Risks of shortages, delivery delays and soaring prices for raw materials and components
First written in FY2021. 5 of 16 entries say "Materialised", first in FY2022-Q1. Latest entry: 2026-08-07.
Hosokawa Micron moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).
The whole theme swung hardest in 2021: 42 of 70 companies on the "Worse" side.
22 other companies' latest entry also says "Mitigated".
- FY2026-H1MaterialisedAnnual report
「In addition to difficulties obtaining rare-earth-related materials because of deteriorating relations between Japan and China, the increasingly tense situation in the Middle East, together with higher energy prices, has led to growing scarcity of petrochemical products, raising concerns about the impact on future business performance.」
The Company stated that difficulties obtaining rare-earth-related materials and shortages of petrochemical products associated with higher energy prices had actually occurred. - FY2025MitigatedAnnual report
「In addition, although we are advancing price pass-through, rapid changes in supply and demand conditions may cause material and energy prices to surge beyond expectations and supply tightness to persist, making it unavoidable that procurement prices rise in some cases」
Price pass-through continued, and supply chain disruptions and delivery issues were described as moving toward resolution. However, the risks of higher material and energy prices and supply tightness remain. - FY2024MitigatedAnnual report
「Although we are advancing price pass-through, rapid changes in supply and demand conditions may cause material and energy prices to surge beyond expectations and supply tightness to persist, making it unavoidable that procurement prices rise in some cases」
While explicitly stating that price pass-through was progressing, the Company indicated that the risks of surging material and energy prices and prolonged supply tightness continued. - FY2024-Q2MitigatedAnnual report
「Except for some purchased components, the issue of longer delivery times has gradually improved, and revenue was ¥41.477 billion, an 11.5% increase year on year.」
Longer delivery lead times caused by supply chain and logistics disruptions have gradually improved, except for certain purchased materials. Although supply and delivery risks remain, some of their impact has diminished. - FY2023Long delivery lead times persist, while price pass-through progressesAnnual report
「In this economic environment, delivery lead times for the Group's products have not shortened, but there is no longer a trend toward further lengthening. Although lead times remain long, they have begun to stabilize, and the trend of orders preceding sales and delayed sales recognition that became pronounced after the COVID-19 pandemic is moving toward resolution.」
Long delivery lead times continue but have stabilized, and margins improved as price pass-through progressed on projects ordered after purchased material prices rose. Although supply and price risks remain, some of their impact has diminished. - FY2023-Q3Long delivery lead times persist, while margins improve on projects with price pass-throughAnnual report
「As in the powder-related business, the problem of long delivery lead times has not improved. However, margins have begun to show signs of improvement as sales recognition has gradually increased for projects ordered after purchased material prices rose, where the higher costs could be passed through to customers.」
Although the problem of long delivery lead times has not improved, sales recognition has increased for projects ordered after material prices rose, where the higher costs could be passed through, and margins have begun to improve. - FY2023-Q2RestatedAnnual report
「Supply chain disruptions continue, and there is still no sign of an end to longer delivery lead times. Margins are improving more slowly than in the powder-related business because sales recognition has not yet been completed for projects ordered before the sharp rise in purchased material prices, where price pass-through was insufficient.」
Supply chain disruptions and longer delivery lead times continue, while the delay in margin improvement in the thin-film business caused by insufficient price pass-through on projects ordered before the rise in material prices also persists. - FY2023-Q1WorsenedAnnual report
「Meanwhile, in the contract processing business, where higher energy prices have a direct impact, some customers have suspended their operations because of higher processing prices. Nevertheless, the order environment overall remains firm.」
Some contract-processing customers actually suspended operations because higher energy prices led to higher processing prices. An additional manifestation of supply and price risks was identified. - FY2022WorsenedAnnual report
「In addition, rapid changes in supply and demand conditions may cause unexpected surges in material and energy prices and prolonged supply tightness, making it unavoidable that procurement prices rise in some cases. This could affect the Group's activities, financial condition and operating results.」
The scope of the risks disclosed was expanded beyond conventional supply shortages and delivery delays to include surging material and energy prices, prolonged supply tightness and higher procurement prices. In terms of actual results, cases occurred in which margins declined because of higher raw material prices. - FY2022-Q3MaterialisedAnnual report
「Because there is a time lag between receiving an order and beginning procurement and production, particularly in Europe, there were cases in which the impact of external purchasing prices rising more than expected could not be fully reflected in selling prices, resulting in lower margins.」
Regarding the risk of higher prices for raw materials and components, the Company stated that it had been unable to fully pass on higher purchase prices to selling prices in Europe, and that cases of actual margin declines had occurred. - FY2022-Q2WorsenedAnnual report
「The effects of delays in the delivery of certain key materials and logistics disruptions continue, and delivery delays and uncertainty over delivery times are expected to persist for the time being.」
The disclosure on supply shortage and delivery delay risks was expanded to state that delays in the delivery of key materials and logistics disruptions were continuing, with uncertainty over delivery times expected to persist for the time being. - FY2022-Q1MaterialisedAnnual report
「While orders remain at high levels, delivery lead times have lengthened because of supply chain and logistics disruptions.」
The Company stated that longer delivery lead times caused by supply chain and logistics disruptions had also occurred in the plastic thin-film business. - FY2022-Q1MaterialisedAnnual report
「Delivery delays have occurred because of delays in the delivery of certain key materials and disruptions in logistics, and these conditions are expected to continue through the current fiscal year.」
For risks previously disclosed as the possibility of supply shortages and delivery delays, the Company stated that delays in the delivery of certain key materials and logistics disruptions had actually occurred. - FY2021First statedAnnual report
「The Group is diversifying its suppliers and promoting domestic and regional procurement to ensure stable and timely supplies of raw materials, components and other items at reasonable prices. However, there may be cases in which a short-term response is difficult because of supplier bankruptcies or closures, major disasters, the spread of infectious diseases worldwide or other factors. Shortages of raw materials and components and delivery delays may also occur, potentially affecting the Group's activities, financial condition and operating results.」
While promoting supplier diversification and domestic or regional procurement, the Company disclosed shortages and delivery delays caused by supplier bankruptcies, disasters or infectious diseases as new risks.