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Sysmex (6869) · RiskWorsened

Risk of Supply Disruptions at Raw Material Suppliers and Manufacturing Sites

First written in FY2016. 7 of 11 entries say "Worsened", first in FY2020. Latest entry: FY2026.

11entries
11years
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018WorsenedFY2022-Q2 – FY20262016: 120162017: 120172018: 120182019: 020192020: 120202021: 220212022: 220222023: 120232024: 120242025: 020252026: 12026
Same theme, other companies

The whole theme swung hardest in 2018: 32 of 132 companies on the "Worse" side.

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 187 companies compared. The sentences above are computed from all 187.Comparing 200 of the theme's 498 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「In particular, for diagnostic reagents, which accounted for 61.6% of Group sales in the fiscal year ending March 2026, the Group secures inventory based on the recovery period required for business continuity and produces at multiple sites. For diagnostic reagents in the hematology field, its core business, it has established a mutual-supply network among major sites and put in place a system for continued stable supply.」

    The sales mix of diagnostic reagents increased from 60.8% in the previous disclosure to 61.6%, updating the scale of the impact of a supply interruption. Meanwhile, the Group continues to use inventory, multiple production sites and a mutual-supply network as countermeasures.
  2. FY2024WorsenedAnnual report

    「In particular, for diagnostic reagents, which accounted for 60.8% of Group sales in the fiscal year ended March 2024, the Group secures inventory based on the recovery period required for business continuity and produces at multiple sites. For diagnostic reagents in the hematology field, its core business, it has established a mutual-supply network among major sites and put in place a system for continued stable supply.」

    The disclosure states that diagnostic reagents accounted for 60.8% of sales and updates the scale of the impact of a supply interruption. It describes inventory based on the recovery period, production at multiple sites and mutual supply among major sites as countermeasures.
  3. FY2023WorsenedAnnual report

    「In particular, for diagnostic reagents, which accounted for 60.3% of Group sales in the fiscal year ended March 2023, the Group maintains inventory for BCP measures based on the time required for recovery and produces at multiple sites. For diagnostic reagents in the hematology field, its core business, it has established a supply network among major sites in Europe, the Americas, China and Japan and put in place a system for continued stable supply.」

    The sales mix of diagnostic reagents increased from 59.4% to 60.3%, updating the scale of the impact of a supply interruption. The disclosure also describes the use of BCP inventory based on the recovery period and multiple production sites.
  4. FY2022WorsenedAnnual report

    「In particular, for diagnostic reagents, which accounted for 59.4% of Group sales in the fiscal year ended March 2022, the Group is working to maintain more than one month of safety stock and establish multiple production sites. For diagnostic reagents in the hematology field, its core business, it is also establishing a system for mutual supply among major sites in Europe, the Americas, China and Japan, in addition to multiple manufacturing sites through local production, to ensure continued supply.」

    The sales mix of diagnostic reagents increased from 55.8% in the fiscal year ended March 2021 to 59.4% in the fiscal year ended March 2022. The disclosure continues to quantify the significant impact of a supply interruption and describes supply risks, including those at supply-chain sites.
  5. FY2022-Q3WorsenedAnnual report

    「It is also expected to take time to resolve supply shortages of semiconductors and other items, as well as disruptions to logistics networks.」

    In relation to the existing risk of procuring components and raw materials, the disclosure explicitly states that supply shortages of semiconductors and other items and disruptions to logistics networks may persist for an extended period.
  6. FY2022-Q2WorsenedAnnual report

    「The Group supplies specimen testing equipment, diagnostic reagents and other products to more than 190 countries worldwide and works to ensure a stable supply of products to the market. However, if procurement of components, raw materials and other items becomes difficult due to sudden changes in market conditions or suppliers ceasing operations, or if manufacturing sites are affected by major natural disasters, infectious diseases or serious accidents such as fires, product supplies to the market may be disrupted.」

    In addition to the existing risks associated with raw-material procurement and damage to manufacturing sites, the disclosure explicitly identifies sudden changes in market conditions and difficulties in procuring components. It continues to quantify diagnostic reagents as accounting for 55.8% of sales in the fiscal year ended March 2021.
  7. FY2021MitigatedAnnual report

    「However, if raw materials become difficult to procure due to a supplier ceasing operations or for other reasons, or if a manufacturing site suffers a major natural disaster, infectious disease outbreak or other event, or a serious accident such as a fire, the supply of products to the market may be disrupted. In that event, diagnostic reagent products, which accounted for 55.8% of the Group's sales in the fiscal year ended March 2021, would be particularly affected.」

    The risk of supply disruptions continues, but diagnostic reagents' share of sales declined from 57.3% in the previous disclosure to 55.8%. A mutual supply system among the main sites in Europe, the Americas and Japan has been newly disclosed.
  8. FY2020WorsenedAnnual report

    「However, if raw materials become difficult to procure due to a supplier ceasing operations or for other reasons, or if a manufacturing site suffers a major natural disaster, infectious disease outbreak or other event, or a serious accident such as a fire, the supply of products to the market may be disrupted. In that event, diagnostic reagent products, which accounted for 57.3% of the Group's sales in the fiscal year ended March 2020, would be particularly affected.」

    Adds infectious diseases to natural disasters and fires as potential causes of supply disruptions and quantifies the potential impact, noting that diagnostic reagent products account for 57.3% of sales.
  9. FY2018RestatedAnnual report

    「However, if raw materials become difficult to procure due to a supplier ceasing operations or for other reasons, or if a manufacturing site suffers a major natural disaster, fire or other serious accident, the supply of products to the market may be disrupted.」

    Reiterates the risk of supply disruptions caused by difficulties procuring raw materials or damage to manufacturing sites.
  10. FY2017RestatedAnnual report

    「However, if raw materials become difficult to procure due to a supplier ceasing operations or for other reasons, or if a manufacturing site suffers a major natural disaster, fire or other serious accident, the supply of products to the market may be disrupted.」

    Reiterates the risk of supply disruptions caused by difficulties procuring raw materials or damage to manufacturing sites.
  11. FY2016First statedAnnual report

    「However, if raw materials become difficult to procure due to a supplier ceasing operations or for other reasons, or if a manufacturing site suffers a major natural disaster, fire or other serious accident, the supply of products to the market may be disrupted.」

    Identifies suppliers, natural disasters and fires as risks that could lead to supply disruptions.
Moved together

"Uncertainty over the Overseas Economic Outlook and Slowdown in China and Asia" moved the same way as this thread, in the same document, in 6 of its 11 moves.

643322★123456
  1. ★This thread
  2. 1Uncertainty over the Overseas Economic Outlook and Slowdown in China and Asia6×
  3. 2Impact of the Spread of COVID-19 on Testing Demand and the Business Environment4×
  4. 3Impact of healthcare system reforms on business performance and financial position3×
  5. 4Information System Failure and Unauthorized Access Risks3×
  6. 5Transformation of the Business Portfolio and Transformation Investments2×
  7. 6Risk of Business Restrictions at Global Sites Due to Natural Disasters, Terrorism, Conflicts and Economic Friction2×

★ 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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Risk of Supply Disruptions at Raw Material Suppliers and Manufacturing Sites | SYSMEX CORPORATION (6869) | Komori