Komori
Seiren (3569) · RiskRestatedLatest Revision of earnings forecasts (2026-08-03): "Materialised"

Rising Crude Oil and Gas Prices and Petrochemical Raw Material Prices

First written in FY2016. 8 of 19 entries say "Restated". Latest entry: 2026-08-03.

19entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016MaterialisedFY2020-Q2 – FY2020-Q3MaterialisedFY20242016: 120162017: 020172018: 120182019: 320192020: 120202021: 120212022: 320222023: 420232024: 220242025: 020252026: 32026
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 357 companies write about · 369 as a headwind · 1 as a tailwind

Seiren moved to the "Worse" side of this theme in 2018, 3 years before the typical company in this theme (2021).

The whole theme swung hardest in 2022: 122 of 167 companies on the "Worse" side.

36 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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 370 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-03MaterialisedRevision of earnings forecasts

    「At KBセーレン㈱, sales of adhesive materials declined, while some products were affected by higher costs, resulting in lower revenue and profit.」

    The impact of higher costs appeared in the current quarter as lower revenue and profit for some products.
  2. FY2026RestatedAnnual report

    「The Group primarily uses crude oil, gas and electricity as energy sources. If electricity prices rise due to an increase in the renewable energy surcharge or higher electricity procurement costs, this may affect the Group's business performance.」

    The risk of higher energy prices and electricity procurement costs continues to be identified, with the transition to alternative energy sources, investments in rationalization and cost reductions cited as countermeasures.
  3. 2026-05-13RestatedEarnings

    「Regarding the outlook, we recognize that uncertainty is expected to persist due to trends in prices, energy and raw-material prices, and foreign exchange rates, as well as developments in U.S. trade policy, the outlook for overseas economies, and geopolitical risks.」

    The company continues to describe uncertainty in the cost environment, including persistently high energy and raw-material prices.
  4. FY2024MaterialisedAnnual report

    「Profits decreased, largely due to the impact of soaring energy and raw-material prices.」

    Soaring energy and raw-material prices were directly reflected as a factor reducing profits in the medical business.
  5. FY2024-Q3RestatedAnnual report

    「Despite higher energy and raw material prices, revenue and profit increased due to the impact of foreign exchange and cost-reduction activities, including improved operational efficiency.」

    While soaring energy and raw-material prices continue, the domestic vehicle materials business was reported alongside exchange-rate factors, greater operating efficiency and expense-reduction activities, and posted higher revenue and profit.
  6. FY2024-Q2RestatedAnnual report

    「Despite higher energy and raw material prices, revenue and profit increased due to the impact of foreign exchange and cost-reduction activities, including improved operational efficiency.」

    Although energy and raw-material prices remain high, the domestic vehicle materials business posted higher revenue and profit, alongside exchange-rate factors, greater operating efficiency and expense-reduction activities.
  7. FY2024-Q1RestatedAnnual report

    「Despite higher energy and raw material prices, revenue and profit increased due to the impact of foreign exchange and cost-reduction activities, including improved operational efficiency.」

    Although soaring energy and raw-material prices continue to be reported, the domestic vehicle materials business was also associated with efficiency improvements and expense reductions and posted higher revenue and profit.
  8. FY2023RestatedAnnual report

    「In response to these risks, the Group is pursuing the transition to alternative energy sources and investments in rationalization, while working to reduce costs thoroughly through coordination among its planning, manufacturing and sales functions.」

    In response to the risk of fluctuations in energy and raw-material prices, the company continues to pursue cost reductions through the transition to alternative energy sources, investments in rationalization and coordination among functions.
  9. FY2023-Q3MitigatedAnnual report

    「Although profits were significantly affected by soaring raw-material prices and, additionally, higher ocean freight costs, profits increased as a result of cost reductions, including through greater operating efficiency, as in Japan.」

    Although the impact of higher raw-material prices continued, profits in the overseas vehicle materials business increased through greater operating efficiency and expense reductions.
  10. FY2023-Q2WorsenedAnnual report

    「On the earnings side, the overseas business was significantly affected by higher raw material prices and, in addition, higher ocean freight costs, resulting in lower earnings.」

    The impact of soaring raw-material prices was significant, and higher ocean freight costs further contributed to lower profits in overseas operations. A policy of passing these costs on to selling prices going forward has also been indicated.
  11. FY2023-Q1MaterialisedAnnual report

