Geopolitical, Raw Material and Component Shortage, and Logistics Disruption Risks
First written in FY2022. 3 of 5 entries say "Materialised", first in FY2023-Q1. Latest entry: 2026-05-08.
Tsubakimoto Kogyo moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 101 of 156 companies on the "Worse" side.
0 other companies' latest entry also says "Advanced".
- 2026-05-08AdvancedManagement plan
「Steadily advance ESG management, including strengthening the supply chain,」
In light of external threats such as geopolitical risks, higher resource prices and labor shortages, supply chain resilience was explicitly identified as an initiative. - FY2023-Q3MaterialisedAnnual report
「During the fiscal year, sales activities gradually returned to pre-pandemic levels, and the company worked as much as possible to address the effects of recent shortages of purchased products, delivery delays and product price increases while pursuing business growth.」
The company stated that shortages of purchased products, delivery delays and the effects of product price increases continue to occur in its sales activities. - FY2023-Q2MaterialisedAnnual report
「The company continues to expand its business while responding flexibly to recent shortages of purchased products, delivery delays and the effects of product price increases.」
The company stated that shortages of purchased products, delivery delays and the effects of product price increases continue to affect sales activities. - FY2023-Q1MaterialisedAnnual report
「In addition, although sales activities have been affected by shortages of purchased products, delivery delays and product price increases, the company continues its sales efforts while responding flexibly to these conditions.」
The company stated that the effects of supply constraints, delivery delays and product price increases, previously identified as risks, have actually occurred in its sales activities. - FY2022First statedAnnual report
「Although concerns include heightened geopolitical risks in certain regions, soaring raw material prices caused by international conflicts and other factors, shortages of components including semiconductors, prolonged logistics disruptions, and higher logistics costs, we will maintain close coordination with business partners and take necessary measures in a timely manner.」
The company identified geopolitical risks, raw material prices, shortages of components such as semiconductors, logistics disruptions and logistics costs as new concerns. It stated that shortages of semiconductors and energy, logistics disruptions, and soaring raw material prices actually occurred during the fiscal year.