Earnings Risks Arising from Geopolitical Developments, Tariffs and Demand Volatility
First written in FY2025. 6 of 9 entries say "Restated". Latest entry: 2026-09-30.
The whole theme swung hardest in 2022: 106 of 135 companies on the "Worse" side.
65 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「The outlook remains uncertain due to surging energy resource and raw material prices associated with the unstable international situation, persistent geopolitical risks and foreign exchange fluctuations.」
The company continues to identify international conditions, geopolitics, resource and raw material prices, and foreign exchange fluctuations as external-environment risks. - FY2026-H1RestatedAnnual report
「In addition to the impact of surging raw material and energy prices against a backdrop of unstable international conditions, concerns have also emerged regarding US government trade policies and other factors, and the outlook remains uncertain.」
The company continues to identify international conditions, US trade policy, price surges and uncertainty over the outlook as external-environment risks. It states that there have been no significant changes to the risks. - FY2025First statedAnnual report
「Concerns remain over a prolonged situation in Ukraine, geopolitical risks in the Middle East, and a slowdown in exports and deterioration in corporate sentiment resulting from higher US tariffs. The outlook is expected to remain uncertain.」
The company recognises the economic conditions in key markets, technological changes, price competition and political and economic trends as risks that could affect performance.