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Tsurumi Manufacturing (6351) · RiskMitigated

Risks of Climate Change-Related Carbon Taxes, Flooding, and Supply Chain Disruptions

First written in FY2023. 3 of 4 entries say "Mitigated", first in FY2024. Latest entry: FY2026.

4entries
4years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2023MitigatedFY2024 – FY20262023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Climate Change-Related Regulatory and Materials Constraints, Supply Chain and Working Environment RisksA theme 92 companies write about · 91 as a headwind · 0 as a tailwind

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

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 92 companies compared. The sentences above are computed from all 92.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「As a measure to adapt to the risk of supply interruptions by suppliers, since fiscal 2023 we have been investing approximately ¥10 billion under the Monozukuri Innovation Project and promoting capital investment to strengthen our production capabilities, including the motor production building. In-house production of key components reduces our reliance on external procurement and diversifies procurement risk.」

    We continue to invest approximately ¥10 billion in production capabilities and produce key components in-house to address the risks of climate change, flooding and supply chain disruptions.
  2. FY2025MitigatedAnnual report

    「Since fiscal 2023, we have invested approximately ¥10 billion under the Monozukuri Innovation Project and are promoting capital investment to strengthen our production system, including the motor production building. Bringing key components in-house reduces dependence on external procurement, diversifies procurement risk and」

    As measures against flood and supply chain disruption risks, the company specified approximately ¥10 billion of investment in its production system, in-house production of key components, and an investment of approximately ¥1 billion in アロイテクノロジー.
  3. FY2024MitigatedAnnual report

    「To address supply chain disruption risk, we are investing in logistics infrastructure and the in-house production of key production components, thereby reducing the risk.」

    The company disclosed that, in response to climate-related risks of logistics disruption and production stoppages, it is developing logistics infrastructure, bringing key components in-house and strengthening equipment resilience to reduce risk.
  4. FY2023First statedAnnual report

    「The frequency of flooding in fiscal 2030, assuming approximately 1.5°C of temperature rise, is projected to be approximately twice as high. We are assessing the impact of flood damage risk for the company and its major suppliers based on each production site's revenue and the maximum assumed scale shown on hazard maps.」

    The company has for the first time systematically identified carbon taxes, flooding at production sites and supply chain disruption as climate change-related risks, and quantified impacts including an approximately twofold increase in flood frequency.
Moved together

"Introduction of a Restricted Stock Compensation Plan" moved the same way as this thread, in the same document, in 3 of its 4 moves.

333333★123456
  1. ★This thread
  2. 1Introduction of a Restricted Stock Compensation Plan3×
  3. 2Payment of a dividend on common shares (¥12 per share)3×
  4. 3Ensuring the Execution of Challenge Initiatives under “BASE100”3×
  5. 4Strengthening the Management, Growth and Earnings Foundations through a Global Strategy3×
  6. 5Shareholder returns through share repurchases3×
  7. 6Green Plan 2030: Long-Term Environmental Targets for Greenhouse Gas Reduction3×

★ 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
Tsurumi Manufacturing's next results are scheduled for 2026-11-12. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risks of Climate Change-Related Carbon Taxes, Flooding, and Supply Chain Disruptions | TSURUMI MANUFACTURING CO.,LTD. (6351) | Komori