Komori
Mimaki Engineering (6638) · RiskMitigated

Procurement Constraints for Specific Components and Raw Material Price Fluctuations

First written in FY2016. 8 of 19 entries say "Mitigated", first in FY2024. Latest entry: 2026-08-07.

19entries
11years
4from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016MaterialisedFY2021 – FY2023-Q3MitigatedFY2024 – 2026-08-072016: 120162017: 020172018: 020182019: 020192020: 020202021: 320212022: 420222023: 320232024: 220242025: 220252026: 42026
Same theme, other companies
Disruption of raw material procurement due to dependence on specific suppliersA theme 83 companies write about · 85 as a headwind · 0 as a tailwind

Mimaki Engineering 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: 24 of 53 companies on the "Worse" side.

17 other companies' latest entry also says "Mitigated".

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 83 companies compared. The sentences above are computed from all 83.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MitigatedAnnual report

    「As cost improvement activities became established, the cost of sales ratio improved significantly by 2.3 percentage points to 51.0%.」

    Cost improvement activities became established, and the cost of sales ratio improved by 2.3 percentage points year on year to 51.0%. The impact of higher costs for components, raw materials and logistics is easing.
  2. FY2025MitigatedAnnual report

    「In addition to sales of products using high-cost components, including semiconductors, procured during the COVID-19 period having almost ended during the fiscal year, measures to reduce costs, including improvements in ink quality, also contributed to an improvement in the cost of sales ratio.」

    Sales of products using high-cost components had almost ended, and together with ink quality improvements and cost reduction measures, the impact of supply constraints and higher costs eased.
  3. FY2025-H1MitigatedAnnual report

    「In terms of profit, although ocean freight costs increased, sales of products using high-cost components had almost ended, resulting in a significant improvement in the cost of sales ratio.」

    Ocean freight costs continued to rise, but sales of products using high-cost components had almost ended, resulting in a significant improvement in the cost of sales ratio. The impact of higher component costs is easing.
  4. FY2024MitigatedAnnual report

    「In terms of profit, sales of products using high-cost components, including semiconductors, procured in the previous period continued, but the cost of sales ratio improved, partly because of lower transportation costs and the effects of appropriately advancing sales price revisions to address broad-based cost increases.」

    The impact of high-cost components remained, but the cost of sales ratio improved because of lower transportation costs as logistics disruptions subsided and the effects of sales price revisions.
  5. FY2024-Q2High-cost components continue to weigh; lower logistics costsAnnual report

    「In terms of profit, sales continued of products using high-cost components, including semiconductors, procured in the previous period. However, in addition to lower transportation costs as global logistics disruptions subsided, the effects of advancing sales price revisions to address broad-based cost increases caused by inflation also contributed to an improvement in the cost of sales ratio.」

    The impact of high-cost components, including semiconductors, procured in the previous period continued, while transportation costs declined as logistics disruptions subsided. The cost of sales ratio improved partly because of the effects of sales price revisions.
  6. FY2024-Q1Ongoing impact of high-cost components; lower logistics costsAnnual report

    「In terms of profit, sales continued of products using high-cost components, including semiconductors, procured in the previous period. However, in addition to lower transportation costs as global logistics disruptions subsided, we advanced sales price revisions to address broad-based cost increases caused by inflation, resulting in a cost of sales ratio roughly in line with the same period of the previous year.」

    The impact of high-cost components, including semiconductors, procured in the previous period continued, while transportation costs declined as logistics disruptions subsided and sales price revisions progressed.
  7. FY2023-Q3MaterialisedAnnual report

    「Revenue for the current period was affected by continuing shortages of components, particularly semiconductors, longer transportation lead times, the Russia-Ukraine conflict, and the impact on sales associated with China's zero-COVID policy, although」

    Continuing shortages of components, particularly semiconductors, and longer transportation lead times are having an actual impact on product supply and sales.
  8. FY2023-Q2MaterialisedAnnual report

