Komori
Fuji Oozx (7299) · RiskMaterialised

Suspension of Operations and Logistics in Overseas Business Due to Natural Disasters, Epidemics, War, and Other Events

First written in FY2019. 10 of 15 entries say "Materialised", first in FY2021-Q1. Latest entry: FY2024-Q3.

15entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019MaterialisedFY2021-Q1 – FY2021OtherFY2022-Q1 – FY2022MaterialisedFY2023-Q1 – FY2024-Q32019: 120192020: 220202021: 420212022: 320222023: 420232024: 1
Same theme, other companies

Fuji Oozx moved to the "Worse" side of this theme in 2020, 2 years before the typical company in this theme (2022).

The whole theme swung hardest in 2022: 40 of 82 companies on the "Worse" side.

11 other companies' latest entry also says "Materialised".

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 120 companies compared. The sentences above are computed from all 120.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3MaterialisedAnnual report

    「Although the recovery of sales by Japanese-affiliated companies in China remained delayed, sales increased 7.7% year on year, driven by the recovery of automakers' production, including efforts to clear back orders outside Japan, and an increase in orders from North America. Domestic sales increased 12.2%, while overseas sales declined 3.8%. By region, North American sales increased 26.9% on recovering demand, European sales declined 87.7% following the end of transactions with a major customer, and Chinese sales declined 10.5% due to lower orders.」

    In the overseas business, sales in North America recovered, but overseas sales declined 3.8% year on year due to the end of transactions with a major European customer and lower orders from China.
  2. FY2024-Q2MaterialisedAnnual report

    「Although the recovery in sales by Japanese companies in China has been delayed, domestic sales increased 13.7% year on year and overseas sales decreased 17.2%, as sales benefited from the recovery in automobile manufacturers' production, including efforts to clear back orders, and increased orders for North America. Domestic and overseas sales combined increased 3.7%.」

    Overseas sales declined 17.2% year on year due in part to the delayed recovery of sales by Japanese-affiliated companies in China. While demand and sales risks in the overseas business continued to be reflected in results, orders from North America increased.
  3. FY2024-Q1MaterialisedAnnual report

    「Although the recovery in sales by Japanese companies in China has been delayed, domestic sales increased 15.3% year on year, while overseas sales decreased 15.4%, reflecting the recovery in automobile manufacturers' production, including efforts to clear back orders, and the benefits of passing higher raw material and energy costs on to selling prices, an initiative undertaken since the previous fiscal year. Domestic and overseas sales combined increased 5.6%.」

    In the overseas business, overseas sales declined 15.4% year on year due in part to the delayed recovery of sales by Japanese-affiliated companies in China, and demand and sales risks in the overseas business continued to be reflected in results. Domestic sales, meanwhile, increased.
  4. FY2023MaterialisedAnnual report

    「Overseas sales declined 30.6% from the previous fiscal year, primarily because the overseas consolidated subsidiaries were consolidated for 12 months in the current fiscal year, compared with 15 months in the previous fiscal year. On a comparison with consolidation of the 12 months from 1 April 2021 to 31 March 2022 for the overseas consolidated subsidiaries, sales declined 16.2%.」

    The effects of semiconductor shortages and automakers' production adjustments appeared as lower sales from overseas bases, and overseas sales declined 16.2% even after adjusting the consolidation period.
  5. FY2023-Q3MaterialisedAnnual report

    「Overseas sales declined 32.6% from the previous corresponding period, primarily because the overseas consolidated subsidiaries were consolidated for 9 months in the current period, compared with 12 months in the previous corresponding period. For the 4 overseas consolidated subsidiaries, the previous corresponding period included operating results for the 12 months from 1 January 2021 to 31 December 2021, following a change in the fiscal year-end and a change to the method of preparing provisional financial statements as of the consolidated reporting date. On a comparison with consolidation of the 9 months from 1 April 2021 to 31 December 2021 for the overseas consolidated subsidiaries, sales declined 13.5%.」

    In the overseas business, overseas sales declined 32.6% year on year amid the effects of production adjustments by automakers, including in China, and declined 13.5% even on a comparison adjusted for the consolidation period.
  6. FY2023-Q1MaterialisedAnnual report

    「The group was also affected by the automobile manufacturers’ production cuts described above. Compared with the same period of the previous year, overseas sales decreased 49.3% because sales from overseas bases declined. For the four overseas consolidated subsidiaries, the previous year included six months of operating results from 1 January 2021 to 30 June 2021 due to the change in fiscal year-end dates and the use of provisional closing procedures at the consolidated closing date; compared with consolidating the subsidiaries for the three months from 1 April 2021 to 30 June 2021, sales decreased 6.8%.」

    The effects of automakers' production cuts and parts-sourcing shortages led to lower sales from overseas bases, and overseas sales declined 49.3% year on year. Even after adjusting the consolidation period, sales declined 6.8%.
  7. FY2022Full-year recovery in overseas sales confirmed amid supply constraintsAnnual report

    「Although affected by automakers' production cuts due to semiconductor and parts-sourcing shortages, sales to customers gradually recovered compared with the previous fiscal year. In addition, four overseas consolidated subsidiaries have consolidated their results for the 15-month period from 1 January 2021 to 31 March 2022 due to a change in their fiscal year-end and a change to the method of preparing provisional accounts at the consolidated reporting date. Overseas sales therefore increased 28.6% (6.5% if the 12-month period from 1 April 2021 to 31 March 2022 had been consolidated for overseas consolidated subsidiaries).」

