Komori
Aigan (9854) · RiskRestated

Supply disruptions at overseas suppliers and the risk of higher procurement costs from yen depreciation

First written in FY2024. 2 of 3 entries say "Restated". Latest entry: FY2026-H1.

3entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024 – FY2026-H12024: 120242025: 22025
Same theme, other companies
Sales Impact from Supplier Shortages and Customer Distribution-Channel ChangesA theme 7 companies write about · 7 as a headwind · 0 as a tailwind

3 other companies' latest entry also says "Restated".

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Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「During the current interim consolidated accounting 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 company stated that there had been no material changes in the risks related to supply disruptions from overseas suppliers, higher procurement and retail prices, and the impact on consumer sentiment.
  2. FY2025RestatedAnnual report

    「Sales volumes are susceptible to changes in customer preferences and changes in disposable income, including cases where wage growth fails to keep pace with long-term inflation. Other factors that may affect consumer sentiment include an inability to supply products to the market in a timely manner due to deteriorating manufacturing, shipping and transportation conditions at overseas facilities of suppliers as a result of economic conditions in sales regions and global developments, as well as higher retail prices resulting from rising procurement costs.」

    The company continued to specify delays in supply due to deteriorating manufacturing, shipping and transportation conditions at overseas suppliers, and higher procurement and retail prices due to yen depreciation, inflation and other factors, as risks affecting consumer sentiment.
  3. FY2024First statedAnnual report

    「Factors that may affect consumer sentiment include an inability to supply products to the market in a timely manner due to deteriorating manufacturing, shipping and transportation conditions at overseas facilities of suppliers as a result of economic conditions in sales regions and global developments, as well as higher retail prices resulting from rising procurement costs caused by continued yen depreciation.」

    The company described delays in product supply due to deteriorating manufacturing, shipping and transportation conditions at overseas suppliers, and higher procurement and retail prices due to yen depreciation, as new risk factors affecting customer consumption trends.
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When this could move next
Aigan's next results are scheduled for 2026-11-10. Read the earnings preview
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