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Takara Standard (7981) · RiskWorsenedLatest Financial Results Presentation (2026-07-30): "Mitigated"

Delivery Delays and Suspension of Order Acceptance Due to Supply Delays from Overseas Suppliers

First written in FY2021-Q2. 6 of 13 entries say "Restated". Latest entry: 2026-07-30.

13entries
7years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2021-Q2RestatedFY2023-Q1 – FY2023-Q3RestatedFY2024-Q1 – FY2024-Q32020: 12021: 120212022: 420222023: 320232024: 120242025: 020252026: 32026
Same theme, other companies
Procurement Disruption of Raw Materials and Components and Supplier Business Continuity RiskA theme 80 companies write about · 80 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.

14 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 80 companies compared. The sentences above are computed from all 80.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-30MitigatedFinancial Results Presentation

    「Although there were some delivery adjustments regarding bathrooms, for which we had been concerned about the effects of the situation in the Middle East, this did not lead to a suspension of orders.」

    States that supply restrictions and delivery impacts from the situation in the Middle East occurred to some extent, but that bathroom orders were not suspended and stable supply was maintained.
  2. FY2026WorsenedAnnual report

    「Rising market prices, driven by the recent instability in the international situation, including the situation in the Middle East, may lead to higher raw material prices or supply shortages or disruptions from suppliers. Depending on market conditions, this could affect the Group's business and performance.」

    In addition to the existing risks of soaring material prices and supply shortages, the possibility of supply shortages or disruptions stemming from unstable international conditions, including the situation in the Middle East, has been explicitly identified, broadening the risk factors.
  3. 2026-04-30MitigatedFinancial Results Presentation

    「By securing multiple sources of procurement, among other measures, we are working to ensure stable business operations.」

    Presents securing multiple procurement sources as a specific supply-stabilization measure in response to material shortages and supply constraints.
  4. FY2024-Q3RestatedAnnual report

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

    States that there have been no new developments or material changes concerning the risk of delivery delays and suspension of order taking due to supply delays from overseas suppliers.
  5. FY2024-Q1RestatedAnnual report

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

    States that there have been no new developments or material changes concerning the risk of delivery delays and suspension of order taking due to supply delays from overseas suppliers.
  6. FY2023MitigatedAnnual report

    「In response, the Group will continue working to strengthen cost competitiveness by reducing manufacturing costs, while securing stable procurement through multiple sourcing, gathering supplier information and thorough credit management.」

    To address the risk of supply shortages or disruptions, multiple sourcing, supplier information gathering and credit management have been added as specific measures to stabilize procurement.
  7. FY2023-Q3RestatedAnnual report

    「In the housing market, housing starts and remodeling demand remained firm despite the effects of higher material prices and supply shortages.」

    Although the impact of material shortages has continued, housing starts and renovation demand have remained firm. The company continues to hold its previous view of the risks associated with supply constraints.
  8. FY2023-Q2RestatedAnnual report

    「In the housing market, housing starts and remodeling demand remained firm despite the effects of higher material prices and supply shortages.」

    Although the impact of material shortages has continued, housing starts and renovation demand have remained firm. The company continues to hold its previous view of the risks associated with supply constraints.
  9. FY2023-Q1RestatedAnnual report

    「In the housing market, housing starts and remodeling demand remained firm despite the effects of higher material prices and concerns about supply.」

    The disclosure continues to describe the impact of soaring material prices and supply concerns on the housing market.
  10. FY2022WorsenedAnnual report

    「Regarding COVID-19, depending on the future spread of infection, the group’s results could be affected by a global economic downturn, changes in consumer spending behavior, factory shutdowns, and delayed delivery of the company’s products or suspension of order taking due to supply delays from suppliers.」

    The disclosure broadens the potential impact of delivery delays and suspension of order taking due to supply delays from overseas suppliers to include factory shutdowns and economic deterioration during a spread of infection.
  11. FY2022-Q3WorsenedAnnual report

    「In the housing market, remodeling demand remained above the previous year’s level, helped by growing remodeling needs accompanying the adoption of new lifestyles, while housing starts were on a recovery trend from the decline seen the previous year, despite the effects of concerns about material supplies and higher prices.」

    Material supply concerns have continued to be cited as a factor affecting the housing market, broadening the risks associated with supply constraints.
  12. FY2022-Q2RestatedAnnual report

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

    States that there have been no new developments or material changes concerning the risk of delivery delays and suspension of order taking due to supply delays from overseas suppliers.
  13. FY2021-Q2MaterialisedAnnual report

    「In terms of product supply, delays in supply from some overseas suppliers resulted in delayed delivery of the company’s products and suspension of order taking.」

    The company has newly disclosed that supply delays from some overseas suppliers actually resulted in delayed product deliveries and suspension of order taking.
Moved together

"Economic environment marked by sluggish personal consumption and capital investment" moved the same way as this thread, in the same document, in 4 of its 13 moves.

433332★123456
  1. ★This thread
  2. 1Economic environment marked by sluggish personal consumption and capital investment4×
  3. 2Focus on the Renovation Market, Particularly Multi-Family Housing3×
  4. 3Profitability Improvement through Reductions in Manufacturing Costs and Selling Expenses3×
  5. 4Expanding bathroom share in the new condominium market3×
  6. 5Decline in Housing Demand and Restrictions on Business Activities Due to COVID-193×
  7. 6Improving Capital Efficiency and Enhancing Shareholder Returns Through the Acquisition and Cancellation of Treasury Shares2×

★ 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.

When this could move next
Takara Standard's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Financial Results Presentation of 2026-07-30: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Delivery Delays and Suspension of Order Acceptance Due to Supply Delays from Overseas Suppliers | TAKARA STANDARD CO.,LTD. (7981) | Komori