Earnings pressure from higher raw material and fuel prices
First written in FY2017. 21 of 26 entries say "Restated". Latest entry: 2026-07-31.
Nippon Felt moved to the "Worse" side of this theme in 2025, 4 years after the typical company in this theme (2021).
The whole theme swung hardest in 2022: 122 of 167 companies on the "Worse" side.
50 other companies' latest entry also says "Restated".
- 2026-07-31RestatedEarnings
「At the same time, the outlook remains uncertain owing to the impact of unstable international conditions, the depreciation of the yen, and higher raw material and energy prices.」
Continues to cite unstable international conditions, the weaker yen, and higher raw material and energy prices as factors contributing to an uncertain outlook. - FY2026WorsenedAnnual report
「As many of the raw materials used by our group are petroleum-derived, procurement may be disrupted, including by surging prices, as a result of the situation in the Middle East.」
The risk of higher procurement prices and disruption arising from the situation in the Middle East is explicitly identified, against the backdrop of the high proportion of petroleum-derived raw materials. The disclosure also states that the impact on prices for synthetic fibers and other key materials, as well as fuel prices, has already emerged. - FY2025WorsenedAnnual report
「In particular, with regard to the procurement of raw materials, soaring raw material and fuel prices have continued due to the prolonged situation in the Middle East and the weaker yen, affecting the prices of synthetic fibers and fuel, which are major materials for the company.」
The company states that rising raw material and fuel prices, driven by the prolonged situation in the Middle East and the weaker yen, are already affecting the prices of synthetic fibers and fuel. - FY2024-Q3RestatedAnnual report
「Meanwhile, the outlook remained uncertain amid the emergence of geopolitical risks, persistently high raw material and fuel prices, inflationary pressures, and an economic slowdown in China.」
The company continues to identify persistently high raw material and fuel prices, along with geopolitical risks and a slowdown in the Chinese economy, as factors contributing to uncertainty in the business environment. - FY2024-Q2RestatedAnnual report
「Meanwhile, the outlook remained uncertain due to persistently high raw material and fuel prices against the backdrop of the prolonged situation in Ukraine and the weaker yen, as well as concerns about a slowdown in overseas economies resulting from global monetary tightening.」
The company states that raw material and fuel prices remain high due to the prolonged situation in Ukraine and the weaker yen. - FY2024-Q1RestatedAnnual report
「Meanwhile, the outlook remained uncertain due to the impact of persistently high raw material and fuel prices against the backdrop of the prolonged situation in Ukraine and the weaker yen.」
The company states that raw material and fuel prices remain high due to the prolonged situation in Ukraine and the weaker yen. - FY2023-Q3RestatedAnnual report
「During the nine-month consolidated cumulative period, Japan's economy moved toward a gradual recovery under the conditions of living with COVID-19, but raw material and fuel prices continued to rise against the backdrop of the prolonged situation in Ukraine and the weaker yen.」
The company states that soaring raw material and fuel prices driven by the prolonged situation in Ukraine and the weaker yen continue. - FY2023-Q2RestatedAnnual report
「Meanwhile, soaring raw material and fuel prices and disruptions to logistics, driven by the prolonged situation in Ukraine and the weaker yen, among other factors, continue.」
The company states that soaring raw material and fuel prices driven by the prolonged situation in Ukraine and the weaker yen, as well as logistics disruptions, continue. - FY2023-Q1RestatedAnnual report
「During the three-month consolidated cumulative period, Japan's economy moved toward normalization of social activity as the number of COVID-19 cases declined, but the outlook remained uncertain as raw material and fuel prices soared amid the prolonged situation in Ukraine and the weaker yen.」
The company states that raw material and fuel prices remain high due to the prolonged situation in Ukraine and the weaker yen. - FY2022WorsenedAnnual report
「In particular, with regard to the procurement of raw materials and fuel, crude oil prices have surged due to Russia’s invasion of Ukraine and other factors, significantly affecting the prices of synthetic fibers and fuel, which are major materials for the company. The company needs to closely monitor future developments.」
The company specifies that soaring crude oil prices due to Russia’s invasion of Ukraine and other factors have caused rising raw material and fuel prices, affecting the prices of synthetic fibers and fuel, its major materials. - FY2022-Q3WorsenedAnnual report
