Parts Supply Risk Due to Supply Chain Disruptions
First written in FY2020. 5 of 11 entries say "Worsened", first in FY2022-Q3. Latest entry: 2026-05-14.
Sinko Industries moved to the "Worse" side of this theme in 2021, 2 years after the typical company in this theme (2019).
The whole theme swung hardest in 2026: 14 of 31 companies on the "Worse" side.
5 other companies' latest entry also says "Worsened".
- 2026-05-14WorsenedFinancial results presentation
「Following the escalation of tensions in the Middle East, the availability of some raw materials used to manufacture air-conditioning equipment has deteriorated and prices have risen. We are responding by passing these costs through to selling prices and reviewing the supply chain, including overseas production sites. At present, the impact of this matter on the earnings outlook is expected to remain minor.」
The company describes a situation requiring a review of the supply chain, including overseas production sites, in response to deteriorating raw material availability and higher prices. - FY2024RestatedAnnual report
「Lead times for control equipment, motors and other components incorporated into the company's products have lengthened against the backdrop of the global semiconductor shortage. In addition to working closely with suppliers to secure inventory, the company is responding to procurement difficulties by modularizing some products to reduce the number of components that must be procured.」
The company continues to address the risk of prolonged component lead times through information sharing with suppliers, securing inventory and modularization. - FY2024-Q2MitigatedAnnual report
「Although raw material prices remained high, delays in material deliveries had generally settled, while the business environment remained favorable, with orders received by plumbing subcontractors at a high level.」
Material delivery delays are said to have generally returned to a more stable level, indicating signs of easing in supply-delay risks across the supply chain. - FY2023MitigatedAnnual report
「In the air-conditioning equipment market, delays in components, particularly control panels and motors, are beginning to ease, but raw-material prices remain elevated. To address these issues, the company will focus on strengthening purchasing power, reducing costs and passing higher costs through to prices as important priorities.」
While there are signs that component delays are easing in some areas, extended lead times for some materials remain, and the company continues to strengthen purchasing, secure inventory, modularize products and coordinate delivery dates. - FY2023-Q3WorsenedAnnual report
「While responding to delivery-date postponements caused by difficulties in procuring materials,」
The lead times for some materials continue to lengthen, and delivery-date postponements caused by procurement difficulties have become an actual operational problem. - FY2023-Q2WorsenedAnnual report
「As delivery-date postponements caused by difficulties in procuring materials were expected to be more extensive than in a typical year, the company focused on strengthening procurement and coordinating delivery dates, resulting in」
The situation in which delivery-date postponements caused by difficulties in procuring materials are expected to continue at a level exceeding that of typical years has persisted, and the company is pursuing stronger procurement and delivery-date coordination as countermeasures. - FY2023-Q1MaterialisedAnnual report
「Although difficulties in procuring materials caused delivery dates to slip,」
Difficulties in procuring materials have actually caused delivery-date slippage, bringing supply-chain disruption and material-supply risks to the fore. - FY2022WorsenedAnnual report
「Lead times for control equipment, motors and other components incorporated into the company's products have lengthened against the backdrop of the global semiconductor shortage. In addition to working closely with suppliers to secure inventory, the company is responding to procurement difficulties by modularizing some products to reduce the number of components that must be procured.」
As component lead times continue to lengthen, the company has specified measures including closer information sharing with suppliers, securing inventory and modularization. - FY2022-Q3WorsenedAnnual report
「Amid delays in material supplies caused by the global semiconductor shortage and rising uncertainty, the company pursued sales policies aimed at securing sales volume, resulting in net sales of ¥24,626 million, up 8.8% year on year.」
Delays in material supplies caused by the global semiconductor shortage and rising uncertainty have continued and worsened. The company is pursuing sales policies aimed at securing sales volume. - FY2022-Q2MaterialisedAnnual report
「The business environment continues to require responses to difficult-to-predict changes, including the impact of infections coinciding with a trough in demand and delays in the supply of materials caused by the global semiconductor shortage.」
Delays in material supplies caused by the global semiconductor shortage have occurred as an actual business-environment issue, bringing the risk of supply-chain disruption to the fore. - FY2020First statedAnnual report
「Because some components are procured from overseas, including China, if local production, logistics or other parts of the supply chain are disrupted, components incorporated into air-conditioning equipment may become unavailable, potentially affecting product supply.」
For components procured overseas, the company has specified shortages caused by production and logistics stoppages and their impact on product supply as a new risk.