Komori
Rohto Pharmaceutical (4527) · RiskRestated

Risk of higher raw material and fuel costs and supply chain disruptions due to climate change

First written in FY2023. 5 of 6 entries say "Restated". Latest entry: FY2027-H1.

6entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY2027-H12023: 320232024: 220242025: 020252026: 12026
Same theme, other companies
Physical, transition and reputational risks associated with climate changeA theme 179 companies write about · 179 as a headwind · 0 as a tailwind

58 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 179 companies compared. The sentences above are computed from all 179.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1RestatedAnnual report

    「There are also concerns about fluctuations in crude oil and raw material prices, foreign exchange trends and the impact of natural disasters, and the outlook for economic conditions in Japan and overseas remains uncertain.」

    The Company continues to identify external environmental risks related to climate change and the supply chain, including raw material prices, foreign exchange and natural disasters, as factors of concern.
  2. FY2024RestatedAnnual report

    「Suspension of production functions and disruption of logistics functions due to natural disasters Procurement and supply cease due to supply chain disruptions, reducing revenue through lost sales opportunities High High ・Review of the BCP ・Promotion of diversified procurement and optimisation of inventory levels ・Close coordination with suppliers and distributors」

    The Company assessed the impact of climate change-related supply chain disruptions as high and reconfirmed countermeasures including reviewing the BCP, diversifying procurement, optimising inventory and coordinating with business partners.
  3. FY2024-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no material changes in unusual fluctuations in the Company's financial position, operating results or cash flows, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company stated that there had been no material changes to the business and other risks reported in the previous fiscal year, including the risk of higher raw material and fuel prices and supply chain disruptions due to climate change.
  4. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no material changes in unusual fluctuations in the Company's financial position, operating results or cash flows, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company stated that there had been no material changes to the business and other risks reported in the previous fiscal year, including the risk of higher raw material and fuel prices and supply chain disruptions due to climate change.
  5. FY2024-Q1RestatedAnnual report

    「During the cumulative first quarter under review, there were no material changes in unusual fluctuations in the Company's financial position, operating results or cash flows, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company stated that there had been no material changes to the business and other risks reported in the previous fiscal year, including the risk of higher raw material and fuel prices and supply chain disruptions due to climate change.
  6. FY2023First statedAnnual report

    「Climate change is expected to cause raw material and fuel prices to remain elevated, potentially increasing costs. In addition, the Group's businesses are affected by changes in consumer and customer needs. Performance may be affected by higher development costs for products and services that respond to growing customer demand for sustainability.」

    The Company identified responses to social issues including climate change as a separate business and other risk, citing higher costs caused by rising raw material and fuel prices and increased development costs for products addressing sustainability as risks. In its TCFD analysis, it assessed the impact of supply chain disruptions caused by typhoons and other events as high.
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