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Yamami Company (2820) · RiskMaterialised

Pricing and Procurement Risks for Soybeans and Packaging Materials

First written in FY2016. 9 of 23 entries say "Restated". Latest entry: FY2026.

23entries
11years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017RestatedFY2018-Q3 – FY2021MaterialisedFY2024 – FY20252016: 12017: 120172018: 220182019: 120192020: 020202021: 120212022: 320222023: 220232024: 320242025: 220252026: 72026
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 355 companies write about · 367 as a headwind · 1 as a tailwind

Yamami Company moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).

The whole theme swung hardest in 2022: 121 of 167 companies on the "Worse" side.

37 other companies' latest entry also says "Materialised".

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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 368 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「In addition to higher packaging material and labor costs and persistently high energy prices, the weaker yen contributed to a ¥954 million increase in cost of sales from the previous fiscal year.」

    Higher packaging material and energy prices and the weaker yen emerged as an actual increase in cost of sales. Cost of sales increased by ¥954 million year on year.
  2. FY2025MaterialisedAnnual report

    「Because of soaring raw material and material prices, persistently high energy prices and the weaker yen, cost of sales increased by ¥2,193 million from the previous fiscal year.」

    Soaring raw material and material prices, persistently high energy prices and the weaker yen emerged in actual results as a ¥2,193 million increase in cost of sales.
  3. FY2025-H1WorsenedAnnual report

    「Regarding profit, manufacturing costs rose because of higher raw material prices, the weaker yen and soaring energy prices. Operating profit was ¥807 million, a decrease of ¥467 million, or 36.7%, from the previous interim accounting period. Ordinary profit was ¥809 million, down ¥464 million, or 36.5%, and interim net profit was ¥559 million, down ¥333 million, or 37.3%.」

    Higher raw material prices, the weaker yen and soaring energy prices increased manufacturing costs, resulting in lower profit for the interim period and bringing the burden of raw material and procurement costs to the fore.
  4. FY2024MaterialisedAnnual report

    「In the food manufacturing industry to which the company belongs, raw material and crude oil prices remained high, while packaging material and logistics costs rose and the weaker yen had a significant impact. As in the previous fiscal year, a succession of companies revised their prices.」

    High raw material and crude oil prices, rising packaging material and logistics costs, and the weaker yen continued to characterize the actual operating environment during the fiscal year.
  5. FY2024-Q3RestatedAnnual report

    「Similarly, in the food manufacturing industry to which the company belongs, the operating environment remains difficult because of soaring prices for raw materials such as soybeans, fats and oils, and packaging materials, together with higher costs for city gas, electricity and other energy.」

    The company reconfirms the difficult operating environment caused by continued increases in prices for raw materials such as soybeans, fats and oils, and packaging materials, together with higher energy costs.
  6. FY2024-Q2RestatedAnnual report

    「Similarly, in the food manufacturing industry to which the company belongs, the operating environment remains difficult because of soaring prices for raw materials such as soybeans, fats and oils, and packaging materials, together with higher costs for city gas, electricity and other energy.」

    Soaring prices for raw materials such as soybeans, fats and oils, and packaging materials, together with higher energy costs, continue to contribute to the difficult operating environment. The deterioration in raw material prices and procurement conditions is also continuing.
  7. FY2023MaterialisedAnnual report

    「In the food manufacturing industry to which the company belongs, the operating environment has become increasingly difficult because of substantially higher costs for packaging materials, logistics and other items caused by soaring raw material and crude oil prices, compounded by the weaker yen. Companies have revised their prices, while consumers have become more inclined to economize.」

    Higher prices for raw materials such as soybeans, packaging materials and logistics, together with the weaker yen, have emerged as actual operating-environment factors. Although the company has revised its delivery prices, it has not been able to pass all increases in purchase prices through to customers.
  8. FY2023-Q2RestatedAnnual report

    「In the food manufacturing industry to which the company belongs, demand for eating at home, driven by stay-at-home consumption during the COVID-19 pandemic, has begun to settle. In addition to soaring prices for raw materials such as soybeans, fats and oils, and packaging materials, energy costs including city gas and electricity have risen, creating a difficult operating environment.」

    The company reconfirms the difficult operating environment caused by continued increases in prices for raw materials such as soybeans, fats and oils, and packaging materials, together with higher costs for city gas, electricity and other energy.
  9. FY2023-Q1MaterialisedAnnual report

