Surging Prices for Steel, Lumber, Oil and Other Raw Materials, and Exchange-Rate Fluctuations
First written in FY2017. 4 of 13 entries say "Materialised", first in FY2023-Q2. Latest entry: 2026-09-13.
Sekisui House moved to the "Worse" side of this theme in 2020, 1 year before the typical company in this theme (2021).
The whole theme swung hardest in 2021: 27 of 53 companies on the "Worse" side.
18 other companies' latest entry also says "Worsened".
- 2026-09-13Worsenednewswitch.jp
「米戸建て住宅事業で、中東情勢の影響による資材価格高騰や金利高に伴う買い控えなど、市場低迷が影響する。」
中東情勢に伴う資材価格高騰が米国戸建て住宅事業に影響し、通期売上高予想の下方修正につながった。 - FY2027-H1RestatedAnnual report
「In Japan’s housing market, although construction costs and mortgage interest rates continued to trend upward, new housing starts for owner-occupied homes, rental housing and for-sale housing remained firm.」
The company has reaffirmed the external environment surrounding raw material and construction material costs, with construction costs continuing to rise. - 2026-09-10Materialisedfinance.biggo.jp
「The surge in material prices accompanying the worsening instability in the Middle East is also affecting the profitability of the domestic single-family housing business.」
Higher material prices put pressure on profitability in the domestic single-family housing business, with operating profit now expected to be ¥1.5 billion below the initial forecast. - 2026-06-04WorsenedEarnings
「Regarding the consolidated earnings forecast for the fiscal year ending January 2027, although we anticipate an impact from higher prices for some housing materials due to heightened tensions in the Middle East, we have made no changes from the planned figures announced on 5 March 2026 because many factors remain fluid and uncertain at this point.」
The Company anticipates an impact from higher prices for some housing materials due to heightened tensions in the Middle East. - FY2026-H1MitigatedAnnual report
「In the building business in particular, the pass-through of higher material prices and increased labor costs into order prices progressed, while profitability on large-scale government construction projects improved.」
While higher material prices and labor costs continued, the disclosure states that the pass-through of these increases into order prices progressed in the building business. - FY2024RestatedAnnual report
「In the detached housing business, revenue for the current consolidated fiscal year was ¥471,056 million, down 1.1% from the previous fiscal year, and operating profit was ¥41,065 million, down 1.0%. The business was affected by higher material prices, which have continued from the previous fiscal year.」
Higher material prices continued to affect full-year performance in the detached housing business. - FY2024-Q3MaterialisedAnnual report
「In the detached housing business, revenue for the nine-month period of the current third quarter of the fiscal year was ¥342,144 million, down 2.7% year on year, and operating profit was ¥26,312 million, down 12.6% year on year. The business was affected by higher material prices, which have continued from the previous fiscal year.」
Higher material prices continued to have an actual impact on revenue and operating profit in the detached housing business. - FY2024-Q1MaterialisedAnnual report
「The detached housing business and the rental and commercial building business were affected by higher material prices, which have continued from the previous fiscal year.」
The disclosure states that higher material prices actually affected profit in the detached housing business and the rental and commercial building business. - FY2023-Q2MaterialisedAnnual report
「Meanwhile, orders declined because of lower demand for large-scale construction projects, the impact of higher material prices, and the decline following multiple large-project orders received in the previous fiscal year.」
The disclosure states that higher material prices contributed to the decline in orders in the building and civil engineering businesses, indicating that raw material price risk has materialized at the business level. - FY2023-Q1RestatedAnnual report
「The impact of financial and capital market fluctuations and heightened geopolitical tensions on raw material and construction material prices and supply chains continued to require close monitoring.」
The external environment's impact on raw material and construction material prices and supply chains continues to be closely monitored. - FY2022WorsenedAnnual report
「If procurement becomes difficult because of damage at suppliers caused by extreme weather or social unrest, including war, terrorism, infectious diseases and geopolitical risks, construction could be halted, potentially affecting contractual completion dates. In addition, a worldwide surge in raw material and energy prices could significantly increase procurement costs and affect the performance of the Group.」
The risks have been expanded beyond conventional raw material price and foreign exchange fluctuation risks to explicitly include procurement difficulties and effects on construction schedules caused by extreme weather, social unrest, infectious diseases and geopolitical risks. - FY2020ReframedAnnual report
「Transition risks associated with the business shift to a decarbonised society include increases in raw material prices due to the introduction of a carbon tax, higher timber procurement costs resulting from global warming and higher prices for steel products made in electric arc furnaces. These factors may affect the Group’s performance.」
The conventional raw material price and foreign exchange fluctuation risks have been reorganized as risks of higher carbon taxes, timber prices and steel product prices associated with the transition to a decarbonized society. - FY2017First statedAnnual report
「When the prices of steel and timber, our principal structural materials, and oil rise sharply, or when foreign exchange rates fluctuate, purchase prices for raw materials and supplies may increase, affecting the Group’s performance.」
The company identifies as a risk the increase in purchase prices caused by soaring prices of principal structural materials and oil, and foreign exchange fluctuations.