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Nof (4403) · RiskMaterialised

Procurement Disruption Involving Raw Materials from Limited Sources

First written in FY2020. 11 of 14 entries say "Restated". Latest entry: FY2025.

14entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2020 – FY20242020: 320202021: 320212022: 320222023: 320232024: 120242025: 12025
Same theme, other companies
Disruption of raw material procurement due to dependence on specific suppliersA theme 83 companies write about · 85 as a headwind · 0 as a tailwind

Nof 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: 24 of 53 companies on the "Worse" side.

11 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 83 companies compared. The sentences above are computed from all 83.
Full recordFilings, disclosures and news, newest first
  1. FY2025MaterialisedAnnual report

    「Compensation received: This was compensation for the suspension of raw material supplies by a business partner.」

    Although the risk of supply disruption for raw materials available from limited suppliers disappeared as a separate item from the list of major risks, a business partner’s raw material supply was suspended during the current fiscal year, and the Company recognized ¥220 million in compensation received.
  2. FY2024DroppedAnnual report
    The risk of supply disruption for raw materials available from limited suppliers, which had been presented as a separate item through the previous fiscal year, is not listed as a separate item in the list of major risks for the current fiscal year.
  3. FY2024-Q2RestatedAnnual report

    「During the six-month period ended the second quarter of the current consolidated fiscal year, there were no new business risks or material changes to the business risks described in the previous fiscal year's Annual Securities Report.」

    The Company states that there has been no new occurrence or material change in the risk of supply disruption for raw materials available from limited suppliers.
  4. FY2024-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The risk of supply disruption for raw materials available from limited suppliers is treated as involving no new occurrence or material change.
  5. FY2023-Q3RestatedAnnual report

    「During the first nine months of the fiscal year, there were no new business risks and no material changes to the business risks described in the previous fiscal year's securities report.」

    The risk of supply disruption for raw materials available from limited suppliers is treated as involving no new occurrence or material change.
  6. FY2023-Q2RestatedAnnual report

    「During the six-month period ended the second quarter of the current consolidated fiscal year, there were no new business risks or material changes to the business risks described in the previous fiscal year's Annual Securities Report.」

    The risk of supply disruption for raw materials available from limited suppliers is treated as involving no new occurrence or material change.
  7. FY2023-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The risk of supply disruption for raw materials available from limited suppliers is treated as involving no new occurrence or material change.
  8. FY2022-Q3RestatedAnnual report

    「During the first nine months of the fiscal year, there were no new business risks and no material changes to the business risks described in the previous fiscal year's securities report.」

    The risk of supply disruption for raw materials available from limited suppliers is treated as involving no new occurrence or material change.
  9. FY2022-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The risk of supply disruption for raw materials available from limited suppliers is treated as involving no new occurrence or material change.
  10. FY2021RestatedAnnual report

    「In principle, the Group secures multiple suppliers after considering quality and cost under its CSR procurement policy. However, some of the raw materials it uses are available from only limited suppliers, and if supply is disrupted by any problem, the stable manufacture and sale of products may be affected.」

    While making it a principle to secure multiple suppliers, the Company continues to disclose the risk of supply disruption for raw materials available from limited suppliers.
  11. FY2021-Q3RestatedAnnual report

    「During the first nine months of the fiscal year, there were no new business risks and no material changes to the business risks described in the previous fiscal year's securities report.」

    The risk of supply disruption for raw materials available from limited suppliers is treated as involving no new occurrence or material change.
  12. FY2021-Q2RestatedAnnual report

    「During the six-month period ended the second quarter of the current consolidated fiscal year, there were no new business risks or material changes to the business risks described in the previous fiscal year's Annual Securities Report.」

    The risk of supply disruption for raw materials available from limited suppliers is treated as involving no new occurrence or material change.
  13. FY2021-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The risk of supply disruption for raw materials available from limited suppliers is treated as involving no new occurrence or material change.
  14. FY2020First statedAnnual report

    「In principle, the Group secures multiple suppliers after considering quality and cost under its CSR procurement policy. However, some of the raw materials it uses are available from only limited suppliers, and if supply is disrupted by any problem, the stable manufacture and sale of products may be affected.」

    Separately from raw material price fluctuations, the Company disclosed the risk of supply disruption for raw materials available from limited suppliers and its policy of securing multiple suppliers as a response.
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Procurement Disruption Involving Raw Materials from Limited Sources | NOF CORPORATION (4403) | Komori