Komori
Muro (7264) · RiskRestated

Inventory risk arising from the gap between forecast production and actual demand

First written in FY2016. 21 of 24 entries say "Restated". Latest entry: FY2025-H1.

24entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2022-Q3RestatedFY2023-Q1 – FY2024-Q32016: 120162017: 020172018: 320182019: 420192020: 420202021: 420212022: 420222023: 120232024: 32024
Same theme, other companies
Inventory risk from demand fluctuations and product obsolescenceA theme 76 companies write about · 78 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 22 of 45 companies on the "Worse" side.

16 other companies' latest entry also says "Restated".

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 76 companies compared. The sentences above are computed from all 76.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1RestatedAnnual report

    「No new business or other risks arose during the current interim consolidated accounting period. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive statement says that there have been no new occurrences or material changes regarding inventory risk arising from the gap between forecast production and actual demand.
  2. FY2024MaterialisedAnnual report

    「The Company plans and conducts production based on customers’ preliminary information because of its manufacturing lead times, making it difficult to respond to last-minute changes. As a result, the Group’s inventory balance at the end of the current fiscal year increased 9.9% from the end of the previous fiscal year.」

    In response to customer production adjustments and last-minute changes to preliminary information caused by cyberattacks, factory disasters, certification fraud, natural disasters and other events, the inventory balance at the end of the current fiscal year increased 9.9% from the end of the previous fiscal year, bringing the inventory risk associated with forecast production to the fore.
  3. FY2024-Q3RestatedAnnual report

    「Because the period from order receipt to shipment is extremely short, the Group produces based on weekly, 10-day-period and monthly preliminary information derived from customers’ production plans and past shipment trends. Accordingly, there are no applicable matters.」

    The system of forecast production based on customers’ preliminary information and past shipment trends in the context of short manufacturing lead times has been reconfirmed, and no material change in inventory risk has been indicated.
  4. FY2024-Q2RestatedAnnual report

    「Because the period from order receipt to shipment is extremely short, the Group produces based on weekly, 10-day-period and monthly preliminary information derived from customers’ production plans and past shipment trends. Accordingly, there are no applicable matters.」

    The system of forecast production based on customers’ preliminary information and past shipment trends in the context of short manufacturing lead times has been reconfirmed, and no material change in inventory risk has been indicated.
  5. FY2023-Q2RestatedAnnual report

    「Because the period from order receipt to shipment is extremely short, the Group produces based on weekly, 10-day-period and monthly preliminary information derived from customers’ production plans and past shipment trends. Accordingly, there are no applicable matters.」

    The explanation that forecast production is based on customers’ preliminary information and past shipment trends in the context of short manufacturing lead times continues, and no material change in inventory risk has been indicated.
  6. FY2023-Q1RestatedAnnual report

    「Because the period from order receipt to shipment is extremely short, the Group produces based on weekly, 10-day-period and monthly preliminary information derived from customers’ production plans and past shipment trends. Accordingly, there are no applicable matters.」

    The system of forecast production based on customers’ preliminary information and past shipment trends in the context of short manufacturing lead times has been reconfirmed, and no material change in inventory risk has been indicated.
  7. FY2022MaterialisedAnnual report

    「Although each customer’s production during the second half of the current fiscal year trended lower because of supply chain disruption, the Company plans and conducts production based on customers’ preliminary information because of its manufacturing lead times, making it difficult to respond to last-minute revisions to that information. In addition, the Company had built up inventory in response to announcements of production increases by its customers, so the Group’s inventory balance at the end of the current fiscal year increased 42.5% from the end of the previous fiscal year.」

    The inventory balance at the end of the current fiscal year increased 42.5% from the end of the previous fiscal year because of customer production cuts and the difficulty of responding to last-minute revisions to preliminary information. The inventory risk has emerged as an actual increase in the balance.
  8. FY2022-Q3RestatedAnnual report

    「Because the period from order receipt to shipment is extremely short, the Group produces based on weekly, 10-day-period and monthly preliminary information derived from customers’ production plans and past shipment trends. Accordingly, there are no applicable matters.」

    The system of forecast production based on customers’ preliminary information and past shipment trends in the context of short manufacturing lead times has been reconfirmed, and no material change in inventory risk has been indicated.
  9. FY2022-Q2RestatedAnnual report

    「Because the period from order receipt to shipment is extremely short, the Group produces based on weekly, 10-day-period and monthly preliminary information derived from customers’ production plans and past shipment trends. Accordingly, there are no applicable matters.」

    The system of forecast production based on customers’ preliminary information and past shipment trends in the context of short manufacturing lead times has been reconfirmed, and there has been no material change in inventory risk.
  10. FY2022-Q1RestatedAnnual report

    「Because the period from order receipt to shipment is extremely short, the Group produces based on weekly, 10-day-period and monthly preliminary information derived from customers’ production plans and past shipment trends. Accordingly, there are no applicable matters.」

    The explanation that forecast production is based on customers’ preliminary information and past shipment trends in the context of short manufacturing lead times continues, and no material change in inventory risk has been indicated. quantified is false, materialized is false.
  11. FY2021RestatedAnnual report

