Supply Chain Disruptions and Demand for Restructuring
First written in FY2022. 8 of 10 entries say "Restated". Latest entry: 2026-03-16.
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
51 other companies' latest entry also says "Restated".
- 2026-03-16RestatedFinancial results
「At the same time, the business environment remains uncertain. Prolonged geopolitical risks, including heightened tensions in the Middle East, uncertainty over US trade policy and developments in its high-tariff policy, and persistently high interest rates in financial markets are making companies more cautious in their investment decisions. In addition, currency fluctuations and persistently high raw-material prices are affecting corporate earnings.」
An uncertain business environment continues as a result of geopolitical risks, US trade and tariff policies, persistently high interest rates, currency fluctuations and high raw-material prices. - FY2026-H1RestatedAnnual report
「At the same time, the business environment remains uncertain. Prolonged geopolitical risks, including heightened tensions in the Middle East, uncertainty over US trade policy and developments in its high-tariff policy, and persistently high interest rates in financial markets are making companies more cautious in their investment decisions. In addition, currency fluctuations and persistently high raw-material prices are affecting corporate earnings.」
An uncertain business environment continues as a result of geopolitical risks, US trade and tariff policies, persistently high interest rates, currency fluctuations and high raw-material prices. - FY2025-H1RestatedAnnual report
「Meanwhile, the prolonged geopolitical risks associated with the situation in Ukraine and elsewhere, as well as financial instability caused by interest-rate increases by various countries, have directly affected manufacturing operations, and uncertainty continues.」
The company continues to disclose prolonged geopolitical risks, financial instability caused by interest-rate increases and their impact on manufacturing operations as factors contributing to an uncertain business environment. - FY2024RestatedAnnual report
「The company also believes that demand for its business-matching services is increasing from the perspectives of strengthening supply chain resilience and using platform businesses.」
The company continues to view demand for stronger supply chain resilience, driven by geopolitical conditions and changes in procurement sources, as a business opportunity. - FY2024-Q3RestatedAnnual report
「Meanwhile, soaring raw material, energy and logistics costs resulting from worsening international conditions, together with stalled corporate activity caused by supply chain disruptions, have directly affected manufacturing operations, and the operating environment remains difficult.」
The company explains that a difficult business environment caused by soaring raw material, energy and logistics costs and supply chain disruptions continues. - FY2024-Q2WorsenedAnnual report
「Meanwhile, the prolonged conflict in Ukraine, worsening conditions in the Middle East and other factors have increased geopolitical risks, while supply chain disruptions have stalled corporate activity and financial instability has also had an impact. These factors have directly affected manufacturing operations, and the operating environment remains difficult.」
The prolonged conflict in Ukraine, worsening conditions in the Middle East, heightened geopolitical risks, supply chain disruptions and financial instability are presented as factors contributing to a difficult environment affecting manufacturing operations. - FY2023RestatedAnnual report
「Regarding the business environment surrounding Japan’s manufacturing industry in 2022, it has been indicated that changes and expansions in procurement sources and production bases due to the situation in Ukraine, as well as efforts to build supply chains extending beyond individual companies, are necessary.」
The company continues to view demand for supply chain reconstruction, driven by geopolitical conditions and changes in procurement sources and production bases, as a business opportunity. - FY2023-Q3RestatedAnnual report
「During the cumulative third quarter, Japan’s economy began to show signs of a moderate recovery, including increased personal consumption as restrictions on economic activity related to measures against COVID-19 were eased. However, the prolonged situation in Ukraine, soaring energy and raw material prices, and inflation caused by the yen’s depreciation also had an impact, and the economic outlook remained uncertain.」
External factors surrounding supply chains and procurement conditions, including the situation in Ukraine, soaring energy and raw material prices, yen depreciation and inflation, continue. - FY2023-Q1RestatedAnnual report
「However, the domestic economy has been significantly affected by soaring raw material prices and inflation associated with the prolonged situation in Ukraine, as well as the rapid depreciation of the yen resulting from U.S. monetary policy and other factors, and uncertainty about the outlook continues.」
Existing external-environment themes, including soaring raw material prices, inflation, yen depreciation and supply chain disruption, continue. - FY2022First statedAnnual report
「The business environment surrounding Japan’s manufacturing industry in 2021 was affected by what appeared to be “soaring raw material prices,” “semiconductor shortages” and “shortages of component materials” resulting from the prolonged COVID-19 pandemic. Even amid such supply chain disruptions, the company’s services, including “Linkers Sourcing” and “Linkers Trading,” continued to grow from the perspective of rebuilding supply chains,」
Against a backdrop of shortages of raw materials, semiconductors and component materials, the company views demand for diversifying procurement sources and searching for overseas suppliers as a business opportunity.