Komori
Mtg (7806) · RiskMitigated

Risk of Supply Disruptions for Materials and Products

First written in FY2018. 1 of 4 entries say "Materialised", first in FY2020-Q2. Latest entry: FY2024.

4entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018MaterialisedFY2020-Q2RestatedFY20222018: 12019: 020192020: 120202021: 020212022: 120222023: 020232024: 020242025: 1
Same theme, other companies
Procurement Dependence on Specific Suppliers and Dedicated MaterialsA theme 53 companies write about · 53 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2025: 4 of 17 companies on the "Worse" side.

11 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 53 companies compared. The sentences above are computed from all 53.
Full recordFilings, disclosures and news, newest first
  1. FY2024MitigatedAnnual report

    「With respect to the supply of components and products, we are promoting procurement from multiple suppliers rather than relying on suppliers in a particular country of production or on a single partner, from the perspective of diversifying risk.」

    In response to dependence on a single or limited number of partners, the company has identified procurement from multiple suppliers and early-warning monitoring through the partner cooperation association as countermeasures.
  2. FY2022RestatedAnnual report

    「In addition, some of the components used in ReFa and supplied by external partners are difficult to substitute, and their supply depends on a limited number of partner companies.」

    The company continues to disclose the supply risk arising from its dependence on a limited number of external partners for difficult-to-substitute ReFa components.
  3. FY2020-Q2MaterialisedAnnual report

    「Meanwhile, the COVID-19 pandemic caused delivery delays for some products, which became a factor hindering sales growth.」

    The risk of delays in the supply of components and products due to external conditions actually materialized as delivery delays for some products.
  4. FY2018First statedAnnual report

    「Some components used in ReFa supplied by external partners are difficult to replace, and the supply of these components depends on a single supplier.」

    The company discloses that it depends on supply from external partners and that some of the difficult-to-substitute components used in ReFa are sourced from a single supplier. It identifies the partner cooperation association as a risk-mitigation measure.
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"Growth Investment Prioritizing Retained Earnings and Stable Dividends" moved the same way as this thread, in the same document, in 2 of its 4 moves.

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Mtg's next results are scheduled for 2026-11-11. Read the earnings preview
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