格の高騰など業績への影響が懸念されております。」
為替、地政学的リスク、資源・エネルギー及び原材料価格に関する外部環境リスクを再確認した。 - FY2026MaterialisedAnnual report
「Although the domestic economy during the consolidated fiscal year was on a recovery trend, supported by improving employment and income conditions and solid corporate performance, the outlook remained uncertain due to the U.S. tariff policy, currency movements, rising geopolitical risks including the situation in the Middle East, and surging raw material and energy prices.」
The Company stated that surging raw material and energy prices continued as external conditions during the year, together with U.S. tariff policies, currency movements, and geopolitical risks. - FY2026-H1MaterialisedAnnual report
「Meanwhile, the outlook remains uncertain because of factors including the impact of US tariff policies and soaring resource, energy and raw material prices, which are expected to have a significant impact on corporate activity and people's lives.」
The Company stated that surging resource, energy, and raw material prices continued to occur as external conditions. The impact of U.S. tariff policies was also added as a concern. - FY2025-H1MaterialisedAnnual report
「Meanwhile, the economic outlook remains uncertain because of continued yen depreciation, rising prices, difficulty procuring materials, financial market developments and conditions in the Middle East.」
The Company stated that procurement difficulties for materials continued to occur as an external condition during the current interim consolidated accounting period. - FY2024-Q1MaterialisedAnnual report
「At the same time, shortages of materials and higher prices caused by the rapid depreciation of the yen and the situation involving Russia and Ukraine continued, casting a significant shadow over people’s lives.」
The Company stated that shortages of materials and higher prices against the backdrop of the weaker yen and the Russia-Ukraine situation continued to occur as actual conditions in the external environment. - FY2023MaterialisedAnnual report
「Surging raw material prices and other factors resulting from the situation in Ukraine and the impact of COVID-19 have become social issues.」
In addition to surging raw material prices, the Company identified as specific risks the possibility of procurement difficulties and longer delivery times for raw materials due to natural disasters, conflicts, political instability, and tight supply and demand. - FY2023-Q3MaterialisedAnnual report
「In addition to the impact of COVID-19, the outlook remains uncertain due to factors including surging resource prices, procurement difficulties and the rapid depreciation of the yen associated with geopolitical risks such as the prolonged crisis in Ukraine.」
The Company stated that surging resource prices and procurement difficulties driven by the prolonged Ukraine crisis and the weaker yen continued as actual conditions in the external environment. - FY2023-Q2MaterialisedAnnual report
「Shortages of materials and higher prices resulting from the rapid depreciation of the yen and the prolonged situation involving Russia and Ukraine are having a significant impact on corporate activity and people's lives, leaving the outlook uncertain.」
The Company stated that shortages of materials and higher prices driven by the prolonged Russia-Ukraine situation and the weaker yen continued to affect businesses and people’s lives as actual conditions in the external environment. - FY2023-Q1MaterialisedAnnual report
「The outlook remains unstable, with shortages of materials and higher prices caused by the rapid depreciation of the yen and the situation involving Russia and Ukraine becoming social issues.」
The Company described shortages of materials and higher prices in the supply chain as problems that had actually emerged in the external environment. - FY2022First statedAnnual report
「The domestic economy during the consolidated fiscal year was significantly affected by repeated waves of COVID-19 infections, which caused economic activity to stagnate and supply chains to slow, while raw material prices surged, among other impacts of varying magnitude.」
The Company described slower supply chains and surging raw material prices as new, specific impacts of the external environment resulting from the infectious disease.