Stagnation in materials procurement due to component shortages and customer bankruptcies
First written in FY2021. 5 of 11 entries say "Materialised", first in FY2022-Q3. Latest entry: 2026-07-31.
Meidensha moved to the "Worse" side of this theme in 2021, 2 years before the typical company in this theme (2023).
The whole theme swung hardest in 2026: 7 of 12 companies on the "Worse" side.
5 other companies' latest entry also says "Mitigated".
- 2026-07-31MitigatedEarnings
「そのような環境下においても、当社は生産効率の向上やサプライチェーンの強靭化を図り、生産体制の維持・強化に向けた取り組みを継続しております。」
サプライチェーンの強靭化と生産体制の維持・強化を継続する対応策が示された。 - FY2026MitigatedAnnual report
「We are also promoting the standardization of component specifications and working to maintain and strengthen stable procurement by securing multiple suppliers and taking other measures. In addition, to strengthen sustainable partnerships with our business partners, we have issued the “Meidensha Group Sustainable Procurement Guidelines” since fiscal 2022, and are working to further strengthen communication and cooperation with business partners through various support activities and other measures.」
The company continues to implement and further develop measures addressing the risks of component shortages and longer lead times, including specification standardization, multiple suppliers, appropriate inventories and sustainable procurement guidelines. - FY2024-Q3MitigatedAnnual report
「In maintenance services, in addition to continued firm demand, revenue increased 12.3% year on year to ¥22,465 million, while operating profit improved by ¥1,623 million to ¥1,490 million, partly due to various initiatives to address longer lead times for materials.」
As a result of various measures to address longer lead times for materials, the field engineering business posted higher revenue, and operating profit improved to ¥1,490 million. - FY2024-Q2RestatedAnnual report
「In the social systems and water infrastructure businesses, the impact on construction progress of longer lead times for materials and delays in related construction work, among other factors, became apparent,」
Longer lead times related to material shortages and supply disruptions have continued to materialize as delays in related construction work and impacts on construction progress. - FY2024-Q1MaterialisedAnnual report
「In maintenance services, in addition to continued firm demand, revenue was recognized for projects that had been pushed back from the previous year due to longer lead times for materials, among other factors,」
Longer lead times related to material shortages and supply disruptions materialized, appearing in quarterly results as revenue recognition for projects postponed from the previous year. - FY2023-Q3MaterialisedAnnual report
「Revenue declined in the social systems and water infrastructure businesses due to shipment delays caused by longer lead times for materials and delays in construction progress, among other factors.」
The risk of component shortages and supply disruptions materialized as longer lead times for materials, shipment delays and construction delays, resulting in lower revenue in the social systems and water infrastructure businesses. - FY2023-Q2MaterialisedAnnual report
「Demand for maintenance services has remained firm, but revenue was limited to approximately the previous year’s level due to delays in project progress caused by longer lead times for various materials, among other factors.」
The risk of component shortages and supply disruptions has continued to materialize as longer lead times for various materials and delays in project progress, resulting in stagnation in maintenance service revenue. - FY2023-Q1MaterialisedAnnual report
「Demand for maintenance services has remained firm, but project delivery schedules have fluctuated due to longer lead times for some materials, among other factors,」
The risk of component shortages and supply disruptions has materialized as longer lead times for some materials and fluctuations in project delivery schedules, leading to a decline in revenue in the field engineering business. - FY2022-Q3MaterialisedAnnual report
「Uncertainty about the outlook remains due to changes in the external environment, including global supply chain disruptions exemplified by shortages of semiconductors and electronic components, soaring material prices, and new variant strains that are rapidly spreading in Japan and overseas.」
The risk of component shortages and supply disruptions has materialized as global supply chain disruption, leading to worsening availability and higher procurement prices for various materials. - FY2022-Q2WorsenedAnnual report
「In addition, uncertainty about the outlook has persisted due to changes in the external environment, including supply-chain disruptions typified by shortages of semiconductors for automotive applications and rising commodity prices.」
In connection with the risks of component shortages and supply disruptions, supply chain disruptions, exemplified by the shortage of automotive semiconductors, have been explicitly identified as an issue in the external environment. - FY2021First statedAnnual report
「If the supply of these items is disrupted due to component shortages, customer bankruptcies or other factors, shipments may be delayed and projects may not be completed on schedule.」
The company has disclosed shortages of components that are difficult to substitute, bankruptcies among customers and subcontractors, and delays in shipments and project completion caused by supply disruptions as new risks. Measures include standardization, maintaining appropriate inventories and securing multiple suppliers.