Komori
Fuji (6134) · RiskMitigated

Risks of Soaring Prices, Shortages and Supply Interruptions for Key Materials

First written in FY2017. 4 of 13 entries say "Restated". Latest entry: FY2026.

13entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2020MaterialisedFY2022 – FY20232017: 120172018: 120182019: 120192020: 120202021: 120212022: 420222023: 220232024: 020242025: 120252026: 12026
Same theme, other companies
Disruptions in the Procurement of Raw Materials and Parts and Supplier Business Continuity RiskA theme 99 companies write about · 99 as a headwind · 0 as a tailwind

Fuji moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.

The whole theme swung hardest in 2021: 41 of 66 companies on the "Worse" side.

18 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 99 companies compared. The sentences above are computed from all 99.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「The Group is working to ensure stable procurement by establishing purchasing arrangements with multiple suppliers, considering alternative components and materials, and maintaining safety stock.」

    As measures to address component supply risks, the Company specifically identifies considering alternative components and materials and maintaining safety stock in addition to using multiple suppliers.
  2. FY2025RestatedAnnual report

    「The Group will work to ensure stable procurement by establishing purchasing arrangements with multiple suppliers and taking other measures. However, if components and materials remain difficult to obtain for an extended period, production may become unstable and business performance may be affected.」

    The Company continues to address the risks of surging prices for key components and materials and shortages and supply disruptions involving semiconductors and other materials through procurement from multiple suppliers.
  3. FY2023MaterialisedAnnual report

    「Meanwhile, due to surging material prices and shortages, operating income declined by ¥1,364 million, or 4.8%, from the previous fiscal year to ¥27,108 million.」

    Surging prices and shortages of key components and materials continued to materialize in the form of a 4.8% decline in annual operating income.
  4. FY2023-Q3MaterialisedAnnual report

    「Meanwhile, due to surging material prices and shortages, operating income declined by ¥1,179 million, or 5.5%, from the first 9 months of the previous fiscal year to ¥20,127 million.」

    Surging prices and shortages of key components and materials continued to occur in practice, affecting business performance through a 5.5% year-on-year decline in operating income.
  5. FY2023-Q2MaterialisedAnnual report

    「Meanwhile, due to surging material prices and shortages, operating income declined by ¥959 million, or 6.5%, from the first 6 months of the previous fiscal year to ¥13,803 million.」

    Surging prices and shortages of key components and materials continued to occur in practice, affecting business performance through a 6.5% year-on-year decline in operating income.
  6. FY2023-Q1MaterialisedAnnual report

    「Meanwhile, due to soaring material prices and supply shortages, operating income was ¥7,190 million, a decrease of ¥1,654 million, or 18.7%, from the cumulative first quarter of the previous fiscal year.」

    Surging prices and shortages of key components and materials actually occurred and affected business performance, resulting in an 18.7% year-on-year decline in operating income.
  7. FY2022WorsenedAnnual report

    「Surging market prices for key components and materials, including steel, castings and electrical materials used in the Group's products, may affect business performance. In addition, shortages of some components and materials, including semiconductors, may occur due to concentrated demand, while supply disruptions may result from disasters or accidents affecting suppliers.」

    The Company continues to specifically identify surging prices for key components and materials and shortages and supply disruptions involving semiconductors and other materials as risks, and also cites surging material prices in its business outlook.
  8. FY2022-Q3MitigatedAnnual report

    「During the first 9 months of the current fiscal year, the Japanese economy continued to recover from the downturn caused by the spread of COVID-19, supported by increased exports and easing supply constraints.」

    The business environment description indicates that supply constraints have eased, suggesting that the risk environment surrounding component supply constraints identified in the previous fiscal year has eased in its wording.
  9. FY2021WorsenedAnnual report

    「In addition, shortages of some components and materials, including semiconductors, may occur due to concentrated demand, while supply disruptions may result from disasters or accidents affecting suppliers.」

    In addition to the existing risks associated with key components and materials, the Company specifically identifies semiconductor shortages and clarifies the areas subject to supply constraints.
  10. FY2020RestatedAnnual report

    「The Group will work to establish purchasing arrangements with multiple suppliers and take other measures to ensure stable procurement.」

    The Company continues to address the risks of surging prices for key components and materials, shortages and supply disruptions, and resulting instability in production through purchasing arrangements with multiple suppliers.
  11. FY2019RestatedAnnual report

    「Surging market prices for key components and materials may affect business performance. In addition, shortages of some components and materials may occur due to concentrated demand, while supply disruptions may result from disasters or accidents affecting suppliers.」

    The Company continues to identify surging prices for key components and materials, shortages and supply disruptions, and the resulting instability in production as risks.
  12. FY2018RestatedAnnual report

    「Surging market prices for key components and materials may affect business performance. In addition, shortages of some components and materials may occur due to concentrated demand, while supply disruptions may result from disasters or accidents affecting suppliers.」

    The Company continues to identify surging prices for key components and materials, shortages and supply disruptions, and the resulting instability in production as risks.
  13. FY2017First statedAnnual report

    「Surging market prices for key components and materials, including steel, castings and electrical materials used in the Group's products, may affect business performance. In addition, shortages of some components and materials may occur due to concentrated demand, while supply disruptions may result from disasters or accidents affecting suppliers. These factors may destabilize production and affect business performance.」

    The Company specifically identifies rising prices for key components and materials, shortages and supply disruptions caused by disasters or accidents affecting suppliers as supply chain risks.
Moved together

"Price Fluctuation Risk of Securities" moved the same way as this thread, in the same document, in 5 of its 13 moves.

544432★123456
  1. ★This thread
  2. 1Price Fluctuation Risk of Securities5×
  3. 2Postponement of Equipment Plans and Operating Loss in the Machine Tools Business4×
  4. 3Economic Uncertainty in Japan and Overseas and Cautious Capital Investment4×
  5. 4Expansion of operating loss in Other businesses4×
  6. 5Risk of changes in political and economic conditions associated with business activities in overseas markets3×
  7. 6Innovative Product Development as a World-Leading Robot Manufacturer2×

★ 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
Fuji'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.