Komori
VRAIN Solution (135A) · RiskRestated

Surging Raw Material and Component Prices and Longer Procurement Lead Times

First written in FY2024. 3 of 7 entries say "Restated". Latest entry: 2026-07-14.

7entries
3years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2025-Q1RestatedFY20252024: 220242025: 120252026: 42026
Same theme, other companies

The whole theme swung hardest in 2026: 62 of 108 companies on the "Worse" side.

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

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 171 companies compared. The sentences above are computed from all 171.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-14RestatedEarnings

    「However, costs have increased due to higher crude oil prices and petroleum-based material prices amid uncertainty in the Middle East, supply constraints for raw materials and higher labor costs. As a result, pressure on corporate earnings has persisted, including delays in passing these costs through to product prices. The outlook also remains uncertain because of the impact of elevated domestic long-term interest rates on capital investment and higher procurement costs resulting from the sharp depreciation of the yen.」

    The Company continues to disclose risks related to raw-material and material prices, supply constraints, delayed price pass-through and higher procurement costs.
  2. FY2026RestatedAnnual report

    「However, going forward, purchase prices for raw materials and components may rise and procurement lead times may lengthen because of yen depreciation, geopolitical risks and the spread of infectious diseases such as COVID-19.」

    The Company continues to disclose the risk and additionally notes possible inability to pass on price increases, delivery delays and lost sales opportunities.
  3. FY2025RestatedAnnual report

    「However, going forward, purchase prices for raw materials and components may rise and procurement lead times may lengthen because of yen depreciation and the spread of infectious diseases such as COVID-19.」

    The Company continues to disclose the risk of higher raw-material and component prices and longer procurement lead times.
  4. FY2025-Q1WorsenedAnnual report

    「The outlook remains uncertain due to higher raw-material prices resulting from the prolonged Russia-Ukraine situation, global inflation and continued yen depreciation.」

    The Company cites geopolitical conditions, global inflation and yen depreciation as drivers of higher raw-material prices and continued uncertainty.
  5. FY2024First statedAnnual report

    「Going forward, purchase prices for raw materials and components may rise and procurement lead times may lengthen because of yen depreciation and the spread of infectious diseases such as COVID-19.」

    The Company seeks stable supply through domestic trading companies and a diversified network.
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
VRAIN Solution's next results are scheduled for 2026-10-14. Read the earnings preview It last moved in the Earnings of 2026-07-14: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.