Komori
Transgenic Group (2342) · RiskFirst stated

Risk of procurement difficulties for raw materials, heavy fuel oil and products, and inability to pass on higher costs due to the situation in the Middle East and other factors

First written in FY2026. . Latest entry: FY2026.

1entries
1years
0from disclosures
Share on X
How it moved
Same theme, other companies
Rising resource and energy prices driven by geopolitical tensions and their impact on the business environmentA theme 141 companies write about · 146 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 45 of 80 companies on the "Worse" side.

5 other companies' latest entry also says "First stated".

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 141 companies compared. The sentences above are computed from all 141.
Full recordFilings, disclosures and news, newest first
  1. FY2026First statedAnnual report

    「The outbreak of conflict in the Middle East has created concerns about potential effects on raw material prices and logistics costs, as well as restrictions on procurement volumes. The drug discovery support business uses heavy fuel oil required to operate its research centers, while the investment and consulting business procures products and raw materials. If higher energy and procurement costs persist and the increased costs cannot be appropriately passed on to selling prices, profitability may decline substantially.」

    The Company has identified as new risks not only rising energy, raw material and product prices, but also declining profitability due to higher logistics costs, restrictions on procurement volumes and an inability to pass costs on to selling prices.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Transgenic Group yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of procurement difficulties for raw materials, heavy fuel oil and products, and inability to pass on higher costs due to the situation in the Middle East and other factors | TRANSGENIC GROUP INC. (2342) | Komori