Komori
Dairei (2883) · RiskMitigatedLatest Earnings (2026-10-30): "Materialised"

Foreign-Exchange Fluctuations Associated with Overseas Procurement

First written in FY2016. 13 of 30 entries say "Restated". Latest entry: 2026-10-30.

30entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q3WorsenedFY2024-Q3 – FY2025-H12016: 220162017: 420172018: 420182019: 220192020: 220202021: 320212022: 320222023: 420232024: 220242025: 120252026: 32026
Same theme, other companies

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

The whole theme swung hardest in 2022: 39 of 71 companies on the "Worse" side.

10 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 88 companies compared. The sentences above are computed from all 88.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-30MaterialisedEarnings

    「為替差益 6,468 ― 営業外費用 為替差損 ― 22,431」

    前年同期の為替差益から当中間会計期間は為替差損へ転じ、為替変動による損失が発生した。
  2. FY2026MitigatedAnnual report

    「Because approximately 55% of our procurement, including boneless fish, is sourced overseas, our business is affected by foreign-exchange fluctuations.」

    The overseas procurement ratio declined from approximately 60% in the previous fiscal year to approximately 55%, but foreign exchange fluctuation risk remains.
  3. 2026-05-08RestatedEarnings

    「We prepared our forecasts for the next period based on an assumption of ¥160 to the US dollar. If the exchange rate during the next period differs from this assumption, the net sales, expenses and profit stated above are expected to be affected by exchange-rate movements.」

    The company reiterates that exchange-rate movements may affect performance in the next period, based on indirect effects through overseas partner factories and direct effects from direct trade.
  4. FY2026-H1Shift from foreign exchange losses to foreign exchange gainsAnnual report

    「Foreign-exchange gain — 6,468 Foreign-exchange loss 33,987 —」

    Compared with a foreign-exchange loss of ¥33.987 million in the same period of the previous year, the interim accounting period produced a foreign-exchange gain of ¥6.468 million, shifting the impact of foreign-exchange fluctuations on earnings from a loss to a gain.
  5. FY2025-H1MaterialisedAnnual report

    「Foreign-exchange gain 20,894 — Foreign-exchange loss — 33,987」

    Compared with a foreign-exchange gain of ¥20.894 million in the same period of the previous year, the interim accounting period produced a foreign-exchange loss of ¥33.987 million, meaning that losses from foreign-exchange fluctuations actually occurred.
  6. FY2024-Q3WorsenedAnnual report

    「Foreign-exchange loss 7,200 8,111」

    The foreign-exchange loss for the cumulative third quarter was ¥8.111 million, up from ¥7.200 million in the same period of the previous year. The loss impact of foreign-exchange fluctuations has increased.
  7. FY2024-Q2Foreign exchange gain decreased year on yearAnnual report

    「Foreign-exchange gain 34,599 20,894」

    The cumulative second-quarter foreign-exchange gain was ¥20.894 million, down from ¥34.599 million in the same period of the previous year. The impact of foreign-exchange fluctuations remained on the gain side, but the gain was below the prior-year level.
  8. FY2024-Q1Foreign exchange gain decreased year on yearAnnual report

    「Foreign-exchange gain 18,436 13,707」

    The cumulative first-quarter foreign-exchange gain was ¥13.707 million, compared with ¥18.436 million in the same period of the previous year. The impact of foreign-exchange fluctuations remained on the gain side, but the gain decreased.
  9. FY2023WorsenedAnnual report

    「Concerns about rising inflation and an economic downturn are spreading, including the rapid depreciation of the yen in foreign-exchange markets amid global monetary tightening, and the outlook remains uncertain.」

    For the risk of foreign-exchange fluctuations related to overseas procurement, the rapid depreciation of the yen and rising inflation are explicitly identified as external conditions, and uncertainty about the outlook has increased.
  10. FY2023-Q3WorsenedAnnual report

    「Foreign-exchange loss 4,329 7,200」

    The foreign-exchange loss for the cumulative third quarter was ¥7.200 million, up from ¥4.329 million in the same period of the previous year. The loss impact of foreign-exchange fluctuations related to overseas procurement and other activities has increased.
  11. FY2023-Q2Foreign-exchange gains increasedAnnual report

    「Foreign-exchange gain — 34,599」

    Compared with a foreign-exchange loss of ¥10.124 million in the same period of the previous year, the cumulative second quarter produced a foreign-exchange gain of ¥34.599 million. The impact of foreign exchange related to overseas procurement on earnings continued, but its effect shifted further toward gains during the current period.
  12. FY2023-Q1Shift from foreign exchange losses to foreign exchange gainsAnnual report

    「Foreign-exchange gain — 18,436」

    Compared with a foreign-exchange loss of ¥4.302 million in the same period of the previous year, the cumulative first quarter produced a foreign-exchange gain of ¥18.436 million. Foreign-exchange effects continued, but the impact on earnings during the current quarter shifted from a loss to a gain.
  13. FY2022-Q3MaterialisedAnnual report

