Komori
Sokensha (7413) · RiskExposure updated

Risk of supply stoppages by raw material suppliers and contract manufacturers

First written in FY2016. 20 of 29 entries say "Restated". Latest entry: FY2026.

29entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q2RestatedFY2021-Q2 – FY2022-Q2WorsenedFY2024 – FY2025-H12016: 320162017: 420172018: 320182019: 320192020: 320202021: 320212022: 220222023: 320232024: 320242025: 120252026: 12026
Same theme, other companies
Risk of Insufficient Capacity and Production Shutdowns at External ManufacturersA theme 74 companies write about · 76 as a headwind · 0 as a tailwind

Sokensha moved to the "Worse" side of this theme in 2022, 1 year before the typical company in this theme (2023).

The whole theme swung hardest in 2020: 9 of 43 companies on the "Worse" side.

3 other companies' latest entry also says "Other".

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 74 companies compared. The sentences above are computed from all 74.
Full recordFilings, disclosures and news, newest first
  1. FY2026Exposure updatedAnnual report

    「If these problems occur with the Group-branded products, which generate approximately ¥3.0 billion in sales and account for approximately 64% of total sales, they could have a material impact on the Group's performance.」

    It updated the scale of Group-branded products exposed to the risk of supply stoppages to approximately ¥3.0 billion in sales, or approximately 64% of total sales.
  2. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business or other risks, nor any significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  3. FY2025-H1MaterialisedAnnual report

    「Sales of "Dried Foods and Mixed Grains" increased by ¥0 million, or 0.2%, year on year to ¥125 million, as higher sales of pressed barley and other products outweighed lower sales of domestically produced hijiki and other products, which remain suspended because domestic raw materials continue to be difficult to obtain.」

    It disclosed the continued difficulty in obtaining domestic raw materials and the resulting suspension of products such as domestically produced hijiki as an occurrence of a supply risk.
  4. FY2024WorsenedAnnual report

    「If these problems occur with the Group-branded products, which generate approximately ¥3.2 billion in sales and account for approximately 65% of total sales, they could have a material impact on the Group's performance.」

    It updated the scale of Group-branded products exposed to the risk of supply stoppages from approximately ¥3.0 billion and approximately 60% to approximately ¥3.2 billion and approximately 65%.
  5. FY2024-Q3RestatedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  6. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  7. FY2023WorsenedAnnual report

    「If these problems occur with the Group-branded products, which generate approximately ¥3.0 billion in sales and account for approximately 60% of total sales, they could have a material impact on the Group's performance.」

    It updated the sales scale of Group-branded products exposed to the risk of supply stoppages to approximately ¥3.0 billion and shows exposure representing approximately 60% of total sales.
  8. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  9. FY2023-Q1RestatedAnnual report

    「During the cumulative first quarter under review, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  10. FY2022WorsenedAnnual report

    「Accordingly, raw materials may become unavailable for production or supply because of poor weather in the production area, contamination with radioactive materials, the outbreak of conflict or other factors. Products manufactured by contract manufacturers may likewise become unavailable for production or supply because of bankruptcy, accidents such as fires and earthquakes, other disasters or an outbreak of a serious infectious disease. If these problems occur with the Group-branded products, which generate approximately ¥2.8 billion in sales and account for approximately 60% of total sales, they could have a material impact on the Group's performance.」

    It added the outbreak of conflict to the previously cited factors that could cause supply stoppages and continues to show exposure of approximately ¥2.8 billion in sales, or approximately 60% of total sales, represented by Group-branded products.
  11. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  12. FY2021Sales scale updatedAnnual report

    「If these problems occur with the Group-branded products, which generate approximately ¥2.8 billion in sales and account for approximately 60% of total sales, they could have a material impact on the Group's performance.」

    It updated the sales scale of Group-branded products exposed to the risk of supply stoppages by raw material suppliers and contract manufacturers to approximately ¥2.8 billion, or approximately 60% of total sales.
  13. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  14. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  15. FY2020WorsenedAnnual report