    「Because the period from order receipt to shipment is extremely short, the Group produces based on weekly, 10-day-period and monthly preliminary information derived from customers’ production plans and past shipment trends. Accordingly, there are no applicable matters.」

    The system of forecast production based on preliminary customer information and past shipment trends in the context of short manufacturing lead times has been reconfirmed.
  12. FY2021-Q3RestatedAnnual report

    「Because the period from order receipt to shipment is extremely short, the Group produces based on weekly, 10-day-period and monthly preliminary information derived from customers’ production plans and past shipment trends. Accordingly, there are no applicable matters.」

    The production system based on preliminary information and past shipment trends in the context of short manufacturing lead times has been reconfirmed, and no material change in inventory risk has been indicated.
  13. FY2021-Q2RestatedAnnual report

    「Because the period from order receipt to shipment is extremely short, the Group produces based on weekly, 10-day-period and monthly preliminary information derived from customers’ production plans and past shipment trends. Accordingly, there are no applicable matters.」

    The production system based on weekly, 10-day-period and monthly preliminary information and past shipment trends has been reconfirmed. No material change to the inventory risk itself is described.
  14. FY2021-Q1RestatedAnnual report

    「No new business or other risks arose during the cumulative first quarter of the current consolidated fiscal year. In addition, there were no significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive statement says that there have been no new occurrences or material changes regarding inventory risk arising from the gap between forecast production and actual demand.
  15. FY2020RestatedAnnual report

    「A substantial portion of the Company’s production consists of forecast production based on weekly, 10-day-period and monthly preliminary information derived from customers’ production plans and past shipment trends. The Group is working to obtain more accurate information so that forecasts do not deviate substantially from actual results, but if a significant gap arises between forecast production volumes and actual order volumes, excess inventory could result and affect operating results and financial condition.」

    The risk of excess inventory arising from the gap between forecast production based on customers’ preliminary information and actual demand continues to be described.
  16. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative first three quarters of the current consolidated fiscal year. In addition, there were no significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive statement says that there have been no new occurrences or material changes regarding inventory risk arising from the gap between forecast production and actual demand.
  17. FY2020-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative first half of the current consolidated fiscal year. In addition, there were no significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive statement says that there have been no new occurrences or material changes regarding inventory risk arising from the gap between forecast production and actual demand. quantified is false, materialized is false.
  18. FY2020-Q1RestatedAnnual report

    「No new business or other risks arose during the cumulative first quarter of the current consolidated fiscal year. In addition, there were no significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    A comprehensive statement says that there have been no new occurrences or material changes regarding inventory risk arising from the gap between forecast production and actual demand. quantified is false, materialized is false.
  19. FY2019RestatedAnnual report

    「A substantial portion of the Company’s production consists of forecast production based on weekly, 10-day-period and monthly preliminary information derived from customers’ production plans and past shipment trends. The Group is working to obtain more accurate information so that forecasts do not deviate substantially from actual results, but if a significant gap arises between forecast production volumes and actual order volumes, excess inventory could result and affect operating results and financial condition.」

    The risk of excess inventory arising from the gap between forecast production based on weekly, 10-day-period and monthly preliminary information and actual demand continues to be described.
  20. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative first three quarters of the current consolidated fiscal year. In addition, there were no significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The existing risk assessment is maintained through a comprehensive statement that there have been no material changes regarding inventory risk arising from the gap between forecast production and actual demand.
  21. FY2019-Q2RestatedAnnual report

    「No new business or other risks arose during the cumulative first half of the current consolidated fiscal year. In addition, there were no significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The existing risk assessment is maintained through a comprehensive statement that there have been no material changes regarding inventory risk arising from the gap between forecast production and actual demand.
  22. FY2019-Q1RestatedAnnual report

    「No new business or other risks arose during the cumulative first quarter of the current consolidated fiscal year. In addition, there were no significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The existing risk assessment is maintained through a comprehensive statement that there have been no material changes regarding inventory risk arising from the gap between forecast production and actual demand.
  23. FY2018RestatedAnnual report

    「A substantial portion of the Company’s production consists of forecast production based on weekly, 10-day-period and monthly preliminary information derived from customers’ production plans and past shipment trends. The Group is working to obtain more accurate information so that forecasts do not deviate substantially from actual results, but if a significant gap arises between forecast production volumes and actual order volumes, excess inventory could result and affect operating results and financial condition.」

    The risk of excess inventory arising from the gap between forecast production based on weekly, 10-day-period and monthly preliminary information and actual demand continues to be described.
  24. FY2016First statedAnnual report

    「The Group is working to obtain more accurate information, but if a significant gap arises between forecast production volumes and actual order volumes, excess inventory could result and affect operating results and financial condition.」

    The risk of excess inventory associated with forecast production based on weekly, 10-day-period and monthly preliminary information and past shipment trends is described.
Moved together

"Risk of market fluctuations in steel, crude oil and other commodities" moved the same way as this thread, in the same document, in 2 of its 24 moves.

22★12
  1. ★This thread
  2. 1Risk of market fluctuations in steel, crude oil and other commodities2×
  3. 2Risk of business interruption and supply chain disruption caused by natural disasters and other events2×

★ 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
Muro's next results are scheduled for 2026-11-13. Read the earnings preview
News
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