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Denso (6902) · RiskReframed

Production and Delivery Disruptions Caused by Earthquakes, Power Outages and Other Disasters

First written in FY2016. 6 of 13 entries say "Restated". Latest entry: FY2025.

13entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2020RestatedFY2022-Q32016: 220162017: 320172018: 320182019: 120192020: 220202021: 020212022: 120222023: 020232024: 020242025: 12025
Same theme, other companies

Denso moved to the "Worse" side of this theme in 2016, 4 years before the typical company in this theme (2020).

The whole theme swung hardest in 2020: 10 of 24 companies on the "Worse" side.

2 other companies' latest entry also says "Reframed".

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 37 companies compared. The sentences above are computed from all 37.
Full recordFilings, disclosures and news, newest first
  1. FY2025ReframedAnnual report

    「Many of the consolidated companies' facilities are located in areas designated for promotion of earthquake disaster-prevention measures for the Nankai Trough earthquake. If a major earthquake occurs in these areas, production and delivery activities may be suspended.」

    The area subject to the risk of operational disruptions caused by disasters was described as the area designated for promotion of earthquake disaster-prevention measures for the Nankai Trough earthquake, replacing the previous designation of areas subject to enhanced disaster preparedness measures for the Tokai earthquake.
  2. FY2022-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter, and there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company stated that there were no new occurrences or material changes regarding the risk of production and delivery interruptions caused by earthquakes, power outages and other disasters.
  3. FY2020MitigatedAnnual report

    「The consolidated companies undertake disaster-mitigation measures, including regular disaster-prevention inspections and facility inspections at all facilities, the development of business continuity plans (BCPs) and emergency response manuals, to minimize the adverse impact on the business from interruptions to manufacturing lines and other events when major natural disasters, accidents, epidemics or similar events occur.」

    In addition to conventional facility inspections, the Company explicitly identified the development of BCPs and emergency response manuals as measures for responding to disasters and epidemics.
  4. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter, and there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company stated that there were no new occurrences or material changes regarding the risk of production and delivery interruptions caused by earthquakes, power outages and other disasters.
  5. FY2019RestatedAnnual report

    「The consolidated companies conduct regular disaster-prevention inspections and facility inspections at all facilities to minimize the potential adverse impact of interruptions to manufacturing lines. However, there is no guarantee that the impact of disasters, power outages or other interruption events occurring at the consolidated companies' production facilities or at customer and supplier companies can be completely prevented or mitigated.」

    The Company reconfirmed the risk of operational disruptions caused by disasters, power outages and other events, as well as its response through regular inspections and facility inspections.
  6. FY2019-Q2MaterialisedAnnual report

    「Although performance for the cumulative second quarter of the current consolidated fiscal year was affected by natural disasters in Japan, revenue increased to ¥2,625.0 billion, up ¥261.5 billion, or 11.1%, year on year, due to increased global vehicle production, expanded sales and the impact of DENSO TEN Limited, which became a subsidiary in November of the previous year.」

    The impact of natural disasters in Japan actually occurred and was disclosed as a factor affecting performance for the cumulative second quarter of the current consolidated fiscal year.
  7. FY2018RestatedAnnual report

    「The consolidated companies conduct regular disaster-prevention inspections and facility inspections at all facilities to minimize the potential adverse impact of interruptions to manufacturing lines.」

    The Company reconfirmed the risk of production interruptions caused by disasters, power outages and other events, as well as its response through regular inspections and facility inspections.
  8. FY2018-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter, and there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company stated that there were no new occurrences or material changes regarding the risk of production and delivery interruptions caused by earthquakes, power outages and other disasters.
  9. FY2018-Q2RestatedAnnual report

    「No new business or other risks arose during the six-month cumulative period under review. There were also no material changes to the business and other risks described in the annual securities report for the previous consolidated fiscal year.」

    The Company stated that there were no new occurrences or material changes regarding the risk of production and delivery interruptions caused by earthquakes, power outages and other disasters.
  10. FY2017MaterialisedAnnual report

    「Other for the current consolidated fiscal year included insurance proceeds of ¥12,868 million related to the suspension of operations at factories of the Company and its domestic group companies.」

    Factory shutdowns and other events occurred, and related insurance proceeds of ¥12,868 million were recognized.
  11. FY2017-Q3MaterialisedAnnual report

    「Other for the cumulative third quarter of the current consolidated fiscal year included insurance proceeds of ¥12,868 million related to the suspension of operations at factories of the Company and its domestic group companies.」

    The Company and its domestic group companies actually experienced factory shutdowns and other events, and recognized related insurance proceeds of ¥12,868 million.
  12. FY2017-Q2MaterialisedAnnual report

    「Other for the cumulative second quarter of the current consolidated fiscal year included insurance proceeds of ¥11,269 million related to the suspension of operations at factories of the Company and its domestic group companies.」

    The Company and its domestic group companies actually experienced factory shutdowns and other events, and recognized related insurance proceeds of ¥11,269 million.
  13. FY2016First statedAnnual report

    「Many of the consolidated companies' facilities are located in areas designated for enhanced disaster preparedness measures for the Tokai earthquake. If a major earthquake occurs in these areas, production and delivery activities may be suspended.」

    This indicates the risk of operational disruptions, including the concentration of facilities in areas designated for enhanced disaster preparedness measures for the Tokai earthquake.
Moved together

"Exchange-rate fluctuations, including yen appreciation" moved the same way as this thread, in the same document, in 4 of its 13 moves.

442★123
  1. ★This thread
  2. 1Exchange-rate fluctuations, including yen appreciation4×
  3. 2Antitrust-Related Investigations, Litigation and Settlement Costs4×
  4. 3Growth plan focused on the environment, safety and security, over-the-counter products and new businesses, and overseas markets2×

★ 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
Denso's next results are scheduled for 2026-10-29. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Production and Delivery Disruptions Caused by Earthquakes, Power Outages and Other Disasters | DENSO CORPORATION (6902) | Komori