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Mitani Sangyo (8285) · RiskFirst statedLatest Earnings presentation (2026-07-30): "Materialised"

Procurement and Logistics Disruptions Caused by the Situation in the Middle East and the Strait of Hormuz

First written in FY2026. 2 of 7 entries say "Mitigated", first in 2026-04-27. Latest entry: 2026-07-30.

7entries
1years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigated2026-04-27Restated2026-05-22 – FY20262026: 72026
Same theme, other companies
Project Progress Risks from Shortages of Materials and Equipment and Delivery DelaysA theme 41 companies write about · 43 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 9 of 23 companies on the "Worse" side.

5 other companies' latest entry also says "Materialised".

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 41 companies compared. The sentences above are computed from all 41.
Full recordFilings, disclosures and news, newest first
  2. FY2026First statedAnnual report

    「The external environment surrounding the supply chain has caused temporary disruptions in materials procurement and short-term extensions to certain projects.」

    The situation in the Middle East and the Strait of Hormuz has caused disruptions in materials procurement and project extensions in air-conditioning equipment construction, and we recognize an impact on procurement stability in resins and electronics and in energy as well.
Moved together

"Company-wide quarterly profitability and performance disparities among segments" moved the same way as this thread, in the same document, in 2 of its 6 moves.

222222★123456
  1. ★This thread
  2. 1Company-wide quarterly profitability and performance disparities among segments2×
  3. 2Deepening Engagement with Existing Customers, Developing New Customers, and Expanding the Recycling Business2×
  4. 3Complementary growth through contract manufacturing of functional materials and catalysts, and new businesses2×
  5. 4Expanding Orders for Non-Residential Properties in the Greater Tokyo and Hokuriku Regions2×
  6. 5Growth in orders for system integration, POWER EGG, and electronic device components2×
  7. 6Improvement in profit per unit of energy sales2×

★ 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
Mitani Sangyo's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings presentation of 2026-07-30: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Procurement and Logistics Disruptions Caused by the Situation in the Middle East and the Strait of Hormuz | MITANI SANGYO CO.,LTD. (8285) | Komori