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Nachi-Fujikoshi Corp. (6474) · RiskWorsened

Disruptions to the Procurement of Raw Materials and Components

First written in FY2016. 6 of 14 entries say "Restated". Latest entry: FY2025.

14entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019SoftenedFY2023-Q2 – FY2023-Q32017: 120172018: 120182019: 120192020: 120202021: 220212022: 420222023: 320232024: 020242025: 020252026: 1
Same theme, other companies
Procurement Disruption of Raw Materials and Components and Supplier Business Continuity RiskA theme 80 companies write about · 80 as a headwind · 0 as a tailwind

Nachi-Fujikoshi Corp. moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).

The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.

26 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.
Showing 14 of the 80 companies compared. The sentences above are computed from all 80.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「However, there is a risk that procurement of raw materials and components may become difficult and disrupt product supplies to customers due to higher prices and shortages caused by changes in market conditions, insufficient production capacity or poor quality at suppliers, natural disasters such as fires and earthquakes, heightened international tensions, supplier bankruptcies, and other reasons.」

    In addition to conventional factors such as price increases and shortages, supplier capacity and disasters, heightened international tensions are explicitly identified as a cause of supply disruption risk.
  2. FY2023-Q3SoftenedAnnual report

    「In the automotive sector, the impact of reduced production due to the semiconductor shortage eased and production recovered, while the overall gradual recovery continued.」

    The impact of reduced automobile production due to the semiconductor shortage eased compared with the previous quarter and earlier, and production is recovering.
  3. FY2023-Q2SoftenedAnnual report

    「Although the impact of reduced automobile production due to the semiconductor shortage is easing,」

    The impact of reduced automobile production due to the semiconductor shortage continues, although it is easing compared with the previous quarter and earlier.
  4. FY2023-Q1RestatedAnnual report

    「In addition to the impact of reduced automobile production due to the semiconductor shortage,」

    The global semiconductor shortage continues to be cited as affecting automobile production, and supply constraint risks remain.
  5. FY2022-Q3RestatedAnnual report

    「In addition to the impact of reduced automobile production due to the semiconductor shortage and lockdowns in China in response to COVID-19,」

    The semiconductor shortage continues to be cited as affecting automobile production, and supply constraint risks for raw materials and components remain.
  6. FY2022-Q2RestatedAnnual report

    「In addition to the impact of reduced automobile production due to the semiconductor shortage and lockdowns in China in response to COVID-19,」

    The global semiconductor shortage continues to be cited as affecting automobile production, and supply constraint risks remain.
  7. FY2022-Q1WorsenedAnnual report

    「As economic activity normalised and the economies of developed countries, including Japan, Europe and the United States, continued to recover, automobile production was also reduced due to the semiconductor shortage,」

    Concerns about the semiconductor shortage have materialised as actual supply constraints and production impacts, including reduced automobile production.
  8. FY2021MitigatedAnnual report

    「In response, we are continuously working to strengthen the supply chain globally by developing and cultivating new suppliers, selecting optimal suppliers, and diversifying our supplier base.」

    Amid continuing supply constraint risks, including the semiconductor shortage, the company has specified measures involving the development and cultivation of new suppliers and supplier diversification.
  9. FY2021-Q3WorsenedAnnual report

    「During the first 3 quarters of the fiscal year, the environment surrounding the Group was generally on a moderate recovery trend as economic activity normalized, supported by the expansion of the Chinese economy and the recovery of developed economies such as Japan, Europe and the United States. However, the outlook remained uncertain due to the resurgence of COVID-19, particularly in Southeast Asia, and production cuts by automakers caused by the global semiconductor shortage.」

    The previous concern about a semiconductor shortage is now specifically described as production cuts by automakers, making the impact of supply constraints clearer.
  10. FY2021-Q1WorsenedAnnual report

    「Uncertainty about the outlook continues, including the risk of a renewed spread of COVID-19, concerns about a global semiconductor shortage, and the prolonged US-China dispute.」

    In connection with procurement risks such as shortages of raw materials and components, the company newly identifies concerns about a global semiconductor shortage as a specific factor constraining supply.
  11. FY2019RestatedAnnual report

    「However, there is a risk that procurement of raw materials and components may become difficult due to soaring prices and shortages caused by changes in market conditions, insufficient production capacity or quality defects at suppliers, natural disasters such as fires and earthquakes, bankruptcy, or other reasons, disrupting the supply of products to customers.」

    The risk of procurement disruptions due to raw material and component prices, supply capacity, quality issues, disasters and bankruptcy continues.
  12. FY2018RestatedAnnual report

    「However, there is a risk that procurement of raw materials and components may become difficult due to soaring prices and shortages caused by changes in market conditions, insufficient production capacity or quality defects at suppliers, natural disasters such as fires and earthquakes, bankruptcy, or other reasons, disrupting the supply of products to customers.」

    The risk of procurement disruptions due to raw material and component prices, supply capacity, quality issues, disasters and bankruptcy continues.
  13. FY2017RestatedAnnual report

    「However, there is a risk that procurement of raw materials and components may become difficult due to soaring prices and shortages caused by changes in market conditions, insufficient production capacity or quality defects at suppliers, natural disasters such as fires and earthquakes, bankruptcy, or other reasons, disrupting the supply of products to customers.」

    The risk of procurement disruptions due to raw material and component prices, supply capacity, quality issues, disasters and bankruptcy continues.
  14. FY2016First statedAnnual report

    「However, there is a risk that procurement of raw materials and components may become difficult due to soaring prices and shortages caused by changes in market conditions, insufficient production capacity or quality defects at suppliers, natural disasters such as fires and earthquakes, bankruptcy, or other reasons, disrupting the supply of the Group's products to customers.」

    The company lists soaring prices, shortages, insufficient supplier capacity, quality defects, and procurement difficulties caused by disasters or bankruptcy.
Moved together

"Decline in demand for special steel" moved the same way as this thread, in the same document, in 5 of its 14 moves.

53222★12345
  1. ★This thread
  2. 1Decline in demand for special steel5×
  3. 2Changes in the Economic Environment and Laws and Regulations in Overseas Countries3×
  4. 3Declining demand due to slower growth in China and other emerging markets, and increasing uncertainty in the business environment2×
  5. 4Price Competition and Rising Raw Material Prices2×
  6. 5Financial Impact of Rising Foreign Exchange Rates and Interest Rates2×

★ 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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Disruptions to the Procurement of Raw Materials and Components | NACHI-FUJIKOSHI CORP. (6474) | Komori