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Mitsubishi Kakoki (6331) · RiskMaterialised

Disasters at production sites and supply chain disruption

First written in FY2016. 4 of 11 entries say "Restated". Latest entry: FY2023.

11entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018MaterialisedFY2019 – FY20222016: 120162017: 120172018: 120182019: 120192020: 220202021: 020212022: 420222023: 12023
Same theme, other companies
Risk of supply stoppages caused by natural disasters and supply chain disruptionsA theme 73 companies write about · 71 as a headwind · 2 as a tailwind

Mitsubishi Kakoki moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.

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

8 other companies' latest entry also says "Materialised".

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 73 companies compared. The sentences above are computed from all 73.
Full recordFilings, disclosures and news, newest first
  1. FY2023MaterialisedAnnual report

    「Due to the continuing supply chain disruption caused by the impact of COVID-19, delays in the delivery of electronic components and soaring material prices continued」

    The continuing supply chain disruption appeared in the business environment during the fiscal year as delays in the delivery of electronic components and higher material prices.
  2. FY2023-Q2RestatedAnnual report

    「Rising resource and raw material prices, supply constraints, and the resulting price increases」

    Supply-side constraints continue to be cited as a supply chain risk.
  3. FY2023-Q1RestatedAnnual report

    「Rising resource and raw material prices, supply constraints, and the resulting price increases」

    Supply-side constraints continue to be cited as a business-environment risk. There has been no material change in direction from the supply chain constraints cited through the previous fiscal year.
  4. FY2022WorsenedAnnual report

    「There were supply chain disruptions, including semiconductor shortages」

    The Company stated that supply chain disruptions, including semiconductor shortages, had actually arisen in the business environment during the fiscal year.
  5. FY2022-Q3MaterialisedAnnual report

    「There were also supply chain disruptions, including semiconductor shortages」

    The Company stated that supply chain disruptions caused by semiconductor shortages and other factors had actually arisen in the business environment during the period.
  6. FY2021-Q1MaterialisedAnnual report

    「Disaster recovery costs - 6」

    The Company recorded ¥6 million in disaster recovery costs as a non-operating expense in the first quarter under review.
  7. FY2020WorsenedAnnual report

    「In addition, the occurrence of infections among employees at the Company's related factories and worksites due to the spread of infectious diseases, including COVID-19, delays to existing or planned construction schedules caused by delayed delivery of equipment and materials, and declines, postponements or cancellations of customers' capital investment and maintenance projects resulting from an economic downturn accompanying any further spread of COVID-19 could affect business performance.」

    Infectious diseases were added to the risks related to natural disasters and other events, with specific reference to infections at factories and worksites, delays in the delivery of equipment and materials, construction schedule delays, and declines in customers' capital investment and maintenance projects.
  8. FY2019MaterialisedAnnual report

    「In addition to the impact of higher raw material prices and a succession of natural disasters in Japan」

    A succession of natural disasters in Japan was specifically cited as a factor affecting the business environment. However, no direct damage to production facilities was mentioned.
  9. FY2018RestatedAnnual report

    「In addition, supply chain disruptions resulting from these disasters may affect the group's business operations as a whole, including its production activities.」

    The risk of damage to production sites from natural disasters and supply chain disruption continues to be disclosed.
  10. FY2017RestatedAnnual report

    「Supply chain disruptions resulting from these disasters may affect the group's business operations as a whole, including its production activities.」

    The risk of damage to production sites from natural disasters and supply chain disruption continues to be disclosed.
  11. FY2016First statedAnnual report

    「Supply chain disruptions resulting from these disasters may affect the group's business operations as a whole, including its production activities.」

    The risks identified include damage to facilities and products at major production sites and indirect disruption of the supply chain.
Moved together

"Uncertainty in Overseas Economies Due to the Emerging-Market Slowdown, the UK's Withdrawal from the EU and Other Factors" moved the same way as this thread, in the same document, in 5 of its 11 moves.

543333★123456
  1. ★This thread
  2. 1Uncertainty in Overseas Economies Due to the Emerging-Market Slowdown, the UK's Withdrawal from the EU and Other Factors5×
  3. 2Increase in provision for losses on construction contracts4×
  4. 3Capital investment trends in key customer industries3×
  5. 4Rising material prices in long-term construction projects3×
  6. 5Product Defects and Accidents and Disasters at Construction Sites3×
  7. 6Impairment losses on securities held due to falling share prices3×

★ 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
Mitsubishi Kakoki's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Disasters at production sites and supply chain disruption | Mitsubishi Kakoki Kaisha,Ltd. (6331) | Komori