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Tamron (7740) · RiskRestated

Dependence on Specific Suppliers for Glass Materials and Other Inputs

First written in FY2017. 3 of 5 entries say "Restated". Latest entry: FY2024.

5entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017 – FY2019MitigatedFY2021RestatedFY2022 – FY20242018: 120182019: 020192020: 120202021: 020212022: 120222023: 120232024: 020242025: 1
Same theme, other companies
Concentrated dependence on specific suppliersA theme 98 companies write about · 98 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 20 of 61 companies on the "Worse" side.

41 other companies' latest entry also says "Restated".

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 98 companies compared. The sentences above are computed from all 98.
Full recordFilings, disclosures and news, newest first
  1. FY2024RestatedAnnual report

    「特に硝子材料につきましては、限られた取引先に依存しております。」

    硝子材料など特定仕入先への依存と、数量・価格での調達不能による生産・納品リスクを再確認している。
  2. FY2022RestatedAnnual report

    「当該リスクが顕在化する可能性を最小化するため、複数購買や代替調達先候補の把握、設計変更等による代替措置の早期実施等を図っております。」

    硝子材料等の特定仕入先依存に対する複数購買、代替調達先、設計変更による対応を継続している。
  3. FY2021MitigatedAnnual report

    「当該リスクが顕在化する可能性を最小化するため、複数購買や代替調達先候補の把握、設計変更等による代替措置の早期実施等を図っております。」

    硝子材料等の特定仕入先依存に対し、複数購買、代替調達先、設計変更による代替措置をリスク低減策として明示している。
  4. FY2019RestatedAnnual report

    「We rely on a limited number of suppliers, particularly for glass materials. If these raw materials or components cannot be obtained in the planned quantities or at the planned prices for any reason, preventing us from producing the planned volumes, we may be unable to fulfill our delivery obligations to customers, which could materially affect the Group's results.」

    硝子材料など限られた仕入先への依存と、数量・価格での調達不能による生産・納品・業績リスクを再確認している。
  5. FY2017First statedAnnual report

    「We rely on a limited number of suppliers, particularly for glass materials. If these raw materials or components cannot be obtained in the planned quantities or at the planned prices for any reason, preventing us from producing the planned volumes, we may be unable to fulfill our delivery obligations to customers, which could materially affect the Group's results.」

    Reliance on a limited number of suppliers for glass materials creates risks to procurement, production, customer deliveries and earnings if planned quantities or prices cannot be secured.
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Dependence on Specific Suppliers for Glass Materials and Other Inputs | Tamron Co.,Ltd. (7740) | Komori