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Sakura Rubber (5189) · RiskWorsenedLatest Results (2026-11-10): "Mitigated"

Supply constraints caused by difficulties procuring raw materials and components

First written in FY2022-Q2. 7 of 17 entries say "Mitigated", first in FY2023-Q1. Latest entry: 2026-11-10.

17entries
6years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY20242021: 12022: 420222023: 420232024: 220242025: 020252026: 62026
Same theme, other companies
Production and Shipment Declines Due to Delays in Procuring Materials Such as SemiconductorsA theme 26 companies write about · 26 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 2 of 8 companies on the "Worse" side.

9 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 26 companies compared. The sentences above are computed from all 26.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「In addition, changes in the global supply-demand balance and social conditions have brought to the surface difficulties in obtaining certain raw materials, including discontinued production and longer procurement lead times. If this situation expands, it could affect business performance and financial position through delays in or temporary suspension of production activities.」

    In addition to the existing difficulty in obtaining materials, discontinued production and longer procurement lead times have emerged, with the potential impact becoming more specific, including delays in or temporary suspension of production.
  2. FY2024MitigatedAnnual report

    「The Japanese economy is on a gradual recovery trend, driven in part by the recovery in manufacturing-sector earnings and production due to falling crude oil prices and the reduced impact of semiconductor shortages.」

    The reduced impact of semiconductor shortages is described, indicating a partial easing of the external environment surrounding supply constraints.
  3. FY2024-Q3RestatedAnnual report

    「Projects carried over from the previous fiscal year resulted from delays in the supply of fire vehicles due to semiconductor shortages and other factors, and the increase in sales was mainly attributable to equipment mounted on vehicles.」

    Sales from projects carried over from the previous fiscal year as a result of delays in the supply of fire vehicles due to semiconductor shortages and other factors are contributing to the increase in the fire protection and disaster prevention business during the current quarter.
  4. FY2024-Q2Sales of carried-over projects delayed by supply constraintsAnnual report

    「Projects carried over from the previous fiscal year resulted from delays in the supply of fire vehicles due to semiconductor shortages and other factors, and the increase in sales was mainly attributable to equipment mounted on vehicles.」

    Delays in the supply of fire vehicles due to semiconductor shortages and other factors generated projects carried over from the previous fiscal year, and sales from those projects contributed to the increase in the fire protection and disaster prevention business during the current quarter.
  5. FY2024-Q1MitigatedAnnual report

    「The Japanese economy is on a gradual recovery trend, driven by the recovery in personal consumption and increased inbound demand following the lifting of restrictions on activities related to COVID-19, as well as the recovery in manufacturing-sector earnings and production due to falling crude oil prices and the reduced impact of semiconductor shortages.」

    The recovery in manufacturing-sector earnings and production due to the reduced impact of semiconductor shortages is cited, indicating a partial easing of the external environment surrounding supply constraints.
  6. FY2023MitigatedAnnual report

    「In the industrial products division, some rubber materials remained difficult to obtain because of tight global supply and demand, a problem that continued from the previous fiscal year. However, measures such as adjusting delivery deadlines for orders and selecting alternative raw materials progressed, allowing projects to be processed smoothly and resulting in higher sales.」

    Although difficulty in obtaining rubber materials continues, projects are being processed through adjustments to order delivery deadlines and the selection of alternative raw materials, partially mitigating the impact of supply constraints.
  7. FY2023-Q3RestatedAnnual report

    「The global semiconductor shortage during the COVID-19 pandemic has caused delays in the supply of fire engines, and sales of equipment mounted on fire engines are declining.」

    The delays in fire engine supplies caused by the global semiconductor shortage and the decline in sales of equipment mounted on them continue to be reported.
  8. FY2023-Q2Material procurement secured alongside supply delays caused by semiconductor shortagesAnnual report

    「The global semiconductor shortage during the COVID-19 pandemic is beginning to cause delays in the supply of fire engines, and sales of equipment mounted on fire engines are declining.」

    While the industrial products business has reportedly secured the materials needed for the immediate future, the global semiconductor shortage has brought delays in the supply of fire engines to the surface, leading to a decline in sales of equipment mounted on them.
  9. FY2023-Q1MitigatedAnnual report

    「In the industrial products division, although some materials remain difficult to obtain, sufficient quantities for the immediate future have been secured. Sales of tank seals have increased as inspections and repairs of crude oil storage facilities and other facilities have become more active.」

    Although difficulty in obtaining some materials continues, the necessary quantities for the immediate future have reportedly been secured, partially mitigating the impact of supply constraints.
  10. FY2022MaterialisedAnnual report

    「In the industrial products division, some rubber materials are currently difficult to obtain because of tight global supply and demand, making it impossible to respond immediately to orders. Measures are being taken to select alternative raw materials, but this situation, including higher prices, is affecting business performance for the current fiscal year.」

    Difficulty in obtaining rubber materials due to tight global supply and demand has actually arisen, resulting in an inability to respond immediately to orders and an impact on business performance.
  11. FY2022-Q3RestatedAnnual report

    「In the Industrial Products segment, tank seal sales have declined because some materials have become difficult to obtain.」

    It continues to describe the situation in which difficulty in obtaining certain materials is leading to a decline in tank seal sales.
  12. FY2022-Q2First statedAnnual report

    「In the Industrial Products segment, tank seal sales have declined because some materials have become difficult to obtain.」

    It states that difficulty in obtaining certain materials actually led to a decline in tank seal sales.
Moved together

"Improving production and business efficiency" moved the same way as this thread, in the same document, in 7 of its 17 moves.

777654★123456
  1. ★This thread
  2. 1Improving production and business efficiency7×
  3. 2Capturing Commercial Aircraft Demand7×
  4. 3Developing New Markets and Demand for Industrial Products7×
  5. 4Operating, ordinary and net profit decline despite higher sales6×
  6. 5Capturing New Demand through Proposals and Development of Disaster-Preparedness Equipment5×
  7. 6Improving Real Estate Revenue Through Collaboration with Tenants4×

★ 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
Sakura Rubber's next results are scheduled for 2026-11-10. Read the earnings preview It last moved in the Results of 2026-11-10: "Mitigated".
News
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