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Okamura (7994) · RiskFirst stated

Delays in Construction Starts and Completions Due to the Construction Industry’s 2024 Problem

First written in FY2025-H1. . Latest entry: FY2025-H1.

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Delays in Construction Starts and Completions Due to the Construction Industry’s 2024 ProblemA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

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  1. FY2025-H1First statedAnnual report

    「建設業界の2024年問題による着工や竣工の遅れの影響に加え、人件費、配送コスト等といった販管費の増加」

    建設業界の2024年問題による着工・竣工の遅れが、オフィス環境事業の売上高・営業利益の減少要因として実際に記載された。従来の大規模オフィス供給や案件需要の変動とは別に、建設工程の遅延という具体的なリスクが初めて明示されている。
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Delays in Construction Starts and Completions Due to the Construction Industry’s 2024 Problem | OKAMURA CORPORATION (7994) | Komori