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Taisei Oncho (1904) · RiskRestated

Equipment and Materials Procurement and Price Surge Risk

First written in FY2022. 5 of 12 entries say "Restated". Latest entry: 2026-08-06.

12entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q2 – FY2024-Q1ReframedFY2024-Q2 – FY2024WorsenedFY2025-H1 – FY2026-H12022: 320222023: 320232024: 220242025: 220252026: 22026
Same theme, other companies
Difficulty Passing Increases in Construction Materials and Labor Costs Through to Contract PricesA theme 56 companies write about · 57 as a headwind · 0 as a tailwind

Taisei Oncho moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).

The whole theme swung hardest in 2022: 32 of 49 companies on the "Worse" side.

17 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 56 companies compared. The sentences above are computed from all 56.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-06RestatedEarnings

    「Construction costs remained high due to elevated prices for materials and equipment, rising labor costs and chronic labor shortages.」

    Materials and equipment prices, labor costs and labor shortages have been reaffirmed as factors behind elevated construction costs.
  2. FY2026RestatedAnnual report

    「Uncertainty continued due to persistently high raw material and energy prices, rising labor costs, and the effects of unstable international conditions and currency movements.」

    The company continues to identify persistently high raw material and energy prices, rising labor costs, international conditions, and currency movements as factors of concern for the cost and earnings environment.
  3. FY2026-H1WorsenedAnnual report

    「On the other hand, the earnings environment remains challenging against a backdrop of rising materials and equipment prices, higher labor costs and worsening labor shortages, leaving issues to be addressed in improving profitability.」

    The company cites rising materials and equipment costs and labor costs, as well as increasingly severe labor shortages, and states that challenges remain in expanding profitability.
  4. FY2025WorsenedAnnual report

    「Concern exists that profits may stagnate due to surging materials and equipment prices and labor costs, as well as shortages of construction workers.」

    The company specifically identifies concern over stagnant profit growth as materials and equipment prices and labor costs surge amid shortages of construction workers.
  5. FY2025-H1WorsenedAnnual report

    「Deteriorating profitability is a concern, owing in part to higher construction costs resulting from soaring prices for materials and equipment and labor costs.」

    In addition to surging materials and equipment prices and labor costs, the company specifically cites rising construction costs and expresses concern about deteriorating profitability.
  6. FY2024ReframedAnnual report

    「・Strengthening the procurement structure ・Diversifying suppliers ・Placing orders early」

    As measures to address procurement risks for materials and equipment, the company specifically cites early ordering in addition to strengthening its procurement structure and diversifying suppliers.
  7. FY2024-Q2ReframedAnnual report

    「Although construction demand is on an upward trend as economic activity normalizes, the construction industry remains in a situation requiring close monitoring, including soaring prices for materials and equipment and labor costs, shortages of construction workers and an aging workforce.」

    In addition to surging materials and equipment prices and labor costs, the company identifies shortages of construction workers and an aging workforce as procurement and cost concerns.
  8. FY2024-Q1RestatedAnnual report

    「The construction industry has generally remained firm, and construction investment has also shown signs of recovery. However, continued attention is required due to soaring construction-material and labor costs, a shortage of construction workers and the aging of the workforce, among other factors.」

    In addition to surging construction material prices, the company specifically cites rising labor costs and continues to express concern regarding materials and equipment procurement and price increases.
  9. FY2023-Q3RestatedAnnual report

    「Difficult conditions are expected to continue due to surging material prices stemming from the yen's depreciation and the situation in Ukraine.」

    The company continues to state that surging material prices stemming from the yen's depreciation and the situation in Ukraine are contributing to difficult conditions in the construction industry.
  10. FY2023-Q2RestatedAnnual report

    「Although signs of recovery can also be seen in construction investment, difficult conditions are expected to continue due to the effects of surging construction material prices and other factors.」

    The company continues to state that surging construction material prices are affecting construction investment and the construction industry, and that difficult conditions are expected to continue.
  11. FY2023-Q1MaterialisedAnnual report

    「The construction industry has generally remained firm, and construction investment has also shown signs of recovery, although it has been affected by soaring construction-material prices and other factors.」

    Regarding the risk of surging materials and equipment costs, the company states that surging construction material prices and other factors are already affecting the construction industry.
  12. FY2022First statedAnnual report

    「In the group's construction and other operations, materials and equipment costs may surge due to supply and demand conditions, increases in material, raw material, and energy prices, growing social instability, natural disasters, and the yen's depreciation.」

    The company presents the factors behind surging materials and equipment costs, along with measures including strengthening its procurement structure, diversifying suppliers, reducing costs, and negotiating price revision clauses, as a separate risk item.
Moved together

"Improvement in the Order Environment Against a Backdrop of Public Investment and Private-Sector Capital Investment" moved the same way as this thread, in the same document, in 5 of its 12 moves.

553332★123456
  1. ★This thread
  2. 1Improvement in the Order Environment Against a Backdrop of Public Investment and Private-Sector Capital Investment5×
  3. 2Repair costs for customer properties completed in the past5×
  4. 3Chronic Labor Shortages and Soaring Construction Costs3×
  5. 4Expansion of Domestic Construction Investment Driven by Tokyo Olympics and Redevelopment Demand3×
  6. 5Cash flow generated from investing activities3×
  7. 6Reviewing Work Practices and Promoting Outsourcing2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Taisei Oncho yet. It last moved in the Earnings of 2026-08-06: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Equipment and Materials Procurement and Price Surge Risk | TAISEI ONCHO CO.,LTD. (1904) | Komori