Komori
Kitanotatsujin (2930) · RiskRestatedLatest Earnings presentation (2026-10-15): "Worsened"

Economic Uncertainty Driven by the Situation in Ukraine, Raw Material and Fuel Prices, Monetary Policy, and Exchange Rates

First written in FY2023-Q1. 6 of 10 entries say "Restated". Latest entry: 2026-10-15.

10entries
5years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q1 – FY2025-H12022: 220222023: 220232024: 320242025: 020252026: 32026
Same theme, other companies
Economic environment uncertainty due to the Russia-Ukraine situation and yen depreciationA theme 87 companies write about · 89 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 22 of 48 companies on the "Worse" side.

16 other companies' latest entry also says "Worsened".

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 87 companies compared. The sentences above are computed from all 87.
Full recordFilings, disclosures and news, newest first
  1. FY2025-H1RestatedAnnual report

    「Meanwhile, the outlook for the economy remains uncertain because of the prolonged instability of the global situation and rising prices, among other factors.」

    The company continues to identify uncertainty over the economic outlook caused by the prolonged instability of the global situation and rising prices as part of the external environment.
  2. FY2025-Q1RestatedAnnual report

    「During the first-quarter consolidated cumulative period, Japan’s economy showed signs of gradual recovery due to the easing of the COVID-19 pandemic and the recovery of inbound demand. However, the outlook for the economy remains uncertain because of the prolonged instability of the global situation and rising prices, among other factors.」

    The company continues to identify uncertainty over the economic outlook caused by the prolonged instability of the global situation and rising prices as part of the external environment.
  3. FY2024-Q3RestatedAnnual report

    「During the third-quarter consolidated cumulative period, Japan’s economic and social activity continued to normalize from the COVID-19 pandemic following the disease’s reclassification under the Infectious Diseases Control Law as a Category 5 disease. However, the outlook for the economy remains uncertain because of rising energy and raw material prices, supply-side constraints, yen depreciation and dollar appreciation, and volatility in financial and capital markets.」

    While describing the normalization of economic and social activity, the company continues to identify economic uncertainty arising from energy and raw material prices, supply constraints, yen depreciation and dollar appreciation, and volatility in financial markets as part of the external environment.
  4. FY2024-Q2RestatedAnnual report

    「During the second-quarter consolidated cumulative period, Japan’s economic and social activity resumed in earnest as COVID-19 was reclassified under the Infectious Diseases Control Law as a Category 5 disease. However, the outlook for the economy remains uncertain because of rising energy and raw material prices, supply-side constraints, yen depreciation and dollar appreciation, and volatility in financial and capital markets.」

    The company described the resumption of economic activity following COVID-19’s reclassification as a Category 5 disease, while continuing to identify uncertainty arising from energy and raw material prices, supply constraints, yen depreciation and dollar appreciation, and volatility in financial markets as an external-environment risk.
  5. FY2024-Q1RestatedAnnual report

    「In the group’s principal market, e-commerce, the Ministry of Economy, Trade and Industry’s Digital Transaction Environment Development Project for fiscal 2021 (Market Survey on Electronic Commerce), published on 12 August 2022, showed that Japan’s 2021 B2C e-commerce market for goods expanded to ¥13.2 trillion, up 8.6% year on year, continuing its strong growth.」

    While reconfirming the growth of the e-commerce market, the company continues to describe the uncertain economic environment arising from energy and raw material prices, supply constraints, yen depreciation and dollar appreciation, and volatility in financial and capital markets.
  6. FY2023-Q2RestatedAnnual report

    「During the second-quarter consolidated cumulative period, Japan’s economy gradually recovered as economic and social activity normalized following the government’s measures to address COVID-19. However, the operating environment remains unpredictable because of rising energy and raw material prices resulting from overseas conditions, supply-side constraints, yen depreciation and volatility in financial and capital markets.」

    The company reconfirmed that uncertainty over the outlook caused by energy and raw material prices, supply constraints, yen depreciation and volatility in financial markets remains part of the external environment, as in the previous quarter.
  7. FY2023-Q1First statedAnnual report

    「The economic outlook in Japan and overseas remains extremely uncertain because of geopolitical risks surrounding the situation in Ukraine, rising raw material and fuel prices, and developments in monetary policy and foreign exchange rates, among other factors. The company therefore needs to continue monitoring these conditions closely.」

    The company newly identified domestic and overseas economic uncertainty arising from the situation in Ukraine, raw material and fuel prices, monetary policy and foreign exchange rates as external-environment risks for the quarter.
Moved together

"Foreign Exchange Fluctuation Risk Associated with Overseas Sales and Outsourced Overseas Manufacturing" moved the same way as this thread, in the same document, in 2 of its 10 moves.

2★1
  1. ★This thread
  2. 1Foreign Exchange Fluctuation Risk Associated with Overseas Sales and Outsourced Overseas Manufacturing2×

★ 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 Kitanotatsujin yet. It last moved in the Earnings presentation of 2026-10-15: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Economic Uncertainty Driven by the Situation in Ukraine, Raw Material and Fuel Prices, Monetary Policy, and Exchange Rates | Kitanotatsujin Corporation (2930) | Komori