「The situation remains uncertain amid concerns about a downturn in the economy due to the spread of newly emerging variants, disruption to logistics, and the continued high cost of raw materials and fuel.」
The company explicitly identifies continuing high raw material and fuel prices as a concern for an economic downturn, presenting the existing raw material and fuel price risk as a broader concern regarding the economic environment. - FY2022-Q2RestatedAnnual report
「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
The company states that there have been no significant changes in its existing business and other risks, including rising raw material and fuel prices. - FY2021-Q3RestatedAnnual report
「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
The company states that there have been no significant changes in its existing business and other risks, including rising raw material and fuel prices. - FY2021-Q2RestatedAnnual report
「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
The company states that there have been no significant changes in its existing business and other risks, including rising raw material and fuel prices. - FY2021-Q1RestatedAnnual report
「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
It states that no new business or other risks have arisen and that there have been no material changes. - FY2020RestatedAnnual report
「On the cost side, raw material and fuel costs may fluctuate depending on crude oil price trends, in addition to」
The possibility of fluctuations in raw material and fuel costs due to crude oil prices continues to be identified as a factor affecting earnings. - FY2020-Q3RestatedAnnual report
「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
It explicitly states that there have been no material changes in existing business and other risks. - FY2020-Q2RestatedAnnual report
「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
It explicitly states that there have been no material changes in existing business and other risks. - FY2019-Q3RestatedAnnual report
「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
It explicitly states that there have been no material changes in existing business and other risks. - FY2019-Q2RestatedAnnual report
「The paper and pulp industry, which comprises the major customers of the Group, continues to face a challenging business environment, despite moves to raise product selling prices, as domestic demand declines and raw material and fuel prices remain high.」
The company continues to identify soaring raw material and fuel prices as a factor contributing to the difficult business environment faced by its major customer, the paper and pulp industry. - FY2019-Q1RestatedAnnual report
「The paper and pulp industry, which comprises the major customers of the Group, continues to face a challenging business environment. Although demand for containerboard and household paper is increasing, demand for newsprint, printing paper and information paper is declining, while raw material and fuel prices are rising.」
The company continues to identify rising raw material and fuel prices as a factor contributing to the difficult business environment faced by its major customer, the paper and pulp industry. - FY2018RestatedAnnual report
「On the cost side, raw material and fuel costs may fluctuate depending on crude oil price trends, in addition to」
The possibility of fluctuations in raw material and fuel costs due to crude oil price trends continues to be identified as a factor affecting earnings. - FY2018-Q3RestatedAnnual report
「The paper and pulp industry, which comprises the major customers of the Group, continues to face a challenging business environment, with demand for paper trending downward as paperless operations advance and raw material and fuel prices surge.」
The company continues to identify soaring raw material and fuel prices in the paper and pulp industry as a factor contributing to the difficult business environment faced by its major customers. - FY2018-Q2RestatedAnnual report
「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
It explicitly states that there have been no material changes in existing business and other risks. - FY2018-Q1RestatedAnnual report
「The paper and pulp industry, which comprises the major customers of the Group, continues to face a challenging business environment, although domestic demand for containerboard is increasing, as demand for newsprint, printing paper and information paper declines and recovered paper prices remain high.」
The company states that persistently high recovered-paper prices are a source of cost pressure related to raw materials and fuel. - FY2017First statedAnnual report
「The paper and pulp industry, a major customer industry for the Group, continues to face a difficult business environment, including declining domestic demand and rising raw material and fuel prices.」
The company identifies rising raw material and fuel prices in the paper and pulp industry as a factor contributing to the difficult business environment faced by its major customers.