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Daifuku (6383) · RiskIndirect Business Continuity Concerns from the Situation in the Middle East

Business Continuity Risks from Natural Disasters, Infectious Diseases and Geopolitical Events

First written in FY2018. 2 of 8 entries say "Materialised", first in FY2021-Q1. Latest entry: FY2027-H1.

8entries
9years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018MitigatedFY2021-Q3 – FY20222018: 120182019: 020192020: 220202021: 120212022: 120222023: 020232024: 020242025: 020252026: 32026
Same theme, other companies

The whole theme swung hardest in 2018: 32 of 131 companies on the "Worse" side.

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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 501 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1Indirect Business Continuity Concerns from the Situation in the Middle EastAnnual report

    「一方で、原油価格の高騰や国際物流の混乱などを通じて、一部資材における供給制約やコスト上昇に伴い受注済案件へ影響が生じる可能性があります。また、世界経済の先行き不透明感などを背景に、お客さまの今後の設備投資計画の遅れに繋がる可能性もあるため、引き続き今後の動向を注視していきます。」

    中東地域に直接の生産・販売拠点がなく直接影響は限定的とする一方、原油価格高騰や国際物流混乱を通じた資材供給制約・コスト上昇、顧客設備投資計画の遅延可能性を事業継続上の間接リスクとして追加的に記載している。
  2. FY2022MitigatedAnnual report

    「社員とその家族、お客さま、お取引先さまなどの生命・健康・安全を最優先にし、国内外の政府や行政機関のガイドラインを遵守し、在宅勤務を実施することなどにより、事業活動に大幅な支障はきたしていません。」

    感染症リスクが残る中、ガイドライン遵守や在宅勤務などにより事業活動への大幅な支障を抑えたと記載している。
  3. FY2021-Q3MitigatedAnnual report

    「当社グループ業績への新型コロナウイルス感染症の影響は、主に受注面に現れましたが、前記のように、第3四半期に入って大きく回復しました。」

    感染症による受注面への影響は残るものの、第3四半期に受注が大きく回復し、事業継続リスクの実績影響が一部緩和した。
  4. FY2021-Q2MaterialisedAnnual report

    「受注は、移動や出社、面談の制限、お客さまの休業等による商談の遅れなどから前期の実績にはおよびませんでした。」

    感染症に伴う移動・出社・面談制限や顧客休業により、商談の遅れと受注減少が実際に生じている。
  5. FY2021-Q1MaterialisedAnnual report

    「移動や出社の制限、休業などによって、商談が進めにくくなり受注時期が遅れる、工事進行が遅れる等が共通して見られた影響です。」

    従来可能性として開示していた感染症等による事業継続リスクが、新型コロナウイルス感染症に伴う商談・受注・工事進行の遅延として実際に発生した。
  6. FY2018First statedAnnual report

    「If the Group's or its business partners' sites suffer physical or human damage from disasters such as earthquakes, tsunamis, floods, fires or global pandemics, terrorist attacks, or social disruption resulting from changes in political conditions, the Group's production and sales activities may be affected.」

    The Company discloses the risk that natural disasters, infectious diseases, terrorism and changes in political conditions at domestic or overseas sites or those of business partners could disrupt production and sales activities.
Moved together

"Higher Raw-Material and Component Prices and Supply Shortages" moved the same way as this thread, in the same document, in 4 of its 8 moves.

433222★123456
  1. ★This thread
  2. 1Higher Raw-Material and Component Prices and Supply Shortages4×
  3. 2Delays in Order Recognition as Projects Become Larger3×
  4. 3Strengthening the North American Product Offering and Expanding Airport Systems Sales3×
  5. 4Improving Profitability at the U.S. Subsidiary and Returning the European Subsidiary to Profitability2×
  6. 5Fluctuations in Capital Investment by the Semiconductor, Liquid-Crystal and Automotive Industries2×
  7. 6Market Uncertainty Related to Yen Appreciation and the U.K.’s Exit from the EU2×

★ 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 Daifuku yet. It last moved in the Earnings presentation of 2026-08-06: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Business Continuity Risks from Natural Disasters, Infectious Diseases and Geopolitical Events | DAIFUKU CO.,LTD. (6383) | Komori