Deterioration in the Business Environment Due to Higher Raw Material and Energy Prices
First written in FY2023-Q1. 6 of 12 entries say "Restated". Latest entry: 2026-08-07.
Ariake Japan moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).
The whole theme swung hardest in 2018: 2 of 6 companies on the "Worse" side.
8 other companies' latest entry also says "Worsened".
- 2026-08-07WorsenedEarnings
「During the first quarter consolidated cumulative period (1 April 2026 to 30 June 2026), Japan's economy remained unstable due to factors including further heightened geopolitical risks and fluctuations in foreign exchange rates and energy prices associated with political developments in various countries.」
The company has again specified further heightened geopolitical risks and fluctuations in foreign exchange rates and energy prices as factors worsening the business environment. - FY2026RestatedAnnual report
「The outlook remains uncertain due to continued uncertainty in overseas economies, heightened geopolitical risks and other factors.」
The company reconfirms the uncertainty in the business environment, including overseas economic uncertainty, geopolitical risks, and raw material and energy prices. - FY2026-H1WorsenedAnnual report
「The effects of the trend toward yen depreciation in the foreign exchange market caused by geopolitical risks and US trade tariffs, among other factors, are contributing to structurally high resource and raw material prices and domestic logistics costs.」
Regarding the business environment surrounding raw material and energy prices, the company explicitly identifies U.S. trade tariffs, the trend toward yen depreciation and structurally high domestic logistics costs as new factors. - FY2025-H1RestatedAnnual report
「Surging resource and raw material prices have continued due to the prolonged geopolitical risks surrounding Russia, Ukraine and other regions and the impact of the trend toward yen depreciation in the foreign exchange market, and the outlook remains extremely uncertain.」
The company reconfirms its view that geopolitical risks, yen depreciation, surging resource and raw material prices, and uncertainty about the outlook continue. - FY2024-Q3RestatedAnnual report
「Overseas, the impact of geopolitical risks persists, and the business environment remains challenging due to surging raw material and energy prices against a backdrop of inflation, the depreciation of the yen and other factors」
The company reconfirms its view that the business environment remains challenging as raw material and energy prices continue to rise against a backdrop of geopolitical risks and the yen continues to depreciate. - FY2024-Q2WorsenedAnnual report
「Surging resource and raw material prices have continued due to the prolonged geopolitical risks surrounding Russia and Ukraine and the strengthening trend toward yen depreciation in the foreign exchange market, and the outlook remains extremely uncertain.」
The company indicates that resource and raw material prices continue to rise and that the trend toward yen depreciation is strengthening, while the challenging business environment, including raw material and energy costs, continues to intensify. - FY2024-Q1RestatedAnnual report
「The outlook remains uncertain due to the prolonged situation in Ukraine, soaring resource and raw material prices, and rising prices resulting from the weaker yen.」
The company reconfirms its view that the business environment remains challenging and uncertainty about the outlook persists as the situation in Ukraine continues, resource and raw material prices remain high, and the depreciation of the yen continues to push up prices. - FY2023-Q3RestatedAnnual report
「Overseas, the impact of geopolitical risks persists, and the business environment remains challenging due to surging raw material and energy prices against a backdrop of inflation, the depreciation of the yen and other factors」
The company reconfirms its view that the business environment remains challenging as raw material and energy prices continue to rise against a backdrop of geopolitical risks and the yen continues to depreciate. - FY2023-Q2RestatedAnnual report
「However, raw material prices and energy costs continue to rise against a backdrop of inflation, and the yen continues to depreciate, so the challenging environment persists.」
The company reconfirms its view that the business environment remains challenging as raw material prices and energy costs continue to rise against a backdrop of inflation and the yen continues to depreciate. - FY2023-Q1First statedAnnual report
「In addition to COVID-19, the business environment became more challenging due to factors including surging raw material and energy prices and the depreciation of the yen, against a backdrop of heightened geopolitical risks.」
The company has, for the first time, organized surging raw material and energy prices as a standalone topic and identified them, together with geopolitical risks and the depreciation of the yen, as factors making the current business environment more challenging. Although the filing states that the price surge has already occurred, it does not provide a numerical figure for the impact.