Supplier credit risk, business closures and dependence on major suppliers
First written in FY2016. 2 of 7 entries say "Mitigated", first in FY2019. Latest entry: 2026-07-31.
Nakayamafuku moved to the "Worse" side of this theme in 2025, 4 years after the typical company in this theme (2021).
The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.
26 other companies' latest entry also says "Worsened".
- 2026-07-31WorsenedEarnings
「Raw material shortages and rising raw material and energy prices resulting from the escalating and prolonged situation in the Middle East」
Raw material shortages and rising prices resulting from the prolonged situation in the Middle East continued to be cited as supply risks in the first quarter. - FY2026WorsenedAnnual report
「Difficult conditions continued, including concerns about delays in customers' procurement of raw materials and instability in product supplies resulting from the worsening situation in the Middle East.」
In addition to supply risks resulting from deteriorating supplier performance or closures, concerns about delays in raw-material procurement and instability in product supplies caused by the worsening situation in the Middle East have been newly identified. - FY2025SoftenedAnnual report
「If product supplies are disrupted due to deteriorating performance or the closure of suppliers, the Group's operating results and financial condition may be adversely affected.」
The risk of supply disruptions due to deterioration in suppliers' creditworthiness or closure continues, but this filing does not provide figures for the previous concentration among the top 10 major suppliers. - FY2020MitigatedAnnual report
「The total purchase amount from the top 10 major suppliers of products handled by the Group accounts for approximately 55% of the Group's total purchases.」
The concentration among the top 10 major suppliers has declined from approximately 56% previously to approximately 55%. Meanwhile, the risk of supply disruptions due to deterioration in suppliers' creditworthiness, bankruptcy, closure, or production discontinuation continues. - FY2019MitigatedAnnual report
「The total purchase amount from the top 10 major suppliers of products handled by the Group accounts for approximately 56% of the Group's total purchases.」
The concentration of purchases among the top 10 major suppliers has declined from approximately 57% previously to approximately 56%. However, the risk of supply disruptions due to the closure or production discontinuation of major suppliers continues. - FY2018RestatedAnnual report
「The total purchase amount from the top 10 major suppliers of products handled by the Group accounts for approximately 57% of the Group's total purchases.」
The Group continues to disclose a concentration of approximately 57% among its major suppliers, along with the risk of supply disruptions due to deterioration in suppliers' creditworthiness, closure, or production discontinuation. - FY2016First statedAnnual report
「The total purchase amount from the top 10 major suppliers of products handled by the Group accounts for approximately 57% of the Group's total purchases.」
This indicates the possibility of supply disruptions due to deterioration in suppliers' creditworthiness, bankruptcy, closure, or production discontinuation.