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Otsuka Holdings (4578) · RiskMitigated

Risk of Supply Chain Disruption

First written in FY2020. 4 of 9 entries say "Mitigated", first in FY2021. Latest entry: 2026-04-28.

9entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020RestatedFY2022-Q3 – FY2023MitigatedFY2024 – 2026-04-282021: 120212022: 420222023: 020232024: 120242025: 120252026: 22026
Same theme, other companies

The whole theme swung hardest in 2020: 66 of 113 companies on the "Worse" side.

23 other companies' latest entry also says "Mitigated".

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 199 companies compared. The sentences above are computed from all 199.Comparing 200 of the theme's 410 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-04-28MitigatedEarnings

    「Through inventory securing and alternative sourcing, the impact on the Group’s overall results is currently limited.」

    The company cited inventory securing and alternative sourcing as responses to transportation delays and higher raw material costs.
  2. FY2025MitigatedAnnual report

    「In 2025, approximately 80% of the eligible suppliers cooperated with and participated in this initiative, and progress was made in obtaining consent and registering site information. In addition, in 2025, we conducted a survey to confirm suppliers' status during a disaster using this platform when an actual incident occurred. The survey response rate was 100%.」

    Regarding the platform for centralized management of procurement information, approximately 80% of eligible suppliers participated, and a 100% survey response rate was confirmed during an actual incident.
  3. FY2024MitigatedAnnual report

    「We formed a cross-Group working group to establish a robust and stable procurement system for delivering high-quality products, and built a platform to centrally manage procurement information that had previously been managed separately by each company.」

    As a response to the risk of supply chain instability, it built a platform for centralized management of procurement information, and approximately 280 domestic direct-material suppliers attended an explanatory meeting in 2024.
  4. FY2023RestatedAnnual report

    「As the risk of instability in the Group's supply chain increases due to rising geopolitical risks and other factors, delays in investigating the impact and formulating and implementing Group-wide strategies could affect business continuity.」

    The risk of supply chain instability stemming from geopolitical risks remains, and we are responding by diversifying suppliers, using alternative raw materials, maintaining appropriate inventory levels and establishing multiple production sites.
  5. FY2022-Q3RestatedAnnual report

    「Although supply chains, including international transportation, have been partially disrupted, we have responded by switching to alternative raw materials and changing transportation routes, among other measures, and the impact on our business and performance is limited.」

    While partial disruption of supply chains, including international transportation, continues, we continue to respond by changing alternative raw materials and transportation routes.
  6. FY2022-Q2MaterialisedAnnual report

    「Although supply chains, including international transportation, have been partially disrupted, we have responded by switching to alternative raw materials and changing transportation routes, among other measures, and the impact on our business and performance is limited.」

    Partial disruption of supply chains, including international transportation, continued to occur against the backdrop of the situation involving Ukraine and Russia, among other factors. We responded by switching to alternative raw materials and changing transportation routes.
  7. FY2022-Q1MaterialisedAnnual report

    「Although supply chains, including international transportation, have been partially disrupted, we have responded by switching to alternative raw materials and changing transportation routes, among other measures, and the impact on our business and performance is limited.」

    Partial disruption of supply chains, including international transportation, actually occurred against the backdrop of the situation involving Ukraine and Russia, among other factors. We responded by switching to alternative raw materials and changing transportation routes.
  8. FY2021MitigatedAnnual report

    「In principle, the Group is establishing a framework for business continuity across the Group by diversifying suppliers through purchasing from multiple companies, securing alternative materials and appropriate inventory levels, and maintaining multiple production sites.」

    In response to the risk of supply chain instability, it specifies measures including diversifying suppliers, using alternative raw materials, maintaining inventories and establishing multiple production sites.
  9. FY2020First statedAnnual report

    「As the risk of instability in the Group's supply chain increases due to the stagnation of the global economy caused by the spread of COVID-19 and rising geopolitical risks, among other factors, delays in investigating the impact and formulating and implementing Group-wide strategies could affect business continuity and materially affect the Group's performance and financial position.」

    It newly identifies supply chain instability driven by the spread of COVID-19 and geopolitical risks as a material risk.
Moved together

"Pipeline Progress in Clinical Development, Regulatory Approval and Commercialization" moved the same way as this thread, in the same document, in 4 of its 9 moves.

444433★123456
  1. ★This thread
  2. 1Pipeline Progress in Clinical Development, Regulatory Approval and Commercialization4×
  3. 2Expansion of Overseas Sales of Pharmaceutical and Health-Related Products4×
  4. 3Impairment Risk from Changes in the Business Environment and Revisions to Business Plans4×
  5. 4Expansion of the women's health business through the acquisition of Yucora4×
  6. 5Continued investment in research and development3×
  7. 6Advancing a Common Platform (Joint Logistics)3×

★ 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
Otsuka Holdings's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-04-28: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Supply Chain Disruption | Otsuka Holdings Co.,Ltd. (4578) | Komori