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R.C.Core (7837) · RiskMaterialised

Supply Disruption of Materials with Specific Specifications

First written in FY2016. 11 of 14 entries say "Materialised", first in FY2018-Q1. Latest entry: FY2022-Q1.

14entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016MaterialisedFY2018-Q1 – FY2020-Q2MitigatedFY2020-Q3 – FY20202016: 120162017: 220172018: 420182019: 320192020: 220202021: 22021
Same theme, other companies
Procurement Dependence on Specific Suppliers and Dedicated MaterialsA theme 50 companies write about · 50 as a headwind · 1 as a tailwind

R.C.Core moved to the "Worse" side of this theme in 2017, 5 years before the typical company in this theme (2022).

The whole theme swung hardest in 2025: 4 of 15 companies on the "Worse" side.

4 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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. FY2022-Q1MaterialisedAnnual report

    「The effects of the wood shock, including higher procurement costs and delays in material deliveries and project completions, have also begun to materialize」

    Risks related to the supply and procurement of specified materials began to materialize in the form of higher lumber procurement costs and delays in material deliveries and project completions.
  2. FY2021MaterialisedAnnual report

    「Because difficulties in procuring lumber and a sharp rise in material prices, known as the wood shock, have occurred」

    Risks related to the supply and procurement of specified materials materialized in the form of difficulties procuring lumber and surging prices.
  3. FY2020MitigatedAnnual report

    「As initiatives for the current fiscal year, the company will first bring to an end the delivery delays stemming from difficulties procuring Canadian timber, an issue carried over from the previous fiscal year,」

    Delays in the delivery of specified materials remained an issue from the previous fiscal year, but the disclosure states that efforts were made to resolve the issue during the current fiscal year.
  4. FY2020-Q3MitigatedAnnual report

    「Through the first quarter, results were affected by delivery delays stemming from difficulties procuring Canadian timber, an issue carried over from the previous fiscal year, and the burden of front-loaded expenses and other costs at 6 locations taken over by BP from sales companies that had fallen into financial difficulty due to businesses other than BESS. In the consolidated third quarter, as in the consolidated second quarter, the company worked to restore performance, including returning to profitability on a substantial year-on-year increase in revenue.」

    The impact of delays in the delivery of specified materials was described as a factor through the first quarter, while the consolidated accounting period for the third quarter was stated to have returned to profitability.
  5. FY2020-Q2MaterialisedAnnual report

    「In terms of profit, the main factors were delivery delays stemming from difficulties procuring Canadian timber, an issue carried over from the previous fiscal year, and the front-loaded operating expenses of 6 locations taken over by BP from sales companies that had fallen into financial difficulty due to businesses other than BESS. As a result, the consolidated operating loss was ¥212 million, compared with a loss of ¥350 million in the same period of the previous year,」

    Delays in the delivery of specified materials continued to occur during the quarter and were described as a factor affecting operating results.
  6. FY2019MaterialisedAnnual report

    「Consolidated net sales for the current fiscal year were ¥12.397 billion, down 8.0% year on year, due to the tendency toward longer construction periods and delays in the delivery of Canadian timber materials caused by the wildfires in Canada two years ago and other factors.」

    The disclosure states that delays in the delivery of specified materials had led to a decline in full-year revenue.
  7. FY2019-Q3MaterialisedAnnual report

    「Consolidated revenue for the cumulative third quarter was ¥8,587 million, down 9.4% year on year, due mainly to the trend toward longer construction periods and delays in the delivery of Canadian lumber materials resulting from the impact of wildfires in Canada two years ago and other factors.」

    Longer construction periods and delays in the delivery of Canadian lumber materials were actual factors behind the decline in revenue, and consolidated revenue fell 9.4% year on year.
  8. FY2019-Q2MaterialisedAnnual report

    「Consolidated revenue for the cumulative second quarter was ¥5,879 million, down 8.3% year on year, due mainly to the trend toward longer construction periods and delays in the delivery of Canadian lumber materials resulting from the impact of wildfires in Canada last year and other factors.」

    Longer construction periods and delays in the delivery of Canadian lumber materials were actual factors behind the decline in revenue, and consolidated revenue fell 8.3% year on year.
  9. FY2019-Q1MaterialisedAnnual report

    「Consolidated revenue for the cumulative first quarter was ¥2,632 million, down 8.0% year on year, due mainly to the trend toward longer construction periods and delays in the delivery of Canadian lumber materials resulting from the impact of wildfires in Canada last year and other factors.」

    Delays in the delivery of Canadian lumber materials resulting from wildfires in Canada and other factors occurred and were cited as a reason for the 8.0% year-on-year decline in consolidated revenue.
  10. FY2018MaterialisedAnnual report

    「Consolidated revenue, although both construction periods and material delivery lead times in the sales company segment continued to trend longer」

    The disclosure states that longer construction periods and material delivery lead times in the sales company segment continued to affect the timing of revenue recognition.
  11. FY2018-Q3MaterialisedAnnual report

    「Consolidated revenue for the cumulative third quarter was ¥9,477 million, down 0.9% year on year, due mainly to the trend toward longer construction periods in the direct sales segment and longer material delivery lead times in the sales company segment.」

    Longer construction periods and material delivery lead times continued and were cited as factors behind the 0.9% year-on-year decline in consolidated revenue.
  12. FY2018-Q2MaterialisedAnnual report

    「Consolidated revenue for the cumulative second quarter was ¥6,413 million, down 1.9% year on year, due mainly to the trend toward longer construction periods in the direct sales segment and longer material delivery lead times in the sales company segment.」

    Longer construction periods and material delivery lead times continued, with delivery delays caused by adverse weather and other factors also cited as reasons for the decline in revenue.
  13. FY2018-Q1MaterialisedAnnual report

    「Consolidated revenue was ¥2,860 million, down 1.8% year on year, due mainly to the trend toward longer construction periods in the direct sales segment and longer material delivery lead times in the sales company segment.」

    Longer construction periods and material delivery lead times, together with delivery delays in the sales company segment, were cited as actual factors behind the decline in revenue.
  14. FY2016First statedAnnual report

    「The Company is working to ensure stable supplies by establishing multiple suppliers for each material and standardizing materials to reduce the use of specialized items. However, if an unforeseen event affects a designated supplier and disrupts the procurement of materials, this could affect the Group's operating results and financial condition.」

    The disclosure also describes measures involving multiple suppliers and material standardization.
Moved together

"Volatility in Timber Prices and Import Costs" moved the same way as this thread, in the same document, in 9 of its 14 moves.

954433★123456
  1. ★This thread
  2. 1Volatility in Timber Prices and Import Costs9×
  3. 2Demand Fluctuations Driven by Economic Conditions, Interest Rates and Housing Tax Policy5×
  4. 3Impact of Natural Disasters on Construction Projects, Showrooms and Material Procurement Sources4×
  5. 4Decline in visitor traffic to showrooms following the reorganization of sales companies4×
  6. 5Multi-series development of log houses and EPOX housing products3×
  7. 6Costs and profitability risks associated with taking over the locations of a financially distressed distributor3×

★ 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.

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Supply Disruption of Materials with Specific Specifications | R.C.CORE CO.,LTD. (7837) | Komori