Risk of Raw Material Supply Constraints and Price Spikes
First written in FY2024. 1 of 2 entries say "Materialised", first in 2026-05-08. Latest entry: 2026-05-08.
Seibu Giken moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
The whole theme swung hardest in 2021: 24 of 53 companies on the "Worse" side.
10 other companies' latest entry also says "Materialised".
- 2026-05-08MaterialisedEarnings presentation
「Suppliers have reported price increases and supply instability for some raw materials, including coatings」
The Company disclosed that suppliers have reported price increases and supply instability for raw materials. It plans to respond by securing alternatives and additional suppliers. - FY2024First statedAnnual report
「If it becomes difficult to secure necessary raw materials and other items in appropriate quantities and at appropriate prices because of an unforeseen event that prevents a supplier of raw materials or parts used to manufacture Group products from continuing its business, shortages of raw materials, a major change in the economic environment or any other reason, this may affect the Group's financial position and operating results.」
The Group identifies raw-material shortages, suppliers being unable to continue operations, dependence on particular suppliers and price increases as procurement risks, with multiple sourcing and supplier BCP checks as countermeasures.