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Fujikura Composites (5121) · RiskWorsened

Lost Opportunities Due to Labor Shortages

First written in FY2023-Q3. 2 of 5 entries say "Worsened", first in FY2025. Latest entry: FY2026.

5entries
4years
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How it moved
ProgressHeldSoftenedWorseOtherFY2023-Q3 – FY2024WorsenedFY2025 – FY20262023: 120232024: 220242025: 120252026: 12026
Same theme, other companies
Declining supply capacity due to labor shortages and increasing uncertainty in the business environmentA theme 77 companies write about · 77 as a headwind · 0 as a tailwind

Fujikura Composites moved to the "Worse" side of this theme in 2025, 2 years after the typical company in this theme (2023).

The whole theme swung hardest in 2025: 16 of 35 companies on the "Worse" side.

21 other companies' latest entry also says "Worsened".

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 77 companies compared. The sentences above are computed from all 77.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「(Core) Insufficient staffing and overreliance on individual employees」

    The company explicitly identified insufficient core staffing and overreliance on individual employees as key risks across the Group, assuming business stagnation due to longer working hours, employee departures and insufficient transfer of technical expertise.
  2. FY2025WorsenedAnnual report

    「The surrounding business environment remains challenging, including labor shortages and responses to wage increases.」

    In addition to concerns over lost opportunities due to labor shortages, responses to wage increases continued to be identified as a burden on the business environment.
  3. FY2024Wage increases and interest rates added to labor shortages as challengesAnnual report

    「In Japan, inbound demand is performing well and supply chains are returning to normal, but the environment surrounding companies is changing significantly because of labour shortages, wage increases, higher interest rates and other factors, testing their ability to respond.」

    In addition to concerns over lost opportunities due to labor shortages, responses to wage increases and higher interest rates were identified as challenges in the business environment.
  4. FY2024-Q3Wage increases added to labor shortages as a challengeAnnual report

    「In Japan, inbound tourism remains strong and supply chains are normalizing, but the environment surrounding companies remains challenging, including labor shortages and the need to respond to wage increases.」

    In addition to the previous reference to lost opportunities due to labor shortages, responses to wage increases were identified as a challenge in the business environment.
  5. FY2023-Q3First statedAnnual report

    「During the nine-month period of the third quarter of the fiscal year, the global economy gradually showed signs of normalisation and revitalisation of economic activity. However, the uncertain outlook remains unchanged due to lost opportunities resulting from labour shortages, higher raw material costs caused by Russia's invasion of Ukraine, which shows no sign of ending, disruption in the Chinese market as infections increased following the lifting of the zero-COVID policy, and rising prices in Japan resulting from the yen's depreciation.」

    Lost opportunities due to labor shortages were identified for the first time as a standalone theme among the factors creating uncertainty in the global economy.
Moved together

"Impact of Fluctuations in Crude Oil and Other Resource Prices on Material Costs and Operating Profit" moved the same way as this thread, in the same document, in 2 of its 5 moves.

22222★12345
  1. ★This thread
  2. 1Impact of Fluctuations in Crude Oil and Other Resource Prices on Material Costs and Operating Profit2×
  3. 2Risks to Overseas Operations Arising from Changes in Systems, Disasters and Other Events in Countries Where Overseas Operations Are Located2×
  4. 3Improving Logistics Segment Profitability by Reviewing Unprofitable Transactions2×
  5. 4Growing uncertainty in overseas operating conditions amid concerns over intensifying trade policies worldwide2×
  6. 5Increased Uncertainty in the Economic Environment Due to the Prolonged Russian Invasion of Ukraine2×

★ 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.

When this could move next
No upcoming earnings preview for Fujikura Composites yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.