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Sanko Metal Industrial (1972) · RiskRestatedLatest Results presentation (2026-10-30): "Worsened"

Risk of Rising Steel and Other Material Prices

First written in FY2016. 24 of 33 entries say "Restated". Latest entry: 2026-10-30.

33entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2021-Q3MaterialisedFY2021 – FY2023-Q2RestatedFY2023-Q3 – 2026-07-312016: 120162017: 320172018: 420182019: 320192020: 320202021: 420212022: 420222023: 420232024: 220242025: 120252026: 42026
Same theme, other companies
Difficulty Passing Increases in Construction Materials and Labor Costs Through to Contract PricesA theme 63 companies write about · 64 as a headwind · 0 as a tailwind

Sanko Metal Industrial moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).

The whole theme swung hardest in 2022: 36 of 56 companies on the "Worse" side.

11 other companies' latest entry also says "Worsened".

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 63 companies compared. The sentences above are computed from all 63.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Regarding construction costs, prices of other materials generally remain at high levels.」

    Recognizing that the prices of various materials remain high, we continue to address this by passing costs through to order prices, negotiating prices with suppliers, diversifying procurement sources, and placing orders early.
  2. 2026-06-03RestatedGeneral Meetings of Shareholders

    「Regarding construction costs, prices of other materials generally remain at high levels.」

    諸資材価格が高水準で推移するとの認識を継続している。
  3. FY2026-H1RestatedAnnual report

    「Regarding construction costs, prices of other materials generally remain at high levels.」

    It continues to recognize that, while construction demand remains flat or recovers, prices of other materials generally remain at high levels.
  4. FY2025-H1RestatedAnnual report

    「Regarding construction costs, prices of other materials generally remained at high levels.」

    It continues to recognize that prices of other materials generally remain at high levels.
  5. FY2024RestatedAnnual report

    「In the roofing business, if prices of key materials surge and it is difficult to reflect the increases in order prices, this may affect the Company's results.」

    With prices of other materials generally remaining at high levels, it continues to describe the risk that difficulty reflecting the increases in order prices may affect results, together with responses including price negotiations, supplier diversification, and early ordering.
  6. FY2024-Q2RestatedAnnual report

    「Regarding construction costs, prices of other materials generally remained at high levels.」

    It continues to recognize that, while the recovery in construction demand is continuing, prices of other materials generally remain at high levels.
  7. FY2024-Q1RestatedAnnual report

    「The nationwide floor area starts for non-residential steel-frame buildings that formed the basis for demand during the fiscal year increased 8.7% year on year in fiscal 2021-2022 (July 2021-June 2022) on an application basis. Within this total, floor area starts for factories and warehouses related to the Company's construction projects increased 19.9% year on year, indicating that the recovery trend was continuing, while material prices remained elevated.」

    It states that, while construction demand remains on a recovery trend, prices of other materials remain elevated, and continues to recognize the risk of surging material prices.
  8. FY2023RestatedAnnual report

    「Steel and other material prices are estimated to remain elevated.」

    Recognizing that the risk of surging steel and other material prices continues, it describes a policy of limiting the impact through price negotiations with suppliers, diversification of suppliers, and early ordering of materials.
  9. FY2023-Q3RestatedAnnual report

    「Meanwhile, unprecedented increases in resource and material prices resulting from decarbonization and the prolonged situation in Ukraine are affecting steel products, including structural steel and reinforcing bars, as well as materials such as plywood and petroleum-related components, and prices of other materials continue to rise.」

    It reiterates the continuing rise in prices of other materials, including steel, plywood, and petroleum-related components, against the backdrop of decarbonization and the prolonged situation in Ukraine.
  10. FY2023-Q2MaterialisedAnnual report

    「Meanwhile, unprecedented increases in resource and material prices resulting from decarbonization and the prolonged situation in Ukraine are affecting steel products, including structural steel and reinforcing bars, as well as materials such as plywood and petroleum-related components, and prices of other materials continue to rise.」

    It states that, in addition to rising steel prices, prices of other materials, including plywood and petroleum-related components, continue to rise.
  11. FY2023-Q1MaterialisedAnnual report

    「Meanwhile, unprecedented increases in resource and material prices resulting from decarbonization and the prolonged situation in Ukraine are affecting steel products, including structural steel and reinforcing bars, as well as materials such as plywood and petroleum-related components, and prices of other materials continue to rise.」

    It states that, in addition to rising steel prices, prices of other materials, including plywood and petroleum-related components, continue to rise.
  12. FY2022MaterialisedAnnual report

    「ROS was 7.0%, down 0.8 percentage points, as higher gross profit from increased revenue was outweighed by lower contract prices and higher steel and other costs.」

    Higher steel and other material prices, together with lower contract unit prices, are identified in the actual results discussion as factors reducing profit margins. It also expresses concern about further increases in steel and other material prices in fiscal 2022.
  13. FY2022-Q3MaterialisedAnnual report

    「Meanwhile, supply and demand for steel products, including structural steel and reinforcing bars, remain tight, and steel prices continue to rise.」

