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Graphite Design (7847) · RiskRestated

Limited availability, price increases and supply uncertainty for carbon fiber

First written in FY2017. 23 of 25 entries say "Restated". Latest entry: FY2027-H1.

25entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2021-Q3RestatedFY2022-Q2 – FY2027-H12017: 120172018: 320182019: 420192020: 320202021: 320212022: 320222023: 320232024: 320242025: 120252026: 12026
Same theme, other companies
Raw material price and procurement risks for metals, resins, etc.A theme 73 companies write about · 73 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 27 of 53 companies on the "Worse" side.

24 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 73 companies compared. The sentences above are computed from all 73.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1RestatedAnnual report

    「During the interim accounting period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    Existing risks, including the tight supply, rising prices and supply uncertainty of carbon fiber, are treated as having no material change.
  2. FY2026-H1RestatedAnnual report

    「During the interim accounting period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    Existing risks, including the tight supply, rising prices and supply uncertainty of carbon fiber, are treated as having no material change.
  3. FY2025-H1RestatedAnnual report

    「During the interim accounting period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    Existing risks, including the tight supply, rising prices and supply uncertainty of carbon fiber, are treated as having no material change.
  4. FY2025-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    Existing risks, including the tight supply, rising prices and supply uncertainty of carbon fiber, are treated as having no material change.
  5. FY2024-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    Existing risks, including the tight supply, rising prices and supply uncertainty of carbon fiber, are treated as having no material change.
  6. FY2024-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    Existing risks, including the tight supply, rising prices and supply uncertainty of carbon fiber, are treated as having no material change.
  7. FY2024-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    Existing risks, including the tight supply, rising prices and supply uncertainty of carbon fiber, are treated as having no material change.
  8. FY2023RestatedAnnual report

    「Carbon fiber, a key material used in our products, is expected to become increasingly scarce if increased aircraft production begins. In the future, this could result in higher raw material prices and supply uncertainty, affecting our operating results and sales policies.」

    The company continues to identify the tight supply of carbon fiber, rising raw material prices and supply uncertainty as risks.
  9. FY2023-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    Existing risks, including the tight supply, rising prices and supply uncertainty of carbon fiber, are treated as having no material change.
  10. FY2023-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    Existing risks, including the tight supply, rising prices and supply uncertainty of carbon fiber, are treated as having no material change.
  11. FY2022-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    Existing risks, including the tight supply, rising prices and supply uncertainty of carbon fiber, are treated as having no material change.
  12. FY2022-Q2RestatedAnnual report

    「During the cumulative second-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    Existing risks, including the tight supply, rising prices and supply uncertainty of carbon fiber, are treated as having no material change.
  13. FY2021SoftenedAnnual report

    「Carbon fiber, a key material used in our products, is expected to become increasingly scarce if increased aircraft production begins. In the future, this could result in higher raw material prices and supply uncertainty, affecting our operating results and sales policies.」

    The risks of carbon fiber shortages, price increases and supply uncertainty continue, but the wording has changed from the previous “because increased production had begun” to the conditional “if increased production begins.”
  14. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no new business risks and no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    Existing risks, including the tight supply, rising prices and supply uncertainty of carbon fiber, are treated as having no material change.
  15. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter, there were no new business risks and no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    Existing risks, including the tight supply, rising prices and supply uncertainty of carbon fiber, are treated as having no material change.
  16. FY2021-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The risks relating to the tight supply, rising prices and supply uncertainty of carbon fiber are treated as having no material change.
  17. FY2020-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The risks relating to the tight supply, rising prices and supply uncertainty of carbon fiber are treated as having no material change.
  18. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter, no new business or other risks arose. In addition, there were no material changes in the business or other risks described in the annual securities report for the previous fiscal year.」

    The risks relating to the tight supply, rising prices and supply uncertainty of carbon fiber are treated as having no material change.
  19. FY2020-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The risks relating to the tight supply, rising prices and supply uncertainty of carbon fiber are treated as having no material change from the previous fiscal year’s disclosure.
  20. FY2019RestatedAnnual report

    「Carbon fiber, a key material used in our products, is expected to become increasingly scarce as aircraft production ramps up. This could lead to higher raw-material prices and supply uncertainty in the future, affecting our operating results and sales policies.」

    The company continues to identify the tight supply of carbon fiber, rising raw material prices and supply uncertainty as risks.
  21. FY2019-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no new business risks and no material changes in the business risks described in the annual securities report for the preceding fiscal year.」

    The risks relating to the tight supply, rising prices and supply uncertainty of carbon fiber are treated as having no material change.
  22. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter, no new business or other risks arose. In addition, there were no material changes in the business or other risks described in the annual securities report for the previous fiscal year.」

    The risks relating to the tight supply, rising prices and supply uncertainty of carbon fiber are treated as having no material change.
  23. FY2019-Q1RestatedAnnual report

    「During the cumulative first-quarter period, there were no new business or other risks, nor any material changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    The risks relating to the tight supply, rising prices and supply uncertainty of carbon fiber are treated as having no material change from the previous fiscal year’s disclosure.
  24. FY2018RestatedAnnual report

    「Carbon fiber, a key material used in our products, is expected to become increasingly scarce as aircraft production ramps up. This could lead to higher raw-material prices and supply uncertainty in the future, affecting our operating results and sales policies.」

    The company continues to identify the tight supply of carbon fiber driven by increased aircraft production, rising raw material prices and supply uncertainty as risks.
  25. FY2017First statedAnnual report

    「Carbon fiber, a key material used in our products, is expected to become increasingly scarce as aircraft production ramps up. This could lead to higher raw-material prices and supply uncertainty in the future, affecting our operating results and sales policies.」

    Carbon-fiber shortages, higher raw-material prices and supply uncertainty are identified as future risks against the backdrop of increased aircraft production.
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Limited availability, price increases and supply uncertainty for carbon fiber | GRAPHITE DESIGN INC. (7847) | Komori