Komori
Galilei Holdings (6420) · RiskMitigated

Risk of shortages or interruptions in the supply of procured materials

First written in FY2020. 3 of 8 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2024-Q1.

8entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2020MaterialisedFY2022-Q2 – FY2022MitigatedFY2023-Q1 – FY2024-Q12020: 120202021: 320212022: 320222023: 12023
Same theme, other companies
Disruptions in the Procurement of Raw Materials and Parts and Supplier Business Continuity RiskA theme 125 companies write about · 125 as a headwind · 0 as a tailwind

Galilei Holdings moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.

The whole theme swung hardest in 2021: 47 of 79 companies on the "Worse" side.

24 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 124 companies compared. The sentences above are computed from all 124.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q1MitigatedAnnual report

    「Sales of refrigerated and frozen display cases declined in the same quarter of the previous year due to order restrictions caused by a shortage of foaming agents. This year, sales to supermarkets and drugstores recovered because the company was able to meet a certain level of demand from the distribution industry.」

    In the current quarter, the company was able to meet a certain level of demand from the distribution industry following the impact of order restrictions caused by a shortage of foaming agents in the same quarter of the previous year, and sales to supermarkets and drugstores recovered.
  2. FY2023-Q1MitigatedAnnual report

    「Production delays and order suspensions occurred for some models due to disruptions in the supply of production components from the end of the previous fiscal year, but orders resumed in May.」

    Production delays and order suspensions caused by disruptions in the supply of production components continued, but orders for some models resumed in May.
  3. FY2022MaterialisedAnnual report

    「The spread of COVID-19 worldwide disrupted logistics, and natural disasters affected material manufacturers, resulting in production delays and periods when orders were suspended from the second quarter through the end of the fiscal year. Orders resumed in March. Component supplies remain unstable, but the company will make every effort to resume normal production.」

    The semiconductor shortage, logistics disruptions and natural disasters affecting material manufacturers actually caused production delays and order suspensions, and orders resumed in March.
  4. FY2022-Q3MaterialisedAnnual report

    「Component supplies remain unstable due to the global semiconductor shortage, the spread of COVID-19 and the effects of natural disasters affecting material manufacturers, but the company will make every effort to resume normal production.」

    Component supplies remain unstable due to the global semiconductor shortage, the spread of COVID-19 and natural disasters affecting material manufacturers. The company continues to work toward normal production.
  5. FY2022-Q2MaterialisedAnnual report

    「In the manufacturing division, the company flexibly responded to increased demand by adjusting production plans and modifying manufacturing lines at both its Shiga and Okayama plants. Although the semiconductor shortage and soaring raw material prices were a concern, the company worked across sales and manufacturing to reduce costs by shifting component orders to other suppliers and improving production efficiency. Production of some products manufactured at the Okayama plant has been delayed because the global semiconductor shortage and the spread of COVID-19 in Southeast Asian countries disrupted the supply of production components, but the company will make every effort to produce the affected products.」

    The global semiconductor shortage and the spread of COVID-19 in Southeast Asia actually disrupted the supply of production components and delayed production of some products at the Okayama plant. The company is responding by shifting component orders, adjusting production plans, modifying manufacturing lines and improving production efficiency.
  6. FY2022-Q1RestatedAnnual report

    「In the manufacturing division, we flexibly responded to increased demand by adjusting production plans at both the Shiga and Okayama plants. Although semiconductor shortages and higher raw-material prices were a concern, manufacturing and sales worked together on measures including transferring orders for components and lowering costs through improved production efficiency.」

    Amid continued procurement concerns resulting from the semiconductor shortage, the company is addressing supply and cost issues through shifting component orders to other suppliers, adjusting production plans and improving production efficiency.
  7. FY2021WorsenedAnnual report

    「If supply becomes insufficient or is interrupted, or demand rises sharply, due to disasters or accidents such as fires or power outages that have caused the global semiconductor shortage, the bankruptcy of a supplier or other factors, it may be difficult to find alternative or additional suppliers or switch to other components.」

    Specific causes, including fires and power outages that caused the global semiconductor shortage, have been added to the risks of shortages or interruptions in the supply of procured materials.
  8. FY2020First statedAnnual report

    「If supply becomes insufficient or is interrupted, or demand rises sharply, due to disasters, accidents, the bankruptcy of a supplier or other factors, it may be difficult to find alternative or additional suppliers or switch to other components.」

    Separate from the previously identified risk of soaring material prices, shortages or interruptions in supply caused by disasters, accidents, supplier bankruptcies or sudden increases in demand, as well as the difficulty of alternative procurement, are identified as new risks.
Moved together

"Surging prices of purchased materials, including steel and components" moved the same way as this thread, in the same document, in 3 of its 8 moves.

322222★123456
  1. ★This thread
  2. 1Surging prices of purchased materials, including steel and components3×
  3. 2Promoting servitization and an integrated CS/SB structure2×
  4. 3Net-zero greenhouse gas emissions across the food supply chain under the Sustainable Vision “Dramatic Future 2050”2×
  5. 4Expanding production capacity at domestic and overseas factories and responding to increased demand2×
  6. 5Growth in sales, operating profit and profit attributable to owners of the parent2×
  7. 6Differentiation through Proprietary Technologies, Market Share Expansion and Improved Profitability2×

★ 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
Galilei Holdings's next results are scheduled for 2026-11-13. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.