Komori
Haba Laboratories (4925) · RiskRestated

Supply constraints for squalane raw materials and dependence on suppliers

First written in FY2016. 26 of 27 entries say "Restated". Latest entry: FY2026.

27entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20262016: 320162017: 320172018: 420182019: 420192020: 420202021: 420212022: 220222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Disruption of raw material procurement due to dependence on specific suppliersA theme 98 companies write about · 101 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 26 of 61 companies on the "Worse" side.

35 other companies' latest entry also says "Restated".

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 98 companies compared. The sentences above are computed from all 98.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「The company currently has a stable supply of the raw material. However, if procurement were constrained in the future by fishing restrictions imposed to protect resources or by changes in the supply environment, it might be necessary to review the raw material or take other measures.」

    The company states that squalane raw materials can currently be procured stably, while continuing to disclose fishing restrictions and changes in the supply environment as future risks. The development and commercialization of plant-derived squalane are presented as countermeasures.
  2. FY2024-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  3. FY2023-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  4. FY2023-Q1RestatedAnnual report

    「There were no newly identified business or other risks during the first quarter of the fiscal year. In addition, there were no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  5. FY2022-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  6. FY2022-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  7. FY2022-Q1RestatedAnnual report

    「No new business or other risks arose during the first quarter of the current consolidated cumulative period. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  8. FY2021RestatedAnnual report

    「There are currently no regulations restricting the capture of deep-sea sharks, and no problems have arisen with the supply of raw materials. However, if restrictions on fishing or a similar situation were to arise in the future, we would need to review our raw materials or take other measures. In preparation for such a situation, we launched plant-derived squalane as a new product in November 2016.」

    The company continues to explain the risk of supply constraints for deep-sea shark-derived squalane and identifies plant-derived squalane as a countermeasure.
  9. FY2021-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative first nine months of the consolidated fiscal year. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  10. FY2021-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  11. FY2021-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  12. FY2020RestatedAnnual report

    「Our group uses squalene extracted from the liver oil of deep-sea sharks and squalane, produced by saturating and stabilizing the squalene, extensively as raw materials for various products. There are currently no regulations restricting the capture of deep-sea sharks, and no problems have arisen with the supply of raw materials. However, if restrictions on fishing or a similar situation were to arise in the future, we would need to review our raw materials or take other measures. In preparation for such a situation, we launched plant-derived squalane as a new product in November 2016.」

    The company continues to disclose supply constraints for deep-sea shark-derived squalane and dependence on suppliers due to equipment accidents at external contractors, and cites plant-derived squalane as a countermeasure.
  13. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  14. FY2020-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  15. FY2020-Q1RestatedAnnual report

    「There were no newly identified business or other risks during the first quarter of the fiscal year. In addition, there were no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  16. FY2019RestatedAnnual report

    「There are currently no regulations restricting the capture of deep-sea sharks, and no problems have arisen with the supply of raw materials. However, if restrictions on fishing or a similar situation were to arise in the future, we would need to review our raw materials or take other measures.」

    The company continues to identify supply constraints for deep-sea shark-derived squalane and dependence on external contractors as risks, and cites the launch of plant-derived squalane as a countermeasure.
  17. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year. There have also been no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  18. FY2019-Q2RestatedAnnual report

    「During the second quarter consolidated cumulative period, there were no newly arising business or other risks. In addition, there were no significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  19. FY2019-Q1RestatedAnnual report

    「There were no newly identified business or other risks during the first quarter of the fiscal year. In addition, there were no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  20. FY2018RestatedAnnual report

    「Our group uses squalene extracted from the liver oil of deep-sea sharks and squalane, produced by saturating and stabilizing the squalene, extensively as raw materials for various products. There are currently no regulations restricting the capture of deep-sea sharks, and no problems have arisen with the supply of raw materials. However, if restrictions on fishing or a similar situation were to arise in the future, we would need to review our raw materials or take other measures. In preparation for such a situation, we launched plant-derived squalane as a new product in November 2016.」

    The company continues to identify supply constraints for deep-sea shark-derived squalane and dependence on suppliers as risks, and cites the launch of plant-derived squalane as a countermeasure.
  21. FY2018-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year. There have also been no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  22. FY2018-Q2RestatedAnnual report

    「During the second quarter consolidated cumulative period, there were no newly arising business or other risks. In addition, there were no significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  23. FY2018-Q1RestatedAnnual report

    「There were no newly identified business or other risks during the first quarter of the fiscal year. In addition, there were no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  24. FY2017-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year. There have also been no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  25. FY2017-Q2RestatedAnnual report

    「During the second quarter consolidated cumulative period, there were no newly arising business or other risks. In addition, there were no significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  26. FY2017-Q1RestatedAnnual report

    「There were no newly identified business or other risks during the first quarter of the fiscal year. In addition, there were no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The disclosure states that there have been no new developments or material changes concerning supply constraints for squalane raw materials and dependence on suppliers.
  27. FY2016First statedAnnual report

    「Our group uses squalene extracted from the liver oil of deep-sea sharks and squalane, produced by saturating and stabilizing the squalene, extensively as raw materials for various products. There are currently no regulations restricting the capture of deep-sea sharks, and no problems have arisen with the supply of raw materials. However, if restrictions on fishing or a similar situation were to arise in the future, we would need to review our raw materials or switch to plant-derived squalane.」

    While stating that there are currently no supply problems, the disclosure identifies future risks including fishing restrictions, equipment accidents at contractors, and difficulty maintaining quality and prices following contract termination. Replacing the material with plant-derived squalane and conducting research and development into alternative raw materials are presented as countermeasures.
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Haba Laboratories's next results are scheduled for 2026-11-13. Read the earnings preview
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