Komori
Havix (3895) · InitiativeWorsened

Selling price revisions in response to rising raw material prices

First written in FY2016. 9 of 27 entries say "Advanced", first in FY2017-Q1. Latest entry: 2026-11-09.

27entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q2 – FY2019OtherFY2020 – FY2022AdvancedFY2023-Q1 – FY20242016: 320162017: 220172018: 120182019: 320192020: 120202021: 220212022: 420222023: 320232024: 320242025: 220252026: 32026
Same theme, other companies
Pressure on Profit from Failure to Pass Through Higher Procurement CostsA theme 64 companies write about · 64 as a headwind · 0 as a tailwind

Havix 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 2021: 26 of 44 companies on the "Worse" side.

13 other companies' latest entry also says "Worsened".

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 64 companies compared. The sentences above are computed from all 64.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「For sanitary paper, the company worked to expand sales, primarily of products for diapers, pet sheets and toilet cleaners in the hygiene materials market, but performance was affected by lower orders associated with price adjustments, lower sales of products for overseas markets, and the accelerating shift to lower-priced alternative materials.」

    Although the company continued price revisions, the filing explicitly identifies lower orders, lower overseas sales and the shift to lower-priced alternative materials as pressures on performance.
  2. FY2026-H1WorsenedAnnual report

    「However, performance was affected in both nonwoven products businesses by weak orders resulting from price adjustments and by the accelerating shift to lower-priced Chinese products and alternative materials.」

    Although the company continues to respond with price adjustments, orders have remained weak for both nonwoven products businesses, while the shift to lower-priced Chinese products and alternative materials has also progressed, affecting performance.
  3. FY2025WorsenedAnnual report

    「The company actively pursued sales expansion, primarily of products for diapers and pet sheets in the hygiene materials market, but revenue and profit from sanitary paper both declined due to weak orders resulting from price adjustments, a shift to lower-priced alternative materials, and increases in raw material prices exceeding the sales price adjustments. As a result, revenue for the current consolidated fiscal year was ¥5,634 million, down 1.0% year on year, while segment profit was ¥535 million, down 14.5%.」

    Although the paper-related business continued sales price adjustments, both revenue and segment profit declined due to weak orders resulting from the adjustments, a shift to lower-priced alternative materials, and higher raw material prices.
  4. FY2025-H1Lower orders due to price adjustments and profit pressure from higher raw material pricesAnnual report

    「Revenue from synthetic fiber nonwoven products increased as sales of products for diapers to certain customers remained firm. However, profit declined because increases in raw material and other costs exceeded the sales price adjustments. Revenue from sanitary paper declined as the company actively pursued sales expansion, primarily of products for diapers, pet sheets and toilet cleaners in the hygiene materials market, but orders remained weak due to price adjustments. Profit, however, increased as price adjustments pursued since the previous fiscal year took hold and the company pursued productivity improvements and cost reductions. As a result, revenue for the six months of the current interim consolidated accounting period was ¥2,797 million, down 2.0% year on year, while segment profit was ¥265 million, up 8.4%.」

    Although the company continued sales price adjustments, profit from synthetic fiber nonwoven products declined because increases in raw material and other costs exceeded the price adjustments. In the paper-related business, revenue declined due to weak orders resulting from the price adjustments, while profit increased as the adjustments took hold and the company improved productivity and reduced costs.
  5. FY2024AdvancedAnnual report

    「For sanitary paper, revenue and profit both increased as the company advanced sales price adjustments commensurate with the prices of key raw materials and fuel, along with cost-reduction initiatives, allowing the price adjustments to take hold.」

    As price adjustments took hold and costs were reduced, revenue in the paper-related business increased 5.7% year on year and segment profit increased 785.7%. The filing reports price adjustments as a measure that produced an improvement in profit.
  6. FY2024-Q3AdvancedAnnual report

    「Sales volumes of products for diapers were largely flat for sanitary paper, while revenue and segment profit both increased as price adjustments took hold and the company pursued productivity improvements and cost reductions. As a result, revenue for the first nine months of the current consolidated cumulative period was ¥4,368 million, up 11.5% year on year, while segment profit was ¥458 million, compared with segment profit of ¥39 million in the same period of the previous fiscal year.」

    For sanitary paper, revenue increased 11.5% year on year and segment profit increased from ¥39 million to ¥458 million as price adjustments took hold and the company improved productivity and reduced costs. The filing reports sales price adjustments as a measure that produced an improvement in profit.
  7. FY2024-Q2AdvancedAnnual report

    「Revenue and segment profit from sanitary paper both increased as sales price adjustments took hold, imported pulp prices remained on a downward trend, and the company pursued productivity improvements and cost reductions. As a result, revenue for the first six months of the current consolidated cumulative period was ¥2,855 million, up 12.5% year on year, while segment profit was ¥245 million, up 131.3%.」

    Sales price adjustments for sanitary paper took hold, with revenue in the paper-related business increasing 12.5% year on year and segment profit increasing 131.3%. The filing reports price adjustments as a measure that produced an improvement in profit.
  8. FY2024-Q1AdvancedAnnual report

