Risks of Raw Material and Component Price Increases and Supply Stoppages
First written in FY2021. 7 of 13 entries say "Restated". Latest entry: FY2026.
Serendip Holdings 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: 35 of 55 companies on the "Worse" side.
14 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Non-operating income amounted to ¥787,723 thousand, mainly because the company recorded ¥194,139 thousand in compensation received following an agreement with business partners to revise selling prices in response to higher costs, including energy costs.」
The disclosure describes an agreement with business partners to revise selling prices in response to higher energy and other costs, and the recognition of ¥194,139 thousand in compensation received. - 2026-05-29First statedEarnings presentation
「There has been no significant disruption to operations at this time. Supply constraints and procurement uncertainty exist for some materials, including heavy oil and chemicals. The impact on earnings is currently limited. However, upward pressure on costs continues against the backdrop of rising crude oil and naphtha prices.」
The impact of the Middle East situation on material procurement, logistics and crude oil and naphtha prices was identified as a new external-environment risk. The disclosure states that significant operational disruption and earnings impact are currently limited, and cites inventory 확보, alternative sourcing and price pass-through as responses. - FY2024-Q3RestatedAnnual report
「In the group's business area of "monozukuri (management)," the shortage of components, particularly semiconductors, has been resolved, and domestic production by automakers has remained at a high level.」
Although the impact of automaker production cuts caused by component supply shortages, particularly semiconductors, has eased, other external-environment risks remain. - FY2024-Q2RestatedAnnual report
「In the group's business area of "monozukuri (management)," the shortage of components, particularly semiconductors, has been resolved, and domestic production by automakers has remained at a high level.」
Although the impact of automaker production cuts caused by component supply shortages has eased, external-environment risks unrelated to rising prices and supply remain. - FY2024-Q1MitigatedAnnual report
「The semiconductor shortage resulting from the spread of COVID-19 and other factors has been resolved, and domestic production by automakers has remained at a high level.」
The disclosure states that the shortage of components, particularly semiconductors, has been resolved, easing the impact of automaker production cuts caused by supply constraints. However, other external-environment risks, such as rising prices, remain. - FY2023RestatedAnnual report
「Higher material and component prices resulting from surging crude oil and energy prices, global inflationary pressure, exchange rate fluctuations, and other factors may increase manufacturing costs and may not be fully passed on through product prices.」
The risks to manufacturing costs and supply arising from raw material and component prices, energy costs, inflation, exchange rates, and tight supply continue. - FY2023-Q3RestatedAnnual report
「In the business succession investment business serving mid-sized and small and medium-sized enterprises, which is one of the Group's business areas, demand for M&A as a means of business succession, or demand to sell businesses, increased further as the business succession problem facing mid-sized and small and medium-sized enterprises became more serious, supported by the stagnation of economic and social activity caused by the spread of COVID-19.」
Although there has been no material change in the risks themselves relating to raw material and component prices or supply constraints, the impact of production cuts due to automotive component supply shortages is described separately. - FY2023-Q2RestatedAnnual report
「In the business succession investment business serving mid-sized and small and medium-sized enterprises, which is one of the Group's business areas, demand for M&A as a means of business succession, or demand to sell businesses, increased further as the business succession problem facing mid-sized and small and medium-sized enterprises became more serious, supported by the stagnation of economic and social activity caused by the spread of COVID-19.」
Component supply shortages and supply chain disruptions continue. The company states that there has been no material change in the risks themselves relating to raw material and component prices or supply constraints. - FY2023-Q1MaterialisedAnnual report
「The manufacture of automotive interior and exterior parts and automotive precision parts recorded lower revenue and lower profit as a result of production cuts by automakers following semiconductor supply shortages and supply chain disruptions, and revisions to their production plans.」
Semiconductor supply shortages and supply chain disruptions resulted in automaker production cuts and had an actual impact on the company's automotive-related business. - FY2022RestatedAnnual report
「Higher material and component prices resulting from surging crude oil prices and other factors may increase manufacturing costs and may not be fully passed on through product prices.」
The disclosure continues to address the risks of higher raw material and component prices, tight supply, and production delays resulting from dependence on subcontractors. - FY2022-Q3RestatedAnnual report
「Although normalization of economic activity was expected as COVID-19 vaccination progressed, the outlook remained uncertain due to the spread of coronavirus variants, and the economy continued to be affected by reduced production by automakers caused by parts shortages.」
Automaker production cuts resulting from component supply shortages continue to occur, and their impact on the monozukuri business continues. - FY2022-Q2MaterialisedAnnual report
「Although concerns remain over an uncertain outlook, including automakers' production cuts resulting from component supply shortages associated with the spread of COVID-19 and other factors,」
Component supply shortages actually resulted in automaker production cuts, affecting the monozukuri business. - FY2021First statedAnnual report
「Higher prices for materials and components, including steel and resin-related components, may increase manufacturing costs and may not be fully passed on through product prices.」
This also includes production delays resulting from tight supply, supplier accidents, and dependence on specific subcontractors.