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OAT Agrio (4979) · RiskMitigated

Impact of Weather Variability on Crops and Demand

First written in FY2017. 3 of 7 entries say "Mitigated", first in FY2020. Latest entry: FY2025-H1.

7entries
8years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2017RestatedFY2019-Q3MitigatedFY2020RestatedFY2023-Q32018: 120182019: 220192020: 020202021: 120212022: 020222023: 120232024: 020242025: 22025
Same theme, other companies
Fluctuations in Crop Growth and Demand for Agriculture-Related Products Due to Weather ChangesA theme 21 companies write about · 23 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2026: 8 of 12 companies on the "Worse" side.

2 other companies' latest entry also says "Mitigated".

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 21 companies compared. The sentences above are computed from all 21.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1MitigatedAnnual report

    「当製品は、近年の猛暑のような過酷な環境下においても安定した収量や品質の向上を実現します。」

    猛暑など高温環境による農作物への影響に対し、高温対策製品の上市が対応策として記載された。 quantifiedはfalse、materializedはfalse。
  2. FY2024MitigatedAnnual report

    「また、近年大雨の頻度が増加し、降雨による薬剤の効果低下も問題となっておりますが、当社では、食品添加物由来の有効成分を用いて耐雨性展着剤も開発しました。」

    大雨による薬剤効果低下への対応として、食品添加物由来成分を用いた耐雨性展着剤の開発が記載された。
  3. FY2023-Q3RestatedAnnual report

    「長期化するウクライナ情勢、継続する物価の上昇、異常気象等、先行きは依然として不透明な状況が続いております。」

    異常気象が物価上昇やウクライナ情勢とともに先行き不透明要因として引き続き記載されたが、当四半期における具体的な被害や業績影響は記載されていない。
  4. FY2020MitigatedAnnual report

    「To address this risk, the Group will pursue new businesses less affected by seasonality and weather, including developing latent demand in controlled-environment horticulture, entering the fully indoor vertical-farm business, and pursuing a direct-to-consumer business in home gardening.」

    天候変動による需要リスクへの対策として、施設園芸、完全人工光型植物工場、家庭園芸D2Cなど天候の影響を受けにくい事業への取り組みが具体化された。
  5. FY2019-Q3RestatedAnnual report

    「アジアの主要販売地域であるインドネシアの干ばつ及びインドでの登録の遅れにより「ATONIK」関連の売上高は前年同四半期比で減少しました。」

    インドネシアの干ばつが引き続きATONIK関連の売上高減少要因として記載された。
  6. FY2019-Q2MaterialisedAnnual report

    「アジアの主要販売地域であるインドネシアの干ばつ及びインドでの登録の遅れにより「ATONIK」関連の売上高は前年同四半期比で減少しました。」

    インドネシアの干ばつが実際に発生し、ATONIK関連の売上高減少要因として記載された。
  7. FY2017First statedAnnual report

    「Weather conditions in a given year can significantly affect crop growth and the incidence of diseases, pests, and weeds, which in turn determines which products experience increased demand. Weather variability may therefore affect the Group’s business performance.」

    Weather-driven changes in crop growth, pests, diseases, weeds, and product demand were identified as a standalone performance risk.
Moved together

"Revenue and Profit Growth Trend" moved the same way as this thread, in the same document, in 2 of its 7 moves.

222222★123456
  1. ★This thread
  2. 1Revenue and Profit Growth Trend2×
  3. 2Expanding Product Sales in Japan and Overseas2×
  4. 3Expanding the Overseas Business Base, Including Indonesia2×
  5. 4Impact of Yen Appreciation and Overseas Economic Uncertainty on Results2×
  6. 5Shareholder Returns Through Share Repurchases and Dividends2×
  7. 6Accelerating Overseas Expansion and Improving Profitability2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

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Impact of Weather Variability on Crops and Demand | OAT Agrio Co.,Ltd. (4979) | Komori