    「Revenue from pulp nonwoven products increased as sales of core products, including commercial cooking paper and products for hand towels, remained on a recovery trend. Revenue from synthetic fiber nonwoven products declined as sales of products for baby diapers to certain customers remained weak. Profit, however, increased as the company advanced sales price adjustments commensurate with continued surging energy prices and pursued cost-reduction initiatives.」

    The company advanced sales price adjustments and cost-reduction initiatives in response to surging energy prices, and segment profit in the nonwoven products business increased 23.3% year on year. In the paper-related business, price adjustments initiated in the previous fiscal year also took hold, contributing to higher profit.
  9. FY2023-Q3AdvancedAnnual report

    「For sanitary paper, sales of products for hand towels and table napkins recovered as the food-service market showed signs of a gradual recovery, and revenue increased as the company pushed ahead with sales price adjustments. Profit also increased as pulp prices, a key raw material, remained high and the company advanced sales price adjustments commensurate with those prices and pursued cost-reduction initiatives. As a result, revenue for the first nine months of the current consolidated cumulative period was ¥3,918 million, up 5.4% year on year, while segment profit was ¥39 million, compared with a segment loss of ¥72 million in the same period of the previous fiscal year.」

    The company continued sales price adjustments and cost-reduction initiatives in response to higher raw material prices, improving the paper-related business from a segment loss of ¥72 million in the same period of the previous fiscal year to profit of ¥39 million.
  10. FY2023-Q2AdvancedAnnual report

    「In addition, as pulp prices, a key raw material, continued to surge, the company pushed ahead with sales price adjustments commensurate with the increase and cost-reduction initiatives, resulting in higher profit. As a result, revenue for the first six months of the current consolidated cumulative period was ¥2,537 million, up 4.0% year on year, while segment profit was ¥106 million, compared with a segment loss of ¥24 million in the same period of the previous fiscal year.」

    In the paper-related business, the company advanced sales price adjustments and cost-reduction initiatives in response to surging pulp prices, improving segment profit from a loss in the same period of the previous fiscal year to profit of ¥106 million.
  11. FY2023-Q1AdvancedAnnual report

    「Sanitary paper revenue declined despite active efforts to expand sales, primarily of products for diapers, pet sheets and toilet cleaners in the hygiene materials market, as sales of products for baby diapers to certain customers remained weak. Profit increased, however, as the company advanced sales price adjustments commensurate with continued surging pulp prices and pursued cost-reduction initiatives. As a result, revenue for the first quarter of the current consolidated cumulative period was ¥1,204 million, down 4.0% year on year, while segment profit was ¥89 million, up 27.7%.」

    The company advanced sales price adjustments and cost-reduction initiatives in response to surging pulp prices, and segment profit in the paper-related business increased 27.7% year on year. Although revenue declined, the filing reports measurable progress on the profit side from price adjustments and other measures.
  12. FY2022RestatedAnnual report

    「The Group has pursued sales price adjustments commensurate with surging raw material and other costs, along with fundamental reforms across all locations, including quality improvements, higher productivity and cost reductions, to strengthen its corporate structure and improve profitability. However, the effects of sluggish sales volumes due to the spread of COVID-19 and other factors, as well as surging raw material prices, substantially exceeded initial expectations, limiting the impact on business performance.」

    The filing states that although the company continued sales price adjustments commensurate with higher raw material prices, sluggish sales volumes and the impact of surging raw material prices exceeded expectations, limiting the effect of these measures on business performance.
  13. FY2022-Q3RestatedAnnual report

    「In addition, pulp prices, a key raw material, surged and remained high. The company pushed ahead with sales price adjustments commensurate with the increase and cost-reduction initiatives, but these did not offset the rise in manufacturing costs, resulting in a segment loss. As a result, revenue for the first nine months of the current consolidated cumulative period was ¥3,717 million, down 2.6% year on year, while the segment loss was ¥72 million, compared with segment profit of ¥490 million in the same period of the previous fiscal year.」

    The company continues to pursue sales price adjustments and cost-reduction initiatives in response to higher raw material prices, but the inability to offset higher manufacturing costs has continued, resulting in a segment loss in the paper-related business.
  14. FY2022-Q2Price adjustments advanced but did not offset higher manufacturing costsAnnual report

    「In addition, the price of pulp, a key raw material, surged over a short period. The company pushed ahead with sales price adjustments commensurate with the increase, but these did not fully offset the rise in manufacturing costs, resulting in a substantial decline in profit.」

    The company advanced sales price adjustments in response to higher raw material prices, but they did not fully offset the increase in manufacturing costs. After explicit references through the previous fiscal year had disappeared, the filing again provides specific details on the response through price adjustments.
  15. FY2021DroppedAnnual report
    In this filing, no explicit statement could be confirmed regarding adjustments to sales prices or unit selling prices in response to raw material and fuel prices.
  16. FY2020Sales price adjustments in response to lower raw material and fuel pricesAnnual report

