Komori
Suzuden (7480) · RiskMaterialised

Risk of Inventory Write-Downs Due to Slow-Moving Inventories of Multiple Products Held in Fixed Quantities

First written in FY2024. 1 of 4 entries say "Mitigated", first in FY2025. Latest entry: FY2026.

4entries
3years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2024MitigatedFY20252024: 120242025: 120252026: 22026
Same theme, other companies
Risk of Excess Inventory and Obsolescence Due to Demand Forecast and Supply-Demand FluctuationsA theme 61 companies write about · 63 as a headwind · 0 as a tailwind

Suzuden moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2022: 13 of 37 companies on the "Worse" side.

6 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 61 companies compared. The sentences above are computed from all 61.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「The period-end inventory balance is stated after being written down to reflect the decline in profitability, and the following inventory valuation losses are included in cost of sales: Previous consolidated fiscal year: ¥36.725 million; Current consolidated fiscal year: ¥162.685 million」

    Regarding the risk of slow-moving inventory and write-downs associated with holding a broad range of products and a certain level of inventory, the inventory valuation loss increased from ¥36.725 million in the previous fiscal year to ¥162.685 million.
  2. 2026-06-02RestatedGeneral Meetings of Shareholders

    「These estimates may be affected by uncertain future market conditions and other factors, and could affect the consolidated financial statements for the following consolidated fiscal year.」

    The company reconfirmed that the carrying value of inventories, ¥3,871,178 thousand, may be written down because of declining profitability and may be affected by future market conditions.
  3. FY2025MitigatedAnnual report

    「To maintain appropriate inventory levels, the Group regularly identifies and reviews products for which there have been no orders for a certain period and products held in excessive quantities, and works to reduce inventory. It also works to prevent excess inventory and lost sales opportunities by strengthening coordination with suppliers to obtain production lead-time information and collecting information on customers' production plans.」

    Measures described to address the risk of slow-moving inventory and write-downs arising from holding a broad range of products and a certain level of inventory include maintaining appropriate inventory levels, reviewing inventory, and collecting information from suppliers and customers.
  4. FY2024First statedAnnual report

    「To ensure customer convenience and avoid lost sales opportunities, the Group handles a broad range of products and maintains a certain level of inventory. If inventory becomes slow-moving due to the impact of rapid changes in the operating environment, demand trends or other factors, the Group's financial position and operating results may be affected through inventory write-downs and other measures.」

    The risk of slow-moving inventory and inventory write-downs due to changes in demand is identified for the first time as a standalone risk associated with holding inventory to ensure a stable supply.
Moved together

"Dependence on a Specific Customer in the Semiconductor Manufacturing Equipment Business" moved the same way as this thread, in the same document, in 2 of its 4 moves.

2★1
  1. ★This thread
  2. 1Dependence on a Specific Customer in the Semiconductor Manufacturing Equipment Business2×

★ 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
Suzuden's next results are scheduled for 2026-11-02. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-06-02: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Inventory Write-Downs Due to Slow-Moving Inventories of Multiple Products Held in Fixed Quantities | SUZUDEN CORPORATION (7480) | Komori