Raw Material and Parts Procurement, Price and Quality Risks
First written in FY2016. 4 of 16 entries say "Materialised", first in FY2022-Q1. Latest entry: 2026-08-04.
Mazda Motor 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: 34 of 53 companies on the "Worse" side.
25 other companies' latest entry also says "Worsened".
- 2026-08-04WorsenedEarnings presentation materials
「原材料費・物流費等 -240」
前年同期比の営業利益変動要因として、原材料・物流費等が240億円の減益要因となった。 - FY2026MitigatedAnnual report
「These co-creation activities have already expanded into areas representing 80% of the value of goods received into our warehouses, and we are deepening collaboration with business partners in normal times to strengthen and rebuild the supply chain.」
We expanded co-creation activities with business partners into areas representing approximately 80% of the value of goods received into our warehouses and advanced supply chain measures, including the reduction of transportation costs, inventory and geopolitical risks. - FY2025WorsenedAnnual report
「In addition, if batteries and other electric-vehicle-related parts and materials that must be newly procured cannot be procured in a timely manner and in appropriate quantities as electrification progresses, this could result in a deterioration in product production conditions」
In addition to the existing risk of disruptions in the supply of parts and semiconductors, we explicitly identified the risk related to the timing and volume of procurement for new parts and materials, such as batteries, associated with electrification. - FY2024-Q1MitigatedAnnual report
「Global unit sales for the first quarter of the consolidated fiscal year increased 32.4% year on year to 309 thousand units, reflecting a recovery from supply constraints associated with last year's Shanghai lockdown and the contribution of the large-vehicle lineup introduced in the previous consolidated fiscal year.」
Global sales recovered from the supply constraints associated with last year's Shanghai lockdown, increasing 32.4% year on year. Logistics delays continue in Australia. - FY2023MaterialisedAnnual report
「During the current fiscal year, production volumes declined in the first quarter because of logistics disruptions caused by the Shanghai lockdown and restrictions on parts purchases resulting from unstable semiconductor supplies.」
Logistics disruptions caused by the Shanghai lockdown and increasing instability in semiconductor supplies materialized during the fiscal year as restrictions on parts purchases and a decline in production volumes. - FY2023-Q3Continuing production cuts and partial recovery in the third quarterAnnual report
「Global unit sales for the first nine months of the consolidated fiscal year decreased 14.5% year on year to 795 thousand units due to the impact of production cuts in the first half and other factors. In the third quarter alone, however, sales improved, particularly in North America, increasing 4.1% year on year to 281 thousand units.」
While the impact of production cuts in the first half remained a factor behind the decline in cumulative sales, sales increased year on year in the third-quarter accounting period alone, indicating a partial recovery from supply constraints. - FY2023-Q2Continuing parts procurement shortages and partial recovery in sales impactAnnual report
「Global sales during the cumulative second-quarter consolidated period fell 22.1% year on year to 514 thousand units because of parts procurement shortages caused by the Shanghai lockdown.」
Parts procurement shortages continued to affect sales, but the rate of decline narrowed from a 34.0% year-on-year decline in FY2023-Q1. Sales recovered to approximately the previous year's level from August onward. - FY2023-Q1MaterialisedAnnual report
「Production and shipment volumes declined because parts procurement shortages caused by the Shanghai lockdown imposed in response to COVID-19」
The procurement risk previously described materialized as parts procurement shortages caused by the Shanghai lockdown and the resulting declines in production and shipment volumes. - FY2022WorsenedAnnual report
「Despite worsening external conditions, including production cuts caused by the resurgence of COVID-19 infections and semiconductor shortages and soaring raw material prices, the company promoted qualitative improvements in sales, including curbing selling expenses and improving unit prices, as well as cost reductions and greater fixed-cost efficiency」
The company disclosed a deterioration in procurement and production cost conditions as semiconductor shortages continued and soaring raw material prices added to the pressure. - FY2022-Q3MaterialisedAnnual report
「Production and sales totaled 930 thousand units, at the same level as the same period of the previous year, because of operating restrictions at suppliers caused by the resurgence of COVID-19 infections in Southeast Asia and the continuing impact of semiconductor shortages.」
Continuing operating restrictions at suppliers and semiconductor shortages affected production and sales. During the cumulative period, the company also recognized a loss of ¥8,861 million due to factory operating reductions and other effects associated with parts shortages. - FY2022-Q2Ongoing semiconductor shortages and partial easing of parts supply constraintsAnnual report
「From the third-quarter consolidated accounting period onward, parts shortages associated with the spread of COVID-19 were assumed to be gradually easing, although production volumes and consolidated shipment volumes were expected to remain affected to a certain extent, including by semiconductor shortages」
The company estimates that parts shortages are gradually easing, while the impact of semiconductor shortages on production and shipments will continue to a certain extent from the third quarter onward. - FY2022-Q1MaterialisedAnnual report
「In response to production constraints caused by semiconductor shortages, the company further strengthened its weekly monitoring of sales conditions and inventory levels in each country」
Supply constraints previously described as a procurement risk have materialized as production constraints caused by semiconductor shortages. - FY2017RestatedAnnual report
「The Group depends on multiple suppliers outside the Group for the purchase of raw materials and parts.」
The company continues to disclose procurement risks associated with dependence on multiple suppliers outside the Group, supply capacity, logistics, prices and quality. - FY2016First statedAnnual report
「The Group depends on multiple suppliers outside the Group for the purchase of raw materials and parts.」
The company identifies supply capacity, logistics, tight supply and demand, contractual terms, raw material prices and parts quality as risks to production and costs.