Komori
Nippon Shinyaku (4516) · RiskRestated

Dependence on specific suppliers for raw materials and products

First written in FY2016. 5 of 7 entries say "Mitigated", first in FY2020. Latest entry: FY2026.

7entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016MitigatedFY2020 – FY20252016: 120162017: 020172018: 020182019: 020192020: 120202021: 120212022: 020222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Disruption of raw material procurement due to dependence on specific suppliersA theme 95 companies write about · 97 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 26 of 59 companies on the "Worse" side.

35 other companies' latest entry also says "Restated".

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 95 companies compared. The sentences above are computed from all 95.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「The company has already obtained letters of consent from 25 major business partners and will continue working to obtain additional letters of consent.」

    The company reconfirms that it has obtained letters of consent from 25 major business partners regarding the Sustainability Procurement Policy and Supplier Code of Conduct and will continue its efforts.
  2. FY2025MitigatedAnnual report

    「In fiscal 2024, the company obtained letters of consent from 25 major business partners. It will continue working to obtain additional letters of consent.」

    Regarding the adoption of the Sustainability Procurement Policy and Supplier Code of Conduct among raw-material and product suppliers, the company obtained letters of consent from 25 major business partners in fiscal 2024.
  3. FY2024MitigatedAnnual report

    「For risk identification, in addition to questionnaire surveys based on the Nippon Shinyaku Sustainability Procurement Policy, the Group conducts surveys focused on supply stability covering suppliers of all active pharmaceutical ingredients and drug products, and works to understand the actual status of suppliers' initiatives for stable supply and BCPs (business continuity plans).」

    The disclosure explicitly describes adding supply-stability and BCP surveys covering all active pharmaceutical ingredient and drug-product suppliers to address raw-material supply dependence risk, with risk-based mitigation measures then implemented.
  4. FY2023MitigatedAnnual report

    「For risks related to raw-material supplies, the Group is working to reduce risk and establish systems for a stable supply of pharmaceuticals by securing multiple suppliers and strengthening relationships with affiliated companies.」

    The company reiterates its measures, including securing multiple suppliers, in response to dependence on specific business partners for raw-material supplies.
  5. FY2021MitigatedAnnual report

    「For risks related to raw-material supplies, the Group is working to reduce risk and establish systems for a stable supply of pharmaceuticals by securing multiple suppliers and strengthening relationships with affiliated companies.」

    The company reiterates its measures, including securing multiple suppliers, in response to dependence on specific business partners for raw-material supplies.
  6. FY2020MitigatedAnnual report

    「For risks related to raw-material supplies, the Group is working to reduce risk and establish systems for a stable supply of pharmaceuticals by securing multiple suppliers and strengthening relationships with affiliated companies.」

    In response to dependence on specific business partners for raw-material supplies, the company is securing multiple suppliers and strengthening relationships with affiliated companies.
  7. FY2016First statedAnnual report

    「Some products and important raw materials are supplied by specific business partners, so if those supplies are interrupted, the Group's operating results could be affected.」

    The company identifies the risk of supply interruptions for products and important raw materials from specific business partners.
Moved together

"Supply interruption risk from concentration of manufacturing sites" moved the same way as this thread, in the same document, in 5 of its 7 moves.

554433★123456
  1. ★This thread
  2. 1Supply interruption risk from concentration of manufacturing sites5×
  3. 2Reduction of cross-shareholdings5×
  4. 3Operating-profit-linked directors' compensation4×
  5. 4IT security and information management risks4×
  6. 5Domestic approval application and overseas approval and sales launch for NS-3043×
  7. 6Unpredictable post-marketing adverse-event risk3×

★ 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
Nippon Shinyaku's next results are scheduled for 2026-11-13. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.