Komori
Sanei (6230) · RiskRestated

Natural disasters and a supply chain concentrated in the Chubu region

First written in FY2021. 3 of 6 entries say "Restated". Latest entry: FY2026.

6entries
6years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2021MitigatedFY2022 – FY2023RestatedFY2024 – FY20262021: 120212022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Risk of supply stoppages caused by natural disasters and supply chain disruptionsA theme 74 companies write about · 72 as a headwind · 2 as a tailwind

The whole theme swung hardest in 2026: 14 of 31 companies on the "Worse" side.

25 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 74 companies compared. The sentences above are computed from all 74.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「To prepare for the risk of production and shipment delays, we are developing a BCP (business continuity plan) and working to avoid and mitigate risks.」

    The company continues to develop a BCP in response to the supply chain's concentration in the Chubu region and natural disasters and other risks.
  2. FY2025RestatedAnnual report

    「Accordingly, to prepare for the risk of production and shipment delays if our development and production sites or suppliers suffer significant damage, we are developing a BCP (business continuity plan) and working to avoid and mitigate risks.」

    The company continues to develop a BCP in response to the supply chain's concentration in the Chubu region and risks including natural disasters.
  3. FY2024RestatedAnnual report

    「Accordingly, to prepare for the risk of production and shipment delays if our development and production sites or suppliers suffer significant damage, we are developing a BCP (business continuity plan) and working to avoid and mitigate risks.」

    The company continues to develop a BCP in response to the supply chain's concentration in the Chubu region and risks including natural disasters.
  4. FY2023MitigatedAnnual report

    「To prepare for the risk of production and shipment delays, we are developing a BCP (business continuity plan) and working to avoid and mitigate risks.」

    The company continues to develop a BCP in response to the supply chain's concentration in the Chubu region and risks including natural disasters.
  5. FY2022MitigatedAnnual report

    「To prepare for the risk of production and shipment delays if our development and production sites or suppliers suffer significant damage, we are developing a BCP (business continuity plan) and working to avoid and mitigate risks.」

    In response to the supply chain's concentration in the Chubu region and disaster risks, the company explicitly stated that it is developing a BCP.
  6. FY2021First statedAnnual report

    「Although our Group's factories are distributed across Gifu Prefecture (Kakamigahara City), Osaka Prefecture (Osaka City), and Dalian, China, the supply chain surrounding our Group is concentrated in the Chubu region. If a major earthquake or other disaster affecting operations occurs in this region, sales could decline because production and shipments may be delayed, and substantial costs could be incurred to restore production sites and other facilities.」

    Although the factories are geographically dispersed, the concentration of the supply chain in the Chubu region poses a risk of production and shipment delays in the event of a disaster.
Moved together

"Payment of Interim Dividends" moved the same way as this thread, in the same document, in 2 of its 6 moves.

222222★123456
  1. ★This thread
  2. 1Payment of Interim Dividends2×
  3. 2Expansion of high-value-added, design-oriented products and brand lines2×
  4. 3Establishing a strong earnings base through flexible and efficient production and logistics systems2×
  5. 4Allocation of Funds Raised through a Public Offering, etc. to Gifu Plant Equipment2×
  6. 5Environmental conservation and greenhouse gas reduction throughout the product life cycle2×
  7. 6Developing contactless, high-value-added products through the integration of electronic controls and mechanical technologies2×

★ 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
Sanei's next results are scheduled for 2026-10-26. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.