Competitive risks in securing candidate sites, procuring equipment and outsourcing
First written in FY2017. 1 of 3 entries say "Worsened", first in FY2023. Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026ReframedAnnual report
「The Group is developing large-scale, advanced power plants and energy storage facilities in the growing renewable energy and battery markets. If industry-wide supply capacity for equipment, materials or services is insufficient and the development or construction of the Group's power plants and energy storage facilities is delayed, this may affect the Group's business, operating results and financial condition.」
The equipment, materials and outsourcing risks traditionally centered on conventional power plants have been reorganized to also cover the development and construction of battery storage facilities and projects. - FY2023WorsenedAnnual report
「If the supply capacity for equipment, materials or services is insufficient and the development or construction of the Group's power plants is delayed, this may affect the Group's business, operating results and financial condition.」
In addition to the previously identified risk of shortages of equipment, materials and outsourcing suppliers, the company specifies construction delay channels arising from surging equipment and materials prices and deterioration in the creditworthiness of EPC contractors. - FY2017First statedAnnual report
「If the Group's planned development is cancelled because competitors secure candidate sites or are selected for publicly solicited projects, this may affect the Group's business, operating results and financial condition.」
The company identifies the risk that competitors may secure candidate sites or publicly solicited projects, as well as the risk of construction delays caused by shortages of equipment, materials and services.