Komori
Fujimi (5384) · RiskMitigated

Single-source purchasing, concentration in specific countries, and dependence on contract manufacturers for supply

First written in FY2016. 14 of 17 entries say "Restated". Latest entry: FY2024.

17entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2021-Q3RestatedFY2022-Q2 – FY2024-Q32016: 120162017: 120172018: 420182019: 320192020: 220202021: 320212022: 020222023: 120232024: 22024
Same theme, other companies
Diversified reliance on suppliers and outsourcing partnersA theme 26 companies write about · 22 as a headwind · 6 as a tailwind

The whole theme swung hardest in 2018: 2 of 6 companies on the "Worse" side.

4 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. FY2024MitigatedAnnual report

    「If supplies of these items cannot be obtained for an extended period, the Group's production activities may be delayed, potentially affecting performance. We will therefore take measures including promoting the approval of alternative raw materials by customers.」

    The company continues to recognize the risk of dependence on supply due to single sourcing and concentration in specific countries, and identifies approval of alternative raw materials as a specific countermeasure.
  2. FY2024-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risks associated with dependence on a limited number of suppliers and supply delays.
  3. FY2024-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risks associated with dependence on a limited number of suppliers and supply delays.
  4. FY2022-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risks associated with dependence on a limited number of suppliers and supply delays.
  5. FY2021MitigatedAnnual report

    「As a general policy, we secure multiple suppliers, but for some items we depend on a limited number of suppliers. As a result, we may be unable to obtain adequate supplies because of shortages caused by a sudden increase in demand or delays in deliveries from suppliers. To address these risks, we are pursuing measures including strengthening relationships with suppliers and approving alternative raw materials.」

    While reaffirming the risk of dependence on a limited number of suppliers, the company has added strengthening supplier relationships and approving alternative raw materials as countermeasures.
  6. FY2021-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risk of dependence on supply associated with single sourcing, concentration in specific countries and production outsourced to contract manufacturers.
  7. FY2021-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risk of dependence on supply associated with single sourcing, concentration in specific countries and production outsourced to contract manufacturers.
  8. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risk of dependence on supply associated with single sourcing, concentration in specific countries and production outsourced to contract manufacturers.
  9. FY2020-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative second quarter of the current consolidated fiscal year. There have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risk of dependence on supply associated with single sourcing, concentration in specific countries and production outsourced to contract manufacturers.
  10. FY2020-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risk of dependence on supply associated with single sourcing, concentration in specific countries and production outsourced to contract manufacturers.
  11. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risk of dependence on supply associated with single sourcing, concentration in specific countries and production outsourced to contract manufacturers.
  12. FY2019-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risk of dependence on supply associated with single sourcing, concentration in specific countries and production outsourced to contract manufacturers.
  13. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risk of dependence on supply associated with single sourcing, concentration in specific countries and production outsourced to contract manufacturers.
  14. FY2018RestatedAnnual report

    「As a general policy, we secure multiple suppliers, but some items are sourced from a single supplier. As a result, we may be unable to obtain adequate supplies due to quality problems at a supplier or a sudden increase in demand.」

    Dependence on supply associated with single sourcing, single-country concentration and production outsourced to partner companies continues to be identified as a risk.
  15. FY2018-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The company states that there have been no material changes regarding the risk of dependence on supply associated with single sourcing, concentration in specific countries and production outsourced to contract manufacturers.
  16. FY2017RestatedAnnual report

    「As a general policy, we secure multiple suppliers, but some items are sourced from a single supplier. As a result, we may be unable to obtain adequate supplies due to quality problems at a supplier or a sudden increase in demand.」

    Dependence on supply associated with single sourcing, single-country concentration and production outsourced to partner companies continues to be identified as a risk.
  17. FY2016First statedAnnual report

    「As a general policy, we secure multiple suppliers, but some items are sourced from a single supplier. As a result, we may be unable to obtain adequate supplies due to quality problems at a supplier or a sudden increase in demand.」

    While multiple sourcing is the basic policy, the company discloses as supply risks the single sourcing and single-country concentration of certain items, as well as production outsourced to partner companies.
Moved together

"Development of Products for High-Precision Polishing Materials and Power Device Substrates" moved the same way as this thread, in the same document, in 2 of its 17 moves.

22222★12345
  1. ★This thread
  2. 1Development of Products for High-Precision Polishing Materials and Power Device Substrates2×
  3. 2Progress Management Using Business-Specific Strategic Targets and KPIs2×
  4. 3Transition to total solutions for surface processing2×
  5. 4Strengthening shareholder returns with a future target of a consolidated dividend payout ratio of at least 50%2×
  6. 5Introduction of the Performance-Linked Stock Compensation Plan, the Stock Benefit Trust (BBT)2×

★ 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
Fujimi's next results are scheduled for 2026-11-05. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Single-source purchasing, concentration in specific countries, and dependence on contract manufacturers for supply | FUJIMI INCORPORATED (5384) | Komori