Soaring Raw Material and Supply Prices
First written in FY2016. 7 of 13 entries say "Worsened", first in FY2020-Q2. Latest entry: 2026-08-07.
Sanyo Homes moved to the "Worse" side of this theme in 2019, 2 years before the typical company in this theme (2021).
The whole theme swung hardest in 2021: 39 of 72 companies on the "Worse" side.
26 other companies' latest entry also says "Worsened".
- 2026-08-07WorsenedResults
「また、中東情勢を背景に資材価格の高騰や納入遅延など、先行きは不透明な状況が続いております。」
資材価格高騰リスクに、納入遅延と中東情勢を背景とする影響を加えている。 - FY2026WorsenedAnnual report
「In the next fiscal year, an uncertain outlook is expected due to rising crude oil and naphtha prices resulting from escalating tensions in the Middle East and the impact on delivery times for petrochemical products. The impact on social and economic conditions is also expected to be significant due to rising land prices, labor costs and other personnel expenses, as well as continued increases in various interest rates.」
Additional effects were identified in connection with the risk of sharply higher raw material and materials prices, including crude oil and naphtha prices, lead times for petrochemical products, and higher labor and personnel costs. - FY2024-Q1RestatedAnnual report
「Housing materials prices and other costs continue to trend higher, and the outlook remains uncertain.」
The continuing upward trend in housing materials prices has been reconfirmed. - FY2023Some timber prices decline, while steel prices continue to riseAnnual report
「Timber prices have shown a downward trend in some areas, while steel prices have continued to rise.」
Regarding materials price risk, the disclosure states that some timber prices are trending lower, while steel prices continue to rise. - FY2023-Q1WorsenedAnnual report
「Although accommodative monetary policy continued, mortgage rates were trending upward and housing material prices were also rising, with the housing industry continuing to face an uncertain outlook.」
The disclosure states that housing materials prices and other costs continue to trend higher, indicating that the risk of sharply higher materials prices is continuing to materialize. - FY2022WorsenedAnnual report
「In the housing industry, low mortgage rates resulting from Japan’s accommodative monetary policy have continued domestically. However, Japanese interest rates are expected to trend higher due to US rate hikes and the rapid depreciation of the yen. In addition, the outlook remains uncertain because of factors including higher timber and steel prices.」
In addition to higher timber and steel prices, expected increases in domestic interest rates driven by US rate hikes and the rapid depreciation of the yen have added to concerns over materials and funding costs. - FY2022-Q3WorsenedAnnual report
「The housing industry also faced an uncertain outlook for future housing demand due to the wood shock's impact on persistently high timber prices, the upward trend in steel prices, and the effects of revisions to mortgage tax deductions.」
In addition to timber prices remaining high due to shortages, the upward trend in steel prices has been specified, indicating that materials price risk continues. - FY2022-Q1WorsenedAnnual report
「Although low mortgage rates continued under accommodative monetary policy, the housing industry also faced an uncertain outlook due to the impact of the so-called wood shock, in which global timber shortages drove prices higher.」
The existing risk of higher materials prices has been specified as including the occurrence of the “wood shock,” namely a global timber shortage and sharp price increases. - FY2021RestatedAnnual report
「When major components used in housing, such as steel and timber, rise sharply in price, purchase prices for raw materials and other supplies increase. In addition, rising labor costs resulting from the declining working-age population and other factors may affect the operating results and financial position of our group.」
In addition to raw material and supply prices, higher labor costs resulting from the declining working-age population are described as a risk in the same business environment. - FY2020-Q2WorsenedAnnual report
「However, amid the economic conditions, demand for home construction, for both owner-occupied and rental housing, remains uncertain due to the shortage of skilled workers, rising construction costs and other factors.」
Rising construction costs are explicitly identified as a factor contributing to uncertainty in housing construction demand, and concerns over higher materials and construction costs continue. - FY2018RestatedAnnual report
「For the Group, when steel, timber and other major materials used in housing undergo sharp price increases, purchase prices for raw materials and construction materials rise, which may affect the Group's operating results and financial condition.」
The risk of rising purchase prices due to higher steel, timber and other prices is reiterated. - FY2017RestatedAnnual report
「For the Group, when steel, timber and other major materials used in housing undergo sharp price increases, purchase prices for raw materials and construction materials rise, which may affect the Group's operating results and financial condition.」
The risk of rising purchase prices due to higher steel, timber and other prices continues to be disclosed. - FY2016First statedAnnual report
「When steel, timber and other major materials used in housing undergo sharp price increases, purchase prices for raw materials and construction materials rise, which may affect the Group's operating results and financial condition.」
Rising purchase prices due to sharp increases in steel, timber and other prices are identified as a standalone risk.