Komori
Kokusai Electric (6525) · RiskRestated

Risk of Supply Delays or Suspensions for Procured Components

First written in FY2024. 1 of 4 entries say "Worsened", first in FY2025. Latest entry: FY2026.

4entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024WorsenedFY2025 – FY2026-H12024: 120242025: 220252026: 12026
Same theme, other companies
Disruptions in the Procurement of Raw Materials and Parts and Supplier Business Continuity RiskA theme 107 companies write about · 107 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 42 of 70 companies on the "Worse" side.

25 other companies' latest entry also says "Restated".

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 107 companies compared. The sentences above are computed from all 107.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Although the Group seeks to secure stable supplies of purchased materials and other items it uses through multiple sourcing and the advance provision of information to continuing suppliers, shortages of essential purchased materials and other items and increases in market prices may occur due to supply delays or interruptions, sharp increases in demand, deteriorating economic conditions, geopolitical risks, and other factors.」

    The company continues to assess the likelihood of procurement and production risks materializing as high and their impact as high, and to implement measures including multiple sourcing.
  2. FY2026-H1MaterialisedAnnual report

    「In recent years, lead times for some materials have lengthened as a result of the global supply chain disruptions that materialized and increased demand for materials.」

    The global supply chain disruptions and increased demand for materials have in fact lengthened component lead times, leading to planned advance ordering and a review of inventory valuation methods.
  3. FY2025WorsenedAnnual report

    「Procurement and production High Medium to long term High」

    The company assesses the likelihood of procurement and production risks materializing as high and their impact as high, and specifically identifies supply interruptions, difficulties in finding alternatives pending customer approval, and increases in purchase prices.
  4. FY2024First statedAnnual report

    「Delays in production activities and delivery schedules, order cancellations, and other effects resulting from delays or interruptions in the supply of sourced components」

    The company recognizes shortages of components caused by supplier disasters, accidents, bankruptcies, sharp increases in demand, and other factors as risks, and is addressing them through multiple sourcing, selection of alternative products, and collaboration with suppliers.
Moved together

"Uncertainty stemming from geopolitical risks, financial instability and exchange-rate fluctuations" moved the same way as this thread, in the same document, in 2 of its 4 moves.

2★1
  1. ★This thread
  2. 1Uncertainty stemming from geopolitical risks, financial instability and exchange-rate fluctuations2×

★ 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.

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