Supply constraints due to difficulty procuring certain components
First written in FY2022-Q3. 9 of 11 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.
12 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「The supply regions for certain raw materials, including specialty gases, are limited, and war, conflict or trade restrictions on imports and exports could result in an inability to supply or delays in supply.」
The risk of an inability to supply or delays in supplying raw materials such as specialty gases due to war, conflict or trade restrictions continues. - FY2026-H1RestatedAnnual report
「During the interim consolidated accounting period, there were no new major risks or significant changes to the business risks described in the annual securities report that management recognized as potentially having a material effect on the financial position, operating results, or cash flows of the consolidated companies, among the matters concerning business conditions and financial matters described in this Semiannual Report.」
It is stated that there have been no material changes in the risks related to difficulty procuring certain components or supply constraints affecting specialty-gas raw materials. - FY2024RestatedAnnual report
「The supply regions for certain raw materials, including specialty gases, are limited, and war, conflict or trade restrictions on imports and exports could result in an inability to supply or delays in supply.」
The risk of an inability to supply or delays in supplying raw materials such as specialty gases due to war, conflict or trade restrictions continues. - FY2024-Q3RestatedAnnual report
「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」
It is stated that there have been no material changes in the risks related to difficulty procuring certain components or supply constraints affecting specialty-gas raw materials. - FY2024-Q2RestatedAnnual report
「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」
It is stated that there have been no material changes in the risks related to difficulty procuring certain components or supply constraints affecting specialty-gas raw materials. - FY2024-Q1RestatedAnnual report
「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」
It is stated that there have been no material changes in the risks related to difficulty procuring certain components or supply constraints affecting specialty-gas raw materials. - FY2023RestatedAnnual report
「The supply regions for certain raw materials, including specialty gases, are limited, and war, conflict or trade restrictions on imports and exports could result in an inability to supply or delays in supply. Depending on the circumstances, this could affect the performance and financial position of the Group, including its customers.」
The risk of an inability to supply or delays in supplying raw materials such as specialty gases due to war, conflict or trade restrictions continues. - FY2023-Q3RestatedAnnual report
「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」
It is stated that there have been no material changes in the principal risks related to difficulty procuring certain components or supply constraints affecting specialty-gas raw materials. - FY2023-Q1RestatedAnnual report
「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」
It is stated that there have been no material changes in the principal risks related to difficulty procuring certain components or supply constraints affecting specialty-gas raw materials. - FY2022WorsenedAnnual report
「The supply regions for certain raw materials, including specialty gases, are limited, and war, conflict or trade restrictions on imports and exports could result in an inability to supply or delays in supply. Depending on the circumstances, this could affect the performance and financial position of the Group, including its customers.」
The difficulty of procuring certain components identified in the previous quarter was explicitly disclosed as a business risk involving the inability to supply or delays in supplying raw materials such as specialty gases due to war, conflict or trade restrictions. - FY2022-Q3First statedAnnual report
「Meanwhile, in addition to the continuing difficulty of procuring certain components, the discovery of new variants and other factors mean that the outlook remains uncertain.」
The continuing difficulty of procuring certain components was explicitly identified for the first time as an independent supply constraint factor. As it is described as an ongoing situation, it was classified as a risk that has actually materialized.