    「In the food manufacturing industry to which the company belongs, demand for eating at home, driven by stay-at-home consumption during the COVID-19 pandemic, has begun to settle. In addition to soaring prices for raw materials such as soybeans, fats and oils, and packaging materials, energy costs including city gas and electricity have risen, creating a difficult operating environment.」

    Soaring prices for raw materials such as soybeans, fats and oils, and packaging materials have emerged as an actual business-environment factor, together with higher energy costs. The company also states that it has not been able to pass all increases in purchase prices through to delivery prices.
  10. FY2022RestatedAnnual report

    「Soybean purchase prices fluctuate depending on the area planted and weather conditions, while prices for imported soybeans fluctuate due to factors including exchange rates. In addition, changes in laws and regulations or diplomatic issues in soybean-producing regions could restrict or prevent imports.」

    The company continues to disclose the risks of price fluctuations and supply disruptions arising from weather, exchange rates, regulations and diplomatic issues affecting soybeans. It also describes soaring raw material prices and higher material costs.
  11. FY2022-Q3WorsenedAnnual report

    「There are also many factors weighing on the economy, including shortages of parts and raw materials, soaring prices for energy, food and daily necessities, rising US interest rates, a weaker yen and geopolitical risks. The situation therefore continues to require close monitoring.」

    In connection with the existing risks related to raw material prices and procurement, including soybeans, shortages of parts and raw materials and soaring food and energy prices are cited as actual factors weighing on the economic environment.
  12. FY2021RestatedAnnual report

    「Soybean purchase prices fluctuate depending on the area planted and weather conditions, while prices for imported soybeans fluctuate due to factors including exchange rates. In addition, changes in laws and regulations or diplomatic issues in soybean-producing regions could restrict or prevent imports.」

    The company continues to disclose the risks of price fluctuations and supply disruptions arising from weather, exchange rates, regulations and diplomatic issues affecting soybeans.
  13. FY2019RestatedAnnual report

    「Soybean purchase prices fluctuate depending on the area planted and weather conditions, while prices for imported soybeans fluctuate due to factors including exchange rates. In addition, changes in laws and regulations or diplomatic issues in soybean-producing regions could restrict or prevent imports.」

    The company continues to disclose the risks of price fluctuations and supply disruptions arising from weather, exchange rates, regulations and diplomatic issues affecting soybeans.
  14. FY2018-Q3RestatedAnnual report

    「Although raw material prices remain high in a difficult environment in which other soybean-based foods have raised their prices,」

    The company states that the difficult environment, including price increases for other soybean-based foods and persistently high raw material prices, is continuing.
  15. FY2018-Q2MaterialisedAnnual report

    「Although raw material prices remain high in a difficult environment in which other soybean-based foods have raised their prices,」

    The company describes the difficult operating environment, including price increases for soybean-based foods and persistently high raw material prices.
  16. FY2017RestatedAnnual report

    「Soybean purchase prices fluctuate depending on the area planted and weather conditions, while prices for imported soybeans fluctuate due to factors including exchange rates. In addition, changes in laws and regulations or diplomatic issues in soybean-producing regions could restrict or prevent imports.」

    The company continues to disclose the risks of price fluctuations and supply disruptions arising from weather, exchange rates, regulations and diplomatic issues affecting soybeans. It also identifies the risks to packaging materials from fluctuations in crude oil prices and exchange rates.
  17. FY2016First statedAnnual report

    「For domestically produced soybeans, purchase prices may fluctuate depending on the area planted and weather conditions. In addition, purchase prices for imported soybeans may fluctuate due to exchange rates, and imports may be restricted or become impossible because of changes in laws and regulations or diplomatic issues in soybean-producing regions.」

    The company uses purchase contracts based on soybean market conditions to smooth costs and passes increases through to selling prices, but identifies import disruptions and price surges as risks. Packaging materials are also affected by crude oil prices and exchange rates.
Moved together

"Rising Chilled-Delivery Freight Rates" moved the same way as this thread, in the same document, in 8 of its 23 moves.

8853★1234
  1. ★This thread
  2. 1Rising Chilled-Delivery Freight Rates8×
  3. 2Uncertainty in Overseas Conditions from a Chinese Slowdown and a Change in the U.S. Presidency8×
  4. 3Pressure on Earnings from Higher Utility Costs5×
  5. 4Higher Food Prices from Adverse Weather and Downward Pressure on Consumer Spending3×

★ 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 General Meetings of Shareholders of 2026-09-05: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Pricing and Procurement Risks for Soybeans and Packaging Materials | Yamami Company (2820) | Komori