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Suzumo Machinery (6405) · RiskMaterialisedLatest Earnings (2026-08-07): "Mitigated"

Soaring Prices and Procurement Disruptions Affecting Raw Materials and Components

First written in FY2020. 7 of 20 entries say "Mitigated", first in FY2023-Q3. Latest entry: 2026-08-07.

20entries
7years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020OtherFY2022-Q3 – FY2023-Q2MitigatedFY2024MaterialisedFY2025 – 2026-05-132020: 120202021: 220212022: 420222023: 420232024: 120242025: 220252026: 62026
Same theme, other companies
Procurement Disruption of Raw Materials and Components and Supplier Business Continuity RiskA theme 77 companies write about · 77 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 34 of 53 companies on the "Worse" side.

13 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 77 companies compared. The sentences above are computed from all 77.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「In Japan, the difficult business environment caused by higher raw material and energy prices and labour costs has continued. In addition, product demand remained weak due to the impact of operators postponing capital investment plans and taking other measures as a result of higher rice prices since the fourth quarter of the previous fiscal year.」

    Higher raw material, energy and rice prices actually materialised as postponed customer capital investment plans and weaker product demand.
  2. FY2026-H1MaterialisedAnnual report

    「In addition to the continuing difficult business environment caused by higher raw material prices, product demand remained weak due to the impact of operators postponing capital investment plans and taking other measures as a result of higher rice prices since the fourth quarter of the previous fiscal year.」

    Higher raw material and rice prices actually materialised as postponed capital investment plans by operators and weaker product demand.
  3. FY2025WorsenedAnnual report

    「In Japan, the difficult business environment for the food service and retail industries has continued due to higher raw material and energy prices.」

    Higher raw material and energy prices continued to weigh on the business environment, and the company also described customers cancelling or postponing capital investment plans due to higher rice prices during the fiscal year.
  4. FY2024MitigatedAnnual report

    「The impact on production activities from shortages of semiconductors and materials, which had continued since the consolidated fiscal year before last, was largely resolved from the first three months of the current consolidated fiscal year.」

    It is stated that the impact of shortages of semiconductors and materials on production activities was largely resolved from the first three months of the current consolidated fiscal year.
  5. FY2024-Q2RestatedAnnual report

    「The impact on production activities from shortages of semiconductors and materials, which had continued since the year before last, was largely resolved from the first three months of the current consolidated fiscal year.」

    The company continues to state that the impact of shortages of semiconductors and materials on production activities was largely resolved from the first three months of the current consolidated fiscal year.
  6. FY2024-Q1MitigatedAnnual report

    「The impact on production activities from shortages of semiconductors and materials, which had continued since the year before last, was largely resolved during the first three months of the current consolidated fiscal year.」

    It is stated that the impact of shortages of semiconductors and materials on production activities was largely resolved during the first three months of the fiscal year.
  7. FY2023MitigatedAnnual report

    「Meanwhile, although shortages of semiconductors and materials continued to affect production activities from the previous consolidated fiscal year, conditions improved from the third quarter of the current consolidated fiscal year. In addition, we continued developing new suppliers of materials and switching to alternative components through changes to product designs, among other measures, to meet rising demand.」

    Although the impact of shortages of semiconductors and materials remained, conditions improved from the third quarter, while the company continued developing new suppliers and switching to alternative components.
  8. FY2023-Q3MitigatedAnnual report

    「Meanwhile, although the impact of shortages of semiconductors and materials on production activities continued, conditions improved from the third quarter of the current consolidated fiscal year. In addition, we continued developing new suppliers of materials and switching to alternative components through changes to product designs, among other measures, to meet rising demand.」

    Although shortages of semiconductors and materials continued to affect production activities, conditions improved from the third quarter, while the company continued developing new suppliers and switching to alternative components through design changes.
  9. FY2023-Q2RestatedAnnual report

    「Meanwhile, although the impact of shortages of semiconductors and materials on production activities continued, we responded to rising demand by developing new suppliers of materials and switching to alternative components through changes to product designs, among other measures.」

    While shortages of semiconductors and materials continued to affect production activities, the company continued developing new suppliers and switching to alternative components through changes to product designs.
  10. FY2023-Q1Switching to alternative componentsAnnual report

    「Meanwhile, although the impact of shortages of semiconductors and materials on production activities continued, we responded to rising demand by developing new suppliers of materials and switching to alternative components through changes to product designs, among other measures.」

    Although shortages of semiconductors and materials continued to affect production activities, the company described measures to meet demand by developing new suppliers and, in addition, changing product designs to switch to alternative components.
  11. FY2022RestatedAnnual report

    「Meanwhile, from the second quarter of the current consolidated fiscal year, the impact of shortages of semiconductors and materials on production activities continued, and we developed new suppliers of materials and took other measures to meet rising demand.」

    While shortages of semiconductors and materials continued to affect production activities, efforts are being made to meet demand by developing new suppliers.
  12. FY2022-Q3Response through developing new suppliers and continuing supply impactsAnnual report

    「Meanwhile, the impact of shortages of semiconductors and materials on production activities continued, and we responded to rising demand by developing new suppliers of materials and taking other measures.」

    While shortages of semiconductors and materials continued to affect production activities, efforts are being made to meet rising demand by developing new suppliers of materials.
  13. FY2022-Q2MaterialisedAnnual report

    「Against this backdrop, during the first six months of the current consolidated fiscal year, production activities were affected by global shortages of semiconductors and materials. However, moves to reduce labour requirements in the food service and retail industries accelerated, and product demand remained at a very high level.」

    It is stated that global shortages of semiconductors and materials actually affected production activities, indicating that the previous concern has materialised as a specific impact.
  14. FY2022-Q1WorsenedAnnual report

    「There are also concerns about the spread of COVID-19 variants and shortages of semiconductors and other components, and these developments will require close monitoring.」

    Regarding procurement risks for raw materials and components, shortages of semiconductors and materials were expressly identified as a concern. No actual supply disruption was stated.
  15. FY2020First statedAnnual report

    「If the prices of these raw materials and components rise sharply and remain elevated due to tight supply and demand or market fluctuations, profits may decline. In addition, if procurement of raw materials or components is disrupted, manufacturing and sales of products may become difficult, potentially worsening operating results.」

    The prolonged impact of higher prices for raw materials and components procured from external suppliers, and of procurement disruptions on profits, manufacturing and sales, has been described as a separate risk for the first time.
Moved together

"Strengthening the Sales Structure and Sales Activities Tailored to Customer Needs" moved the same way as this thread, in the same document, in 8 of its 20 moves.

887554★123456
  1. ★This thread
  2. 1Strengthening the Sales Structure and Sales Activities Tailored to Customer Needs8×
  3. 2Dependence on users' store-opening and capital investment plans8×
  4. 3Creating a Food-Plating Market with Food-Plating Robots7×
  5. 4The Overseas Spread of Sushi Culture and Development of Overseas Sales Networks5×
  6. 5Expanding business opportunities by capturing shifts in hygiene awareness and takeaway demand5×
  7. 6Risk of higher inventory write-downs4×

★ 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 Suzumo Machinery yet. It last moved in the Earnings of 2026-08-07: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Soaring Prices and Procurement Disruptions Affecting Raw Materials and Components | Suzumo Machinery Co.,Ltd. (6405) | Komori