Procurement Constraints and Supplier Issues for Specialty Raw Materials
First written in FY2021. 6 of 10 entries say "Mitigated", first in FY2023. Latest entry: FY2025.
The whole theme swung hardest in 2021: 24 of 53 companies on the "Worse" side.
17 other companies' latest entry also says "Mitigated".
- FY2025MitigatedAnnual report
「To minimize these impacts, we will select and consider substitute materials for high-risk raw materials and raw materials with limited end uses, and seek to consolidate them with other raw materials.」
In response to the risk of procurement constraints for specialty raw materials, the company continues to select and consider substitute materials and consolidate them with other raw materials as countermeasures. - FY2024MitigatedAnnual report
「During the period, the global economy saw supply constraints easing and the rise in inflation slowing, but geopolitical risks remained elevated, underlying price pressures remained persistent, and monetary tightening continued, particularly in Europe and the United States, slowing the pace of recovery.」
The company indicated that supply constraints were easing, and that the supply environment related to specialty raw materials and suppliers had improved from the previous period. Geopolitical risks and other risks remain, however. - FY2024-Q3MitigatedAnnual report
「During the period, the global economy saw supply constraints largely resolved and inflation showing signs of slowing, but geopolitical risks remained elevated, underlying price pressures remained persistent, and monetary tightening continued, particularly in Europe and the United States, slowing the pace of recovery.」
Supply constraints were described as having largely been resolved, and the supply environment related to specialty raw materials and suppliers had eased from the previous quarter. Geopolitical risks and other risks remain, however. - FY2024-Q2MitigatedAnnual report
「Although supply constraints eased and inflation showed signs of slowing during the period, the pace of recovery slowed as geopolitical risks remained elevated, underlying price pressures persisted and monetary tightening progressed mainly in Europe and the United States.」
While supply constraints showed signs of easing, uncertainty remains in the supply and procurement environment due to geopolitical risks, price pressures and monetary tightening. - FY2024-Q1MitigatedAnnual report
「Although supply constraints and the impact of inflation temporarily eased during the period, geopolitical risks remained elevated, underlying price pressures persisted, and monetary tightening progressed in many countries, slowing the pace of the recovery.」
Supply constraints and the impact of inflation eased temporarily, but uncertainty from geopolitical risks, price pressures and monetary tightening remains. - FY2023MitigatedAnnual report
「For high-risk raw materials and raw materials with limited end uses, we will select and consider substitute materials and seek to consolidate them with other raw materials.」
In response to the risk of limited sourcing options for specialty raw materials, the company specified the consideration of substitute materials and raw material consolidation as measures. - FY2023-Q3RestatedAnnual report
「The pace of the global economic recovery during the period slowed as many countries raised interest rates through monetary tightening, in addition to supply constraints arising from geopolitical risks, soaring raw material prices and the impact of global inflation.」
Supply constraints driven by geopolitical risks and soaring raw material prices have continued. - FY2023-Q2WorsenedAnnual report
「Uncertainty remains high due to supply constraints arising from geopolitical risks, soaring raw material prices and the impact of global inflation.」
The risk of supply constraints related to specialty raw materials and supplier problems continues to emerge in the business environment as supply constraints driven by geopolitical risks and global inflation. - FY2023-Q1WorsenedAnnual report
「The global economy during the period was on a recovery track, but uncertainty remained high due to supply constraints arising from geopolitical risks, soaring raw material prices and the impact of global inflation.」
The previous risk of supply constraints related to specialty raw materials and supplier problems has emerged in the business environment as global supply constraints driven by geopolitical risks. - FY2021First statedAnnual report
「Some specialty raw materials are sourced from a limited number of suppliers. In addition, trends in demand for some raw materials and problems at suppliers could disrupt the supply of products by our group.」
For the first time, the company explicitly identified the impact on product supply from limited sourcing options and supplier problems as a risk separate from fluctuations in raw material prices.