    Tight supply and demand and rising prices continue across steel products. The text specifically explains that higher costs resulting from surging steel prices are a factor reducing earnings.
  14. FY2022-Q2MaterialisedAnnual report

    「Meanwhile, supply and demand for steel products, including structural steel and reinforcing bars, remain tight, and steel prices continue to rise.」

    It states that tight supply and demand and rising prices continue across steel products. It also specifically explains that higher costs resulting from surging steel prices are a factor reducing ordinary profit.
  15. FY2022-Q1MaterialisedAnnual report

    「Order intake fell by ¥478 million, or 6.5%, year on year to ¥6,859 million, due to delays in contract execution caused by the sharp rise in steel prices.」

    It explains that the sharp rise in steel prices actually caused delays in contract execution and that order intake fell 6.5% year on year.
  16. FY2021WorsenedAnnual report

    「Steel prices are currently on a sharply rising trend.」

    As part of its assessment of the business environment in fiscal 2021, it explicitly states that steel prices are on a sharply rising trend.
  17. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter period, there were no occurrences of the major risks that management recognizes could have a material impact on the financial position, operating results or cash flows of the company, nor any material changes to the "Business and Other Risks" described in the annual securities report for the previous fiscal year, among the matters concerning the business and financial condition described in this quarterly report.」

    It states that there have been no major risk events or material changes regarding the risk that surging steel and other material prices may affect results if the increases cannot be reflected in order prices.
  18. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter period, there were no material changes in the occurrence of major risks that management recognizes could materially affect the company's financial position, operating results or cash flows, among the matters concerning the business and financial condition described in this quarterly securities report, or in the business and other risks described in the securities report for the previous fiscal year.」

    It states that there have been no major risk events or material changes regarding the risk that surging steel and other material prices may affect results if the increases cannot be reflected in order prices.
  19. FY2020RestatedAnnual report

    「The Company procures steel and other materials. If prices of key materials surge and it is difficult to reflect the increases in order prices, this may affect the Company's results.」

    It continues to disclose the risk that surging steel and other material prices may affect results if the increases cannot be reflected in order prices.
  20. FY2020-Q3RestatedAnnual report

    「During the cumulative third quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    It states that there have been no material changes regarding the risk that surging steel and other material prices may affect results if the increases cannot be reflected in order prices.
  21. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    It states that there have been no material changes regarding the risk that surging steel and other material prices may affect results if the increases cannot be reflected in order prices.
  22. FY2020-Q1RestatedAnnual report

    「During the cumulative first quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    It states that there have been no material changes regarding the risk that surging steel and other material prices may affect results if the increases cannot be reflected in order prices.
  23. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    It states that there have been no material changes regarding the risk that surging steel and other material prices may affect results if the increases cannot be reflected in order prices.
  24. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    It states that there have been no material changes regarding the risk that surging steel and other material prices may affect results if the increases cannot be reflected in order prices.
  25. FY2019-Q1RestatedAnnual report

    「During the cumulative first quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    It states that there have been no material changes regarding the risk that surging steel and other material prices may affect results if the increases cannot be reflected in order prices.
  26. FY2018RestatedAnnual report

    「The Company procures steel and other materials. If prices of key materials surge and it is difficult to reflect the increases in order prices, this may affect the Company's results.」

    It reiterates the risk that surging steel and other material prices may affect results if the increases cannot be reflected in order prices.
  27. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    It states that there have been no material changes regarding the risk that surging steel and other material prices may affect results if the increases cannot be reflected in order prices.
  28. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    It states that there have been no material changes regarding the risk that surging steel and other material prices may affect results if the increases cannot be reflected in order prices.
  29. FY2018-Q1RestatedAnnual report

    「During the cumulative first quarter of the current fiscal year, there were no occurrences of matters concerning the business situation, accounting situation or other matters described in the quarterly report that could have a material impact on investors’ decisions, and no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    It states that there have been no material changes regarding the risk of surging steel and other material prices.
  30. FY2017RestatedAnnual report

    「The Group procures steel and other materials. If prices of key materials surge and it is difficult to reflect the increases in order prices, this may affect the Group's results.」

    It reiterates the risk that surging steel and other material prices may affect results if the increases cannot be reflected in order prices.
  31. FY2016First statedAnnual report

    「The Group procures steel and other materials. If prices of key materials surge and it is difficult to reflect the increases in order prices, this may affect the Group's results.」

    It identifies the impact on results as a risk if increases in material prices cannot be passed on to order prices.
Moved together

"Risk of Weaker Demand and Construction Work Interruptions Due to COVID-19" moved the same way as this thread, in the same document, in 7 of its 33 moves.

722★123
  1. ★This thread
  2. 1Risk of Weaker Demand and Construction Work Interruptions Due to COVID-197×
  3. 2Risk of Declining Orders and Prices Due to Uncertainty and Intensifying Competition in the Construction Market2×
  4. 3Yen Appreciation, Uncertainty over Overseas Economies and Financial Market Turmoil2×

★ 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
Sanko Metal Industrial's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Results presentation of 2026-10-30: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Rising Steel and Other Material Prices | SANKO METAL INDUSTRIAL CO.,LTD. (1972) | Komori