Komori
Colan Totte. (7792) · RiskRestated

Dependence on contract manufacturers and risk of supply disruption

First written in FY2022. 1 of 3 entries say "Mitigated", first in FY2024. Latest entry: FY2025.

3entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022MitigatedFY20242022: 12023: 020232024: 120242025: 12025
Same theme, other companies
Concentration of Outsourced Manufacturing at Specific FoundriesA theme 11 companies write about · 11 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2018: 2 of 7 companies on the "Worse" side.

3 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.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「The Company does not own manufacturing facilities and uses an asset-light, fabless production model in which manufacturing is outsourced to external parties. The Company maintains good relationships with each contract manufacturer and receives a stable supply.」

    The Company continues to disclose its fabless production model and dependence on contract manufacturers, together with its policy of addressing these risks through production and quality controls and diversification of contract manufacturers.
  2. FY2024MitigatedAnnual report

    「In addition to thoroughly enforcing production and quality controls at its contract manufacturers, the Company seeks to mitigate risk by diversifying its contract manufacturers to reduce its dependence on certain parties, and plans to pursue further diversification.」

    The Company specifies concrete measures to address the risk of supply disruption associated with fabless production by thoroughly enforcing production and quality controls and diversifying contract manufacturers.
  3. FY2022First statedAnnual report

    「The Company does not own manufacturing facilities and uses an asset-light, fabless production model in which manufacturing is outsourced to external parties. The Company maintains good relationships with each contract manufacturer and receives a stable supply.」

    The Company identifies its fabless production model and dependence on certain contract manufacturers as structural risks, and also presents mitigation measures through quality control and diversification of contract manufacturers.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Colan Totte.'s next results are scheduled for 2026-11-06. Read the earnings preview
News
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