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Yamami Company (2820) · InitiativeAdvanced

Passing Through Higher Procurement Costs Through Delivery-Price Revisions

First written in FY2023-Q1. 5 of 8 entries say "Restated". Latest entry: 2026-08-12.

8entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q1 – FY2024-Q3AdvancedFY20242022: 12023: 220232024: 320242025: 020252026: 22026
Same theme, other companies
Selling Price Revisions Due to Raw Material and Supplier Price IncreasesA theme 120 companies write about · 22 as a headwind · 100 as a tailwind

The whole theme swung hardest in 2020: 2 of 17 companies on the "Worse" side.

67 other companies' latest entry also says "Advanced".

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 120 companies compared. The sentences above are computed from all 120.
Full recordFilings, disclosures and news, newest first
  1. FY2024AdvancedAnnual report

    「As a result, the normalization of sales activities and the effects of several price revisions implemented in prior years contributed to net sales of ¥19,001 million, an increase of ¥2,822 million, or 17.4%, from the previous fiscal year.」

    The Company stated that it had implemented price revisions several times in prior fiscal years and that their effect appeared as full-year revenue growth.
  2. FY2024-Q3RestatedAnnual report

    「Under these circumstances, the company requested price revisions while advancing the shift to high-value-added products made with domestically grown soybeans.」

    To address rising raw-material and energy costs, the Company continues to implement price revisions and shift to higher-value-added products made with domestically produced soybeans. No achievement of full cost pass-through or new price levels has been disclosed.
  3. FY2024-Q2RestatedAnnual report

    「Under these circumstances, the Company requested price revisions while advancing the shift to higher-value-added products made with domestically produced soybeans. Even after requesting price revisions, its products, for which the Company emphasizes taste, were accepted by customers and sales volume increased.」

    The Company continues to implement delivery-price revisions and shift to higher-value-added products. This time, it stated that its products continued to be accepted after the price revisions and that sales volume increased.
  4. FY2023RestatedAnnual report

    「The Company has requested and implemented revisions to delivery prices with each customer, but has not yet passed on the full amount of the sharp increase in unit procurement costs for manufacturing its products.」

    The Company continues to implement delivery-price revisions for customers, while reiterating that it has not yet passed on the full amount of the sharp increase in unit procurement costs.
  5. FY2023-Q2RestatedAnnual report

    「The Company has requested and implemented revisions to delivery prices with each customer, but has not yet passed on the full amount of the sharp increase in unit procurement costs for manufacturing its products.」

    The Company continues to implement delivery-price revisions for customers, while reiterating that it has not yet passed on the full amount of the sharp increase in unit procurement costs.
  6. FY2023-Q1First statedAnnual report

    「The Company has requested and implemented revisions to delivery prices with each customer, but has not yet passed on the full amount of the sharp increase in unit procurement costs for manufacturing its products.」

    The Company specifically described for the first time its response of implementing delivery-price revisions for customers. At the same time, it explained that the full amount of the sharp increase in unit procurement costs had not yet been passed on.
Moved together

"Expansion of business scale" moved the same way as this thread, in the same document, in 2 of its 8 moves.

22222★12345
  1. ★This thread
  2. 1Expansion of business scale2×
  3. 2Improving production capacity and efficiency through proactive capital investment2×
  4. 3Maintaining share in Chugoku-Shikoku and expanding share east of Kansai2×
  5. 4Strengthening Earnings Power to Support Stable Dividends2×
  6. 5Expanding supply to the Kanto region through the construction of a factory at the foot of Mt. Fuji2×

★ 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 Yamami Company yet. It last moved in the Earnings presentation materials of 2026-08-12: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Passing Through Higher Procurement Costs Through Delivery-Price Revisions | Yamami Company (2820) | Komori