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Muscat Group (195A) · RiskMaterialised

Soaring Raw Material Prices and Country Risk in Overseas Procurement

First written in FY2024. 4 of 6 entries say "Materialised", first in 2026-03-31. Latest entry: FY2026.

6entries
3years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024 – FY2025Materialised2026-03-31 – FY20262024: 120242025: 120252026: 42026
Same theme, other companies
Import and Procurement Risk from Conditions and Disasters in Asian Production CountriesA theme 40 companies write about · 40 as a headwind · 0 as a tailwind

Muscat Group moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).

The whole theme swung hardest in 2022: 20 of 31 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 40 companies compared. The sentences above are computed from all 40.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「In addition, higher raw-material and logistics costs in the production processes for our various proprietary brands, together with the effects of foreign-exchange movements, generally put pressure on profit.」

    Higher raw material and logistics costs and foreign exchange movements are identified as factors that actually pressured profits.
  3. FY2025RestatedAnnual report

    「In light of these risks, the Group is diversifying its suppliers so that it can switch suppliers promptly if raw material prices rise sharply.」

    Supplier diversification as a measure against raw material price and overseas procurement risks continues.
  4. FY2024First statedAnnual report

    「Depending on international conditions, raw material prices may rise sharply, potentially affecting the Group’s financial condition, operating results and other matters.」

    For products procured overseas, including from China, measures include diversifying suppliers and the ability to switch suppliers.
Moved together

"Revenue Growth and a Return to Operating Profitability" moved the same way as this thread, in the same document, in 4 of its 6 moves.

44332★12345
  1. ★This thread
  2. 1Revenue Growth and a Return to Operating Profitability4×
  3. 2Goodwill Impairment Risk4×
  4. 3Slowing Growth and Intensifying Competition in the Internet-Related Market3×
  5. 4Inventory Increase Due to Sluggish Product Sales3×
  6. 5Decline in Profitability Following Acquisitions and Capital and Business Alliances2×

★ 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 Muscat Group yet. It last moved in the Revision of earnings forecasts of 2026-05-14: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Soaring Raw Material Prices and Country Risk in Overseas Procurement | MUSCAT GROUP Inc. (195A) | Komori