Difficulty procuring and higher prices for raw materials due to supply chain disruption
First written in FY2020. 3 of 9 entries say "Materialised", first in FY2022. Latest entry: 2026-11-09.
Taisei Lamick Group Head Quarter & Innovation moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 104 of 164 companies on the "Worse" side.
25 other companies' latest entry also says "Mitigated".
- 2026-11-09MitigatedRevisions to earnings forecasts
「原材料の需給逼迫状況は緩和の傾向にあるものの、一部の原材料において引き続きタイトな需給状況が見られるなど、地政学リスクの顕在化に端を発する利益への影響は予断を許さない状況が続いております。」
原材料の需給逼迫は緩和傾向とされた一方、一部原材料のタイトな需給と地政学リスクによる利益影響は継続している。 - FY2026MaterialisedAnnual report
「Manufacturers continue to face difficult conditions, including the emergence of supply chain risks, labor shortages, and rising labor, utility and logistics costs.」
Supply chain risks have become apparent and are explicitly described as an increasingly challenging manufacturing environment, including raw material procurement and higher costs. - FY2024RestatedAnnual report
「If supply disruptions occur somewhere in the supply chain before materials are procured by our group for various reasons, including explosive increases in demand and natural disasters, it may become difficult to procure raw materials, and even if procurement is possible, procurement prices may surge. This could adversely affect the business performance and financial condition of our group.」
Difficulty procuring raw materials and higher prices due to supply chain disruption continued to be identified as major risks. - FY2023-Q2MaterialisedAnnual report
「In the flexible packaging materials industry as well, the outlook remains uncertain due to soaring raw material prices, difficulties in procurement and the impact of the weaker yen.」
The industry environment was described as one in which procuring raw materials had become difficult in addition to higher raw material prices, indicating that supply chain procurement risks had become apparent. - FY2023-Q1WorsenedAnnual report
「During the three months ended the first quarter of the current consolidated fiscal year, Japan’s economy showed signs of recovery as economic activity suppressed by COVID-19 began to normalize. However, given rising geopolitical risks, including Russia’s invasion of Ukraine, it was necessary to pay close attention to downside risks to the economy alongside inflation risks, including volatility in financial and capital markets, rising raw material prices, procurement constraints and the rapid depreciation of the yen.」
Regarding supply chain risks, constraints on procurement were explicitly identified in addition to higher raw material prices, and uncertainty in the supply and procurement environment has broadened against the backdrop of geopolitical risks. - FY2022MaterialisedAnnual report
「In the flexible packaging materials industry, products related to home and prepared meals continued to perform solidly against the backdrop of the prolonged COVID-19 pandemic. However, the outlook remains uncertain, as the effects of delays in procuring raw materials and higher prices associated with global supply chain disruption have begun to emerge.」
The company stated that delays in procuring raw materials and higher prices associated with global supply chain disruption had begun to have an actual impact. - FY2022-Q3RestatedAnnual report
「In the flexible packaging materials industry, products related to meals prepared at home and prepared foods continued to perform steadily against the backdrop of the prolonged COVID-19 pandemic. However, the outlook remains uncertain amid concerns including delays in procuring raw materials and rising prices due to global supply chain disruptions.」
Concerns over delays in procuring raw materials and higher prices associated with global supply chain disruption continued. - FY2022-Q2WorsenedAnnual report
「The outlook remains uncertain, with concerns including delays in procuring raw materials and higher prices resulting from global supply chain disruption.」
In addition to the existing risks of procurement difficulties and higher prices caused by supply disruptions, the company specifically identified procurement delays and price increases associated with global supply chain disruption as concerns. - FY2020First statedAnnual report
「If supply disruptions occur somewhere in the supply chain before materials are procured by our group for various reasons, including explosive increases in demand and natural disasters, it may become difficult to procure raw materials, and even if procurement is possible, procurement prices may surge. This could adversely affect the business performance and financial condition of our group.」
Separately from fluctuations in crude oil prices, the company newly identified as major risks supply disruptions caused by surging demand and natural disasters, difficulty procuring raw materials, and higher procurement prices.