Komori
Mitani (8066) · RiskRestated

Delays in ready-mixed concrete deliveries due to insufficient aggregate supply capacity

First written in FY2019. 13 of 14 entries say "Restated". Latest entry: FY2024-Q3.

14entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY2024-Q32019: 320192020: 320202021: 220212022: 220222023: 320232024: 1
Same theme, other companies
Project Progress Risks from Shortages of Materials and Equipment and Delivery DelaysA theme 49 companies write about · 51 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 11 of 26 companies on the "Worse" side.

11 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 49 companies compared. The sentences above are computed from all 49.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The overall assessment states that there have been no significant changes regarding the risk of ready-mixed concrete delivery delays due to insufficient aggregate supply capacity.
  2. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The overall assessment states that there have been no significant changes regarding the risk of ready-mixed concrete delivery delays due to insufficient aggregate supply capacity.
  3. FY2024-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    The overall assessment states that there have been no significant changes regarding the risk of ready-mixed concrete delivery delays due to insufficient aggregate supply capacity.
  4. FY2023RestatedAnnual report

    「The company prepares quotations for customers after taking into account aggregate supply capacity and product delivery times. However, if demand for ready-mixed concrete becomes concentrated because construction schedules are shortened unexpectedly, aggregate procurement shortages may make it difficult to supply ready-mixed concrete.」

    The company reiterated the risks of procurement shortages, delivery delays and damages claims arising from aggregate supply capacity, as well as its response through quotations.
  5. FY2022RestatedAnnual report

    「The company prepares quotations for customers after taking into account aggregate supply capacity and product delivery times. However, if demand for ready-mixed concrete becomes concentrated because construction schedules are shortened unexpectedly, aggregate procurement shortages may make it difficult to supply ready-mixed concrete. Particularly in large-scale projects, substantial damages may be incurred due to delivery delays, which could affect the group's performance.」

    The company reiterated the risks of procurement shortages, delivery delays and damages claims arising from limited monthly aggregate production capacity, as well as its response through quotations.
  6. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter of the fiscal year, there were no major risk events that management recognizes could have a material impact on the financial position, operating results or cash flows of the consolidated companies, among the matters concerning the business situation, accounting situation and other matters described in this quarterly report, and there were no material changes to the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    The overall assessment states that no major risks have materialized and that there have been no significant changes regarding the risk of ready-mixed concrete delivery delays due to insufficient aggregate supply capacity.
  7. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The overall assessment states that no major risks have materialized and that there have been no significant changes regarding the risk of ready-mixed concrete delivery delays due to insufficient aggregate supply capacity.
  8. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter of the fiscal year, there were no major risk events that management recognizes could have a material impact on the financial position, operating results or cash flows of the consolidated companies, among the matters concerning the business situation, accounting situation and other matters described in this quarterly report, and there were no material changes to the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    The overall assessment states that no major risks have materialized and that there have been no significant changes regarding the risk of ready-mixed concrete delivery delays due to insufficient aggregate supply capacity.
  9. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter of the fiscal year, there were no major risk events that management recognizes could have a material impact on the financial position, operating results or cash flows of the consolidated companies, among the matters concerning the business situation, accounting situation and other matters described in this quarterly report, and there were no material changes to the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    The overall assessment states that no major risks have materialized and that there have been no significant changes regarding the risk of ready-mixed concrete delivery delays due to insufficient aggregate supply capacity.
  10. FY2021-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    The overall assessment states that no major risks have materialized and that there have been no significant changes regarding the risk of ready-mixed concrete delivery delays due to insufficient aggregate supply capacity.
  11. FY2020-Q3RestatedAnnual report

    「During the nine-month period ended 31 December, there were no occurrences of matters that could have a material impact on investors' decisions among the matters concerning the business and accounting conditions described in the quarterly securities report, nor were there any material changes to the section on "Business and Other Risks" in the securities report for the previous fiscal year.」

    The overall assessment states that there have been no significant changes regarding the risk of ready-mixed concrete delivery delays due to insufficient aggregate supply capacity.
  12. FY2020-Q2RestatedAnnual report

    「During the six-month period ended in the second quarter, there were no material changes in the matters concerning the business and accounting conditions described in this quarterly securities report that could materially affect investors' decisions, nor in the business and other risks described in the securities report for the previous fiscal year.」

    The overall assessment states that there have been no significant changes regarding the risk of ready-mixed concrete delivery delays due to insufficient aggregate supply capacity.
  13. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no occurrences of matters that could have a material impact on investors' decisions among the matters concerning the business and accounting conditions described in the quarterly securities report, nor were there any material changes to the section on "Business and Other Risks" in the securities report for the previous fiscal year.」

    The overall assessment states that there have been no significant changes regarding the risk of ready-mixed concrete delivery delays due to insufficient aggregate supply capacity.
  14. FY2019First statedAnnual report

    「Aggregate, one of the raw materials used in the ready-mixed concrete manufactured and sold by the group, has limited monthly production capacity. Particularly in large-scale projects, substantial damages may be incurred due to delivery delays, which could affect the group's performance.」

    The company newly disclosed as a specific risk the possibility of procurement shortages, supply difficulties, delivery delays and damages claims when demand becomes concentrated due to shortened construction schedules, against the backdrop of limited monthly aggregate production capacity.
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