Komori
Yuasa (8074) · RiskRestated

Timber delivery delays and supply shortages

First written in FY2019-Q1. 12 of 22 entries say "Restated". Latest entry: 2026-11-13.

22entries
9years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q2 – FY2025-H12018: 220182019: 320192020: 420202021: 220212022: 320222023: 320232024: 120242025: 120252026: 32026
Same theme, other companies
Procurement risk from timber delivery delays and supply shortagesA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-11-13RestatedResults

    「輸入木材や副資材の調達コストの上昇、輸送運賃やエネルギーコストの高止まりにより、依然として厳しい事業環境が続きました。」

    木材事業の厳しい事業環境が継続していると記載した。
  2. FY2027-H1RestatedAnnual report

    「In the timber business, the operating environment remained challenging due to higher procurement costs for imported timber and auxiliary materials, as well as persistently high transportation and energy costs.」

    The challenging environment in the timber business continues, with procurement costs for imported timber and auxiliary materials, transportation charges and energy costs remaining high.
  3. 2026-08-07RestatedResults

    「木材事業では、戸建住宅向けの需要が軟調に推移したことに加え、輸入木材・副資材の調達コスト上昇や輸送運賃・エネルギーコストの高止まりにより、厳しい事業環境が続く中、国産材の安定供給体制の強化や非住宅向け大断面木材等付加価値の高いオリジナル製品の販売拡大に注力しました。」

    木材需要の低迷と調達・輸送コスト高が続く一方、国産材の安定供給と高付加価値製品で対応している。
  4. FY2026-H1WorsenedAnnual report

    「In the timber business, in addition to sluggish demand for construction timber, uncertainty continued in export industries due to U.S. trade policies, and demand for packaging materials also faced a difficult order environment.」

    The company reported sluggish demand for construction timber, uncertainty in export industries due to U.S. trade policies, and a difficult order environment for packaging materials.
  5. FY2025-H1RestatedAnnual report

    「In the timber business, demand for imported plywood remained sluggish and sales volumes declined. Meanwhile, we focused on selling and proposing custom timber products for non-residential applications, strengthening collaboration among domestic group companies, and developing new products using domestically sourced timber and exploring new markets.」

    While sluggish demand for imported plywood continued, the company described its response through custom timber products for non-residential applications, new products using domestically sourced timber and new-market development.
  6. FY2024-Q2RestatedAnnual report

    「In the timber business, timber demand for both imported and domestically sourced timber remained sluggish due to continued weakness in detached housing starts, and core products faced difficult sales conditions. Although we focused on establishing a new sales network for domestically sourced timber and developing private-label products, net sales amounted to ¥10,308 million, down 16.8% year on year.」

    Sluggish timber demand caused by weak detached housing starts and difficult sales conditions for core products have continued.
  7. FY2024-Q1WorsenedAnnual report

    「In the timber business, the sluggish number of housing starts led to falling material prices, while the decline in arrivals of imported timber due to the depreciation of the yen had a significant impact, resulting in difficult sales conditions for core products. We nevertheless worked to establish a domestic sales network centered on recycled materials and develop private-label products.」

    In the timber business, the sales environment for core products deteriorated significantly due to sluggish housing starts, falling material prices and a decline in arrivals of imported timber caused by the depreciation of the yen.
  8. FY2023-Q3RestatedAnnual report

    「In the timber business, domestic demand remained sluggish and difficult sales conditions continued due to the depreciation of the yen, lockdowns in producing countries and sluggish housing starts, but we worked to develop new suppliers and develop and expand sales of products using domestically sourced timber.」

    The company continues to address difficult sales conditions caused by the depreciation of the yen, lockdowns in producing countries and sluggish housing starts by developing new suppliers and products using domestically sourced timber.
  9. FY2023-Q2RestatedAnnual report

    「In the timber business, although the rapid depreciation of the yen and the impact of lockdowns in producing countries were observed, we worked to develop new suppliers and develop and expand sales of products using domestically sourced timber.」

    While difficult conditions caused by the rapid depreciation of the yen and lockdowns in producing countries continued, the company continued developing new suppliers and responding with products using domestically sourced timber.
  10. FY2023-Q1WorsenedAnnual report

    「In the timber business, sales conditions became difficult due to the rapid depreciation of the yen and the impact of lockdowns in producing countries, but we worked to develop new suppliers and develop and expand sales of products using domestically sourced timber.」

    The rapid depreciation of the yen and lockdowns in producing countries were cited as new factors worsening conditions in the timber business, where difficult sales conditions have continued.
  11. FY2022-Q3RestatedAnnual report

    「In the timber business, amid continued difficult sales conditions as the so-called wood shock caused by lockdowns in producing countries and shortages of maritime containers spread to the plywood market, we worked to secure imported timber while also focusing on selling domestically sourced timber.」

    While difficult sales conditions caused by lockdowns in producing countries and shortages of maritime containers continued due to the wood shock, the company worked to secure imported timber and sell domestically sourced timber.
  12. FY2022-Q2RestatedAnnual report

