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Rorze (6323) · RiskWorsened

Delays, Shortages and Higher Costs in Materials Procurement

First written in FY2016. 6 of 18 entries say "Restated". Latest entry: 2026-10-08.

18entries
11years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2021-Q1AdvancedFY2023 – 2026-04-092016: 120162017: 020172018: 120182019: 120192020: 120202021: 320212022: 220222023: 220232024: 020242025: 020252026: 72026
Same theme, other companies
Procurement Disruption of Raw Materials and Components and Supplier Business Continuity RiskA theme 80 companies write about · 80 as a headwind · 0 as a tailwind

Rorze moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.

The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.

26 other companies' latest entry also says "Worsened".

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 80 companies compared. The sentences above are computed from all 80.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「If sharp fluctuations in demand, higher raw material prices, production disruptions or quality problems at specific suppliers, or logistics constraints such as port congestion and disruption to shipping routes cause delivery delays, higher costs or shortages of required quantities, or if changes in the global situation result in higher costs or supply problems for energy and petroleum products, these factors may affect the company’s results.」

    In addition to the conventional risk of shortages of materials and components, the company specified risks including supplier production disruptions and quality problems, port congestion and shipping-route disruptions, and supply problems involving energy and petroleum products.
  2. FY2023MitigatedAnnual report

    「Although supply chain issues caused by shortages of raw materials and components showed signs of improvement, some components continued to face extended delivery times. The company strengthened its production structure through advance procurement of components and measures implemented through its production systems.」

    Although shortages and extended component delivery times remain, the company is strengthening its procurement and production structures through signs of improvement, advance component procurement and measures implemented through its production systems.
  3. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter under review, Japan’s economy remained uncertain, as concerns grew that soaring prices, driven by global inflation, resource shortages and the weaker yen, would affect economic activity.」

    The company continues to indicate that resource shortages and soaring prices could affect economic activity, and remains concerned about supply constraints for materials and resources.
  4. FY2023-Q1WorsenedAnnual report

    「During the cumulative first quarter under review, Japan’s economy remained difficult to predict, despite efforts to balance measures to prevent the spread of COVID-19 with economic activity, as multiple price-raising factors converged, including resource shortages affected by the situation in Russia and Ukraine and the weaker yen.」

    Resource shortages affected by the situation in Russia and Ukraine emerged as a new external factor, heightening concerns over supply constraints for materials and resources.
  5. FY2022-Q3MaterialisedAnnual report

    「In this industry, although shortages of parts, including semiconductors, have made stable procurement of parts difficult,」

    The company states that parts shortages have made stable procurement of parts difficult, presenting the materials procurement risk as an actual problem in the business environment.
  6. FY2022-Q2RestatedAnnual report

    「If the impact on economic activity from the future spread of the infection becomes more severe and prolonged, various risks may arise, including those related to the procurement of materials, production and sales, which may affect the financial results of the Group.」

    The potential impact on materials procurement, production and sales if the impact of COVID-19 becomes more severe and prolonged continues to be disclosed.
  7. FY2022-Q1WorsenedAnnual report

    「While semiconductor demand is expected to grow significantly as remote work and the full-scale adoption of 5G spread, the global semiconductor shortage has become an issue.」

    The company states that the global semiconductor shortage has become a problem amid a sharp increase in semiconductor demand, heightening concerns about external supply constraints on parts and materials.
  8. FY2021MaterialisedAnnual report

    「At present, delivery lead times for some parts have been extended due to robust investment in semiconductor manufacturing equipment, increased global demand for electronic components and the impact of damage to semiconductor manufacturing facilities.」

    With regard to the existing risk of delays in procuring materials, the company states that longer delivery lead times for some parts have actually occurred.
  9. FY2021-Q1RestatedAnnual report

    「If the impact on economic activity from the future spread of the infection becomes more severe and prolonged, various risks may arise, including those related to the procurement of materials, production and sales, which may affect the financial results of the Group.」

    The risk of materials procurement if the impact of COVID-19 becomes more severe and prolonged continues to be presented in relation to the existing risks of procurement delays, shortages and higher costs.
  10. FY2019RestatedAnnual report

    「If sharp market movements, significant fluctuations in transaction volumes or procurement prices, or other factors cause delays in procuring parts or materials, shortages in quantities, or increases in procurement costs, this may affect the operating results and financial position of the Group.」

    The risks of delays, shortages and higher costs in procuring materials continue to be disclosed.
  11. FY2018RestatedAnnual report

    「Accordingly, if sharp market movements, significant fluctuations in transaction volumes or procurement prices, or other factors cause delays in procuring parts or materials, shortages in quantities, or increases in procurement costs, this may affect the financial results and financial position of the Group.」

    Delays, shortages and higher costs in procuring parts and materials continue to be disclosed as risks.
  12. FY2016First statedAnnual report

    「If delays occur in procuring parts or materials, quantities are insufficient, or procurement costs increase, this may affect the financial results and financial position of the Group.」

    The Group recognises the possibility that it may not be able to rapidly switch suppliers while procuring a diverse range of parts and materials.
Moved together

"Failure to Meet Business Plans in New Business Fields" moved the same way as this thread, in the same document, in 6 of its 18 moves.

654333★123456
  1. ★This thread
  2. 1Failure to Meet Business Plans in New Business Fields6×
  3. 2Automation of Cell Culture Operations and the Deployment of CellKeeper5×
  4. 3Strengthening New Product Development, Production and Sales Structures4×
  5. 4Proactive business development to address domestic and overseas capital investment demand3×
  6. 5Interest Rate Risk3×
  7. 6Strengthening the Financial Position3×

★ 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
No upcoming earnings preview for Rorze yet. It last moved in the Financial Results Presentation of 2026-10-08: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Delays, Shortages and Higher Costs in Materials Procurement | RORZE CORPORATION (6323) | Komori