Supply Uncertainty Caused by Global Supply Chain Disruptions
First written in FY2022-Q3. 5 of 8 entries say "Worsened", first in FY2022. Latest entry: 2026-07-30.
Toli moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2026: 62 of 108 companies on the "Worse" side.
30 other companies' latest entry also says "Materialised".
- 2026-07-30MaterialisedEarnings
「The extremely unstable business environment continues, as uncertainty over the supply of various construction materials resulting from deterioration in the procurement environment for crude oil, naphtha, and other materials has caused delays and disruption to construction schedules.」
The company describes the actual impact of supply uncertainty, including delays and disruption to construction schedules. - FY2026WorsenedAnnual report
「Uncertainty is expected to persist, including worsening corporate earnings amid supply chain disruption and a decline in personal consumption due to rising prices.」
Assuming a prolonged situation in the Middle East, the Company specifically identifies supply chain disruption and deteriorating corporate earnings as new transmission channels for supply uncertainty. - 2026-05-08WorsenedRevisions to earnings forecasts
「Looking ahead, if the escalating situation in the Middle East becomes protracted, serious effects on economic activity are a concern across various areas. We expect the uncertain outlook to continue, including deterioration in corporate earnings accompanied by supply-chain disruptions and a decline in personal consumption due to higher prices.」
The possibility of supply-chain disruption and deteriorating corporate earnings resulting from a prolonged Middle East crisis is identified as a risk to the outlook. - FY2023-Q3RestatedAnnual report
「In the construction industry, which is closely related to the Group's business, non-housing investment continued to show signs of recovery. However, private housing demand continued to decline as higher material prices kept construction costs elevated.」
While the recovery in non-residential investment continues, material prices remain elevated and construction costs continue to rise, with instability surrounding the supply chain and procurement environment persisting. - FY2023-Q2WorsenedAnnual report
「In the construction industry, which is closely related to the Group's business, non-housing investment continued to show signs of recovery. However, supply concerns for various construction materials intensified as procurement conditions for raw materials deteriorated, and the unstable business environment continued.」
While non-residential investment is showing signs of recovery, supply uncertainty for building materials has intensified as the raw material procurement environment has deteriorated. The Company states that supply chain risks have become even more severe. - FY2023-Q1WorsenedAnnual report
「In the construction industry, which is closely related to the Group's business, new housing starts remained on a recovery trend. However, supply concerns intensified amid surging prices for various construction materials and supply chain disruptions, leaving the business environment unpredictable.」
The Company states that supply uncertainty caused by supply chain disruption has intensified and, together with soaring building material prices, has made the business environment even more challenging. - FY2022WorsenedAnnual report
「In addition, the operating environment has become increasingly challenging due to soaring prices for various raw materials resulting from higher domestic naphtha prices, as well as concerns over supply caused by disruptions to global supply chains.」
Supply uncertainty caused by supply chain disruption has continued and is described, together with soaring raw material prices, as a factor further worsening the business environment. - FY2022-Q3First statedAnnual report
「In addition, the operating environment has become increasingly challenging due to soaring prices for various raw materials resulting from higher crude oil and naphtha prices, as well as concerns over supply caused by disruptions to global supply chains.」
The Company identified supply uncertainty caused by global supply chain disruption for the first time as a factor worsening the business environment, alongside soaring raw material prices.