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Ryoden (8084) · RiskMitigated

Inventory Obsolescence and Demand Estimation Risk

First written in FY2017. 5 of 8 entries say "Mitigated", first in FY2020. Latest entry: FY2026.

8entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017 – FY2019MitigatedFY2020MitigatedFY2024 – FY20262017: 120172018: 020182019: 120192020: 120202021: 020212022: 020222023: 120232024: 120242025: 220252026: 12026
Same theme, other companies
Inventory risk from demand fluctuations and product obsolescenceA theme 69 companies write about · 71 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 22 of 40 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 69 companies compared. The sentences above are computed from all 69.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Merchandise and finished goods were ¥27,268 million, and the inventory valuation loss was ¥-725 million.」

    The balance of merchandise and finished goods declined slightly from ¥27,296 million in the previous fiscal year, while the inventory valuation loss changed from a ¥94 million expense to a ¥725 million reversal gain.
  2. FY2026-H1MitigatedAnnual report

    「Merchandise and finished goods 27,296 24,836」

    Merchandise and finished goods decreased from ¥2,729.6 million at the end of the previous fiscal year to ¥2,483.6 million at the end of the current interim consolidated accounting period, reducing the inventory balance.
  3. FY2025MitigatedAnnual report

    「Merchandise and finished goods were ¥27,296 million, and the inventory valuation loss was ¥94 million.」

    Merchandise and finished goods decreased from ¥3,520.1 million in the previous fiscal year to ¥2,729.6 million, while the inventory valuation loss also decreased from ¥337 million to ¥94 million.
  4. FY2024MitigatedAnnual report

    「Although our total inventory, which increased as customers raised their orders in response to the global semiconductor shortage, is declining, it remained at a high level during the fiscal year, and we are monitoring its progress particularly closely.」

    Merchandise and finished goods decreased from ¥3,787.9 million in the previous fiscal year to ¥3,520.1 million, partially mitigating inventory risk, while an inventory valuation loss of ¥337 million continued to be recognized.
  5. FY2023MaterialisedAnnual report

    「In addition, our total inventory has been trending upward as customers have increased their orders due to the recent global semiconductor shortage. As this trend continued during the fiscal year, we are monitoring its progress particularly closely.」

    Merchandise and finished goods increased from ¥3,285 million in the previous fiscal year to ¥3,787.9 million, and an inventory valuation loss of ¥299 million was recognized during the fiscal year. The increase in inventory and valuation loss risk is reflected in actual balances and expenses.
  6. FY2020MitigatedAnnual report

    「The company seeks to continue basic measures such as setting purchasing authority levels according to order amounts, carefully reviewing customers' required quantities at the time of ordering, adjusting order quantities placed with suppliers, and negotiating with customers to take delivery of the goods.」

    In response to inventory demand estimation and obsolescence risk, the company describes specific measures involving purchasing authority, review of customer requirements, adjustment of order quantities, and negotiations for customers to take delivery.
  7. FY2019RestatedAnnual report

    「If actual future demand or market conditions are worse than estimated, additional inventory write-downs may be required.」

    The risk of inventory write-downs due to deterioration in estimates of future demand and market conditions continues to be disclosed.
  8. FY2017First statedAnnual report

    「If actual future demand or market conditions are worse than estimated, additional inventory write-downs may be required.」

    The possibility of additional inventory write-downs due to obsolescence resulting from weaker future demand or market conditions is disclosed for the first time as an accounting estimate risk.
Moved together

"Establishing Business Models for Growth Businesses and Creating Next-Generation New Businesses" moved the same way as this thread, in the same document, in 4 of its 8 moves.

444433★123456
  1. ★This thread
  2. 1Establishing Business Models for Growth Businesses and Creating Next-Generation New Businesses4×
  3. 2Performance-Linked Compensation and Stock Compensation-Type Stock Options4×
  4. 3Foreign Exchange Rate Volatility Risk4×
  5. 4Risk of impairment of investment securities and shares in affiliated companies4×
  6. 5Shareholder Returns Based on Consolidated Performance and Medium- to Long-Term Strategy3×
  7. 6Enterprise-wide Management by the Sustainability Committee3×

★ 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
Ryoden's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Inventory Obsolescence and Demand Estimation Risk | RYODEN CORPORATION (8084) | Komori