    「Accordingly, raw materials may become unavailable for production or supply because of poor weather in the production area, contamination with radioactive materials or other factors. Products manufactured by contract manufacturers may likewise become unavailable for production or supply because of bankruptcy, accidents such as fires and earthquakes, other disasters or an outbreak of a serious infectious disease. If these problems occur with the Group-branded products, which generate approximately ¥2.7 billion in sales and account for approximately 60% of total sales, they could have a material impact on the Group's performance.」

    It added outbreaks of serious infectious diseases as a factor that could cause supply stoppages and quantified the exposure represented by Group-branded products, which generate approximately ¥2.7 billion in sales and account for approximately 60% of total sales.
  16. FY2020-Q3MaterialisedAnnual report

    「Sales of "Dried Foods and Mixed Grains" decreased by ¥15 million, or 6.4%, year on year to ¥226 million, as the increase in sales of tapioca powder and other products was outweighed by lower sales caused by shortages of ingredients such as organic domestically produced wheat flour.」

    It states that shortages of ingredients such as organic domestically produced wheat flour actually occurred and resulted in lower sales of Dried Foods and Mixed Grains.
  17. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  18. FY2019RestatedAnnual report

    「Accordingly, raw materials may become unavailable for production or supply because of poor weather in the production area, contamination with radioactive materials or other factors. Products manufactured by contract manufacturers may likewise become unavailable for production or supply because of bankruptcy, accidents such as fires and earthquakes, or other disasters.」

    It continues to disclose the risks of weather-related problems and radioactive materials in raw materials, and supply stoppages caused by the bankruptcy, accidents or disasters of contract manufacturers.
  19. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  20. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  21. FY2018RestatedAnnual report

    「Raw materials may become unavailable for production or supply because of poor weather in the production area, contamination with radioactive materials or other factors. Products manufactured by contract manufacturers may likewise become unavailable for production or supply because of bankruptcy, accidents such as fires and earthquakes, or other disasters.」

    It continues to disclose the risks of weather-related problems and radioactive materials in raw materials, and supply stoppages caused by the bankruptcy, accidents or disasters of contract manufacturers.
  22. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  23. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  24. FY2018-Q1RestatedAnnual report

    「During the cumulative first quarter under review, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  25. FY2017RestatedAnnual report

    「Raw materials may become unavailable for production or supply because of poor weather in the production area, contamination with radioactive materials or other factors. Products manufactured by contract manufacturers may likewise become unavailable for production or supply because of bankruptcy, accidents such as fires and earthquakes, or other disasters.」

    It continues to disclose the risks of weather-related problems and radioactive materials in raw materials, and supply stoppages caused by the bankruptcy, accidents or disasters of contract manufacturers.
  26. FY2017-Q3RestatedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  27. FY2017-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  28. FY2017-Q1RestatedAnnual report

    「During the cumulative first quarter under review, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It states that there have been no new developments or material changes in the risk of supply stoppages by raw material suppliers and contract manufacturers.
  29. FY2016First statedAnnual report

    「Raw materials may become unavailable for production or supply because of poor weather in the production area, contamination with radioactive materials or other factors. Products manufactured by contract manufacturers may likewise become unavailable for production or supply because of bankruptcy, accidents such as fires and earthquakes, or other disasters.」

    It cites weather conditions, radioactive materials, and the bankruptcy, accidents and disasters of contract manufacturers as factors that could cause supply stoppages.
Moved together

"Weak consumer sentiment and surging prices for imported raw materials" moved the same way as this thread, in the same document, in 6 of its 29 moves.

654333★123456
  1. ★This thread
  2. 1Weak consumer sentiment and surging prices for imported raw materials6×
  3. 2Operating Cash Flow Turning Positive5×
  4. 3Higher revenue and a return to operating profitability4×
  5. 4Stabilizing operating profit by increasing net sales and gross profit3×
  6. 5Concerns over the economic outlook due to slowing emerging-market economies and volatility in share prices and foreign exchange rates3×
  7. 6Impact of the Spread of COVID-19 on the Business3×

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