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Toyo Seikan Group Holdings (5901) · RiskWorsened

Raw Material Procurement Risks from International Tensions and Supply Chain Disruptions

First written in FY2022. 1 of 3 entries say "Restated". Latest entry: FY2026.

3entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022 – FY20242022: 120222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Supply Chain Disruptions and Cost Inflation Caused by Geopolitical TensionsA theme 50 companies write about · 50 as a headwind · 0 as a tailwind

Toyo Seikan Group Holdings moved to the "Worse" side of this theme in 2026, 2 years after the typical company in this theme (2024).

The whole theme swung hardest in 2022: 22 of 37 companies on the "Worse" side.

13 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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「If raw material procurement becomes difficult due to country risks, including heightened tensions in the Middle East and other geopolitical conditions, or disruptions to international logistics caused by natural disasters, equipment failures and other events affecting supply chains around the world, this may affect the performance and profitability of the Group.」

    Heightened geopolitical tensions, including conditions in the Middle East, were added as a specific factor relating to raw material procurement risk.
  2. FY2024RestatedAnnual report

    「If raw material procurement becomes difficult due to worsening geopolitical conditions or disruptions to international logistics caused by natural disasters, equipment failures and other events affecting supply chains around the world, this may affect the performance and profitability of the Group.」

    The risk of raw material procurement difficulties arising from geopolitical conditions and disruptions to logistics continues to be disclosed.
  3. FY2022First statedAnnual report

    「If raw material procurement becomes difficult due to worsening geopolitical conditions or disruptions to international logistics caused by natural disasters, equipment failures and other events affecting supply chains around the world, this may affect the performance and profitability of the Group.」

    Separate from fluctuations in raw material prices, procurement difficulties arising from geopolitical conditions, natural disasters, equipment failures and disruptions to international logistics were identified individually as major risks for the first time.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Toyo Seikan Group Holdings's next results are scheduled for 2026-11-06. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Raw Material Procurement Risks from International Tensions and Supply Chain Disruptions | Toyo Seikan Group Holdings,Ltd. (5901) | Komori