Stable Procurement of Scarce Raw Materials
First written in FY2016. 1 of 3 entries say "Restated". Latest entry: FY2022.
C.Uyemura & moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).
The whole theme swung hardest in 2025: 5 of 19 companies on the "Worse" side.
6 other companies' latest entry also says "Worsened".
- FY2022WorsenedAnnual report
「Some of the Group's products use scarce raw materials to provide an advantage over competitors' products. If production of scarce raw materials is discontinued due to the strategies or regulatory requirements of raw material manufacturers, or heightened geopolitical risks such as Russia's invasion of Ukraine, and no suitable substitutes are available, the competitiveness of the Group's products will be affected.」
Geopolitical factors, such as Russia's invasion of Ukraine, have newly been explicitly identified as a risk associated with the discontinuation of scarce raw materials and the difficulty of finding substitutes. - FY2018RestatedAnnual report
「If scarce raw materials are discontinued by raw material manufacturers due to their strategies or regulatory requirements, and no suitable substitutes are available, the competitiveness of the Group's products will be affected.」
The impact on competitiveness from the discontinuation of scarce raw materials and the difficulty of finding substitutes continues to be identified as a risk. - FY2016First statedAnnual report
「If scarce raw materials are discontinued by raw material manufacturers due to their strategies or regulatory requirements, and no suitable substitutes are available, the competitiveness of the Group's products will be affected.」
The risk of supply disruptions for scarce raw materials used in competitively differentiated products.