Impact on Operations from Supply Chain Disruptions and Manufacturing Cost Inflation
First written in FY2022-Q3. 3 of 10 entries say "Mitigated", first in FY2023-Q3. Latest entry: FY2026.
The whole theme swung hardest in 2026: 62 of 108 companies on the "Worse" side.
50 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「We expect the macro environment to remain subject to supply chain disruptions and the risk of higher raw material prices.」
The Company stated that the risks of supply chain disruptions and higher raw material prices would continue into the next period, and that productivity improvements, cost reductions and expanded production capacity would remain countermeasures. - 2026-05-15RestatedEarnings
「We will continue to implement appropriate measures in response to market conditions, including improving productivity at manufacturing sites and reducing costs.」
The Company indicated that it would continue improving productivity and reducing costs in response to manufacturing expenses, raw material prices and other factors. - FY2025MitigatedAnnual report
「In FY2025, demand for medical care is expected to continue increasing, with revenue expected to expand mainly in Europe and the United States. Although the risk of supply chain disruptions is expected to ease, the Company expects raw material prices to remain elevated.」
The outlook is for the risk of supply chain disruptions to ease. However, persistently high raw material prices and uncertainty over tariff policies remain. - FY2024RestatedAnnual report
「In FY2024, demand for medical care is expected to continue increasing, with revenue expected to expand mainly in Europe and the United States. Although the macroeconomic environment has improved in some areas, such as energy-related costs including electricity and gas, risks from persistently high raw material prices and supply chain disruptions are expected to continue.」
The Company stated that the risks of supply chain disruptions and manufacturing cost inflation would continue into the next fiscal year, while incorporating productivity improvements and cost reduction measures into its earnings forecast. - FY2023MitigatedAnnual report
「Gross profit rose 13.0% from the previous fiscal year to ¥417.4 billion as higher revenue and price increases partially offset higher manufacturing costs caused by deterioration in the macroeconomic environment.」
Higher costs from supply chain disruptions and manufacturing cost inflation continued, but were partially offset by higher revenue and price increases. Adjusted operating profit also rose 2.7% from the previous fiscal year due to tighter cost controls. - FY2023-Q3MitigatedAnnual report
「Adjusted operating profit increased as higher manufacturing costs due to inflation were partially offset by the effect of higher revenue, price increases and tighter cost controls.」
Although pressure on profit from manufacturing cost inflation continued, it was partially offset by price increases, tighter cost controls and the effect of higher revenue. Adjusted operating profit rose 2.3% year on year. - FY2023-Q2Continued pressure on profit from inflationAnnual report
「Operating profit declined as inflation drove up manufacturing costs. Gross profit rose 11.1% year on year to ¥207.0 billion due to the effect of higher revenue. However, costs increased due to inflation, so the rate of growth was lower than that of revenue.」
The impact of inflation on manufacturing costs continued, and gross profit grew more slowly than revenue, contributing to declines in operating profit and adjusted operating profit. - FY2023-Q1Continued impact of inflationAnnual report
「Operating profit declined due to a different operating environment from the same period of the previous year, including the impact of inflation on manufacturing costs and the resumption of sales promotion activities that had stagnated during the COVID-19 pandemic.」
The impact of inflation on manufacturing costs continued in the first quarter of the current fiscal year, resulting in a 10.7% year-on-year decline in adjusted operating profit and a 16.0% decline in operating profit. - FY2022WorsenedAnnual report
「Operating profit was affected by higher costs resulting from increases in manufacturing and transportation costs that materialized from the second quarter onward, but rose 17.9% year on year to ¥116.0 billion due to higher revenue, mainly in the Cardiovascular Company, and control of selling, general and administrative expenses.」
The impact of supply chain disruptions and manufacturing cost inflation appeared in full-year results as higher costs from the second quarter onward. The accounting estimates also assume that the impact of inflation will persist in FY2022. - FY2022-Q3MaterialisedAnnual report
「Meanwhile, problems seen across all industries and regions, including supply chain disruptions, manufacturing cost inflation and lower plant utilization, have also materialized in the Group, and the Group is expected to continue addressing the need to maintain and secure stable supply from the fourth quarter through the following period.」
The Company explained that supply chain disruptions, manufacturing cost inflation and lower plant utilization had also materialized in the Group, and that action to maintain and secure stable supply would be required from the fourth quarter through the following period.