Tight supply and demand for materials, containers and raw materials
First written in FY2020-Q1. 5 of 11 entries say "Restated". Latest entry: FY2027-H1.
Nippon Shikizai moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.
26 other companies' latest entry also says "Worsened".
- FY2027-H1WorsenedAnnual report
「During the interim consolidated accounting period from 1 March 2026 to 31 August 2026, Japan's economy remained on a recovery trend, but the pace was moderate, as consumer spending lacked strength due to stagnant real wage growth amid inflation. The economy was also affected by soaring crude oil prices and supply concerns resulting from heightened tensions in the Middle East since the end of February 2026, supply chain disruptions involving some crude oil-derived products, broad-based inflation, and rising interest rates.」
In addition to the existing logistics delays and tight procurement conditions, higher crude oil prices, supply concerns, and supply chain disruptions involving crude oil-derived products have become apparent. - FY2026WorsenedAnnual report
「If a major disaster or social disruption, such as war, an infectious disease, a cyberattack or geopolitical risk, directly damages a supplier of raw materials or materials, or indirectly causes production delays or an inability to produce at that supplier, making it difficult to secure supplies of raw materials or materials, or if a surge in orders makes it impossible to procure materials in time, operations at our factories may decline, adversely affecting the Group’s financial position and operating results.」
The scope of supply disruption risks has expanded from the previous risks of supply and demand constraints and logistics delays to include disasters, war, infectious diseases, cyberattacks, geopolitical risks and procurement delays caused by a sudden increase in orders. - FY2025-H1RestatedAnnual report
「Higher resource and energy prices and logistics delays spread to global inflation, including in Japan」
Higher resource and energy prices and logistics delays have continued, and uncertainty in procurement and logistics also persists. - FY2023-Q3RestatedAnnual report
「Causing higher resource and energy prices and logistics delays, particularly in Europe, and spreading to global inflation and higher interest rates」
As risks related to materials and logistics, logistics delays and higher resource and energy prices, particularly in Europe, continue to be cited. - FY2023-Q2RestatedAnnual report
「Causing higher resource and energy prices and logistics delays, particularly in Europe」
In connection with supply and demand constraints affecting materials and logistics, logistics delays continue to be cited as a business-environment issue. - FY2023-Q1RestatedAnnual report
「In part due to the impact of higher energy prices and other costs and logistics delays resulting from Russia’s invasion of Ukraine」
Logistics delays, together with higher energy prices, have affected the performance of the French business, and risks related to materials and logistics continue to materialize. - FY2022MaterialisedAnnual report
「There were also impacts on production and logistics, including delays in the arrival of materials and in shipments due to logistics delays」
The previous risk of supply and demand constraints for materials, containers and raw materials, and logistics delays, actually affected production and logistics in the form of delays in the arrival of materials and shipments. - FY2020-Q2RestatedAnnual report
「Meanwhile, supply and demand constraints continue in the procurement markets for raw materials, materials and containers, as well as in the labor market.」
The company reconfirms that supply and demand constraints continue in the procurement markets for raw materials, materials and containers. - FY2020-Q1First statedAnnual report
「Supply and demand remain tight in parts of the supply chain, including materials, containers and raw-material procurement, as well as in the labor required to operate plants.」
The Company newly identified persistent supply and demand tightness in parts of the materials, containers and raw-material supply chain as an operating risk.