    Production cuts due to semiconductor and parts-sourcing shortages continued, but overseas sales increased 28.6% on a 15-month comparison and 6.5% even on a 12-month comparison, confirming a full-year recovery in sales amid the effects of the infectious disease.
  8. FY2022-Q3Overseas sales recovery continues amid supply constraints, while the increase narrowed after adjusting the comparison periodAnnual report

    「Although affected by the spread of COVID-19 and by automakers' production cuts due to semiconductor and sourced-parts shortages, sales to North American customers recovered compared with the same period of the previous year, particularly sales from overseas bases, which recovered significantly. Overseas sales therefore increased 46.0% (13.7% if the nine-month period from 1 April 2021 to 31 December 2021 had been consolidated for overseas consolidated subsidiaries).」

    While the effects of the infectious disease, semiconductor shortages and sourced-parts shortages remained, sales to North American customers and from overseas bases recovered. On a comparison excluding the change in the fiscal reporting period, overseas sales increased 13.7%.
  9. FY2022-Q2Overseas sales recovery continues amid infectious disease and supply constraintsAnnual report

    「Although affected by the spread of COVID-19 and by automakers' production cuts due to semiconductor and sourced-parts shortages, sales to North American customers recovered compared with the same period of the previous year, particularly sales from overseas bases, which recovered significantly. Overseas sales therefore increased 79.7% (23.7% if the six-month period from 1 April 2021 to 30 September 2021 had been consolidated for overseas consolidated subsidiaries).」

    Although the effects of the infectious disease, semiconductor shortages and sourced-parts shortages continued, sales to North American customers and from overseas bases recovered, and overseas sales increased 79.7% year on year.
  10. FY2022-Q1Overseas sales recovered despite the impact of the epidemicAnnual report

    「Although the Company was affected by the spread of COVID-19 and reduced automobile production due to semiconductor shortages, sales to customers in the United States and Europe recovered from the same period of the previous year, with sales from overseas locations recovering particularly strongly.」

    Although the impact of the epidemic itself continued in overseas businesses, sales to customers in the United States and Europe and sales from overseas locations recovered from the same period of the previous year.
  11. FY2021MaterialisedAnnual report

    「Affected by the spread of COVID-19, overseas sales decreased by 4.6% from the previous fiscal year as the decline in orders due to sluggish sales in the first half, primarily to customers in the United States and Europe, continued, although sales in China ultimately edged up.」

    The epidemic risk in overseas businesses materialized over the full fiscal year as declining orders, primarily from customers in the United States and Europe, and a 4.6% decrease in overseas sales.
  12. FY2021-Q3MaterialisedAnnual report

    「Affected by the spread of COVID-19, overseas sales decreased by 8.7% year on year as the decline in orders due to sluggish sales, primarily to customers in the United States and Europe, continued, although sales in China recovered.」

    The epidemic risk in overseas businesses continues to materialize as declining orders, primarily from customers in the United States and Europe, and an 8.7% decrease in overseas sales. Meanwhile, sales in China recovered.
  13. FY2021-Q2MaterialisedAnnual report

    「Affected by the spread of COVID-19, overseas sales decreased by 20.1% year on year as the decline in orders due to sluggish sales, primarily to customers in the United States and Europe, continued.」

    The epidemic risk in overseas businesses continues to materialize as declining orders, primarily from customers in the United States and Europe, and a 20.1% decrease in overseas sales.
  14. FY2021-Q1MaterialisedAnnual report

    「Affected by the spread of COVID-19, sales to customers in the United States and Europe declined, particularly sales from overseas bases, resulting in overseas sales decreasing 19.9% from the same period of the previous year.」

    The epidemic risk in overseas businesses actually materialized as declining sales from overseas customers and overseas locations.
  15. FY2019First statedAnnual report

    「The Group is exposed to various risks in its overseas business operations, including natural disasters, epidemics, war, terrorism, strikes, and political or social instability and difficulties. If these unexpected events occur, the purchasing of raw materials and production equipment, the production and sale of products, and logistics and service provision may be delayed or suspended.」

    For the first time, the Company independently disclosed the risk of delays or suspensions in procurement, production, sales and logistics due to natural disasters, epidemics, war, terrorism, strikes and political or social instability specific to overseas businesses.
Moved together

"Decline in Vehicle Production Volumes and Revenue Due to Global Recession" moved the same way as this thread, in the same document, in 6 of its 15 moves.

654432★123456
  1. ★This thread
  2. 1Decline in Vehicle Production Volumes and Revenue Due to Global Recession6×
  3. 2Employee, Operations, Demand and Financing Risks from COVID-195×
  4. 3Sluggish Domestic Demand and Gradual Decline in Domestic Production4×
  5. 4Impact of Rapid Yen Appreciation on Foreign-Currency Transactions4×
  6. 5Surging Metal Element Prices and Difficulty Passing Costs Through to Product Prices3×
  7. 6Changes in Product Characteristics Driven by EV Adoption, Autonomous Driving and Other Trends2×

★ 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
Fuji Oozx's next results are scheduled for 2026-10-27. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.