Komori
Kyowa Leather Cloth (3553) · RiskRestatedLatest Earnings presentation (2026-10-30): "Cited as achieved"

Risk of fluctuations in prices and tight supply of petroleum-related raw materials

First written in FY2017. 9 of 24 entries say "Restated". Latest entry: 2026-10-30.

24entries
10years
9from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMaterialisedFY2019-Q1 – FY2019-Q3RestatedFY2020RestatedFY2023-Q3 – FY20252017: 120172018: 220182019: 120192020: 120202021: 120212022: 320222023: 320232024: 220242025: 120252026: 92026
Same theme, other companies
Difficulty continuing production due to raw material supply disruptionsA theme 16 companies write about · 16 as a headwind · 0 as a tailwind

Kyowa Leather Cloth moved to the "Worse" side of this theme in 2018, 2 years before the typical company in this theme (2020).

The whole theme swung hardest in 2018: 6 of 10 companies on the "Worse" side.

0 other companies' latest entry also says "Cited as achieved".

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 16 companies compared. The sentences above are computed from all 16.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「Because the corporate group's principal raw materials are petroleum-related, fluctuations in crude oil and naphtha prices and supply-demand conditions could affect its operating results and financial position.」

    The group continues to disclose the possibility of fluctuations in petroleum-related raw-material prices, tight supply, shortages caused by supplier accidents or natural disasters, and higher costs.
  2. FY2025-H1RestatedAnnual report

    「During the interim consolidated accounting period, Japan’s economy recovered gradually as corporate earnings and employment and income conditions improved. However, the outlook remained uncertain due to inflation caused by elevated raw material and energy prices, concerns over stagnating consumer sentiment, the risk of a downturn in overseas economies and heightened geopolitical risks.」

    It continues to identify inflation caused by persistently high raw-material and energy prices, alongside concerns such as stagnation in consumer sentiment, as a factor contributing to uncertainty over the outlook.
  3. FY2024RestatedAnnual report

    「Because the corporate group's principal raw materials are petroleum-related, fluctuations in crude oil and naphtha prices and supply-demand conditions could affect its operating results and financial position.」

    The group continues to disclose the possibility of fluctuations in petroleum-related raw-material prices, tight supply, shortages caused by supplier accidents or natural disasters, and higher costs.
  4. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, Japan’s economy recovered gradually as personal consumption recovered and employment and income conditions improved. However, the outlook remained uncertain due to inflation caused by continued surges in raw material and energy prices, as well as concerns over a downturn in overseas economies.」

    It continues to identify inflation caused by surging raw-material and energy prices, alongside concerns about a downturn in overseas economies, as a factor contributing to uncertainty over the outlook.
  5. FY2024-Q1RestatedAnnual report

    「Looking ahead, conditions remain uncertain due to inflation caused by surging raw-material and energy prices, as well as concerns about a downturn in overseas economies resulting from global monetary tightening.」

    It continues to identify inflation caused by surging raw-material and energy prices as a factor of concern for the outlook.
  6. FY2023-Q3RestatedAnnual report

    「In terms of profit, the group worked to secure earnings through cost improvements and other measures, but the effects of lower sales and surging raw-material and fuel prices were significant. Consolidated ordinary profit was ¥200 million, compared with ¥1,904 million in the same period of the previous year, and net income attributable to owners of the parent was ¥111 million, compared with ¥1,322 million in the same period of the previous year.」

    It states that the significant impact of surging raw-material and fuel prices continued and contributed to declines in consolidated ordinary profit and net income attributable to owners of the parent.
  7. FY2023-Q2WorsenedAnnual report

    「In terms of profit, the group worked to secure earnings through cost improvements and other measures, but the effects of lower sales and surging raw-material and fuel prices were significant. Consolidated ordinary profit was ¥133 million, compared with ¥868 million in the same period of the previous year, and net income attributable to owners of the parent was ¥89 million, compared with ¥624 million in the same period of the previous year.」

    It states that the significant impact of surging raw-material and fuel prices contributed to declines in consolidated ordinary profit and net income attributable to owners of the parent.
  8. FY2023-Q1WorsenedAnnual report

