Supply Stoppages Caused by Accidents, Quality Issues, or Disasters at Raw Material Manufacturers
First written in FY2021. 2 of 4 entries say "Worsened", first in FY2024. Latest entry: 2026-04-10.
Kawaguchi Chemical Industry moved to the "Worse" side of this theme in 2025, 4 years after the typical company in this theme (2021).
The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.
26 other companies' latest entry also says "Worsened".
- 2026-04-10WorsenedRevision of earnings forecasts
「We are in a situation where we cannot rule out the risk of supply disruptions that could make procurement of raw materials itself difficult.」
Compared with the previously cited risk of interruptions in raw material supplies, the company indicates that prolonged or expanded conflicts could make procurement of raw materials itself difficult. - FY2025RestatedAnnual report
「To prepare for geopolitical risks and supply chain instability, the Company will thoroughly implement early ordering of raw materials, inventory optimization and securing multiple suppliers.」
As countermeasures against the risk of supply stoppages caused by accidents, quality defects, disasters, and other events at raw-material suppliers, the company cited early ordering, inventory optimization, and securing multiple sources of procurement. - FY2024WorsenedAnnual report
「If the Group's production activities are disrupted by delays in procuring raw materials or delivering products due to lower domestic and international transport volumes resulting from geopolitical risks or domestic laws related to work-style reforms, or by supply stoppages caused by accidents, quality defects, natural disasters, or other factors at raw-material suppliers, the Group's business results and financial condition could be affected.」
In addition to the risk of supply stoppages caused by accidents, quality defects, and natural disasters at raw-material suppliers, the company identified lower transport volumes and procurement and delivery delays resulting from laws related to work-style reforms and other factors. quantified=false, materialized=false. - FY2021First statedAnnual report
「The Group strives to secure a stable supply of raw materials, including by maintaining multiple sources of procurement. However, if its production activities are disrupted by supply stoppages caused by accidents, quality defects, natural disasters, or other factors at raw-material suppliers, the Group's business results and financial condition could be affected.」
The company newly identified the risk of supply stoppages caused by accidents, quality defects, natural disasters, and other events at raw-material suppliers, and cited securing multiple sources of procurement as a countermeasure.