Komori
Nireco (6863) · RiskWorsened

Delays or Interruptions in the Supply of Specialized Parts and by Outsourced Suppliers

First written in FY2016. 21 of 29 entries say "Restated". Latest entry: FY2026.

29entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2022-Q1MitigatedFY20242016: 320162017: 420172018: 320182019: 420192020: 320202021: 320212022: 320222023: 320232024: 220242025: 020252026: 12026
Same theme, other companies
Procurement Dependence on Specific Suppliers and Dedicated MaterialsA theme 49 companies write about · 49 as a headwind · 1 as a tailwind

Nireco moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2025: 4 of 15 companies on the "Worse" side.

6 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 49 companies compared. The sentences above are computed from all 49.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「In addition, purchasing costs may increase when procurement of raw materials, components, and other items is switched to other suppliers, and these events may materially affect the Group's business, operating results, and financial condition.」

    In addition to production difficulties and longer delivery lead times caused by supply delays or interruptions, the Company specifically identified higher purchasing costs resulting from switching suppliers as a new factor that may affect the business.
  2. FY2024MitigatedAnnual report

    「In addition to revenue exceeding the previous fiscal year due to a high level of opening backlog, the Group achieved a significant increase in profit through efforts to improve profitability, including improvements in component procurement conditions and passing costs through to prices.」

    The Company reports improved component procurement conditions, indicating that the impact of supply constraints on the business had eased from before.
  3. FY2024-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there has been no new occurrence or material change in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  4. FY2024-Q2RestatedAnnual report

    「No new business or other risks arose during the six-month period of the current consolidated fiscal year. There were also no material changes to the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The Company states that there has been no new occurrence or material change in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  5. FY2024-Q1MitigatedAnnual report

    「In Japan, consumer prices rose, but economic activity picked up as restrictions on infection control measures were eased following the reclassification of COVID-19 and the supply chain constraints that had remained disruptive improved.」

    The Company states that conditions related to supply chain constraints, which had remained disruptive, improved.
  6. FY2023-Q3MitigatedAnnual report

    「In addition, signs of easing emerged in supply chain constraints, which had remained disruptive, except for certain semiconductors.」

    Although supply chain constraints continue, the Company states that signs of easing emerged except for certain semiconductors, indicating some improvement from the previous shortages and impact on shipments.
  7. FY2023-Q2RestatedAnnual report

    「Meanwhile, the Group was affected by the prolonged disruption of supply chains, including shortages of semiconductors and other components.」

    Shortages of semiconductors and other components and the business impact of prolonged supply chain disruptions continue.
  8. FY2023-Q1MaterialisedAnnual report

    「Capital investment by manufacturers that are major customers of the Group (the Company and its consolidated subsidiaries), including those in the steel, electronic components, chemicals, semiconductor, printing and paper processing, and food industries, continued to show some signs of recovery, although trends varied by industry. However, the Group was affected by the prolonged disruption of supply chains, particularly those involving semiconductors.」

    The prolonged disruption of supply chains actually affected the business, causing delays in product delivery and longer shipping lead times across the businesses.
  9. FY2022-Q3MaterialisedAnnual report

    「Supply chain disruptions affected product shipments.」

    The Company states that supply chain disruptions actually affected product shipments. It also notes efforts to avoid the impact by strengthening measures to procure components and materials.
  10. FY2022-Q2MaterialisedAnnual report

    「Meanwhile, disruptions occurred in some supply chains, including shortages of semiconductors and resin products.」

    The Company states that supply chain disruptions caused by shortages of semiconductors, resin products, and other items actually occurred. Events related to the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors have materialized.
  11. FY2022-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there has been no new occurrence or material change in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  12. FY2021RestatedAnnual report

    「If suppliers or subcontractors experience delays or interruptions in supply, production of products may become difficult, which may materially affect the Group's business, operating results, and financial condition.」

    The Company continues to disclose the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  13. FY2021-Q2RestatedAnnual report

    「No new business or other risks arose during the six-month period of the current consolidated fiscal year. There were also no material changes to the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The Company states that there has been no new occurrence or material change in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  14. FY2021-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there has been no new occurrence or material change in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  15. FY2020-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there has been no new occurrence or material change in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  16. FY2020-Q2RestatedAnnual report

    「No new business or other risks arose during the six-month period of the current consolidated fiscal year. There were also no material changes to the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The Company states that there has been no new occurrence or material change in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  17. FY2020-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there has been no new occurrence or material change in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  18. FY2019RestatedAnnual report

    「If suppliers or subcontractors experience delays or interruptions in supply, production of products may become difficult, which may materially affect the Group's business, operating results, and financial condition.」

    The Company continues to disclose the risk of delays or interruptions in the supply of specialized materials and components by subcontractors and suppliers.
  19. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there has been no new occurrence or material change in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  20. FY2019-Q2RestatedAnnual report

    「No new business or other risks arose during the six-month period of the current consolidated fiscal year. There were also no material changes to the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The Company states that there has been no new occurrence or material change in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  21. FY2019-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there has been no new occurrence or material change in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  22. FY2018RestatedAnnual report

    「If suppliers or subcontractors experience delays or interruptions in supply, production of products may become difficult, which may materially affect the Group's business, operating results, and financial condition.」

    The Company continues to disclose the risk of delays or interruptions in the supply of specialized materials and components by subcontractors and suppliers.
  23. FY2018-Q2RestatedAnnual report

    「No new business or other risks arose during the six-month period of the current consolidated fiscal year. There were also no material changes to the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  24. FY2018-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  25. FY2017RestatedAnnual report

    「If suppliers or subcontractors experience delays or interruptions in supply, production of products may become difficult, which may materially affect the Group's business, operating results, and financial condition.」

    The Company continues to disclose the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  26. FY2017-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  27. FY2017-Q2RestatedAnnual report

    「No new business or other risks arose during the six-month period of the current consolidated fiscal year. There were also no material changes to the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  28. FY2017-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    The Company states that there have been no material changes in the risk of delays or interruptions in the supply of specialized components by suppliers and subcontractors.
  29. FY2016First statedAnnual report

    「If suppliers or subcontractors experience delays or interruptions in supply, production of products may become difficult, which may materially affect the Group's business, operating results, and financial condition.」

    The Company explains that it may be difficult to switch suppliers for specialized materials and components.
Moved together

"Strengthening Profitability Through More Efficient Development and Lower Costs" moved the same way as this thread, in the same document, in 3 of its 29 moves.

333222★123456
  1. ★This thread
  2. 1Strengthening Profitability Through More Efficient Development and Lower Costs3×
  3. 2U.S.-China Trade Frictions and Concerns Over a Global Economic Slowdown3×
  4. 3Recovery in Performance Through Higher Revenue and Profit Across All Segments3×
  5. 4Product Differentiation and New Business Development Through the Full Subsidiarization of Kogaku Giken2×
  6. 5Capturing Maintenance, Replacement and Automation Demand from the Steel Industry2×
  7. 6Executive incentives through performance-linked and equity compensation2×

★ 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
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