Delays in Procuring Materials and Parts, Supply Shortages and Price Increases
First written in FY2016. 6 of 14 entries say "Materialised", first in FY2018. Latest entry: FY2026.
Tbk 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 52 companies on the "Worse" side.
11 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「The Group currently has sufficient quantities of materials, components and other supplies required for its production activities. However, delays or shortages in procuring materials caused by increased demand and other factors could affect the Group's production activities.」
Although sufficient quantities are secured, risks from procurement delays and shortages, rising prices, and supplier stoppages continue to be reported. - FY2025MitigatedAnnual report
「The Group currently has sufficient quantities of materials, components and other supplies required for its production activities.」
The Group states that sufficient quantities required for procurement are secured and continues risk-mitigation measures through diversifying procurement sources, including placing orders with 2 suppliers, and regularly monitoring supply-chain information. - FY2024-Q1Recovery in component supplies alongside rising energy pricesAnnual report
「COVID-19-related restrictions were lifted, economic activity was normalizing, and shortages of semiconductors and other components were easing. However, the outlook remained uncertain due to the continued increase in energy costs and consumer prices, among other factors.」
While shortages of semiconductors and other components were easing, energy prices and consumer prices continued to rise, and procurement and cost-increase risks had not been uniformly resolved. - FY2023-Q3MaterialisedAnnual report
「Supply was disrupted due to production delays caused by parts shortages, including the global semiconductor shortage.」
Production delays and supply disruptions caused by parts shortages, including semiconductor shortages, actually occurred and were linked to a 35.6% year-on-year decline in domestic registrations of ordinary trucks. - FY2023-Q2MaterialisedAnnual report
「Supply was disrupted due to production delays caused by parts shortages, including the global semiconductor shortage.」
Production delays and supply disruptions caused by parts shortages, including semiconductor shortages, actually occurred and were linked to a decline in domestic registrations of ordinary trucks. The concrete impact of supply-shortage risks continues. - FY2023-Q1MaterialisedAnnual report
「In the truck manufacturing industry relevant to our Group, domestic registrations of standard trucks (payload capacity of 4 tonnes or more) totaled 11,885 units, down 35.9% from the previous fiscal year, due to production delays caused by parts shortages, including lockdowns in China and semiconductor shortages.」
Parts shortages and production delays associated with semiconductor shortages and China's lockdowns were linked to an actual decline in domestic registrations of ordinary trucks, demonstrating the concrete impact of supply-shortage risks. - FY2022MaterialisedAnnual report
「Cost of sales increased by ¥6,864 million, or 17.6% year on year, to ¥45,820 million, and the ratio of cost of sales to net sales increased 0.9 percentage points from the previous consolidated fiscal year to 89.5%. The main factors were pressure on material costs from soaring global material prices and higher logistics costs resulting from container shortages. In addition, energy costs increased due to soaring crude oil prices.」
Higher material prices, logistics costs due to container shortages, and energy costs due to soaring crude oil prices affected actual earnings through the increase in cost of sales. - FY2022-Q3MaterialisedAnnual report
「The truck manufacturing industry relevant to the Group recovered from the effects of COVID-19. However, due to production delays caused by semiconductor supply shortages and other factors, domestic registrations of ordinary trucks with a payload capacity of 4 tons or more declined 3.4% year on year to 60,135 units.」
Production delays caused by semiconductor supply shortages and other factors are linked to an actual decline in market registrations, demonstrating the concrete impact of supply-shortage risks. - FY2022-Q2WorsenedAnnual report
「The outlook remains uncertain due to semiconductor shortages and soaring resource prices.」
Semiconductor shortages and soaring resource prices were identified as current external-environment factors relating to the previously noted risks of shortages and rising prices for materials and components. However, no specific impact on the Company's profit or loss was reported. - FY2021RestatedAnnual report
「The Group is working to reduce risks by diversifying its procurement sources, including placing orders with 2 suppliers, and by regularly monitoring supply-chain information.」
Measures to reduce procurement risks through placing orders with 2 suppliers, diversifying procurement sources, and regularly monitoring supply-chain information continue. - FY2020MitigatedAnnual report
「The Group is working to reduce risks by diversifying its procurement sources, including placing orders with 2 suppliers, and by regularly monitoring supply-chain information.」
Placing orders with 2 suppliers, diversifying procurement sources, and regularly monitoring supply-chain information were identified as specific risk-mitigation measures. - FY2019RestatedAnnual report
「The Group currently has sufficient quantities of materials, components and other supplies required for its production activities. However, delays in the supply of materials or supply shortages caused by increased demand within the industry and other factors could affect the Group's production activities.」
Although sufficient quantities are currently secured, procurement risks from supply delays and shortages, rising prices, and supplier operating stoppages or bankruptcies continue to be reported. - FY2018MaterialisedAnnual report
「The Group currently has sufficient quantities of materials, components and other supplies required for its production activities. However, delays in the supply of materials or supply shortages caused by increased demand within the industry and other factors could adversely affect the Group's production activities.」
Although sufficient quantities are currently secured, soaring material costs are the main factor driving the increase in cost of sales, and higher procurement prices are affecting actual earnings. - FY2016First statedAnnual report
「Delays in the supply of materials or supply shortages could adversely affect the Group's production activities. In addition, if procurement of materials and other supplies is disrupted by price increases for materials, components and other supplies due to sudden market changes, or by operating stoppages or supplier bankruptcies caused by equipment accidents and other events, the Group's operating performance and financial position could be adversely affected.」
Supply delays and shortages, rising prices, supplier accidents, and bankruptcies are listed as procurement risks.