Komori
Nitcho (2961) · RiskRestatedLatest Earnings forecast revision (2026-10-22): "Mitigated"

Stable procurement of raw materials and rising procurement prices

First written in FY2021. 11 of 17 entries say "Restated". Latest entry: 2026-10-22.

17entries
6years
3from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseWorsenedFY2022-Q1 – FY2022RestatedFY2023-Q1 – 2026-08-072021: 12022: 420222023: 420232024: 320242025: 220252026: 32026
Same theme, other companies
Stable Procurement of Raw Materials and Response to Price FluctuationsA theme 33 companies write about · 14 as a headwind · 20 as a tailwind

The whole theme swung hardest in 2018: 3 of 14 companies on the "Worse" side.

2 other companies' latest entry also says "Mitigated".

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 33 companies compared. The sentences above are computed from all 33.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「In recent years, stainless steel prices have been trending upward.」

    The company continues to identify raw material price increases and stable procurement as risks, and states that it will address them through alternative parts, multiple suppliers, manufacturing cost reductions, and passing higher costs through to selling prices.
  2. FY2025-H1RestatedAnnual report

    「Soaring raw material and energy prices resulting from the prolonged conflicts in Ukraine and the Middle East」

    The company continues to describe uncertainty in the procurement and cost environment resulting from soaring raw material and energy prices and geopolitical factors.
  3. FY2024RestatedAnnual report

    「Stainless steel prices have been trending upward since last year.」

    The company continues to identify raw material price increases and stable procurement as risks, and states that it will address them through alternative parts, multiple suppliers, manufacturing cost reductions, and passing higher costs through to selling prices.
  4. FY2024-Q2RestatedAnnual report

    「Response to soaring material prices」

    Measures to address soaring material prices continue to be implemented. This filing does not specify the measures or their effect in reducing the risk of higher prices.
  5. FY2024-Q1RestatedAnnual report

    「Response to soaring material prices」

    Measures to address soaring material prices continue to be implemented. This filing does not specify the measures or their effect in reducing the risk of higher prices.
  6. FY2023RestatedAnnual report

    「We address these risks by continually considering and implementing measures including the ease of switching to alternative parts through flexible product design, securing multiple suppliers, and comprehensive manufacturing cost reductions.」

    The company continues to pursue a policy of addressing raw material price fluctuations and stable procurement risks through alternative parts, multiple suppliers, and manufacturing cost reductions.
  7. FY2023-Q3RestatedAnnual report

    「While continuing to implement measures to address soaring material prices,」

    Measures to address soaring material prices continue to be implemented. The filing does not describe any reduction in the price surge risk itself or the specific effects of the measures.
  8. FY2023-Q2RestatedAnnual report

    「Concerns remain about downside economic risks, including inflation caused by soaring resource prices and foreign exchange fluctuations resulting from yen depreciation.」

    The company continues to describe risks in the procurement and cost environment from soaring resource prices, inflation, yen depreciation, and foreign exchange fluctuations. It also states that measures to address soaring material prices are being implemented.
  9. FY2023-Q1RestatedAnnual report

    「The outlook remains uncertain owing to inflation caused by higher resource prices and other factors, as well as fluctuations in foreign exchange rates.」

    The company continues to describe uncertainty in the procurement and cost environment resulting from higher resource prices, inflation, and foreign exchange fluctuations.
  10. FY2022WorsenedAnnual report

    「For approximately the past 10 years, procurement prices for key raw materials had been stable and quantities had never been scarce, but since last year, stainless steel prices have become significantly more volatile.」

    The company explicitly notes a shift from a previously stable procurement environment to one involving fluctuations in stainless steel prices, semiconductor shortages, and foreign exchange fluctuations, among other factors.
  11. FY2022-Q3WorsenedAnnual report

    「The outlook remains uncertain owing to the semiconductor shortage since last year caused by the COVID-19 pandemic, rising prices for raw materials including steel, and foreign exchange fluctuations resulting from the rapid depreciation of the yen. The global economy is also facing growing uncertainty as the prolonged situation in Ukraine destabilizes the world and affects supply chains for crude oil, grain, and other commodities, causing prices of a wide range of goods directly linked not only to economic activity but also to daily life to surge to unprecedented levels.」

    In addition to the semiconductor shortage and rising raw material prices, the rapid depreciation of the yen, the prolonged situation in Ukraine, and the impact on supply chains for crude oil and other commodities are explicitly noted, increasing uncertainty in the procurement and cost environment.
  12. FY2022-Q2WorsenedAnnual report

    「Many concerns remain, including the global semiconductor shortage and soaring raw material prices. The outlook also remains uncertain owing to worsening international conditions following Russia's invasion of Ukraine and soaring resource prices.」

    In addition to the semiconductor shortage and soaring raw material prices, worsening international conditions and soaring resource prices are explicitly noted, intensifying concerns about procurement prices and supply.
  13. FY2022-Q1WorsenedAnnual report

    「Many concerns remain, including the semiconductor shortage and delays in the supply of raw materials and parts, and the outlook for the economic recovery remains uncertain.」

    In addition to the semiconductor shortage, delays in the supply of raw materials and parts are explicitly noted, highlighting procurement and supply concerns.
  14. FY2021nullAnnual report

    「If geopolitical risks make stable procurement of raw materials difficult or cause procurement prices to rise, insufficient efforts to secure alternative suppliers, reduce manufacturing costs, or pass higher costs through to selling prices could affect the company's business performance.」

    For stainless steel, electronic components, pumps, motors, and other items, the company is implementing measures including alternative parts, multiple suppliers, and manufacturing cost reductions.
Moved together

"Seasonal concentration of sales and profit due to school-related projects and other factors" moved the same way as this thread, in the same document, in 4 of its 17 moves.

44★12
  1. ★This thread
  2. 1Seasonal concentration of sales and profit due to school-related projects and other factors4×
  3. 2Impact of natural disasters and infectious diseases on factories, the supply chain, and demand4×

★ 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 Nitcho yet. It last moved in the Earnings forecast revision of 2026-10-22: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Stable procurement of raw materials and rising procurement prices | NITCHO CORPORATION (2961) | Komori