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Seed (7743) · RiskInventory optimisation coincides with delays in overseas deliveriesLatest Financial Results Presentation (2026-08-25): "Mitigated"

Procurement Risk for Products, Materials and Raw Materials

First written in FY2016. 11 of 26 entries say "Restated". Latest entry: 2026-08-25.

26entries
11years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q3MitigatedFY2020 – FY2022WorsenedFY2023 – FY20252016: 220162017: 320172018: 320182019: 320192020: 320202021: 120212022: 120222023: 320232024: 120242025: 220252026: 42026
Same theme, other companies
Procurement Disruption of Raw Materials and Components and Supplier Business Continuity RiskA theme 80 companies write about · 80 as a headwind · 0 as a tailwind

Seed moved to the "Worse" side of this theme in 2023, 2 years after the typical company in this theme (2021).

The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.

14 other companies' latest entry also says "Mitigated".

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 80 companies compared. The sentences above are computed from all 80.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Inventory optimisation coincides with delays in overseas deliveriesAnnual report

    「Assets at the end of the interim consolidated accounting period amounted to ¥52,321 million, an increase of ¥560 million from the end of the previous consolidated fiscal year. The main factor was an increase in products and merchandise inventories to optimise inventory levels.」

    The Company increased product and merchandise inventories to optimise inventory levels, while the impact of delays in delivery of products for overseas markets remains.
  2. FY2025WorsenedAnnual report

    「Exports of contact lenses overseas increased 6.6% from the previous fiscal year as sales showed signs of recovery in both Asia and Europe. However, overseas inventory levels were still being optimized, back orders from individual countries had not yet been cleared, and available sales opportunities were not fully captured.」

    Exports increased as sales recovered, but overseas inventory optimisation has not been completed, and back orders in various countries and lost sales opportunities have continued.
  3. FY2025-H1WorsenedAnnual report

    「Exports of contact lenses overseas increased 21.6% year on year as sales showed signs of recovery in both Asia and Europe. However, inventory levels are still being optimized, back orders from individual countries have not yet been cleared, and available sales opportunities have not been fully captured.」

    Although export demand is recovering, back orders in various countries have not been cleared while inventory levels are being optimised, and lost sales opportunities due to supply constraints have continued.
  4. FY2024-Q2WorsenedAnnual report

    「In Japan's contact lens market, demand continues to increase steadily as consumer activity has picked up following the lifting of restrictions on movement, although concerns about product supply remain.」

    The Company states that, although demand is increasing, concerns about product supply remain in the domestic market.
  5. FY2024-Q1WorsenedAnnual report

    「However, delays in facility upgrades caused by the global labour shortage and the previous semiconductor shortage, together with delays in international logistics networks, have resulted in product supply shortages to the Japanese market, mainly from overseas manufacturers.」

    Labour shortages, delays in facility upgrades caused by the semiconductor shortage and delays in international logistics networks have actually resulted in product supply shortages to the Japanese market, mainly from overseas manufacturers.
  6. FY2023WorsenedAnnual report

    「In addition, constraints on investment in production facilities stemming from the semiconductor shortage have affected supply capacity, while disruptions to international logistics networks and other issues have arisen, resulting in widespread concerns about product supply across the market.」

    Concerns about product supply have emerged across the market due to the semiconductor shortage, constraints on investment in production facilities and disruptions to international logistics networks.
  7. FY2022MitigatedAnnual report

    「・Hold approximately 3–6 months' worth of materials and raw materials ・Promote multiple sourcing ・Secure sources of raw material supply in cooperation with overseas subsidiaries and affiliated companies」

    The Company expanded its measures to address procurement risks by holding approximately 3–6 months' worth of inventory, using multiple suppliers and securing supply sources through cooperation with overseas subsidiaries and other entities.
  8. FY2022-Q1MitigatedAnnual report

    「Liabilities amounted to ¥30,673 million, an increase of ¥1,066 million from the end of the previous consolidated fiscal year. The main factors included an increase in product inventories to ensure stable supply, as well as」

    The Company has continued to increase product inventories to ensure stable supply and prepare for supply disruptions.
  9. FY2021-Q1MitigatedAnnual report

    「The Company increased inventories of raw materials and supplies to secure the supply chain and built up inventories by increasing production volumes of domestically manufactured products, among other measures, to enhance its capacity to supply products and maintain business continuity in the event of unforeseen circumstances.」

    In response to procurement uncertainty caused by the spread of infectious diseases, the Company increased inventories of raw materials and supplies and expanded production volumes of domestically manufactured products.
  10. FY2020MitigatedAnnual report

    「・Share information with suppliers on fluctuations in production volumes, supply structures and other matters ・Hold approximately 3 months' worth of materials and raw materials ・Promote multiple sourcing」

    As measures to address procurement risks, the Company specifies holding approximately 3 months' worth of inventory and using multiple suppliers, expanding its measures beyond the previous information-sharing arrangements with suppliers.
  11. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes in procurement risks for products, materials and raw materials.
  12. FY2020-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The Company states that there have been no material changes in procurement risks for products, materials and raw materials.
  13. FY2020-Q1RestatedAnnual report

    「No new business or other risks arose during the first quarter of the current consolidated cumulative period. There were also no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes in procurement risks for products, materials and raw materials.
  14. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes in procurement risks for products, materials and raw materials.
  15. FY2019-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The Company states that there have been no material changes in procurement risks for products, materials and raw materials.
  16. FY2019-Q1RestatedAnnual report

    「No new business or other risks arose during the first quarter of the current consolidated cumulative period. There were also no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes in procurement risks for products, materials and raw materials.
  17. FY2018-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes in procurement risks for products, materials and raw materials.
  18. FY2018-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The Company states that there have been no material changes in procurement risks for products, materials and raw materials.
  19. FY2018-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The Company states that there have been no material changes in procurement risks for products, materials and raw materials.
  20. FY2017-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The Company states that there have been no material changes in procurement risks for products, materials and raw materials.
  21. FY2017-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The Company states that there have been no material changes in procurement risks for products, materials and raw materials.
  22. FY2016First statedAnnual report

    「However, if unforeseen circumstances arise due to external factors, it may become difficult to procure the necessary products, materials and raw materials, potentially having a material impact on the operating results and financial position of the Group.」

    The Company describes stable procurement through information sharing with suppliers on production volumes and supply structures, while identifying procurement difficulties caused by external factors as a risk.
Moved together

"Exposure to Overseas Political and Economic Conditions and Exchange-Rate Fluctuations" moved the same way as this thread, in the same document, in 5 of its 26 moves.

554444★123456
  1. ★This thread
  2. 1Exposure to Overseas Political and Economic Conditions and Exchange-Rate Fluctuations5×
  3. 2Rising Business Costs Due to Price Increases in the Logistics Industry5×
  4. 3Overseas Business Expansion and Sales Channel Development4×
  5. 4Launch of New Products and Expanded Specifications for Existing Products4×
  6. 5Expansion of production capacity and capabilities for new materials through the new building at the Konosu Research Institute4×
  7. 6Development of High-Performance Contact Lenses and Medical and Pharmaceutical Products4×

★ 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
No upcoming earnings preview for Seed yet. It last moved in the Financial Results Presentation of 2026-08-25: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Procurement Risk for Products, Materials and Raw Materials | SEED CO.,LTD. (7743) | Komori