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Shibaura Mechatronics (6590) · RiskWorsened

Business operating risks arising from unstable supplies of parts and materials

First written in FY2022-Q3. 5 of 9 entries say "Restated". Latest entry: FY2026.

9entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q3 – FY2023-Q1RestatedFY2023-Q3 – FY2024-Q32022: 320222023: 320232024: 120242025: 020252026: 22026
Same theme, other companies

The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.

46 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 173 companies compared. The sentences above are computed from all 173.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「If manufacturing activities or the maintenance services business are disrupted by tight supply and demand, supply delays or stoppages, soaring prices, or other disruptions arising in the supply chain surrounding the Company, the Group's operating results and financial position may be affected.」

    The previous disclosure regarding unstable supplies of parts and materials was clarified as a supply-chain risk encompassing tight supply and demand, supply delays and stoppages, soaring prices, and disruptions to manufacturing and maintenance services.
  2. 2026-05-13MitigatedFinancial Results Presentation

    「For components and materials, we are implementing measures including considering alternatives, systematically securing long-lead-time items and reducing the number of parts through standardization.」

    The company presented measures to address component and material supply risks, including considering alternatives, systematic procurement and standardization.
  3. FY2024-Q3RestatedAnnual report

    「In addition, supplies of parts and materials remained unstable in all industries.」

    Supplies of parts and materials have remained unstable in both the semiconductor and FPD industries.
  4. FY2024-Q2RestatedAnnual report

    「In addition, supplies of parts and materials remained unstable in all industries.」

    Supplies of parts and materials have remained unstable in both the semiconductor and FPD industries.
  5. FY2024-Q1RestatedAnnual report

    「In addition, supplies of parts and materials remained unstable in all industries.」

    The Company states that supplies of parts and materials have remained unstable in both the semiconductor and FPD industries.
  6. FY2023-Q3RestatedAnnual report

    「In addition, supplies of parts and materials remained unstable in all industries.」

    The Company states that supplies of parts and materials have remained unstable in both the semiconductor and FPD industries. The supply instability continues to materialize as an existing business operating risk.
  7. FY2023-Q2MaterialisedAnnual report

    「Although the core ticket-vending machine business was affected by parts shortages, general-purpose machines performed steadily, resulting in higher sales and higher profit overall.」

    The unstable supply of parts and materials materialized in actual business operations as an impact from parts shortages affecting the core ticket-vending machine business.
  8. FY2023-Q1RestatedAnnual report

    「In addition, supplies of parts and materials remained unstable in all industries.」

    The Company states that supplies of parts and materials have remained unstable in both the semiconductor and FPD industries.
  9. FY2022-Q3First statedAnnual report

    「In addition, supplies of parts and materials remained unstable.」

    Separate from trends in the semiconductor and FPD markets, unstable supplies of parts and materials were explicitly identified for the first time as a business-environment issue. The disclosure states that the unstable supply situation has continued.
Moved together

"Price Competition in Manufacturing Equipment and Rising Prices for Materials and Purchased Items" moved the same way as this thread, in the same document, in 2 of its 9 moves.

2★1
  1. ★This thread
  2. 1Price Competition in Manufacturing Equipment and Rising Prices for Materials and Purchased Items2×

★ 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
Shibaura Mechatronics's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Financial Results Presentation of 2026-05-13: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Business operating risks arising from unstable supplies of parts and materials | SHIBAURA MECHATRONICS CORPORATION (6590) | Komori