Komori
Kitoku Shinryo (2700) · RiskWorsened

Lower Profitability of Prior-Year Rice Inventories Due to a Bumper Harvest and Inventory Valuation Losses

First written in FY2020. 3 of 6 entries say "Mitigated", first in FY2021. Latest entry: 2026-10-30.

6entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2020MitigatedFY2021 – FY2023WorsenedFY2024 – 2026-10-302021: 120212022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Decline in the Net Realizable Value of InventoriesA theme 214 companies write about · 217 as a headwind · 0 as a tailwind

Kitoku Shinryo moved to the "Worse" side of this theme in 2025, 2 years after the typical company in this theme (2023).

The whole theme swung hardest in 2018: 11 of 37 companies on the "Worse" side.

41 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 197 companies compared. The sentences above are computed from all 197.Comparing 200 of the theme's 218 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-30WorsenedRevisions to earnings forecasts

    「また、米穀の期末保有見込在庫について、相当額の棚卸資産評価損を見込んでおります。」

    在庫の収益性低下と評価損に関する記載について、高値で調達した令和7年産米の期末保有見込在庫に相当額の棚卸資産評価損を見込む状況が示された。
  2. FY2024WorsenedAnnual report

    「当連結会計年度は、棚卸資産評価損が売上原価に326,699千円含まれております。」

    棚卸資産評価損は前年度の36,557千円から326,699千円へ大幅に増加し、収益性低下による在庫評価リスクが悪化した。
  3. FY2023MitigatedAnnual report

    「当連結会計年度は、棚卸資産評価損が売上原価に36,557千円含まれております。」

    棚卸資産評価損は前年度の61,254千円から36,557千円へ減少した。評価損は継続しているが、金額面では緩和された。
  4. FY2022MitigatedAnnual report

    「当連結会計年度は、棚卸資産評価損が売上原価に61,254千円含まれております。」

    棚卸資産評価損は前年度の102,440千円から61,254千円へ減少した。評価損は継続しているが、金額面では緩和された。
  5. FY2021MitigatedAnnual report

    「期末たな卸高は、収益性の低下に伴う簿価切下後の金額であり、たな卸資産評価損が売上原価に102,440千円含まれております。」

    棚卸資産評価損は引き続き計上されたが、前年度の125,974千円から102,440千円へ減少した。
  6. FY2020MaterialisedAnnual report

    「令和2年産米が豊作となったことで令和元年産米の一部在庫について収益性の低下が認められたため在庫評価損を計上したこと等により、」

    令和2年産米の豊作により令和元年産米の一部在庫の収益性が低下し、在庫評価損を計上した。たな卸資産評価損は売上原価に125,974千円含まれている。
Moved together

"Enhancing Corporate Value by Strengthening the Business Platform and Competitiveness" moved the same way as this thread, in the same document, in 5 of its 6 moves.

544333★123456
  1. ★This thread
  2. 1Enhancing Corporate Value by Strengthening the Business Platform and Competitiveness5×
  3. 2Executive compensation design to promote medium- to long-term enhancement of corporate value4×
  4. 3Deteriorating profitability of products for food-service and other businesses due to difficulties procuring low-priced rice4×
  5. 4Creating and developing markets for Japanese rice overseas3×
  6. 5Declining sales of chicken eggs to mass retailers and the chicken egg business moving into the red3×
  7. 6Focus on increasing sales volume in the feed business3×

★ 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 Kitoku Shinryo yet. It last moved in the Revisions to earnings forecasts 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.