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Sankyo Frontier (9639) · RiskWorsened

Risk of insufficient supply capacity amid rising demand

First written in FY2017. 10 of 14 entries say "Restated". Latest entry: FY2026.

14entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY20242017: 320172018: 320182019: 420192020: 220202021: 020212022: 020222023: 020232024: 120242025: 020252026: 12026
Same theme, other companies
Order constraints due to capacity limits at existing factoriesA theme 16 companies write about · 16 as a headwind · 0 as a tailwind

Sankyo Frontier moved to the "Worse" side of this theme in 2026, 1 year after the typical company in this theme (2025).

The whole theme swung hardest in 2020: 2 of 7 companies on the "Worse" side.

0 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 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「We will establish a structure capable of meeting rising demand by strengthening our supply system through the expansion of production and logistics bases and capital investment.」

    The company indicates that strengthening its supply system is necessary to meet rising demand and cites capital investment and expansion of production and logistics sites as measures.
  2. FY2024Risk of insufficient supply capacity mentioned againAnnual report

    「There are concerns that shortages of skilled workers and labor attributable to the 2024 problem and other factors will limit the supply capacity for prefabricated unit housing, making it difficult to respond to increased demand and other needs.」

    The concern over insufficient supply capacity, which had ceased to be listed as an individual risk in FY2020, was explicitly mentioned again in connection with labor shortages and the 2024 logistics problem.
  3. FY2020DroppedAnnual report

    「Amid these conditions, our group has worked to improve production and supply capacity with the aim of increasing productivity and product quality, while also improving products to enhance comfort and functionality.」

    The company describes improvements in production and supply capacity, but does not explicitly identify insufficient supply capacity in response to rising demand as a risk.
  4. FY2020-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The risk of insufficient supply capacity in response to rising demand is treated as having undergone no material change.
  5. FY2020-Q2RestatedAnnual report

    「During the cumulative consolidated second quarter under review, there were no significant changes in either the emergence of new business or other risks or the risks described in the securities report for the previous fiscal year.」

    The risk of insufficient supply capacity in response to rising demand is treated as having undergone no material change.
  6. FY2020-Q1RestatedAnnual report

    「During the three-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The risk of insufficient supply capacity in response to rising demand is treated as having undergone no material change.
  7. FY2019RestatedAnnual report

    「The company is concerned that supply capacity may be insufficient as demand for unit houses increases, and is working to further strengthen its production and supply system by expanding production plants and logistics centers and improving utilization rates.」

    The company reaffirms its concern about insufficient supply capacity in response to rising demand and its response of expanding production plants and logistics centers.
  8. FY2019-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The risk of insufficient supply capacity in response to rising demand is treated as having undergone no material change.
  9. FY2019-Q1RestatedAnnual report

    「During the three-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The risk of insufficient supply capacity in response to rising demand is treated as having undergone no material change.
  10. FY2018RestatedAnnual report

    「The company is concerned that supply capacity may be insufficient as demand for unit houses increases, and is working to further strengthen its production and supply system by expanding production plants and logistics centers and improving utilization rates.」

    The company reaffirms its concern about insufficient supply capacity in response to rising demand and its response of expanding production plants and logistics centers.
  11. FY2018-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The risk of insufficient supply capacity in response to rising demand is treated as having undergone no material change.
  12. FY2018-Q2RestatedAnnual report

    「During the cumulative consolidated second quarter under review, there were no significant changes in either the emergence of new business or other risks or the risks described in the securities report for the previous fiscal year.」

    The risk of insufficient supply capacity in response to rising demand is treated as having undergone no material change.
  13. FY2018-Q1RestatedAnnual report

    「During the three-month cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The risk of insufficient supply capacity in response to rising demand is treated as having undergone no material change.
  14. FY2017First statedAnnual report

    「The company is concerned that supply capacity may be insufficient as demand for unit houses increases.」

    The company newly identifies the possibility that supply capacity may not keep pace with rising demand as a business and financial issue requiring attention.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Sankyo Frontier's next results are scheduled for 2026-11-05. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of insufficient supply capacity amid rising demand | SANKYO FRONTIER CO.,LTD. (9639) | Komori