    「Foreign-exchange loss 637 4,329」

    The foreign-exchange loss for the cumulative third quarter was ¥4.329 million, up from ¥637,000 in the same period of the previous year. Losses from foreign-exchange risk related to overseas procurement and other activities actually occurred.
  14. FY2022-Q2WorsenedAnnual report

    「Foreign-exchange loss 309 10,124」

    The foreign-exchange loss for the cumulative second quarter was ¥10.124 million, up from ¥309,000 in the same period of the previous year. The impact of foreign-exchange fluctuations related to overseas procurement and other activities on operating performance has increased.
  15. FY2022-Q1MaterialisedAnnual report

    「Foreign-exchange loss — 4,302」

    A foreign-exchange loss of ¥4.302 million was recorded in the income statement for the cumulative first quarter, demonstrating that losses from foreign-exchange fluctuations related to overseas procurement and other activities actually occurred.
  16. FY2021WorsenedAnnual report

    「Because approximately 60% of our procurement, including boneless fish, is sourced overseas, our business is affected by foreign-exchange fluctuations.」

    The overseas procurement ratio increased from approximately 57% in the previous fiscal year to approximately 60%, increasing exposure to foreign-exchange fluctuations.
  17. FY2020MitigatedAnnual report

    「Because approximately 57% of our procurement, including boneless fish, is sourced overseas, our business is affected by foreign-exchange fluctuations.」

    The overseas procurement ratio declined from approximately 60% to approximately 57%, but foreign-exchange risk has continued.
  18. FY2020-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative third quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of foreign-exchange fluctuations related to overseas procurement.
  19. FY2020-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative first quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company provides a comprehensive disclosure stating that there have been no new developments or material changes in the risk of foreign-exchange fluctuations related to overseas procurement.
  20. FY2019-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative third quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of foreign-exchange fluctuations related to overseas procurement.
  21. FY2019-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative second quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of foreign-exchange fluctuations related to overseas procurement.
  22. FY2019-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative first quarter, and there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of foreign-exchange fluctuations related to overseas procurement.
  23. FY2018RestatedAnnual report

    「Because approximately 60% of our procurement, including boneless fish, is sourced overseas, our business is affected by foreign-exchange fluctuations.」

    The company continues to face foreign-exchange risk arising from an overseas procurement ratio of approximately 60%.
  24. FY2018-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative third quarter. There were also no material changes to the business or other risks described in the securities report submitted for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of foreign-exchange fluctuations related to overseas procurement.
  25. FY2018-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative second quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new developments or material changes in the risk of foreign-exchange fluctuations related to overseas procurement.
  26. FY2018-Q1RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative first quarter. There were also no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company provides a comprehensive disclosure stating that there have been no new developments or material changes in the risk of foreign-exchange fluctuations related to overseas procurement.
  27. FY2017RestatedAnnual report

    「Because approximately 60% of our procurement, including boneless fish, is sourced overseas, our business is affected by foreign-exchange fluctuations.」

    There has been no material change in the foreign-exchange risk arising from an overseas procurement ratio of approximately 60%.
  28. FY2017-Q3RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative third quarter, and there were no material changes to the business or other risks described in the securities report submitted for the previous fiscal year.」

    The company provides a comprehensive disclosure stating that there have been no new developments or material changes in the risk of foreign-exchange fluctuations related to overseas procurement.
  29. FY2017-Q2RestatedAnnual report

    「There were no newly arising business or other risks during the cumulative second quarter, and there were no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    The company provides a comprehensive disclosure stating that there have been no new developments or material changes in the risk of foreign-exchange fluctuations related to overseas procurement.
  30. FY2016First statedAnnual report

    「Because approximately 60% of our procurement, including boneless fish, is sourced overseas, our business is affected by foreign-exchange fluctuations.」

    The company states that its approximately 60% overseas procurement ratio means that sharp foreign-exchange fluctuations and delays in passing costs through to selling prices could affect operating performance.
Moved together

"Fluctuations in Raw Material Prices and Supply of Seafood, Meat and Other Products" moved the same way as this thread, in the same document, in 7 of its 30 moves.

744333★123456
  1. ★This thread
  2. 1Fluctuations in Raw Material Prices and Supply of Seafood, Meat and Other Products7×
  3. 2Reduction in costs, storage fees and other expenses4×
  4. 3Uncertainty in the Global Economy and an Unclear Outlook4×
  5. 4Strong sales of other products, including garlic shrimp3×
  6. 5Dependence on Overseas and Chinese Production Sites3×
  7. 6Concentration in the Domestic Foodservice Frozen Food Wholesale 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
Dairei's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-10-30: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.