Quality and Stable-Supply Issues Surrounding Imported APIs
First written in FY2020. 4 of 12 entries say "Worsened", first in FY2024. Latest entry: 2026-10-14.
Daito Pharmaceutical moved to the "Worse" side of this theme in 2022.
2 other companies' latest entry also says "Restated".
- FY2026-H1RestatedAnnual report
「At the same time, supply uncertainty centered on generic drugs has persisted for an extended period, leaving many challenges, including correcting excessive competition, moving away from excessive price competition and creating an environment for industry consolidation into companies of a scale that can benefit from economies of scale.」
The Company continues to describe the prolonged supply concerns involving generic drugs and the related issues of excessive competition, price competition and industry consolidation. - FY2025WorsenedAnnual report
「At the same time, supply uncertainty centered on generic drugs has persisted for an extended period, leaving many challenges, including correcting excessive competition, moving away from excessive price competition and creating an environment for industry consolidation into companies of a scale that can benefit from economies of scale.」
The Company explicitly states that supply concerns involving generic drugs have persisted, and specifies the issues of excessive competition, price competition and industry consolidation. - FY2025-H1ReframedAnnual report
「The Company is expected to develop a supply system capable of resolving shortages of generic drugs and supporting ongoing measures to promote their use.」
In addition to the previous issues involving China’s environmental regulations and the quality and stable supply of imported active pharmaceutical ingredients, the Company describes broader stable-supply challenges, including shortages across generic drugs and the development of a supply system. - FY2024WorsenedAnnual report
「Prolonged supply concerns and growing customer recognition of stable supply」
In connection with quality and stable supply issues involving imported active pharmaceutical ingredients, the Company newly states explicitly that the industry recognizes that supply concerns are becoming prolonged. - FY2022MaterialisedAnnual report
「The spread of COVID-19 has also disrupted the supply chain for active pharmaceutical ingredients, increasing demand for active pharmaceutical ingredients manufactured in Japan.」
Regarding quality and stable supply issues involving imported active pharmaceutical ingredients, the Company states that supply concerns caused by disruption to the supply chain due to the spread of COVID-19 have actually emerged, in addition to the previously cited tightening of environmental regulations in China and detection of carcinogenic substances. - FY2020First statedAnnual report
「In recent years, quality and stable supply issues involving pharmaceutical active ingredients have arisen as China has strengthened its environmental regulations and carcinogenic substances have been detected in imported active pharmaceutical ingredients, increasing demand for active pharmaceutical ingredients manufactured in Japan.」
The Company identifies quality and stable supply issues arising from tighter environmental regulations in China and the detection of carcinogenic substances in imported active pharmaceutical ingredients as new external factors affecting the active pharmaceutical ingredient business.