    「In the timber business, amid continued difficult sales conditions known as the “wood shock,” caused by rising prices due to growing demand in the United States and China, higher transportation costs and delays in receiving goods due to container shortages, we focused on selling domestically sourced timber.」

    The wood shock, involving higher prices due to growing demand, container shortages, soaring transportation costs and delays in receiving goods, and difficult sales conditions have continued.
  13. FY2022-Q1WorsenedAnnual report

    「In the timber business, amid continued difficult sales conditions known as the “wood shock,” caused by rising prices due to growing demand in the United States and China, higher transportation costs and delays in receiving goods due to container shortages, we focused on selling domestically sourced timber.」

    Regarding timber supply and delivery risks, the company described worsening conditions as a “wood shock,” involving higher prices due to growing demand, container shortages, soaring transportation costs and delays in receiving goods.
  14. FY2021-Q2RestatedAnnual report

    「In the timber business, factory shutdowns and production cuts in countries of origin due to the spread of COVID-19 continued, while domestic construction demand and demand for packaging materials declined.」

    The company stated that factory shutdowns and production cuts in countries of origin, as well as declines in domestic construction demand and demand for packaging materials, have continued.
  15. FY2021-Q1WorsenedAnnual report

    「In the timber business, sales conditions became difficult due to a decline in imported products caused by temporary factory shutdowns and substantial production cuts resulting from measures to prevent the spread of COVID-19 in countries of origin, as well as concerns about the outlook in Japan following the declaration of a state of emergency, including temporary suspensions of construction work and a decline in export cargo.」

    Regarding timber supply and delivery risks, difficult sales conditions resulted from a decline in imported products due to factory shutdowns and production cuts in countries of origin, together with domestic construction suspensions and a decline in export cargo.
  16. FY2020WorsenedAnnual report

    「In the timber business, sales of flooring-related materials and imported lumber for housing remained firm. Meanwhile, imported plywood and packaging materials faced difficult sales conditions due to rising costs in producing regions, stagnant movement of goods in the domestic market, delivery delays caused by the spread of COVID-19, and concerns about the outlook.」

    Regarding timber supply and delivery risks, delivery delays caused by COVID-19 and market stagnation were added to the previously cited factors of natural disasters and export restraints.
  17. FY2020-Q3RestatedAnnual report

    「Although imported plywood and packaging materials became scarce in some parts of the market, demand did not recover, resulting in difficult sales conditions.」

    Regarding imported plywood and packaging materials, difficult sales conditions have continued as demand has not recovered while supply-side problems remain.
  18. FY2020-Q2WorsenedAnnual report

    「Meanwhile, in the timber business, sales of flooring-related materials and imported lumber for housing remained firm, but the domestic market for imported plywood and packaging materials faced difficult sales conditions as demand remained sluggish.」

    In the timber business, the company reported difficult sales conditions for imported plywood and packaging materials due to sluggish demand in addition to supply-side problems.
  19. FY2020-Q1WorsenedAnnual report

    「In the timber business, shipments of flooring-related materials remained firm, but the domestic market for imported plywood and packaging materials faced difficult sales conditions as prices continued to decline.」

    The company stated that, in addition to supply-side problems in the timber business, continued declines in imported plywood and packaging-material prices had created a difficult sales environment.
  20. FY2019-Q3RestatedAnnual report

    「In the timber business, disruptions in the balance between supply and demand were observed due to insufficient supply volumes caused by natural disasters and adverse weather conditions in producing regions, among other factors, but domestic demand for plywood remained firm, particularly for packaging materials.」

    The company continues to cite insufficient timber supply volumes and disruptions in the balance between supply and demand caused by natural disasters and adverse weather conditions.
  21. FY2019-Q2WorsenedAnnual report

    「In the timber business, supply shortages resulting from export restraint policies in some producing regions, as well as delivery delays caused by natural disasters and adverse weather conditions, were observed, but domestic demand for plywood remained firm.」

    Regarding timber supply shortages and delivery delays, export restraint policies and natural disasters and adverse weather conditions were cited as factors in addition to the previously cited adverse weather conditions in producing regions.
  22. FY2019-Q1First statedAnnual report

    「In the timber business, although some delivery delays and supply shortages caused by adverse weather conditions in producing regions and other factors were observed, domestic demand for plywood remained firm.」

    The company stated that delivery delays and supply shortages occurred in some areas of the timber business against a backdrop of adverse weather conditions in producing regions and other factors.
Moved together

"Economic fluctuation risk in industrial equipment and construction investment" moved the same way as this thread, in the same document, in 4 of its 22 moves.

42222★12345
  1. ★This thread
  2. 1Economic fluctuation risk in industrial equipment and construction investment4×
  3. 2Longer lead times for machine-tool components2×
  4. 3Risk of economic stagnation and supply chain disruption caused by COVID-192×
  5. 4Risk of trade friction from protectionist trade policies2×
  6. 5Business Interruption Risk Due to Natural Disasters, etc.2×

★ 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
No upcoming earnings preview for Yuasa yet. It last moved in the Results of 2026-11-13: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.