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Rengo (3941) · FactProfit growth driven by price revisions and higher sales volumes

Higher Convenience-Store Demand Alongside Rising Raw Material Prices

First written in FY2019-Q1. 9 of 17 entries say "Restated". Latest entry: FY2026-H1.

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ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY2026-H12018: 220182019: 220192020: 320202021: 220212022: 320222023: 120232024: 220242025: 22025
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 355 companies write about · 367 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 121 of 167 companies on the "Worse" side.

3 other companies' latest entry also says "Other".

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Showing 14 of the 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 368 threads.
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  1. FY2026-H1Profit growth driven by price revisions and higher sales volumesAnnual report

    「In the flexible packaging business, revenue and profit increased due to product price revisions and higher sales volumes. As a result, segment revenue was ¥96,491 million, or 108.1% of the previous year's level, and operating profit was ¥5,356 million, or 263.1%.」

    The flexible packaging business returned to substantial profit growth, with operating profit reaching 263.1% of the previous year's level, driven by price revisions and higher sales volumes.
  2. FY2025Shift to higher revenue and profit for the full yearAnnual report

    「In the flexible packaging business, revenue and profit increased due to product price revisions and an increase in consolidated subsidiaries. As a result, segment revenue was ¥181,614 million, or 149.8% of the previous year's level, and operating profit was ¥5,062 million, or 106.1%.」

    The business shifted from lower profit due to higher fixed costs in the interim period to higher revenue and higher profit for the full year, driven by product price revisions and an increase in consolidated subsidiaries.
  3. FY2025-H1Higher revenue and lower profit due to consolidation expansion and higher fixed costsAnnual report

    「In the flexible packaging business, revenue increased due to an increase in consolidated subsidiaries, but profit declined due to higher fixed costs and other factors. As a result, segment revenue was ¥89,270 million, or 148.0% of the previous year's level, and operating profit was ¥2,036 million, or 89.2%.」

    Although revenue increased substantially due to the addition of consolidated subsidiaries, including RM Tosei Co., Ltd., operating profit fell below the year-earlier level due to higher fixed costs and other factors.
  4. FY2024-Q3RestatedAnnual report

    「In the flexible packaging business, revenue and profit increased due to product price revisions. As a result, segment revenue was ¥92,093 million, or 105.9% of the previous year's level, and operating profit was ¥3,957 million, or 151.3%.」

    Higher revenue and profit in the flexible packaging business continued, supported by product price revisions.
  5. FY2023-Q3RestatedAnnual report

    「In the flexible packaging business, revenue and profit increased due to product price revisions and an increase in consolidated subsidiaries. As a result, segment revenue was ¥86,998 million, or 123.0% of the previous year's level, and operating profit was ¥2,615 million, or 124.6%.」

    Higher revenue and profit in the flexible packaging business continued, supported by product price revisions and an increase in consolidated subsidiaries.
  6. FY2023-Q2RestatedAnnual report

    「In the flexible packaging business, revenue and profit increased due to product price revisions and an increase in consolidated subsidiaries. As a result, segment revenue was ¥56,861 million, or 123.4% of the previous year's level, and operating profit was ¥1,590 million, or 122.1%.」

    Higher revenue and profit in the flexible packaging business continued, supported by product price revisions and an increase in consolidated subsidiaries.
  7. FY2023-Q1Higher revenue and profit driven by price revisions and an increase in subsidiariesAnnual report

    「In the flexible packaging business, revenue and profit increased due to product price revisions and an increase in consolidated subsidiaries. As a result, segment revenue was ¥28,221 million, or 123.5% of the previous year's level, and operating profit was ¥890 million, or 109.5%.」

    The business shifted from a period of lower profit due to higher raw-material prices to higher revenue and higher profit supported by product price revisions and an increase in consolidated subsidiaries.
  8. FY2022-Q3RestatedAnnual report

