Rising Prices of Timber, Raw Materials and Supplies
First written in FY2016. 5 of 15 entries say "Materialised", first in FY2018-Q3. Latest entry: 2026-09-14.
Tsuchiya Holdings moved to the "Worse" side of this theme in 2018, 3 years before the typical company in this theme (2021).
The whole theme swung hardest in 2018: 7 of 9 companies on the "Worse" side.
3 other companies' latest entry also says "Worsened".
- FY2026-H1WorsenedAnnual report
「In the housing and real estate industries in which our group operates, in addition to rising construction costs, concerns about the supply of petrochemical products and other materials have increased and prices have begun to rise amid heightened tensions in the Middle East. As new risks related to the procurement environment for materials have emerged, we will closely monitor developments and take appropriate action.」
It was stated that, in addition to the previous rise in building material prices, concerns about the supply and prices of petrochemical products and other materials stemming from the situation in the Middle East had emerged as new material procurement risks. - FY2025-H1RestatedAnnual report
「There are concerns about housing demand due to issues including population decline associated with the declining birth rate and an aging population, a shortage of skilled workers, higher construction costs, and higher mortgage rates, but」
Higher construction costs continue to be cited as a factor of concern for housing demand. - FY2024WorsenedAnnual report
「Housing acquisition prices are trending upward due to persistently high prices for residential land and materials, negatively affecting home-buying sentiment.」
The risk of higher lumber and material prices remains elevated, contributing to higher housing acquisition prices and affecting demand. - FY2023-Q3RestatedAnnual report
「While lumber prices are declining, the business environment remains challenging, including weaker home-buying sentiment as housing prices rise due to higher prices for building materials and housing equipment.」
It was stated that, while lumber prices are trending downward, the impact on demand from higher prices for building materials and housing equipment, as well as rising housing prices, remains. - FY2023-Q2Lumber prices decline, while other material prices remain elevatedAnnual report
「Although timber prices are trending downward, the challenging business environment continues, with consumer sentiment weakening as home prices rise because of soaring prices for other materials and related factors.」
While lumber prices are trending downward, prices of other materials and housing prices continue to rise, indicating that material price risk has been partially mitigated but remains present. - FY2023-Q1MitigatedAnnual report
「Although timber prices are trending downward and showing signs of stabilization」
It was stated that, following the surge in lumber prices caused by the wood shock through the previous fiscal year, lumber prices were trending downward and showing signs of stabilizing, partially mitigating lumber price risk. - FY2022MaterialisedAnnual report
「Housing revenue increased to ¥2,218 million, up 3.7% year on year, as the company passed higher construction costs through to housing prices and received more inquiries for non-residential properties. Operating loss was ¥249 million, compared with operating profit of ¥325 million in the same period of the previous year, due to a decline in gross margin as construction costs rose ahead of the price pass-through, as well as higher SG&A expenses from investments in personnel and promotional activities to expand the business.」
The increase in construction costs has exceeded the amount passed on to home prices, materializing as a decline in the gross profit margin and the housing business moving into an operating loss. - FY2022-Q3MaterialisedAnnual report
「Housing Business revenue increased to ¥14,072 million, up 8.8% year on year, as the higher construction costs were passed through to housing prices. However, operating loss was ¥1,107 million, compared with an operating loss of ¥578 million in the same period of the previous year, because construction costs increased by more than the price pass-through and upfront investment expenses, which had been increased from the beginning of the period to support business expansion, also rose.」
The increase in construction costs has exceeded the amount passed on to home prices, materializing as an expansion of the operating loss in the housing business. - FY2022-Q2MaterialisedAnnual report
「Housing Business revenue was ¥8,809 million, up 6.0% year on year, as housing prices rose due to higher construction materials costs, including lumber. Operating loss was ¥939 million, compared with an operating loss of ¥502 million in the same period of the previous year, due to repeated increases in construction costs and higher general and administrative expenses.」
The disclosure states that soaring construction materials and construction costs, including timber, have materialized as higher home prices and an actual expansion of the operating loss in the housing business. - FY2021WorsenedAnnual report
「In the housing and real estate industries in which our Group operates, uncertainty about the outlook is increasing because of soaring construction material prices, including the surge in timber prices caused by the lumber shock, and uncertainty over the supply of residential equipment.」
Higher timber prices have materialized as a broader surge in construction material prices caused by the lumber shock. Uncertainty over the supply of residential equipment is also noted, indicating that material procurement conditions are becoming more challenging. - FY2021-Q3WorsenedAnnual report
「The challenging business environment continues, including soaring timber prices caused by the lumber shock and intensifying competition to acquire residential land.」
The risk of higher timber and material prices is described in a more specific and serious form as soaring timber prices caused by the lumber shock. - FY2018-Q3MaterialisedAnnual report
「Although revenue from custom-built housing decreased, revenue from subdivision housing, the Rizunas Division, which provides value-added homes at reasonable prices, and the Special Construction Division, which handles specialised buildings other than ordinary housing, progressed steadily. Revenue therefore increased 6.4% year on year to ¥11,572 million. Operating loss was ¥881 million, compared with an operating loss of ¥875 million in the same quarter of the previous year, due to a decline in the gross profit margin caused by higher construction material prices and increases in sales promotion expenses and other costs.」
Previously, higher timber, raw material and material prices were presented as factors that could affect business performance. In this filing, higher construction material prices have materialized as an actual impact on performance through a decline in the gross profit margin of the housing business. - FY2016First statedAnnual report
「If prices of timber, the main material, as well as other raw materials and materials, rise sharply because of exchange rates and other factors and it becomes difficult to pass the increases on to selling prices, this may affect the operating results and financial position of our Group.」
The disclosure identifies rising prices for timber and other materials and difficulty passing them on to selling prices as risks.