    「In terms of profit, the group worked to secure earnings through cost improvements and other measures, but the effects of lower sales and surging raw-material and fuel prices were significant. Consolidated ordinary profit was ¥318 million, compared with ¥445 million in the same period of the previous year, and net income attributable to owners of the parent was ¥229 million, compared with ¥329 million in the same period of the previous year.」

    It states that the significant impact of surging raw-material and fuel prices contributed to declines in consolidated ordinary profit and net income attributable to owners of the parent.
  9. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter of the current consolidated fiscal year, Japan’s economy remained uncertain, despite a recovery trend in corporate earnings, due to the semiconductor supply shortage, higher raw material costs caused by surging crude oil prices, and COVID-19.」

    It continues to identify higher raw-material costs due to surging crude oil prices as a concern.
  10. FY2022-Q2WorsenedAnnual report

    「There are also concerns such as higher raw-material costs due to semiconductor shortages and surging crude oil prices」

    Regarding the risk of fluctuations in petroleum-related raw-material prices, higher raw-material costs due to surging crude oil prices are explicitly identified as a concern.
  11. FY2020RestatedAnnual report

    「Because the corporate group's principal raw materials are petroleum-related, fluctuations in crude oil and naphtha prices and supply-demand conditions could affect its operating results and financial position.」

    The group continues to disclose the possibility of fluctuations in petroleum-related raw-material prices, tight supply, shortages caused by supplier accidents or natural disasters, and higher costs.
  12. FY2019-Q3MaterialisedAnnual report

    「In terms of earnings, consolidated ordinary profit declined 44.6% to ¥1,522 million from ¥2,745 million in the same period of the previous year, due to higher raw material and fuel prices, delays in normalizing production at the consolidated subsidiary 共和興塑膠(廊坊)有限公司 after environmental measures, and lower sales in the Chinese market.」

    It explains that the previously disclosed risk of higher raw-material and fuel prices continued to occur and contributed to a decline in consolidated ordinary profit.
  13. FY2019-Q2MaterialisedAnnual report

    「In terms of profit, consolidated ordinary profit was ¥953 million, down 40.2% from ¥1,594 million in the same period of the previous year, due to higher raw-material and fuel prices and environmental measures costs at consolidated subsidiary 共和興塑膠(廊坊)有限公司, while net income attributable to owners of the parent was ¥629 million, down 36.8% from ¥995 million in the same period of the previous year.」

    It explains that the previously disclosed risk of higher raw-material and fuel prices actually occurred and contributed to declines in consolidated ordinary profit and net income attributable to owners of the parent.
  14. FY2019-Q1MaterialisedAnnual report

    「In terms of profit, ordinary profit was ¥647 million, down 15.7% from ¥767 million in the same period of the previous year, due to higher raw-material and fuel prices, while net income attributable to owners of the parent was ¥436 million, down 9.5% from ¥482 million in the same period of the previous year.」

    Regarding the previously disclosed risk of fluctuations in petroleum-related raw-material prices, it explains that higher raw-material and fuel prices actually occurred and contributed to declines in ordinary profit and net income attributable to owners of the parent.
  15. FY2017First statedAnnual report

    「Because the corporate group's principal raw materials are petroleum-related, fluctuations in crude oil and naphtha prices and supply-demand conditions could affect its operating results and financial position.」

    In addition to fluctuations in crude oil and naphtha prices, it indicates the possibility of raw-material shortages and higher costs due to dependence on multiple suppliers, global shortages and accidents at suppliers.
Moved together

"Yen appreciation and share price declines due to the slowdown in the Chinese economy and the UK’s departure from the EU, among other factors, and a deterioration in the earnings environment" moved the same way as this thread, in the same document, in 7 of its 22 moves.

722222★123456
  1. ★This thread
  2. 1Yen appreciation and share price declines due to the slowdown in the Chinese economy and the UK’s departure from the EU, among other factors, and a deterioration in the earnings environment7×
  3. 2¥19 dividend per share paid2×
  4. 3Capital expenditures focused on new product launches and production equipment upgrades2×
  5. 4Dependence on sales to the Toyota Group2×
  6. 5Risk of higher costs due to revisions to environmental laws and regulations2×
  7. 6Market deterioration, lower orders and operating disruptions caused by infectious diseases2×

★ 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
Kyowa Leather Cloth's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings presentation of 2026-10-30: "Cited as achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.