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Ohmura Shigyo (3953) · RiskMitigated

Profit Decline Due to Raw Material Price Increases and Delays in Revising Product Prices

First written in FY2018. 7 of 15 entries say "Mitigated", first in FY2020. Latest entry: 2026-11-11.

15entries
9years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2021 – FY2023-Q12018: 220182019: 120192020: 120202021: 120212022: 220222023: 220232024: 120242025: 120252026: 42026
Same theme, other companies
Pressure on Profit from Failure to Pass Through Higher Procurement CostsA theme 73 companies write about · 73 as a headwind · 0 as a tailwind

Ohmura Shigyo 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 2021: 29 of 48 companies on the "Worse" side.

24 other companies' latest entry also says "Mitigated".

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 73 companies compared. The sentences above are computed from all 73.
Full recordFilings, disclosures and news, newest first
  1. 2026-11-11MitigatedRevision to earnings forecast

    「一方、利益につきましては、原材料価格や人件費などの上昇による影響もありましたが、製品価格の適正化に努めたことや諸経費の節減に努めたことなどにより営業利益、経常利益及び中間純利益はいずれも前回予想を上回る見込みとなりました。」

    原材料価格や人件費などの上昇による影響は残る一方、製品価格の適正化と諸経費の節減により、利益予想への影響が抑制されたと記載している。
  2. FY2026Ordinary profit increases through appropriate pricing and customer developmentAnnual report

    「Although ordinary profit was affected by increases in raw material and resource prices, it increased 27.0% from the previous fiscal year to ¥360 million as a result of pursuing appropriate product prices, strengthening support for existing business partners and developing new business partners, among other factors.」

    Although the impact of higher raw material and resource prices is noted, ordinary profit increased 27.0% year on year through appropriate product pricing, stronger support for existing business partners and the development of new business partners.
  3. FY2025MaterialisedAnnual report

    「Although the company strengthened support for existing business partners and developed new business partners, ordinary profit decreased 20.9% from the previous fiscal year to ¥283 million due to the impact of persistently high raw material prices and rising resource prices, among other factors.」

    The company states that persistently high raw material prices and rising resource prices, among other factors, affected actual results, resulting in a 20.9% year-on-year decline in ordinary profit.
  4. FY2024MitigatedAnnual report

    「Although ordinary profit was affected by soaring raw material prices and rising resource prices, it increased 32.0% from the previous fiscal year to ¥358 million due to efforts to strengthen support for existing business partners and develop new business partners, among other factors.」

    The impact of soaring raw material and resource prices remains, while ordinary profit increased 32.0% year on year through stronger support for existing business partners and the development of new business partners, among other factors.
  5. FY2024-Q1Additional concern about weaker consumer sentiment due to inflation and declining real wagesAnnual report

    「Conditions remain difficult, partly due to concerns that consumer sentiment will weaken as a result of elevated raw material and resource prices, inflation and declining real wages.」

    In addition to cost pressures from elevated raw material and resource prices, the company cites concerns about weaker consumer sentiment resulting from inflation and declining real wages.
  6. FY2023Ordinary profit increases despite soaring raw material and resource pricesAnnual report

    「Although ordinary profit was affected by soaring raw material prices and rising resource prices, it increased 15.3% from the previous fiscal year to ¥271 million due to efforts to strengthen support for existing business partners and develop new business partners, among other factors.」

    The company states that the impact of soaring raw material and resource prices continued, but ordinary profit increased as a result of stronger support for existing business partners and the development of new business partners.
  7. FY2023-Q1Explicit mention of higher costs due to soaring material and resource prices and yen depreciationAnnual report

    「Conditions remain difficult, as soaring material and resource prices and rapid yen depreciation have increased various costs, including transportation costs.」

    The thread, which had addressed profit declines caused by raw material price increases and delays in passing them through to product prices, now also includes higher transportation and other costs resulting from soaring material and resource prices and rapid yen depreciation.
  8. FY2022MaterialisedAnnual report

    「Ordinary profit decreased 14.7% from the previous fiscal year to ¥235 million, due to higher raw material prices, rising resource prices and expenses related to the tender offer for treasury shares.」

    The company states that higher raw material prices, rising resource prices and expenses related to the tender offer for treasury shares affected actual results, resulting in a 14.7% decline in ordinary profit.
  9. FY2021WorsenedAnnual report

    「Price competition in the industry is intense, and even when raw material and crude oil prices rise, it is difficult for this type of business to pass those increases through to product prices.」

    After the decline in profit caused by prior raw material price increases and delays in product price revisions eased, the company again explicitly identifies the difficulty of passing on higher raw material and crude oil costs as a risk.
  10. FY2020MitigatedAnnual report

    「Ordinary profit increased 57.8% from the previous fiscal year to ¥321 million. The company's main raw material, base paper, underwent substantial price increases for the second consecutive year, and efforts to revise product prices in response produced a certain degree of results. The company also reduced and postponed capital expenditures during the fiscal year.」

    In contrast to the decline in profit in prior fiscal years due to substantial increases in base paper prices and delays in revising product prices, the company states that ordinary profit increased because its product price revisions produced a certain degree of results, among other factors.
  11. FY2019MaterialisedAnnual report

    「Ordinary profit decreased 28.9% from the previous fiscal year to ¥203 million, mainly due to substantial increases in raw material prices and delays in revising product prices accordingly.」

    The company states that substantial increases in raw material prices and delays in revising product prices affected actual results, resulting in a 28.9% decline in ordinary profit.
  12. FY2019-Q1Shift from explaining the impact on reported profit to concerns about future cost increasesAnnual report

    「However, uncertainty continues, including higher raw material costs resulting from higher crude oil prices and rising labor costs due to labor shortages.」

    The wording has shifted from explaining the decline in profit caused by raw material price increases and delays in product price revisions, as described for the previous fiscal year, to concerns about future cost increases due to higher crude oil prices and labor shortages. There is no mention of delays in product price revisions.
  13. FY2018MaterialisedAnnual report

    「Ordinary profit decreased 28.6% from the previous fiscal year to ¥286 million, mainly due to substantial increases in raw material prices and delays in revising product prices accordingly.」

    The company states that substantial increases in raw material prices and delays in revising product prices affected actual results, resulting in a 28.6% decline in ordinary profit.
Moved together

"Improving Sales and Profits in Each Business Division" moved the same way as this thread, in the same document, in 5 of its 15 moves.

554433★123456
  1. ★This thread
  2. 1Improving Sales and Profits in Each Business Division5×
  3. 2Improving Productivity Through Capital Investment in the Corrugated Products Division5×
  4. 3Performance Recovery Through Higher Revenue and Profit4×
  5. 4Strengthening Engagement with Existing Business Partners and Developing New Ones4×
  6. 5Uncertainty surrounding the domestic economy due to the slowdown in emerging-market economies and other factors3×
  7. 6Control of Company-wide Operations by the Corporate Planning Committee3×

★ 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
Ohmura Shigyo's next results are scheduled for 2026-11-12. Read the earnings preview It last moved in the Revision to earnings forecast of 2026-11-11: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Profit Decline Due to Raw Material Price Increases and Delays in Revising Product Prices | OHMURA SHIGYO CO.,LTD. (3953) | Komori