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S&B Foods (2805) · InitiativeAdvancedLatest Revisions to earnings forecasts (2026-07-31): "Cited as achieved"

Price Revisions in Response to Higher Raw Material Costs

First written in FY2024-Q1. 5 of 7 entries say "Advanced", first in FY2024-Q2. Latest entry: 2026-07-31.

7entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q2 – FY20252023: 220232024: 320242025: 120252026: 12026
Same theme, other companies
Selling Price Revisions Due to Raw Material and Supplier Price IncreasesA theme 126 companies write about · 23 as a headwind · 105 as a tailwind

The whole theme swung hardest in 2020: 2 of 18 companies on the "Worse" side.

5 other companies' latest entry also says "Cited as achieved".

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 126 companies compared. The sentences above are computed from all 126.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-31Cited as achievedRevisions to earnings forecasts

    「売上高が増加したことに加え、前年7月に実施いたしました価格改定の影響などがあったことから、前年同期比6億21百万円増の24億73百万円(同33.5%増)となりました。」

    前年7月の価格改定が国内事業の第1四半期セグメント利益増加要因として記載されている。
  2. FY2025AdvancedAnnual report

    「During the consolidated fiscal year, we implemented price revisions in response to rising raw material prices and worked to strengthen sales of high-value-added products, including powdered roux products, as set out in the medium-term management plan, as well as our overseas business.」

    The company implemented price revisions in response to higher raw material prices and combined them with efforts to strengthen high-value-added products and the overseas business. Operating profit increased 21.4% from the previous fiscal year.
  3. FY2025-H1AdvancedAnnual report

    「In terms of earnings, although raw material prices continued to rise, operating profit increased ¥1,723 million year on year to ¥5,001 million (up 52.6%), ordinary profit increased ¥1,483 million to ¥4,999 million (up 42.2%), and interim net profit attributable to owners of the parent increased ¥1,249 million to ¥3,659 million (up 51.8%). This reflected higher revenue in both Japan and overseas, together with the effects of price revisions implemented in the previous fiscal year.」

    The company states that price revisions implemented in the previous fiscal year contributed to higher net sales and improved profit, while operating profit increased 52.6% year on year amid rising raw material prices.
  4. FY2024AdvancedAnnual report

    「During the consolidated fiscal year, we implemented price revisions in response to soaring raw material prices and worked to strengthen our overseas business, as set out in the medium-term management plan, as well as sales of high-value-added products, including powdered roux products.」

    The company states that continued price revisions, combined with stronger sales of high-value-added products, contributed to higher net sales and profit amid soaring raw material prices.
  5. FY2024-Q3AdvancedAnnual report

    「In terms of earnings, although raw material prices continued to rise, operating profit increased ¥1,533 million year on year to ¥7,171 million (up 27.2%), ordinary profit increased ¥1,631 million to ¥7,393 million (up 28.3%), and net profit attributable to owners of the parent increased ¥1,041 million to ¥5,290 million (up 24.5%). This was due to higher revenue resulting from proactive sales promotion activities, including for new products, and the effects of price revisions, as well as efforts to reduce costs and expenses.」

    The company states that the price revisions implemented since the previous fiscal year contributed to higher net sales, while operating profit increased 27.2% year on year despite soaring raw material prices.
  6. FY2024-Q2AdvancedAnnual report

    「In addition to higher net sales resulting from the effects of price revisions implemented since the previous fiscal year, continued efforts to reduce costs and expenses resulted in operating profit of ¥3,277 million, up ¥10 million year on year, or 0.3%, and ordinary profit of ¥3,515 million, up ¥87 million, or 2.6%.」

    The company states that the price revisions implemented since the previous fiscal year contributed to higher net sales, while operating profit increased 0.3% year on year despite soaring raw material prices.
  7. FY2024-Q1First statedAnnual report

    「In terms of earnings, although price revisions have been implemented since the previous fiscal year, the cost of sales ratio continued to rise due to surging raw material prices and other factors. Operating profit fell ¥459 million year on year to ¥1,802 million, down 20.3%, ordinary profit fell ¥426 million to ¥2,043 million, down 17.3%, and quarterly net income attributable to owners of the parent fell ¥296 million to ¥1,495 million, down 16.6%.」

    For the first time, the company confirms price revisions implemented since the previous fiscal year as a standalone theme and a measure to address soaring raw material prices and other costs. It also states that the rise in raw material prices increased the cost ratio and reduced profit.
Moved together

"Improving Profitability and Financial Efficiency Indicators" moved the same way as this thread, in the same document, in 5 of its 7 moves.

543332★123456
  1. ★This thread
  2. 1Improving Profitability and Financial Efficiency Indicators5×
  3. 2Shareholder Returns Through Stable, Ongoing Dividends4×
  4. 3Strengthening Earnings Power through Productivity Gains and Cost and Expense Management3×
  5. 4Strengthening the Financial Position by Reducing Interest-Bearing Debt3×
  6. 5Interest-Bearing Debt Burden from Interest Rate Fluctuations3×
  7. 6Changes in Estimates of Retirement Benefit Obligations and Costs2×

★ 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
S&B Foods's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-07-31: "Cited as achieved".
News
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