Longer lead times and procurement difficulties for raw materials and components
First written in FY2019-Q1. 8 of 18 entries say "Mitigated", first in FY2023-Q3. Latest entry: 2026-10-08.
No other company in this theme has enough history to compare yet.
- 2026-10-08Mitigateds.kabutan.jp
「Although there had been concerns about the impact of escalating tensions in the Middle East on the supply chain, the company said it had been able to procure products without major disruption to date. This has allowed the conversion of its order backlog into sales to progress smoothly, while current order conditions have also remained generally firm, which it cited as the factors behind the development.」
The article reported that, despite concerns about supply-chain disruptions stemming from tensions in the Middle East, procurement had proceeded without major disruption as of the time of publication and the conversion of the order backlog into sales was progressing smoothly. - FY2026-H1MaterialisedAnnual report
「As a result, although there continued to be a certain level of demand for special-purpose vehicles and various equipment used in the social infrastructure sector, some orders were delayed due to delayed shipments of truck chassis and longer lead times for vehicles requiring body-fitting work.」
Regarding longer product lead times, delayed shipments of truck chassis and longer lead times for vehicles requiring body-fitting work occurred and actually became apparent as delays in some orders. - FY2024-Q3MitigatedAnnual report
「As a result, product lead times improved and accumulated order backlogs were steadily converted into revenue. In addition, as plant utilization increased, sales to the shipbuilding, industrial equipment and heavy electrical equipment, and manufacturing machinery and electrical equipment industries increased. Sales to the steel and electric power and gas industries also remained firm as the Company captured replacement demand for aging equipment and investment demand for environmental measures, resulting in consolidated net sales of ¥30,322 million for the nine months ended 31 December, up 10.9% year on year.」
The company states that improvements in product lead times continued and that accumulated order backlogs were converted into sales. Although the impact of longer lead times remains for special-purpose vehicles and other products, procurement and lead-time risks are indicated to be further easing from the previous quarter. - FY2024-Q2MitigatedAnnual report
「Customers' tendency to place orders in advance in anticipation of longer product lead times has eased, while orders for special-purpose vehicles for the social infrastructure market have shown signs of slowing due in part to longer lead times for base vehicles; in sales, product lead times are trending better, and accumulated order backlogs were steadily converted into sales.」
The tendency to place orders in advance in anticipation of longer product lead times has eased, and product lead times are also improving, partially mitigating procurement and lead-time risks. However, the impact of longer lead times remains for base vehicles used in special-purpose vehicles. - FY2024-Q1MitigatedAnnual report
「Customers' tendency to place orders in advance in anticipation of longer product lead times has eased, while orders for special-purpose vehicles for the social infrastructure market have shown signs of slowing due in part to longer lead times for base vehicles; sales, however, benefited from improved product lead times, in addition to」
Customers' tendency to place orders in advance and longer product lead times have eased and improved, while the impact of longer lead times for base vehicles remains for special-purpose vehicles for social infrastructure. - FY2023-Q3MitigatedAnnual report
「The impact of advance orders from customers due to longer lead times for products and delays in recognising sales continues, although required lead times are beginning to improve in some areas, and the company will continue to ensure thorough information sharing with its business partners.」
The impact of longer lead times, advance ordering and delays in recognising sales continues, but required lead times are beginning to improve in some areas, and information sharing with business partners is cited as a response. - FY2023-Q2WorsenedAnnual report
「In the chemical, steel and other industries, which are the main industries served by the Group, profitability and capacity utilisation declined due to soaring energy and raw material prices and the impact of longer lead times for some semiconductors and electronic components.」
The company states that longer lead times for semiconductors and electronic components actually affected profitability and capacity utilisation in its main customer industries, with procurement and lead-time risks spreading to the operating environment. - FY2023-Q1WorsenedAnnual report
「In the chemical, steel and other industries, which are the main industries served by the Group, rising raw material and energy prices and shortages of components and materials, including semiconductors, affected companies' production activities and production systems.」
The company states that higher raw material and energy prices and shortages of components and materials actually affected companies' production activities and production systems, indicating that the procurement risk is continuing and worsening. - FY2022WorsenedAnnual report
「Shortages of components and materials, including semiconductor devices, and soaring raw material prices affected production activities, while some companies placed orders earlier and built up inventories in anticipation of longer lead times for procured components.」
Shortages of components and materials, soaring raw material prices and longer lead times for procured components have continued and worsened, resulting in advance ordering and inventory build-ups. - FY2022-Q3WorsenedAnnual report
「Supply and demand were extremely tight for electronic components such as semiconductors and for some resin products, and many companies placed orders ahead of schedule in anticipation of longer lead times for these products.」
Tight supply and longer lead times for electronic components and resin products have actually become apparent, and the procurement and lead-time risk has worsened as many companies are placing orders in advance. - FY2022-Q2WorsenedAnnual report
「In Southeast Asia, the resurgence of COVID-19 caused supply chain disruptions, making various concerns, including shortages of electronic components and higher raw material prices, increasingly apparent.」
Supply chain disruptions, shortages of electronic components and higher raw material prices have actually occurred and become apparent, exacerbating the existing procurement risk. - FY2020WorsenedAnnual report
「In addition to companies holding back on capital investment and supply chain disruptions, the impact of restrictions on sales activities due to telework and shortened working hours is expected」
In connection with the existing risk of longer lead times and procurement difficulties for raw materials and parts, supply chain disruptions caused by the spread of infectious diseases are expected to be a new factor affecting the business. - FY2019-Q1MaterialisedAnnual report
「Longer lead times and procurement difficulties have begun to emerge for some raw materials and parts.」
The company describes the actual emergence of longer lead times and procurement difficulties for raw materials and parts as a new business risk.