Sharp Fluctuations in Key Raw Material and Fuel Prices
First written in FY2017. 12 of 18 entries say "Materialised", first in FY2019-Q1. Latest entry: 2026-11-10.
Tomoegawa 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: 128 of 168 companies on the "Worse" side.
53 other companies' latest entry also says "Worsened".
- FY2026MaterialisedAnnual report
「The company continued passing through increases in labor costs and the prices of various raw materials, resulting in operating profit of ¥1,618 million」
Higher raw material prices actually occurred as a factor increasing costs during the fiscal year, and the company addressed the impact through price pass-through. - FY2026-H1MaterialisedAnnual report
「In terms of profit, although higher raw material prices increased costs, profit increased year on year from the same interim period as a result of reflecting the higher costs in product prices and increased revenue in the functional nonwoven fabric unit, among other factors.」
Higher raw material prices actually resulted in increased costs in the functional sheet business. The company explained that part of the impact was absorbed through price pass-through and increased revenue from functional nonwoven fabrics. - FY2024MaterialisedAnnual report
「From the outset, the company expected costs to increase because of upfront expenses associated with launching new products for semiconductor manufacturing equipment, higher labor costs associated with improved employee compensation, and higher energy and materials prices.」
Higher energy and materials prices actually resulted in increased costs, and the company addressed part of the impact through price pass-through and cost reductions. - FY2024-Q3MaterialisedAnnual report
「During the consolidated fiscal year, the company passed through to prices the higher costs arising from upfront expenses for launching new products for semiconductor manufacturing equipment, increased labor costs associated with improved employee compensation, and higher energy and materials prices」
Higher energy and materials prices actually resulted in increased costs, and the company addressed part of the impact through price pass-through. - FY2024-Q1MaterialisedAnnual report
「In terms of profit, the impact of lower revenue in the semiconductor-related business was absorbed by increased orders in the display-related business, which shares major equipment. This was supplemented by the positive effects of the broader implementation of price pass-through initiatives since the previous consolidated fiscal year and the weaker yen. However, the adverse effects of lower revenue in the toner business and higher procurement prices for raw materials and fuels were compounded by increased upfront expenses for launching new products」
Higher procurement prices for raw materials and fuels actually emerged as factors increasing costs and reducing profit in the toner business and other businesses. - FY2023-Q3MaterialisedAnnual report
「In addition to higher raw material prices, increases through December in LNG used to generate electricity and produce steam at the company’s plants, as well as purchased electricity costs, continued. In response to these factors reducing profit, the company thoroughly implemented price increases.」
Higher raw material prices, LNG costs and purchased electricity costs actually continued and became factors reducing profit. - FY2023-Q2RestatedAnnual report
「In terms of profit, although higher raw material and fuel prices continued, operating profit increased by ¥153 million year on year to ¥1,205 million, supported by price pass-through and the favorable effect of the weaker yen」
Higher raw material and fuel prices have continued to affect costs in the toner and specialty paper businesses, among others. Meanwhile, overall profit exceeded the previous year's level as a result of price pass-through and other measures. - FY2023-Q1MaterialisedAnnual report
「Although affected by the surge in raw-material and fuel prices caused by the situation in Ukraine and the weaker yen,」
Higher raw material and fuel prices driven by the situation in Ukraine and the weaker yen actually occurred and became a cost factor affecting profit. However, the company explained that the impact was absorbed through price pass-through and the effects of structural reforms. - FY2020RestatedAnnual report
「As consumption of standard paper in China increases and pulp prices are affected by production in the region, the company recognizes as an issue requiring attention its dependence on external suppliers for pulp purchases.」
The company continues to recognize as a structural business issue its dependence on external purchases of key raw materials such as pulp and the resulting exposure to price fluctuations. - FY2020-Q2MitigatedAnnual report
「Profit margins improved as the surge in raw material costs, among other factors, showed signs of easing.」
The rise in raw material costs, which had been an issue since the previous fiscal year, showed signs of easing in the second quarter, leading to improved margins in the specialty paper business. - FY2019WorsenedAnnual report
「For the asset group of the company’s specialty paper business, whose profitability declined significantly because of the sharp rise in pulp prices, the company reduced the carrying amount to the recoverable amount and recorded an impairment loss of ¥811 million as an extraordinary loss.」
The surge in pulp prices affected not only profit in the specialty paper business but also profitability, resulting in an impairment loss of ¥811 million. - FY2019-Q3MaterialisedAnnual report
「In addition to the impact of lower revenue, higher expenses from investments in equipment and employee development, as well as higher costs for pulp and other raw materials and fuels that have continued since the first half, also affected the third quarter」
Higher costs for pulp and other raw materials and fuels continued from the first half and actually emerged in the third quarter as factors increasing expenses and reducing operating profit. - FY2019-Q2MaterialisedAnnual report
「In addition to the impact of lower revenue, higher prices for pulp and other raw materials and increases in proactive expenses such as investments in equipment and employee development also affected results. Operating profit was ¥305 million, down ¥366 million from the same period of the previous year, a 54.6% decrease year on year.」
Higher prices for pulp and other raw materials actually occurred and emerged as a factor reducing operating profit. - FY2019-Q1MaterialisedAnnual report
「Operating profit was ¥260 million, down ¥64 million from the same period of the previous year, partly due to higher raw material costs, including pulp, and the yen being stronger against the yen than in the same period of the previous year.」
Higher costs for pulp and other key raw materials actually occurred and emerged as a factor reducing operating profit. - FY2017First statedAnnual report
「If prices fluctuate sharply because of inventory levels or an imbalance between supply and demand, this may affect the performance of the group.」
The company identifies sharp fluctuations in prices of key raw materials and fuels, including petrochemical products such as plastic film and LNG, as a business performance risk.