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Disco (6146) · RiskRestated

Procurement difficulties caused by tight supply and demand for raw materials and components and by disasters

First written in FY2020. 3 of 6 entries say "Mitigated", first in FY2022. Latest entry: FY2025.

6entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020MitigatedFY2022 – FY20242020: 120202021: 020212022: 220222023: 120232024: 120242025: 12025
Same theme, other companies
Procurement Disruption of Raw Materials and Components and Supplier Business Continuity RiskA theme 76 companies write about · 76 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 34 of 52 companies on the "Worse" side.

11 other companies' latest entry also says "Restated".

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 76 companies compared. The sentences above are computed from all 76.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「Procurement difficulties for raw materials and components caused by tight supply and demand or disasters may affect production. In response, the Group has implemented measures including strategically securing inventories of key raw materials and components and strengthening relationships with suppliers.」

    The company continues to address the risk of procurement difficulties by strategically securing inventories of key components and strengthening relationships with suppliers.
  2. FY2024MitigatedAnnual report

    「Procurement difficulties for raw materials and components caused by tight supply and demand or disasters may affect production. In response, the Group has implemented measures including strategically securing inventories of key raw materials and components and strengthening relationships with suppliers.」

    The company continues to recognize procurement difficulties as a risk and continues to implement strategically securing inventories of key components and strengthening relationships with suppliers as countermeasures.
  3. FY2023MitigatedAnnual report

    「Procurement difficulties for raw materials and components caused by tight supply and demand or disasters may affect production. In response, the Group has implemented measures including strategically securing inventories of key raw materials and components and strengthening relationships with suppliers.」

    The company continues to identify procurement difficulties as a risk and explicitly cites strategically securing inventories of key components and strengthening relationships with suppliers as countermeasures.
  4. FY2022MitigatedAnnual report

    「Procurement difficulties for raw materials and components caused by tight supply and demand or disasters may affect production. In response, the Group has implemented measures including strategically securing inventories of key raw materials and components and strengthening relationships with suppliers.」

    While continuing to identify procurement difficulties as a risk, the company explicitly cites strategically securing inventories of key components and strengthening relationships with suppliers as countermeasures.
  5. FY2022-Q3MaterialisedAnnual report

    「Although the market environment during the nine-month period of the current third quarter (the “period”) was affected by supply chain disruptions and supply constraints caused by COVID-19, strong semiconductor demand continued across a broad range of applications, including 5G-related products and automotive applications, against a backdrop of accelerating global decarbonization.」

    The company explained that the effects of supply chain disruptions and supply constraints caused by COVID-19 were actually observed, indicating that the previously identified procurement risk had materialized as an impact on the market environment.
  6. FY2020First statedAnnual report

    「Procurement difficulties for raw materials and components caused by tight supply and demand or disasters may affect production.」

    Procurement difficulties caused by tight supply and demand for raw materials and components or disasters were explicitly identified for the first time as a risk that could affect production. Measures include securing inventories of critical components and strengthening relationships with suppliers.
Moved together

"Record High Revenue and Profit" moved the same way as this thread, in the same document, in 3 of its 6 moves.

333222★123456
  1. ★This thread
  2. 1Record High Revenue and Profit3×
  3. 2Financial and management foundation enabling continued development investment3×
  4. 3Improving asset efficiency through a cumulative RORA of at least 20% over four years3×
  5. 4Ensuring Oversight by Independent Outside Directors and Outside Corporate Auditors2×
  6. 5Evaluation of executive performance and recommendation for dismissal by the Representative Director Evaluation Committee2×
  7. 6Measures to improve employee satisfaction, including enhancing job satisfaction2×

★ 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
Disco's next results are scheduled for 2026-10-22. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Procurement difficulties caused by tight supply and demand for raw materials and components and by disasters | DISCO CORPORATION (6146) | Komori