Supply and cost risks from demand fluctuations and raw material procurement
First written in FY2016. 6 of 12 entries say "Restated". Latest entry: 2026-05-11.
Nippon Thompson 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: 33 of 51 companies on the "Worse" side.
24 other companies' latest entry also says "Worsened".
- 2026-05-11WorsenedRevision to earnings forecast
「In addition, the risk of a slowdown in the global economy is increasing as international conditions change, and there are also concerns that supply-side impacts, such as difficulties procuring raw materials and components, may arise across the supply chain.」
The Company explicitly noted the possibility of supply-side impacts caused by difficulty procuring raw materials and components, in addition to the risk of a global economic slowdown. - FY2025RestatedAnnual report
「Unexpectedly rapid changes in demand may result in supply delays and higher costs. In addition, the Group procures from external suppliers the raw materials and components used to manufacture its products.」
Supply and cost risks arising from demand fluctuations and soaring prices, shortages and supply stoppages involving externally procured raw materials and components continue to be disclosed. - FY2023RestatedAnnual report
「Unexpectedly rapid changes in demand may result in supply delays and higher costs. In addition, the Group procures from external suppliers the raw materials and components used to manufacture its products.」
Supply and cost risks arising from demand fluctuations, raw material prices and shortages, and supplier-related issues continue to be disclosed. - FY2023-Q3RestatedAnnual report
「Meanwhile, uncertainty about the outlook continued due to soaring raw material prices and inflation against the backdrop of the situation in Ukraine and other factors, as well as sharp exchange rate fluctuations resulting from interest rate hikes and policies to reduce monetary easing by central banks in various countries.」
The continued supply and cost environment of soaring raw material prices and inflation is disclosed. - FY2023-Q2WorsenedAnnual report
「Meanwhile, uncertainty about the outlook continued due to soaring raw material prices and inflation against the backdrop of the situation in Ukraine and other factors, as well as sharp exchange rate fluctuations resulting from global monetary tightening.」
The description of raw material price increases has been strengthened to soaring prices, while the supply and cost environment remains challenging due to the combined effects of inflation and exchange-rate fluctuations. - FY2023-Q1WorsenedAnnual report
「The outlook remained uncertain due to concerns about a prolonged situation in Ukraine, higher raw material prices resulting from the sharp depreciation of the yen, and supply-side effects from lockdowns in China.」
The rise in raw material prices and the impact of China's lockdowns on supply were specifically identified as current factors relating to supply and cost risks arising from demand fluctuations and procurement. - FY2022MaterialisedAnnual report
「Selling, general and administrative expenses increased by ¥1,233 million from the previous consolidated fiscal year to ¥13,438 million, mainly due to higher personnel expenses and increased distribution costs resulting from higher sales and soaring ocean freight rates.」
The increase in distribution costs caused by soaring ocean freight rates was reflected as a factor driving the increase in selling, general and administrative expenses. - FY2022-Q1WorsenedAnnual report
「Although signs of a recovery were seen in China and developed countries, the timing of the end of the COVID-19 pandemic remained unforeseeable due to renewed expansion caused by the emergence of new variants. This was compounded by soaring resource prices and semiconductor shortages, and conditions remained uncertain.」
Soaring resource prices and semiconductor shortages were specifically identified as new current factors relating to supply and cost risks arising from demand fluctuations and raw material procurement. - FY2020RestatedAnnual report
「Unexpectedly rapid changes in demand may result in supply delays and higher costs. In addition, the Group procures from external suppliers the raw materials and components used to manufacture its products.」
Supply and cost risks arising from demand fluctuations, raw material prices and shortages, and supplier-related issues continue to be disclosed. - FY2019RestatedAnnual report
「Unexpectedly rapid changes in demand may result in supply delays and higher costs. In addition, the procurement of raw materials and other materials may be disrupted by price increases caused by changes in market conditions, shortages, insufficient production capacity at suppliers, fires, bankruptcies, natural disasters and other factors.」
Supply and cost risks arising from demand fluctuations, soaring raw material and component prices, shortages and supplier-related issues continue to be disclosed. - FY2017RestatedAnnual report
「Unexpectedly rapid changes in demand may result in supply delays and higher costs.」
Supply and cost risks arising from demand fluctuations, raw material prices and supply, and issues involving suppliers continue to be disclosed. - FY2016First statedAnnual report
「Unexpectedly rapid changes in demand may result in supply delays and higher costs.」
The company also cites the need for upfront investment to accommodate shorter lead times, as well as procurement disruptions caused by soaring raw material prices, shortages, and accidents, bankruptcies or disasters affecting suppliers.