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Base Food (2936) · RiskMaterialised

Uncertainty over the outlook due to infectious diseases, high raw material prices, monetary tightening and exchange rate fluctuations

First written in FY2023-Q3. 3 of 7 entries say "Materialised", first in FY2023. Latest entry: FY2026.

7entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q2 – FY2025-H1MaterialisedFY2025 – FY20262023: 320232024: 220242025: 120252026: 12026
Same theme, other companies
Rising Procurement Costs Driven by Component Raw Materials, Transportation Costs and Yen DepreciationA theme 42 companies write about · 42 as a headwind · 0 as a tailwind

Base Food 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 2019: 10 of 16 companies on the "Worse" side.

8 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 42 companies compared. The sentences above are computed from all 42.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「In addition, surging fuel and raw material prices caused by global conditions and sharp foreign-exchange fluctuations have affected the company's procurement costs.」

    The effects of surging raw material prices and foreign-exchange fluctuations continue to be reflected in actual procurement costs.
  2. FY2025MaterialisedAnnual report

    「In addition, surging fuel and raw material prices caused by global conditions and sharp foreign-exchange fluctuations have affected the company's procurement costs.」

    The disclosure states that the effects of surging raw material prices and foreign-exchange fluctuations continue to be reflected in actual procurement costs.
  3. FY2025-H1RestatedAnnual report

    「However, the economy remains uncertain, partly due to the effects of surging raw material costs caused by the situation in Ukraine and sharp foreign-exchange fluctuations resulting from global monetary tightening.」

    The disclosure continues to cite uncertainty about the outlook due to higher raw material costs, foreign-exchange fluctuations and monetary tightening.
  4. FY2024-Q3RestatedAnnual report

    「However, the economy remains uncertain, partly due to geopolitical risks, including those in Eastern Europe and the Middle East, and volatility in the financial and capital markets.」

    The disclosure continues to cite uncertainty about the outlook due to geopolitical risks and volatility in the financial and capital markets.
  5. FY2024-Q2RestatedAnnual report

    「However, the economy remains uncertain, partly due to geopolitical risks, including the situation in Eastern Europe, and volatility in the financial and capital markets.」

    Uncertainty about the outlook due to geopolitical risks and volatility in the financial and capital markets continues.
  6. FY2023MaterialisedAnnual report

    「In addition, surging fuel and raw material prices caused by global conditions and sharp foreign-exchange fluctuations have affected the company's procurement costs.」

    Regarding the higher raw material costs and foreign-exchange fluctuation risks identified in the previous filing, the disclosure states that they have affected procurement costs.
  7. FY2023-Q3First statedAnnual report

    「However, the economy remains uncertain, partly due to the effects of surging raw material costs caused by the situation in Ukraine and sharp foreign-exchange fluctuations resulting from global monetary tightening.」

    The disclosure states that the company has been affected by higher raw material costs and sharp foreign-exchange fluctuations, and that uncertainty about the outlook continues.
Moved together

"Risks from raw material prices, foreign-exchange fluctuations and procurement shortages" moved the same way as this thread, in the same document, in 2 of its 7 moves.

222★123
  1. ★This thread
  2. 1Risks from raw material prices, foreign-exchange fluctuations and procurement shortages2×
  3. 2Focus on Revenue, Revenue Growth, Contribution Margin and Other Metrics2×
  4. 3Potential dilution from the exercise of stock acquisition rights2×

★ 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 Base Food yet.
News
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Uncertainty over the outlook due to infectious diseases, high raw material prices, monetary tightening and exchange rate fluctuations | BASE FOOD,Inc. (2936) | Komori