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Janome (6445) · RiskWorsened

Risk of Production Stoppages Caused by Factory Damage and Raw Material Procurement Disruptions

First written in FY2016. 5 of 10 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2025.

10entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017WorsenedFY2022-Q1 – FY2023-Q2MitigatedFY2024-Q32016: 120162017: 120172018: 020182019: 020192020: 020202021: 120212022: 420222023: 120232024: 120242025: 12025
Same theme, other companies

Janome moved to the "Worse" side of this theme in 2021, 2 years after the typical company in this theme (2019).

0 other companies' latest entry also says "Worsened".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「Although the market is expected to expand as society moves toward decarbonisation and labour-saving and electrification progress, the Company also faces challenges including dependence on specific markets, difficulties in procuring long-lead-time parts, inventory optimisation and strengthening its production system.」

    The disclosure states that production and supply-side challenges, including difficulties in procuring long-lead-time parts and dependence on specific markets, continue in the industrial equipment business.
  2. FY2024-Q3MitigatedAnnual report

    「In the industrial equipment business, constraints on product supply caused by the parts shortage were being resolved, while capital investment demand also showed signs of recovery in some regions.」

    The disclosure states that the product supply constraints caused by the previously ongoing parts shortage had been resolved. However, the overall environment remained challenging because of the delayed recovery in demand in China and other factors.
  3. FY2023-Q3RestatedAnnual report

    「In the industrial equipment business, inquiries from customers increased as the tabletop robot and Electropress (servo press) markets, particularly those related to EVs, recovered, and orders continued to trend upward. On the supply side, however, the impact on production from difficulties in procuring certain parts has not been resolved, and challenging conditions continue.」

    Although orders are recovering, the impact on production from difficulties in procuring certain parts remains unresolved, and concerns about production continuity continue.
  4. FY2023-Q2WorsenedAnnual report

    「Difficult conditions continue as rising prices for raw materials and other inputs resulting from higher energy prices, together with prolonged difficulties in procuring parts, continue to affect the product supply system.」

    The impact on the product supply system has continued because of higher raw material prices and prolonged difficulties in procuring parts.
  5. FY2023-Q1WorsenedAnnual report

    「In the industrial equipment business, the market environment was recovering, including increased corporate capital investment appetite, and orders for both tabletop robots and servo presses continued to trend upward. However, the difficulty of securing sufficient parts to support orders remained unresolved, and production conditions continued to be challenging, owing to lower production volumes and higher manufacturing costs resulting from soaring raw material prices.」

    Although the capital investment environment and orders recovered, the difficulty of securing sufficient parts to meet orders remained unresolved, leading to lower production volumes and higher manufacturing costs.
  6. FY2022WorsenedAnnual report

    「The impact of logistics delays and parts shortages during the COVID-19 pandemic has been further aggravated by the situation involving Russia and Ukraine. If these supply chain disruptions persist longer than expected, production and supply may be constrained, potentially reducing sales and profit.」

    In addition to logistics delays and parts shortages, the disclosure covers higher resource prices and worsening supply disruptions resulting from the situation involving Russia and Ukraine.
  7. FY2022-Q3WorsenedAnnual report

    「In the household equipment business, the Company continued to be affected by the COVID-19 pandemic, including logistics delays caused by container shortages and difficulties in procuring parts, although」

    In addition to logistics delays caused by container shortages, difficulties in procuring parts were identified as an ongoing supply concern.
  8. FY2022-Q1MaterialisedAnnual report

    「In overseas sewing machine markets, shipments were affected by a shortage of containers for maritime transport, although」

    The disclosure on supply chain disruption risk states that a shortage of containers for maritime transport actually affected shipments.
  9. FY2017RestatedAnnual report

    「If a major natural disaster or other event were to occur at one of the Group’s factories or elsewhere, the Group’s operating results and financial position may be affected by lost business opportunities and other consequences of production stoppages caused by damage to factory facilities or supply chain disruptions, including difficulties in procuring raw materials.」

    The risk of production stoppages caused by factory damage and disruptions in raw material procurement was reiterated.
  10. FY2016First statedAnnual report

    「The Group’s operating results and financial position may be affected by lost business opportunities and other consequences of production stoppages caused by damage to factory facilities or supply chain disruptions, including difficulties in procuring raw materials.」

    The risk to production continuity arising from factory damage and raw material procurement was disclosed.
Moved together

"Business continuity risks arising from political, regulatory, economic and disaster-related factors in overseas countries" moved the same way as this thread, in the same document, in 5 of its 10 moves.

553222★123456
  1. ★This thread
  2. 1Business continuity risks arising from political, regulatory, economic and disaster-related factors in overseas countries5×
  3. 2Risk of rising raw material costs, including steel, aluminum, copper and resins5×
  4. 3Risks from Intensifying Competition and Changes in the Market Environment3×
  5. 4Management aimed at the next 100 years under “JANOME BREAKTHROUGH 2018”2×
  6. 5Medium- to Long-Term Targets for Profitability, Financial Base and Shareholder Returns2×
  7. 6Foreign-Exchange Risk Arising from a High Overseas Sales Ratio2×

★ 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
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News
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Risk of Production Stoppages Caused by Factory Damage and Raw Material Procurement Disruptions | JANOME Corporation (6445) | Komori