Genova (9341) · RiskMitigated
Profit Margin Pressure on the Smart Clinic Business from Surging Procurement Costs
First written in FY2024-Q2. 1 of 2 entries say "Mitigated", first in FY2025. Latest entry: FY2025.
2entries
3years
0from disclosures
How it moved
Same theme, other companies
Longer procurement lead times and rising costs caused by tight semiconductor and raw-material supply and demand and supply chain disruptionsA theme 173 companies write about · 178 as a headwind · 1 as a tailwind
The whole theme swung hardest in 2026: 64 of 109 companies on the "Worse" side.
20 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 173 companies compared. The sentences above are computed from all 173.Full recordFilings, disclosures and news, newest first
- FY2025MitigatedAnnual report
「By sharing our sales plans and APOSTRO's order and delivery status with each other, we are able to produce to forecast, procure materials before prices rise, and purchase in large lots based on annual sales plans, thereby limiting price fluctuations.」
The risk of higher semiconductor and raw-material prices continues, but measures involving the sharing of sales plans with APOSTRO, advance procurement and large-lot purchasing are described. - FY2024-Q2First statedAnnual report
「Meanwhile, higher procurement costs, which were also observed during the first quarter of the current consolidated fiscal year, have put pressure on margins, placing a burden on the operating profit margin in the Smart Clinic business.」
States that the higher procurement costs observed since the first quarter are putting pressure on margins and the operating profit margin of the Smart Clinic business.