Komori
Tsubakimoto Chain Co. (6371) · RiskMitigated

Global supply chain disruptions and surging prices

First written in FY2023. 1 of 2 entries say "Mitigated", first in FY2025. Latest entry: FY2025.

2entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY20232023: 120232024: 020242025: 12025
Same theme, other companies
Disruptions in the Procurement of Raw Materials and Parts and Supplier Business Continuity RiskA theme 104 companies write about · 104 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 42 of 70 companies on the "Worse" side.

22 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 104 companies compared. The sentences above are computed from all 104.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「We are diversifying our sources of supply by dual sourcing irreplaceable materials and parts and sharing information on procurement sources across the Group. We are also working to strengthen partnerships with procurement sources.」

    The company has made its countermeasures against the risk of global supply chain fluctuations and surging prices more specific, including dual sourcing, sharing information on sourcing destinations, diversifying suppliers, and strengthening partnerships with sourcing partners.
  2. FY2023First statedAnnual report

    「As the group operates globally, its supply chain also extends worldwide. If temporary economic disruption or stagnation occurs due to general political or economic factors in countries or regions where the group's suppliers operate, or if a supplier-specific event causes sharp fluctuations in supply or surging prices, the group may face difficulties procuring parts and operating its factories. This could result in lower or delayed production of the group's products and affect its business results and financial position.」

    Separately from the previously identified risks related to overseas political and economic conditions and raw material prices, the company has identified global supply fluctuations and surging prices, including supplier-specific factors, as a standalone major risk, and has cited alternative sourcing, sharing information on sourcing destinations, and strengthening partnerships with suppliers as countermeasures.
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