Nippon Aqua (1429) · RiskMaterialised
Persistently High Construction Costs Due to Rising Material and Labor Costs
First written in FY2018-Q3. 2 of 4 entries say "Materialised", first in FY2025-H1. Latest entry: FY2026-H1.
4entries
9years
1from disclosures
How it moved
Same theme, other companies
Deteriorating profitability due to labor and equipment/material supply constraints and difficulty passing through costs in the construction industryA theme 50 companies write about · 53 as a headwind · 0 as a tailwind
Nippon Aqua moved to the "Worse" side of this theme in 2025, 4 years after the typical company in this theme (2021).
The whole theme swung hardest in 2022: 28 of 41 companies on the "Worse" side.
6 other companies' latest entry also says "Materialised".
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 50 companies compared. The sentences above are computed from all 50.Full recordFilings, disclosures and news, newest first
- FY2026-H1MaterialisedAnnual report
「防水部門では、中東情勢の影響等を背景に、他社事情による前工程作業の遅れや関連資材の供給制約により、着工時期にずれが生じたことなどから、売上高は563百万円となり、前年同期比および計画比ともに下回る結果となりました。」
中東情勢等を背景とする関連資材の供給制約が、前工程作業の遅れや着工時期のずれとして実際に表れ、防水部門の売上高に影響した。 - 2026-05-08WorsenedFinancial results presentation
「Price revisions, order restrictions, and delivery-date adjustments are being seen across building materials, not only insulation materials.」
The company stated that higher material prices had spread beyond insulation to building materials generally, accompanied not only by price revisions but also by order restrictions and delivery-date adjustments. - FY2025-H1MaterialisedAnnual report
「一方で、建設費の高騰や資材価格の変動により、一部案件では設計変更や着工判断の遅れが生じ、施工数量に影響を及ぼしました。」
建設費の高騰や資材価格の変動が実際に一部案件の設計変更・着工判断の遅れを招き、施工数量へ影響した。 - FY2018-Q3First statedAnnual report
「資材高騰や工賃の上昇など、建設コストにおいては厳しい状況が続いております。」
建設業界について、資材価格と工賃の上昇により建設コストが厳しい状況にあることを新たに記載している。