Komori
Sanritsu (9366) · RiskWorsened

Industry-wide labor shortages

First written in FY2018. 9 of 16 entries say "Restated". Latest entry: 2026-10-20.

16entries
9years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2020-Q1RestatedFY2021-Q1 – FY2022WorsenedFY2024 – 2026-10-202018: 220182019: 320192020: 320202021: 220212022: 220222023: 020232024: 120242025: 120252026: 22026
Same theme, other companies
Talent acquisition, development and retention, and labor compliance risksA theme 712 companies write about · 730 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 27 of 104 companies on the "Worse" side.

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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 730 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025Added workplace environment risk arising from individual management practices, in addition to difficulty securing personnel, personnel outflow, and delays in trainingAnnual report

    「・There is a risk that the individual management practices of personnel who have delivered results through extensive work experience and other attributes may affect the workplace environment and mental health」

    The company explicitly identified as material company-wide risks the difficulty of securing personnel, personnel outflow, delays in training, and the risk that the individual management practices of experienced personnel may affect the workplace environment and mental health.
  2. FY2024WorsenedAnnual report

    「・As the working-age population declines, the Group's core packaging business faces a risk of constraints on business activities because the barriers to introducing DX are high and securing personnel is becoming more difficult ・The Group faces a risk that the outflow of personnel to other companies and delays in developing personnel to achieve its vision will affect its medium- to long-term growth」

    In addition to the longstanding labor shortage across the industrial sector, the company identified declining working-age population, the difficulty of introducing DX in the packaging business, personnel outflow, and delays in training as separate material risks at the company-wide level.
  3. FY2022RestatedAnnual report

    「In this environment, to address labor shortages, we will secure additional personnel and advance sustainability initiatives, strengthen our business foundation, and focus on the following initiatives to put the business on a path to further growth.」

    The company recognizes labor shortages as an ongoing challenge and identifies proactive recruitment, automation, standardization, and logistics DX as responses.
  4. FY2022-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 could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company disclosed that there had been no material changes in the risk related to labor shortages across the industrial sector.
  5. 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 could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company disclosed that there had been no material changes in the risk related to labor shortages across the industrial sector.
  6. FY2021-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 could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company disclosed that there had been no material changes in the risk related to labor shortages across the industrial sector.
  7. FY2021-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 could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company disclosed that there had been no material changes in the risk related to labor shortages across the industrial sector.
  8. FY2021-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company disclosed that there had been no material changes in the risk related to labor shortages across the industrial sector.
  9. FY2020-Q3MaterialisedAnnual report

    「Segment profit declined because a shortage of drivers reduced the utilization rate of company-owned trucks. As a result, the segment reported revenue of ¥1,889 million, up 3.3% year on year, and segment profit of ¥73 million, down 40.8%.」

    The labor shortage materialized in the form of a driver shortage, lower utilization of company-owned trucks, and a 40.8% year-on-year decline in segment profit in the transportation business.
  10. FY2020-Q2MaterialisedAnnual report

    「Segment profit declined because a shortage of drivers reduced the utilization rate of company-owned trucks.」

    The labor shortage across the industrial sector materialized in the form of a driver shortage, lower utilization of company-owned trucks, and lower profit in the transportation business.
  11. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The company disclosed that there had been no material changes in the risk related to labor shortages across the industrial sector.
  12. FY2019-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 could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company disclosed that there had been no material changes in the risk related to labor shortages across the industrial sector.
  13. FY2019-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 could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company disclosed that there had been no material changes in the risk related to labor shortages across the industrial sector.
  14. FY2018First statedAnnual report

    「We view addressing labor shortages across the industrial sector, in particular, as a challenge and will focus on the following initiatives.」

    The company recognizes labor shortages across the industrial sector as a challenge. It lists recruitment, labor-saving and automation measures, and the use of senior personnel as responses, but does not describe any specific impact on financial performance.
Moved together

"Domestic and overseas economic trends and fluctuations in customer export demand" moved the same way as this thread, in the same document, in 5 of its 16 moves.

533322★123456
  1. ★This thread
  2. 1Domestic and overseas economic trends and fluctuations in customer export demand5×
  3. 2Political, Economic, Legal and Regulatory, and Foreign Exchange Risks at Overseas Locations3×
  4. 3Consolidated operating profit of ¥950 million and operating margin of 5.8% targeted for the fiscal year ending March 20203×
  5. 4Supply and Demand Fluctuations and Business Cycles in Machine Tools and Precision Equipment3×
  6. 5International business operations through overseas bases, including China and the United States2×
  7. 6Price fluctuations in timber, corrugated cardboard, steel and diesel fuel2×

★ 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 Sanritsu yet. It last moved in the Earnings presentation of 2026-10-20: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Industry-wide labor shortages | SANRITSU CORPORATION (9366) | Komori