    「The economic environment during the cumulative first-quarter consolidated period remained challenging. Although the expiration of priority preventive measures to prevent the spread of COVID-19 led to some signs of recovery, the situation was affected by China's zero-COVID policy and soaring energy and raw-material prices.」

    Soaring energy and raw-material prices were directly reflected as factors reducing profits in the vehicle materials, high-fashion and medical businesses, among others.
  12. FY2022MaterialisedAnnual report

    「The global shortage of semiconductors, the spread of COVID-19 in Southeast Asia, and soaring raw-material prices caused by high crude oil prices had a significant impact on automobile production and sales activities worldwide.」

    Soaring raw-material prices resulting from high crude oil prices, together with the semiconductor shortage and the spread of infectious disease, were identified as having directly affected automobile production and sales activities worldwide.
  13. FY2021MitigatedAnnual report

    「In response to these risks, the Group is pursuing the transition to alternative energy sources and investments in rationalization, while working to reduce costs thoroughly through coordination among its planning, manufacturing and sales functions.」

    In response to the risk of higher crude oil, gas and petrochemical feedstock prices, the company has identified measures including the transition to alternative energy sources, investments in rationalization and cost reductions through coordination among functions.
  14. FY2020-Q3MaterialisedAnnual report

    「Overseas operations faced a challenging business environment as a result of additional US tariffs arising from US-China trade friction, the slowdown in China's automobile sales market, and soaring raw-material prices.」

    Soaring raw-material prices, together with additional tariffs and the slowdown in the Chinese market, directly affected the operating environment for overseas operations.
  15. FY2020-Q2MaterialisedAnnual report

    「However, affected by additional US tariffs resulting from US-China trade friction, the slowdown in China's automobile sales market and soaring raw-material prices, overseas operations as a whole posted a slight year-on-year increase in operating income.」

    Soaring raw-material prices were identified, along with additional tariffs and the slowdown in the Chinese market, as factors affecting the performance of overseas operations.
  16. FY2019RestatedAnnual report

    「In the global economy, although the US economy remains firm, the situation requires continued monitoring due to the impact of US-China trade friction, the uncertain outlook for the European economy, and soaring raw-material prices.」

    Risks in the external environment, including soaring raw-material prices, continue to be identified as matters requiring close monitoring.
  17. FY2019-Q3RestatedAnnual report

    「In the global economy, although the US economy continues to expand, the situation requires continued monitoring due to the impact of US-China trade friction, the outlook for the European economy, rising geopolitical risks in various regions, and soaring crude oil prices.」

    Soaring crude oil prices, US-China trade friction and geopolitical risks, among other factors, continue to be identified as external conditions requiring close monitoring.
  18. FY2019-Q2WorsenedAnnual report

    「In the global economy, although the US economy continues to expand, the situation requires continued monitoring due to the impact of US-China trade friction, the outlook for the European economy, rising geopolitical risks in various regions, and soaring crude oil prices.」

    Soaring crude oil prices were identified as an issue requiring monitoring in the global economy, heightening concern over the risk of higher energy prices.
  19. FY2016First statedAnnual report

    「The Group primarily uses crude oil, gas and electricity as energy sources. However, prices may rise unexpectedly to levels such as those resulting from the introduction of a surcharge to promote renewable energy generation in electricity charges.」

    The Group faces the risk of higher energy prices and higher procurement costs for products made from petrochemical raw materials.
Moved together

"Risk of Foreign Exchange Rate Fluctuations" moved the same way as this thread, in the same document, in 7 of its 19 moves.

766332★123456
  1. ★This thread
  2. 1Risk of Foreign Exchange Rate Fluctuations7×
  3. 2Economic Slowdown in China and Emerging Markets and Sluggish Private Consumption6×
  4. 3Surging Raw Material and Dye Prices6×
  5. 4Developing Applications for Electronic Materials and Expanding into Aerospace3×
  6. 5Executive Incentives Through Share-Price-Linked Stock Options3×
  7. 6Improving Capital Efficiency and Returning Capital Through Share Buybacks2×

★ 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 Seiren yet. It last moved in the Revision of earnings forecasts of 2026-08-03: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.