    「Revenue for the current period was affected by continuing shortages of components, particularly semiconductors, continued longer transportation lead times, and lower sales in Europe associated with the Russia-Ukraine conflict. However, amid generally robust continuing demand for our products, the printer hardware business, which remains subject to supply constraints,」

    Continuing shortages of components, particularly semiconductors, and longer transportation lead times affected results through lower sales and supply constraints for printer hardware.
  9. FY2023-Q1MaterialisedAnnual report

    「Current-period revenue was affected not only by component and raw-material shortages and longer transportation lead times, but also by lower sales in Europe resulting from the Russia-Ukraine conflict and negative impacts on production and sales from China's lockdowns,」

    Shortages of components and raw materials and longer transportation lead times actually affected product supply and sales, and the disclosure also cites production impacts from China's lockdowns.
  10. FY2022WorsenedAnnual report

    「During the consolidated fiscal year, procurement of certain raw materials remained difficult because of the spread of COVID-19. Going forward, new risks may emerge, including the impact of logistics disruptions associated with lockdowns in China. In addition, our procurement costs for raw materials generally increased because of higher prices for various fuels, including crude oil, and for materials and other raw inputs.」

    The impact of shortages of components and raw materials and logistics disruptions continued. The disclosure also cites new risks of logistics disruptions caused by lockdowns in Chinese cities and higher fuel, material and raw material prices, indicating that supply constraint and cost inflation risks have expanded.
  11. FY2022-Q3MaterialisedAnnual report

    「Revenue for the current period was affected by product supply issues caused by shortages of components and raw materials, as well as longer lead times resulting from logistics disruptions, although」

    The impact on product supply from shortages of components and raw materials and logistics disruptions, as well as longer lead times, actually occurred during the cumulative third quarter of the current fiscal year.
  12. FY2022-Q2WorsenedAnnual report

    「In addition, uncertainty over the economic recovery continues, as the impact of global logistics disruptions and difficulties procuring components and raw materials has expanded.」

    The impact of global logistics disruptions and difficulties procuring components and raw materials has expanded, making supply constraint risk more apparent in the operating environment. The impact of higher transportation costs and component and raw material prices has also emerged.
  13. FY2022-Q1MaterialisedAnnual report

    「Revenue for the cumulative first quarter of the current consolidated fiscal year was affected overall by production impacts from shortages of components and raw materials, as well as longer lead times resulting from logistics disruptions, although」

    In addition to the existing risks of procurement constraints and raw material price fluctuations, shortages of components and raw materials and logistics disruptions actually affected production and lengthened lead times.
  14. FY2021WorsenedAnnual report

    「Materials accounted for 68.7% of the Group's manufacturing costs in the consolidated fiscal year, and prices may rise as a result of market conditions and other factors.」

    The figure shows that the materials cost ratio rose from 62.6% to 68.7%, quantifying the risks of higher material prices and procurement difficulties to a greater extent.
  15. FY2016First statedAnnual report

    「Materials accounted for 62.6% of the Company's manufacturing costs in the consolidated fiscal year, and their prices fluctuate in response to market conditions and other factors.」

    Materials accounted for 62.6% of costs. Dependence on specific manufacturers and price increases are identified as risks, addressed through component standardization, fewer components and improved operating efficiency.
Moved together

"Launching New Products in the SG, IP and TA Markets and Expanding Applications" moved the same way as this thread, in the same document, in 8 of its 19 moves.

865555★123456
  1. ★This thread
  2. 1Launching New Products in the SG, IP and TA Markets and Expanding Applications8×
  3. 2Stable and Consistent Shareholder Returns6×
  4. 3Environmentally Friendly Product Development and Production5×
  5. 4Expanding production capacity through the establishment of the Kurakake Plant5×
  6. 5Interest Rate Fluctuations and Reliance on Interest-Bearing Debt5×
  7. 6Product Defects and Quality Issues5×

★ 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
No upcoming earnings preview for Mimaki Engineering yet. It last moved in the Financial results briefing materials of 2026-08-07: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Procurement Constraints for Specific Components and Raw Material Price Fluctuations | MIMAKI ENGINEERING CO.,LTD. (6638) | Komori