    「In the flexible packaging business, revenue increased due to an increase in consolidated subsidiaries, but profit declined because of higher raw-material prices. As a result, segment revenue was ¥70,705 million, or 115.7% of the previous year's level, and operating profit was ¥2,098 million, or 67.1%.」

    In the flexible packaging business, higher revenue from an increase in consolidated subsidiaries and lower profit due to higher raw-material prices continued to coexist.
  9. FY2022-Q2Shift to lower profit due to higher raw-material pricesAnnual report

    「In the flexible packaging business, revenue increased due to an increase in consolidated subsidiaries, but profit declined because of higher raw-material prices.」

    Compared with the previous trend of higher profit driven by increased demand for food products and convenience stores and fixed-cost reductions, revenue increased and profit declined this time due to higher raw-material prices.
  10. FY2021-Q3RestatedAnnual report

    「In the flexible packaging business, revenue and profit increased due to an increase in consolidated subsidiaries as well as higher demand for food products and other factors. As a result, segment revenue was ¥61,127 million, up 5.8% year on year, and operating profit was ¥3,126 million, up 11.5%.」

    Higher revenue and profit in the flexible packaging business continued, supported by increased demand for food products and an increase in consolidated subsidiaries.
  11. FY2021-Q2RestatedAnnual report

    「In the flexible packaging business, revenue and profit increased due to higher demand for food products and fixed-cost reductions. As a result, segment revenue was ¥38,461 million, up 1.4% year on year, and operating profit was ¥1,845 million, up 9.6%.」

    Higher revenue and profit in the flexible packaging business continued, supported by increased demand for food products and fixed-cost reductions.
  12. FY2021-Q1Higher revenue and profit driven by increased food demand and fixed-cost reductionsAnnual report

    「In the flexible packaging business, revenue and profit increased due to higher demand for food products at supermarkets and other outlets and fixed-cost reductions. As a result, segment revenue was ¥19,206 million, up 1.1% year on year, and operating profit was ¥950 million, up 8.0%.」

    The disclosure shifted from lower profit due to higher raw-material prices to revenue growth of 1.1% and operating profit growth of 8.0%, driven by increased demand for food products at supermarkets and other outlets and fixed-cost reductions.
  13. FY2020-Q3RestatedAnnual report

    「In the flexible packaging business, revenue and profit increased due to product price revisions and other factors.」

    The shift from lower profit due to higher raw-material prices to higher revenue and higher profit due to product price revisions and other factors continued in the first half.
  14. FY2020-Q2Shift to higher profit driven by price revisionsAnnual report

    「In the flexible packaging business, revenue and profit increased due to product price revisions and other factors.」

    Where previous disclosures had cited higher revenue and lower profit due to increased demand and higher raw-material prices, the cumulative first-half results now cite higher revenue and higher profit due to product price revisions and other factors.
  15. FY2019-Q3RestatedAnnual report

    「In the flexible packaging business, demand increased, mainly from convenience stores, but higher raw-material prices and other factors resulted in higher revenue and lower profit.」

    The disclosure continues to reflect the coexistence of increased demand, mainly from convenience stores, and lower profit due to higher raw-material prices.
  16. FY2019-Q2RestatedAnnual report

    「In the flexible packaging business, demand increased, mainly from convenience stores, but higher raw-material prices and other factors resulted in higher revenue and lower profit.」

    The disclosure continues to reflect the coexistence of increased demand, mainly from convenience stores, and lower profit due to higher raw-material prices.
  17. FY2019-Q1First statedAnnual report

    「In the flexible packaging business, demand increased, mainly from convenience stores, but higher raw-material prices and other factors resulted in higher revenue and lower profit.」

    Although demand increased, mainly from convenience stores, higher raw-material prices resulted in higher revenue and lower profit in the first quarter under review.
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Higher Convenience-Store Demand Alongside Rising Raw Material Prices | Rengo Co.,Ltd. (3941) | Komori