    「Revenue and profit from synthetic fiber nonwoven products both declined as sales volumes of products for baby diapers to certain customers fell, partly reflecting lower exports to China, and as selling prices were adjusted downward in response to lower raw material and fuel prices.」

    Unlike the previous price adjustments made in response to higher raw material prices, the filing states that selling prices were adjusted downward in response to lower raw material and fuel prices.
  17. FY2020-Q1AdvancedAnnual report

    「Revenue from sanitary paper declined due to lower sales of products for baby diapers to certain customers, partly reflecting a decrease in exports to China. Profit, however, increased as sales price adjustments advanced from the previous fiscal year took hold, pulp prices remained on a downward trend, and the company pursued cost reductions. As a result, revenue for the first quarter of the current consolidated cumulative period was ¥1,338 million, down 5.4% year on year, while segment profit was ¥136 million, up 26.8%.」

    The filing states that sales price adjustments pursued since the previous fiscal year have begun to take hold. Revenue in the paper-related business declined 5.4%, while segment profit increased 26.8%.
  18. FY2019Price adjustments continued but did not fully offset higher raw material and fuel costsAnnual report

    「Revenue from sanitary paper increased as the company advanced price adjustments in response to higher imported pulp prices. However, profit declined because the price adjustments did not fully offset the increase in raw material and fuel prices.」

    As a result of continuing sales price adjustments, revenue from the paper-related business increased, but profit declined because the increase in raw material and fuel prices was not fully offset.
  19. FY2019-Q3Price adjustments restatedAnnual report

    「Revenue from sanitary paper increased as the company advanced price adjustments in response to higher raw material and fuel prices, despite sales volumes remaining flat. However, profit declined because the price adjustments did not fully offset the increase in raw material and fuel prices.」

    Sales price adjustments, which had not been explicitly mentioned in the previous fiscal year, were stated again, with the company saying that it advanced price adjustments in response to higher raw material and fuel prices. However, the increases were not fully offset and profit declined.
  20. FY2018DroppedAnnual report
    In this filing, no explicit statement comparable to those through the previous fiscal year could be confirmed regarding sales price adjustments in response to rising raw material prices.
  21. FY2017RestatedAnnual report

    「Revenue and profit from pulp nonwoven products both increased, as cooking paper sales rose against a backdrop of strong hotel and food-service industries supported by an increase in foreign tourists, and as the company pushed ahead with price adjustments.」

    The filing reconfirms that the company is pushing ahead with price adjustments in response to raw material prices. It does not provide completion details or new numerical targets for the adjustments.
  22. FY2017-Q3RestatedAnnual report

    「Revenue and profit from pulp nonwoven products both increased, as cooking paper sales rose against a backdrop of strong hotel and food-service industries supported by an increase in foreign tourists, and as the company pushed ahead with price adjustments.」

    The filing states that price adjustments for pulp nonwoven products are continuing. It does not provide new figures or a completion stage indicating progress on the price adjustments, so this has been reconfirmed.
  23. FY2017-Q2RestatedAnnual report

    「Revenue and profit from pulp nonwoven products both increased, driven by higher cooking paper sales and progress on price adjustments.」

    The filing again states that price adjustments progressed for pulp nonwoven products. No new stage or figures have been provided since the previous quarter.
  24. FY2017-Q1AdvancedAnnual report

    「Revenue and profit from pulp nonwoven products both increased, driven by higher cooking paper sales and progress on price adjustments. Revenue from sanitary paper declined because sales of products for baby diapers to certain customers decreased, despite solid sales of products for baby diapers overall, as the company reduced sales of some products to improve the profitability of the business. Profit, however, increased as sales price adjustments implemented in the previous fiscal year took hold and raw material prices recently remained subdued, partly due to the stronger yen.」

    The filing states that price adjustments progressed for pulp nonwoven products and that sales price adjustments implemented in the previous fiscal year took hold in the paper-related business.
  25. FY2016First statedAnnual report

    「Profit increased as sales price adjustments in response to rising raw material prices gradually took effect, while fuel costs declined.」

    The filing states that price adjustments gradually progressed in the paper-related business, whereas they did not progress sufficiently for pulp nonwoven products.
Moved together

"Expanding sales in the hygiene materials sector" moved the same way as this thread, in the same document, in 7 of its 27 moves.

776555★123456
  1. ★This thread
  2. 1Expanding sales in the hygiene materials sector7×
  3. 2Impairment of assets due to weak demand in the paper-related business and higher raw material and fuel costs7×
  4. 3Management metrics focused on expanding sales and ordinary income6×
  5. 4Enhancing Competitiveness in Product Quality and Cost5×
  6. 5Risk of fluctuations in pulp and fuel prices and foreign exchange rates5×
  7. 6Foodservice Industry Market Remains Firm Even After Inbound Demand Eases5×

★ 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
Havix's next results are scheduled for 2026-11-09. Read the earnings preview It last moved in the Results of 2026-11-09: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.