Komori
Dkk-Toa (6848) · RiskMaterialised

Production constraints caused by component shortages and supply chain disruptions

First written in FY2022. 3 of 10 entries say "Restated". Latest entry: FY2026-H1.

10entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2023-Q1 – FY2023-Q2RestatedFY2023-Q3 – FY2023MitigatedFY2024-Q1 – FY2024-Q2MitigatedFY20242022: 320222023: 420232024: 220242025: 12025
Same theme, other companies
Production and Shipment Declines Due to Delays in Procuring Materials Such as SemiconductorsA theme 26 companies write about · 26 as a headwind · 0 as a tailwind

Dkk-Toa moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).

The whole theme swung hardest in 2025: 2 of 8 companies on the "Worse" side.

4 other companies' latest entry also says "Materialised".

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 26 companies compared. The sentences above are computed from all 26.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MaterialisedAnnual report

    「Sales declined due to inventory shortages caused by difficulties in procuring components, and sales were ¥501 million, down 10.2% year on year.」

    Difficulties procuring components materialized through inventory shortages as a decline in sales of scientific analysis instruments and a 10.2% year-on-year decrease.
  2. FY2024MitigatedAnnual report

    「The domestic sales record was renewed as component shortages eased and production recovered, but overseas sales declined due to the impact of the stagnation of the Chinese economy.」

    The easing of component shortages and recovery in production mitigated the situation in which supply constraints prevented sales from being recognized.
  3. FY2024-Q3RestatedAnnual report

    「As a result, during the nine-month consolidated period under review, although difficulties procuring components continued in some areas, the recovery of production activity progressed, and net sales were ¥12,363 million, up 9.7% year on year.」

    While difficulties procuring components continued in some areas, the recovery of production activity progressed, resulting in higher sales, and this situation continued to be described.
  4. FY2024-Q2MitigatedAnnual report

    「Although difficulties procuring components continued in some areas, the recovery of production activity progressed,」

    Although difficulties procuring components continued in some areas, the recovery of production activity progressed, leading to the reduction of the order backlog and higher sales.
  5. FY2024-Q1MitigatedAnnual report

    「In the environmental and process analysis instruments business, difficulties procuring components gradually improved, and the order backlog was steadily worked down.」

    It was stated that difficulties procuring components had gradually improved and that the order backlog accumulated previously was being steadily worked down.
  6. FY2023RestatedAnnual report

    「Although extended component lead times continue, we are further strengthening our production system alongside measures such as switching to alternative components, placing orders in advance, and expanding procurement channels.」

    While extended component lead times continued, measures involving alternative components, advance ordering, expanded procurement channels, and a strengthened production system continued to be implemented.
  7. FY2023-Q3RestatedAnnual report

    「As a result, during the nine-month consolidated period under review, orders received remained strong, but production activity was significantly affected by extended component lead times, preventing the recognition of sales. Net sales were ¥11,269 million, down 4.4% year on year.」

    Extended component lead times significantly affected production activity, and the situation continued in which strong orders received did not result in recognized sales.
  8. FY2023-Q2WorsenedAnnual report

    「As a result, during the six-month consolidated period under review, production activity was significantly affected by extended component lead times, and net sales were ¥7,154 million, down 3.8% year on year.」

    Difficulties procuring components continued in the form of extended lead times, resulting in a significant impact on production activity and a 3.8% year-on-year decline in net sales.
  9. FY2023-Q1MaterialisedAnnual report

    「As a result, during the three-month consolidated period under review, production activity was significantly affected by difficulties procuring components, and net sales were ¥3,262 million, down 1.9% year on year.」

    The difficulties procuring components recognized in FY2022 materialized in FY2023 Q1 as a significant impact on production activity and a 1.9% year-on-year decline in net sales.
  10. FY2022First statedAnnual report

    「As a factor affecting the Group's operating results and other matters, production activity was affected by difficulties procuring components, but we responded by adopting alternative components and expanding our suppliers,」

    It was stated that difficulties procuring components had in fact affected production activity, and that the situation was addressed by adopting alternative components and expanding suppliers.
Moved together

"Higher costs for imported products and difficulty passing them through to prices" moved the same way as this thread, in the same document, in 5 of its 10 moves.

544433★123456
  1. ★This thread
  2. 1Higher costs for imported products and difficulty passing them through to prices5×
  3. 2Declining inquiries for portable analyzers from research institutions4×
  4. 3Strong domestic sales of industrial gas detection and alarm systems4×
  5. 4Strengthening the financial position and transitioning to a stage of management stability4×
  6. 5Company-wide management reforms, including the Quality First Campaign and the One-Level-Up Campaign3×
  7. 6Regulatory and supply-demand fluctuations affecting environmental and process analyzers3×

★ 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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