Delivery Delays and Difficulty Procuring Purchased Items
First written in FY2017. 7 of 16 entries say "Worsened", first in FY2020. Latest entry: 2026-10-15.
Takeda Machinery moved to the "Worse" side of this theme in 2020, 2 years before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
46 other companies' latest entry also says "Worsened".
- 2026-10-15WorsenedEarnings
「コスト上昇や一部部品の長納期化も加わり、極めて厳しい状況にあります。」
一部部品の長納期化を調達リスクの具体的な要因として記載している。 - FY2025WorsenedAnnual report
「The group procures a wide range of materials and components, including raw materials such as steel, processed components and purchased components, based on the quantities required for its products. Although it works to manage inventory appropriately so that it does not increase or remain idle, various risks exist.」
The company continues to disclose the risk of instability in the procurement of materials and components and explicitly describes appropriate inventory management to prevent inventory increases and accumulation. - FY2024WorsenedAnnual report
「In response to the annual increase in inventory resulting from difficulties procuring components in recent years and the need to secure delivery dates for customers, the company will reinforce its efforts to maintain appropriate inventory levels. It will maintain timely deliveries while establishing an efficient production system to optimize inventory, excluding machines built to customer specifications, and integrate sales and manufacturing to improve the accuracy of market demand forecasts and reduce inventory costs.」
The company states that inventory has increased annually due to difficulty procuring components and the need to secure delivery dates, specifying the effects of procurement and delivery risks on inventory. - 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.」
The company states that there have been no material changes in the occurrence of major risks or in the business and other risks described in the annual securities report for the previous fiscal year. - FY2024-Q2RestatedAnnual report
「Uncertainty remains, including unstable supplies of semiconductor components and the addition of geopolitical risks involving the United States and China.」
The company continues to describe uncertainty in the procurement environment, including unstable supplies of semiconductor components. - FY2024-Q1RestatedAnnual report
「Uncertainty remains, including unstable supplies of semiconductor components and the addition of geopolitical risks involving the United States and China.」
The company continues to describe uncertainty in the procurement environment, including unstable supplies of semiconductor components. - FY2023-Q3RestatedAnnual report
「The business environment remains unpredictable, as soaring steel prices are reducing earnings and shortages of manufacturing components are making longer manufacturing lead times a permanent condition.」
The company continues to disclose the effects of longer manufacturing lead times resulting from shortages of manufacturing components and surging steel prices. - FY2023-Q2RestatedAnnual report
「Against this backdrop, the group is working to accelerate new product development, expand proposal-based sales, enhance maintenance services and improve value added, based on its principle of manufacturing from the customer's perspective. However, the business environment remains unpredictable, as surging steel prices are reducing profitability and shortages of manufacturing components have made longer manufacturing lead times commonplace.」
The company continues to disclose the effects of longer manufacturing lead times resulting from shortages of manufacturing components and surging steel prices. - FY2023-Q1WorsenedAnnual report
「The business environment remains unpredictable, with profit margins contracting due to surging steel prices and manufacturing lead times becoming longer as shortages of manufacturing components expand.」
The company states that longer lead times resulting from shortages of manufacturing components are increasing, indicating that the effects of procurement delays and difficulty sourcing purchased items are continuing and expanding. - FY2022MaterialisedAnnual report
「Adverse effects on production activity have become evident, including the emergence of geopolitical risks arising from the Ukraine issue and shortages of some manufacturing components, including semiconductor components.」
Shortages of semiconductor components and other items have actually become evident and are cited as an adverse effect on production activity. Longer component delivery lead times are also identified as an impact on the business environment during the current fiscal year. - FY2022-Q2WorsenedAnnual report
「In the manufacturing industry, adverse effects such as stalled production activity due to shortages of some manufacturing components, including semiconductor components, have become evident.」
Production activity has been disrupted by shortages of semiconductor components and other items, specifying the risk of longer lead times for component procurement. - FY2021WorsenedAnnual report
「Longer lead times for manufacturing components, particularly semiconductors, and surging steel prices have become evident in the manufacturing industry, and the business environment is expected to remain uncertain.」
The company states that longer lead times for manufacturing components, particularly semiconductors, and surging steel prices have become evident, specifying the risks of procurement delays and difficulty sourcing components. - FY2020WorsenedAnnual report
「In addition to the bankruptcy or withdrawal from business of suppliers providing specialized materials and components and damage to suppliers caused by disasters, exchange rates, raw material prices and the relationship between supply and demand for materials and components may fluctuate significantly depending on political and economic conditions. Procurement of materials and components is therefore expected to become unstable, which may affect operating results and financial position.」
The company has expanded and specified the potential causes of procurement difficulty and delivery-delay risks, including supplier bankruptcies or withdrawals, disaster damage, and fluctuations in exchange rates, raw material prices, and supply and demand. - FY2019RestatedAnnual report
「The group procures a wide range of materials and components, including raw materials such as steel, processed components and purchased components. If materials or components become difficult to procure due to market trends or changes in needs, this may affect the group's operating results and financial position.」
The company continues to disclose delivery delays and other issues resulting from difficulty procuring materials and components as a risk. - FY2018MaterialisedAnnual report
「Despite demand for construction of high-rise buildings, commercial facilities, and warehouses, mainly in the Tokyo metropolitan area, sales were affected by longer lead times for component procurement and fell to ¥3,248 million, down 5.1% year on year.」
The company states that extended lead times for component procurement have actually occurred in connection with the risks of difficulty sourcing materials and components and delivery delays, and that sales of machinery for processing structural steel decreased 5.1% year on year. - FY2017First statedAnnual report
「If materials or components become difficult to procure due to changes in market conditions or customer needs, this could affect our Group’s operating performance and financial condition.」
Discloses difficulty in procuring materials and components and related delivery delays as risks that could affect operating performance and financial condition.