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Toho Gas (9533) · RiskWorsened

Delays in the Delivery of Products, Materials and Equipment

First written in FY2022. 3 of 8 entries say "Materialised", first in FY2023-Q1. Latest entry: FY2026.

8entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2023-Q1 – FY2023-Q3RestatedFY2024-Q1 – FY2026-H12022: 320222023: 320232024: 020242025: 120252026: 12026
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

Toho Gas moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

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

8 other companies' latest entry also says "Worsened".

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
  1. FY2026WorsenedAnnual report

    「If significant delays occur in the delivery of products, equipment, materials and other items due to the suspension of operations at suppliers' factories or the impact of the situation in the Middle East on the supply chain, the Group's business performance may be affected.」

    The impact of the situation in the Middle East on the supply chain was added to the risk of delays in the delivery of products, equipment and materials. At the same time, production and delivery-date checks with suppliers and the investigation and consideration of alternative suppliers were identified as countermeasures.
  2. FY2026-H1RestatedAnnual report

    「There have been no material changes in the risks related to the Group's business during the interim consolidated accounting period.」

    It was stated that there had been no material change in the risk relating to delays in the delivery of products, equipment and materials.
  3. FY2024-Q2RestatedAnnual report

    「There were no material changes in the risks relating to the Group's business and other matters during the six months ended the second quarter.」

    It was stated that there had been no material change in the risk relating to delays in the delivery of products, equipment and materials.
  4. FY2024-Q1RestatedAnnual report

    「There were no material changes in the risks relating to the Group's business and other matters during the nine months ended the first quarter.」

    It was stated that there had been no material change in the risk relating to delays in the delivery of products, equipment and materials.
  5. FY2023-Q3MaterialisedAnnual report

    「Gas sales volumes for the nine months ended the third quarter decreased 2.9% from the same quarter of the previous year to 2,490 million m3, due to high temperatures and the reversal of stay-at-home demand in the household sector, as well as lower production activity caused by component supply shortages in the commercial and other sectors.」

    Reduced production operations at commercial and other customers due to component shortages continued, appearing in the cumulative third-quarter results as a 2.9% year-on-year decrease in gas sales volume to 2.49 billion cubic meters.
  6. FY2023-Q2MaterialisedAnnual report

    「Gas sales volumes for the six months ended the second quarter decreased 1.4% from the same quarter of the previous year to 1,663 million m3, due to high temperatures and the reversal of stay-at-home demand in the household sector, as well as production declines caused by component supply shortages in the commercial and other sectors.」

    In connection with supply constraints affecting products, equipment and materials, continued production declines at commercial and other customers due to component shortages were cited as a factor behind the decrease in gas sales volume.
  7. FY2023-Q1MaterialisedAnnual report

    「Gas sales volumes for the first quarter of the current fiscal year decreased by 17 million m3 from the same quarter of the previous year, to 824 million m3, due to high temperatures and the reversal of stay-at-home demand in the household sector, as well as production declines caused by component supply shortages in the commercial and other sectors.」

    Production declines at commercial and other customers due to component shortages actually occurred, and gas sales volume decreased by 17 million cubic meters year on year. The impact related to the risk of delays in the delivery of products, equipment and materials was described as a decline in production by customers.
  8. FY2022First statedAnnual report

    「If significant delays occur in the delivery of products, equipment, materials and other items due to the suspension of operations at suppliers' factories or other causes, the Group's business performance may be affected.」

    For the first time, the Company explicitly identified delays in the delivery of products, equipment and materials as a standalone business and other risk, with production and delivery-date checks with suppliers and the investigation and consideration of alternative suppliers as countermeasures.
Moved together

"Fluctuations in Held Shares, Pension Assets and Interest Rates" moved the same way as this thread, in the same document, in 4 of its 8 moves.

4422★1234
  1. ★This thread
  2. 1Fluctuations in Held Shares, Pension Assets and Interest Rates4×
  3. 2Fluctuations in Gas Demand Due to Temperature, Economic Conditions and Regulatory Reform4×
  4. 3LNG input prices, foreign exchange, procurement negotiations and time lags2×
  5. 4Impact of Fluctuations in Wholesale Electricity Market Prices on Earnings2×

★ 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
Toho Gas's next results are scheduled for 2026-10-29. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Delays in the Delivery of Products, Materials and Equipment | TOHO GAS CO.,LTD. (9533) | Komori