Komori
Almado (4932) · RiskAdditional disclosure on dependence on external processing contractors

Dependence on a specific supplier for eggshell membrane raw materials

First written in FY2021. 1 of 4 entries say "Softened", first in FY2022. Latest entry: FY2026.

4entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021SoftenedFY2022RestatedFY2023 – FY20262021: 120212022: 120222023: 120232024: 020242025: 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.

3 other companies' latest entry also says "Other".

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. FY2026Additional disclosure on dependence on external processing contractorsAnnual report

    「The company also depends on specific business partners for the outsourced processing of some raw materials. If it becomes unable to continue these business relationships for some reason and encounters difficulty securing stable outsourcing partners, it may need more time to secure alternative contractors, more time to secure the personnel required for measures such as bringing production in-house, and may incur costs from other suppliers before receiving the related benefits. These circumstances could affect the company's business performance.」

    In addition to dependence on a specific supplier for eggshell membrane, the company described dependence on specific business partners for the outsourced processing of some raw materials. It identified the potential effects of securing alternative contractors or bringing production in-house if stable outsourcing partners become difficult to secure.
  2. FY2023RestatedAnnual report

    「The company depends on specific business partners for most of its purchases of eggshell membrane, its products' primary raw material.」

    The company continued to describe its dependence on specific suppliers, stating that it believes stable procurement is possible and will work to build and maintain good relationships with its suppliers.
  3. FY2022SoftenedAnnual report

    「The company believes that it will continue to be able to procure raw materials stably and does not anticipate the risk materializing to any significant extent. At present, it has no information indicating the possibility or timing of the risk materializing.」

    Dependence on a specific supplier for eggshell membrane continues, but the company stated that it currently does not recognize the possibility or timing of the risk materializing.
  4. FY2021First statedAnnual report

    「The company depends on Kewpie Corporation for most of its purchases of eggshell membrane, its products' primary raw material.」

    The company identified as risks difficulty in procurement resulting from the supplier's inability to continue operations, raw material shortages, and price fluctuations.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Almado's next results are scheduled for 2026-11-13. Read the earnings preview
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