Labour shortages, rising labour costs, longer material lead times and the "2024 problem"
First written in FY2024. 1 of 3 entries say "Restated". Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026WorsenedAnnual report
「At the same time, chronic labour shortages have worsened, and companies are required to improve productivity further. Looking at the global environment, uncertainty continues due to revisions to EV policies in major countries, rising geopolitical tensions and the continuation of US tariff policies.」
In addition to worsening labour shortages, external-environment risks such as revisions to EV policies, geopolitical tensions and US tariff policies have newly been made more specific. - FY2025-H1RestatedAnnual report
「No new business or other risks arose during the six months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The disclosure states that there were no new occurrences or significant changes concerning operating-environment risks such as labour shortages, rising labour costs and longer material lead times. - FY2024First statedAnnual report
「Uncertainty continues amid rising prices, conflicts in Ukraine and the Middle East, sharp exchange-rate movements, labour shortages, rising labour costs and longer lead times for materials.」
Labour shortages, rising labour costs and longer material lead times were explicitly identified together for the first time as major operating-environment challenges, separate from conventional automotive-demand and supply-constraint risks.