Concentration of Auxiliary Raw Material Procurement in China and Supply Constraints for High-Purity Ingots
First written in FY2016. 6 of 9 entries say "Mitigated", first in FY2022. Latest entry: FY2026.
The whole theme swung hardest in 2025: 4 of 15 companies on the "Worse" side.
8 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「The Group is also taking measures, including diversifying suppliers, to address procurement risks for raw materials, auxiliary materials and other items arising from the situation in the Middle East.」
Diversifying suppliers is explicitly identified as a measure to address procurement risks for raw materials and auxiliary materials arising from geopolitical conditions. - 2026-05-14MitigatedEarnings presentation
「For items that may be subject to procurement delays, negotiations for alternative sourcing are under way」
In response to possible procurement delays caused by the situation in the Middle East, the company stated that it was negotiating alternative sources. - FY2025MitigatedAnnual report
「Diversified procurement of raw materials and other items without concentrating on any particular country or region」
To address the risk of concentrated raw-material procurement, the disclosure explicitly identifies diversified procurement without concentrating on any particular country or region, appropriate inventory levels, and consideration of establishing multiple alternative production sites. - FY2023-Q3RestatedAnnual report
「The Group imports the aluminum primary metal required to manufacture its products. Its suppliers include Russian-affiliated companies, but the Group is already pursuing alternative procurement through the market. Because alternative sources are readily available, raw-material procurement has not affected the Company's manufacturing or other operations at this time.」
Regarding procurement of aluminum primary metal, including from Russian-affiliated suppliers, the disclosure continues to state that alternative procurement through the market is being pursued and that there has been no impact on manufacturing or other operations at this time. - FY2023-Q2MitigatedAnnual report
「The Group imports the aluminum primary metal required to manufacture its products. Its suppliers include Russian-affiliated companies, but the Group is already pursuing alternative procurement through the market. Because alternative sources are readily available, raw-material procurement has not affected the Company's manufacturing or other operations at this time.」
Regarding procurement of aluminum primary metal, including from Russian-affiliated suppliers, the disclosure continues to state that alternative procurement through the market is being pursued and that there has been no impact on manufacturing or other operations at this time. - FY2023-Q1MitigatedAnnual report
「The Group imports the aluminum primary metal required to manufacture its products. Its suppliers include Russian-affiliated companies, but the Group is already pursuing alternative procurement through the market. Because alternative sources are readily available, raw-material procurement has not affected the Company's manufacturing or other operations at this time.」
Regarding procurement of aluminum primary metal, including from Russian-affiliated suppliers, the disclosure states that alternative procurement through the market is being pursued and that there has been no impact on manufacturing or other operations at this time. - FY2022MitigatedAnnual report
「The Group aims to maintain stable production by diversifying procurement sources and to achieve the targets of its structural reforms, namely establishing a lean, resilient business structure capable of withstanding changes in the operating environment, as well as the targets of its Third Medium-Term Management Plan. Measures include introducing pricing schemes linked to market prices for energy and additive metals.」
Diversification of procurement sources is explicitly identified as a measure to address the risk of concentrated raw-material procurement and maintain stable production. - FY2017RestatedAnnual report
「Among the supplementary raw materials purchased by the Group, magnesium and silicon are concentrated almost entirely in China, mainly because of the country's cost advantages in production. In addition, among the aluminum primary metals used as key raw materials, high-purity metal used for specialized applications has a limited number of suppliers. Costs may rise, or supply volumes may be constrained, due to factors specific to producers, including quality.」
The disclosure continues to identify the concentration of supplementary raw-material procurement in China and the limited number of suppliers of high-purity primary metal as procurement risks. - FY2016First statedAnnual report
「Magnesium and silicon are concentrated almost entirely in China, mainly because of the country's cost advantages in production. In addition, among the aluminum primary metals used as key raw materials, high-purity metal used for specialized applications has a limited number of suppliers. Costs may rise, or supply volumes may be constrained, due to factors specific to producers, including quality.」
Concentration of suppliers for supplementary raw materials and the limited number of suppliers of high-purity aluminum primary metal are identified as procurement risks.