Risks from Rising Material Prices, Delivery Delays and Procurement Difficulties
First written in FY2021. 8 of 18 entries say "Restated". Latest entry: FY2027-H1.
Arr Planner moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2026: 9 of 23 companies on the "Worse" side.
9 other companies' latest entry also says "Restated".
- FY2027-H1RestatedAnnual report
「Meanwhile, the outlook for the economy remains uncertain due to overseas economic trends associated with geopolitical risks such as prolonged turmoil in the Middle East and changes in the situation in Ukraine, the impact of U.S. tariff policies, the effects of higher prices on personal consumption, and fluctuations in interest rates and exchange rates, among other factors.」
The Company continues to recognize economic uncertainty caused by geopolitical risks, trade policies, higher prices, and fluctuations in interest rates and exchange rates. - FY2026-H1RestatedAnnual report
「Meanwhile, the outlook for the economy remains uncertain due to the social impact of the trade policies of various countries, overseas economic trends amid prolonged geopolitical risks, the effects of higher prices on personal consumption, and fluctuations in interest rates and exchange rates, among other factors.」
The Company continues to recognize the uncertainty caused by trade policies, geopolitical risks, higher prices, and fluctuations in interest rates and exchange rates. - FY2025-H1MitigatedAnnual report
「Gross profit improved due to the normalization of selling prices implemented in the fiscal year ended January 2024 and declines in the prices of some construction materials, among other factors.」
While the external environment, including higher material prices, remains uncertain, the Company explains that gross profit improved due to the normalization of selling prices and declines in the prices of some materials. - FY2025-Q1WorsenedAnnual report
「Meanwhile, resource and raw material prices continue to rise due to geopolitical risks such as the prolonged situation in Ukraine and heightened tensions in the Middle East. In addition, the outlook for the economy remains uncertain due to the effects of the weaker yen and higher prices on personal consumption and fluctuations in financial and capital markets, among other factors.」
In relation to the previously identified risks of higher material prices and procurement, the prolonged situation in Ukraine and heightened tensions in the Middle East are cited specifically as geopolitical factors. - FY2024WorsenedAnnual report
「Fluctuations in supply and demand and exchange rates, as well as the emergence of geopolitical risks amid the globalization of supply chains, may result in higher procurement costs for materials and other items, delivery delays or difficulty procuring them.」
Geopolitical risks associated with the globalization of supply chains were explicitly added to the previously identified risks relating to material prices, delivery times and procurement. - FY2024-Q2RestatedAnnual report
「Meanwhile, the outlook for the economy remains uncertain due to soaring resource and raw material prices resulting from the prolonged situation in Ukraine and exchange-rate fluctuations caused by global monetary tightening.」
The Company continues to recognize the uncertainty caused by the prolonged situation in Ukraine, soaring resource and raw material prices, global monetary tightening and exchange-rate fluctuations. - FY2024-Q1WorsenedAnnual report
「Meanwhile, the outlook for the economy remains uncertain due to soaring resource and raw material prices resulting from the prolonged situation in Ukraine and exchange-rate fluctuations caused by global monetary tightening.」
In addition to the previously identified risk of higher material prices, the prolonged situation in Ukraine, global monetary tightening and exchange-rate fluctuations continue to contribute to uncertainty. The Company also notes a decline in consumer sentiment due to higher construction costs. - FY2023MaterialisedAnnual report
「Meanwhile, gross profit declined due to the effects of the wood shock, the situation in Ukraine and higher raw material and resource prices resulting from the weaker yen, among other factors.」
The risks related to higher material prices and procurement continue to affect actual operating results through a decline in gross profit. Countermeasures include diversifying and spreading procurement sources and considering substitute products. - FY2023-Q3WorsenedAnnual report
「Meanwhile, gross profit declined due to the effects of the wood shock, the prolonged situation in Ukraine, and higher raw material and resource prices resulting from the weaker yen.」
The effects of higher material prices continue, with the wood shock, the prolonged situation in Ukraine and higher raw material and resource prices resulting from the weaker yen reflected in lower gross profit. - FY2023-Q2WorsenedAnnual report
「Meanwhile, gross profit declined due to the effects of the wood shock, the prolonged situation in Ukraine, and higher raw material and resource prices resulting from the weaker yen.」
In addition to the wood shock, the prolonged situation in Ukraine and higher raw material and resource prices resulting from the weaker yen were identified, and their effects continue to be reflected in lower gross profit. - FY2023-Q1MaterialisedAnnual report
「Meanwhile, gross profit declined due to higher material prices resulting from the effects of the wood shock and other factors.」
The previously recognized risk of higher material prices due to the wood shock and other factors affected actual operating results through a decline in gross profit. The Company also identified upward pressure on resource prices due to the situation in Ukraine and supply-chain disruptions caused by lockdowns in China's coastal areas as factors contributing to uncertainty. - FY2022RestatedAnnual report
「However, since around spring 2021, a global timber shortage and soaring prices, known as the "wood shock," have emerged, and uncertainty remains regarding the outlook, including soaring construction material prices and concerns over supply.」
The Company continues to specifically recognize timber shortages and soaring prices caused by the wood shock, as well as soaring construction material prices and supply concerns, as risks. - FY2022-Q3RestatedAnnual report
「Looking ahead, concerns remain that conditions will continue to be uncertain due to the resurgence of COVID-19 infections and the effects of soaring prices and supply shortages of residential timber, known as the "wood shock," among other factors.」
The Company continues to recognize the risks of higher timber prices and supply shortages caused by the resurgence of infections and the wood shock. - FY2022-Q2RestatedAnnual report
「Looking ahead, concerns remain that conditions will continue to be uncertain due to the spread of COVID-19 variants and the effects of soaring prices and supply shortages of residential timber, known as the "wood shock," among other factors.」
The Company continues to recognize the risks of higher timber prices and supply shortages caused by COVID-19 variants and the wood shock. - FY2022-Q1WorsenedAnnual report
「Looking ahead, concerns remain that conditions will continue to be uncertain due to the rapid spread of COVID-19 variants and the effects of soaring prices and supply shortages of residential timber, known as the "wood shock," among other factors.」
In addition to the previously identified risks of higher material prices, delivery delays and procurement difficulties, the "wood shock," namely soaring prices and shortages of residential timber, was specifically recognized. - FY2021First statedAnnual report
「Fluctuations in supply and demand, exchange rates and other factors may result in higher procurement costs for materials and other items, delivery delays or difficulty procuring them.」
Countermeasures include diversifying and spreading procurement sources, considering substitute products and using construction contract terms and conditions.