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Sumitomo Seika Chemicals Company,Limited. (4008) · RiskWorsenedLatest Revision to the earnings forecast (2026-08-06): "Materialised"

Sharp Fluctuations in Raw Material and Fuel Prices and Delays in Passing Them Through to Product Prices

First written in FY2017. 10 of 22 entries say "Restated". Latest entry: 2026-08-06.

22entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q3RestatedFY2022-Q3 – FY2023-Q1MitigatedFY2025-H1 – FY2026-H12017: 320172018: 320182019: 120192020: 220202021: 420212022: 320222023: 120232024: 220242025: 120252026: 22026
Same theme, other companies
Profit pressure from the failure to pass on higher procurement costs in selling pricesA theme 44 companies write about · 44 as a headwind · 0 as a tailwind

Sumitomo Seika Chemicals Company,Limited. moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).

The whole theme swung hardest in 2021: 18 of 27 companies on the "Worse" side.

6 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 44 companies compared. The sentences above are computed from all 44.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-06MaterialisedRevision to the earnings forecast

    「Net sales increased from the same period of the previous year, owing in part to the yen's continued depreciation and the pass-through into selling prices of a sharp rise in raw fuel and materials prices.」

    The sharp rise in raw fuel and materials prices was reflected in the results for the quarter, and its pass-through into selling prices was described.
  2. FY2026WorsenedAnnual report

    「The Group will take all possible measures, including diversifying its sources of raw material procurement and passing higher raw material costs through to prices.」

    Regarding the risk of sharp swings in raw material and fuel prices, supply instability and surging market prices due to the situation in the Middle East and other factors were cited, while diversifying sources of raw material procurement and passing costs through to prices were presented as responses.
  3. FY2026-H1MitigatedAnnual report

    「Operating profit increased following lower raw material and fuel prices, despite the impact of higher fixed costs and a stronger yen.」

    The situation changed from a period when higher raw material and fuel prices were a factor behind lower profit, and falling raw material and fuel prices became a factor behind higher operating profit in the interim consolidated accounting period under review.
  4. FY2025-H1MitigatedAnnual report

    「Operating profit increased due to lower raw material and fuel prices and the impact of foreign exchange rates, among other factors.」

    The situation changed from a period when higher raw material and fuel prices and logistics costs were factors behind lower profit, and falling raw material and fuel prices became a factor behind higher operating profit in the interim consolidated accounting period under review.
  5. FY2024-Q3Lower selling prices accompanying falling raw material and fuel prices continueAnnual report

    「This was due to factors including lower selling prices accompanying lower raw material and fuel prices.」

    The situation changed from a period when higher raw material and fuel prices were a factor behind lower profit, and lower selling prices accompanying falling raw material and fuel prices are now cited as an actual factor behind lower revenue.
  6. FY2024-Q1MitigatedAnnual report

    「Operating profit increased due to lower raw material and fuel prices and logistics costs, among other factors.」

    The situation changed from a period when higher raw material and fuel prices and logistics costs were actual factors behind lower profit to the first quarter under review, when lower raw material and fuel prices and logistics costs became factors behind higher profit.
  7. FY2023-Q1RestatedAnnual report

    「Revenue increased due to higher sales volumes in Asian markets and elsewhere, higher selling prices accompanying higher raw material and fuel prices, and the impact of foreign exchange rates, but operating profit declined due to higher raw material and fuel prices.」

    Although higher raw material and fuel prices were reflected in selling prices, their effect in pushing down operating profit in the superabsorbent polymers segment continued to be reported.
  8. FY2022RestatedAnnual report

    「The purchase prices of raw materials, fuel and other items procured by the Group may fluctuate sharply depending on the supply-demand balance and market conditions. If these purchase prices rise sharply, delays in passing the increases through to product prices and other factors may adversely affect the Group's financial position and operating results.」

    Sharp swings in raw material and fuel prices and delays in passing them through to product prices continued to be cited as full-year business risks.
  9. FY2022-Q3RestatedAnnual report

    「Operating profit declined due to higher raw material and fuel prices and other factors, including higher logistics costs.」

    The situation in which higher raw material and fuel prices and higher logistics costs actually drive lower profit continues in the superabsorbent polymers segment.
  10. FY2022-Q2WorsenedAnnual report

    「Operating profit declined due to higher raw material and logistics costs, in addition to lower sales volumes.」

    In addition to higher raw material prices, higher logistics costs became an actual factor behind lower profit, and operating profit in the superabsorbent polymers segment fell 66.2% year on year.
  11. FY2022-Q1MaterialisedAnnual report

    「In this segment, revenue was ¥16,903 million, down 11.3% year on year, and operating profit was ¥1,064 million, down 58.5%. Revenue declined because sales volumes in the Chinese market had temporarily increased in the previous year. Operating profit declined because sales volumes decreased and raw material prices rose.」

    Sharp swings in raw material and fuel prices actually emerged as a factor behind the decline in operating profit in the superabsorbent polymers segment, along with lower sales volumes.
  12. FY2021RestatedAnnual report

    「The purchase prices of raw materials, fuel and other items procured by the Group may fluctuate sharply depending on the supply-demand balance and market conditions. If these purchase prices rise sharply, delays in passing the increases through to product prices and other factors may adversely affect the Group's financial position and operating results.」

    Sharp swings in raw material and fuel prices and delays in passing them through to product prices continued to be cited as business risks for the full year.
  13. FY2021-Q3RestatedAnnual report

    「Operating profit increased because, in addition to higher sales volumes, raw material prices declined.」

    As in the previous quarter, falling raw material prices, rather than surging raw material prices, are cited as a factor behind higher profit in the superabsorbent polymers segment.
  14. FY2021-Q2RestatedAnnual report

    「Operating profit increased because, in addition to higher sales volumes, raw material prices declined.」

    As in the previous quarter, falling raw material prices, rather than surging raw material and fuel prices, are cited as a factor behind higher profit in the superabsorbent polymers segment.
  15. FY2021-Q1MitigatedAnnual report

    「Operating profit increased because, in addition to higher sales volumes, raw material prices declined.」

    Whereas surging raw material and fuel prices had previously been cited as a factor behind lower profit, falling raw material prices became a factor behind higher profit in the current quarter.
  16. FY2019-Q3RestatedAnnual report

    「This was due to factors including soaring raw material and fuel prices, despite efforts to correct selling prices.」

    Despite efforts to revise selling prices, the situation in which surging raw material and fuel prices drive a decline in operating profit in the superabsorbent polymers segment continues.
  17. FY2019-Q2WorsenedAnnual report

    「This was due in part to a surge in raw material and fuel prices despite efforts to revise selling prices.」

    Higher raw material and fuel prices continued to be a factor behind the decline in profit in the previous quarter. In the current quarter, they were described as having surged, and operating profit in the superabsorbent polymers segment fell 13.4% year on year.
  18. FY2018RestatedAnnual report

    「Although sales volumes of superabsorbent polymers and electronics gases increased, profit declined as a result of higher raw material and fuel prices.」

    Higher raw material and fuel prices were explicitly cited as a factor behind the full-year decline in operating profit, and the risk continues to materialize.
  19. FY2018-Q3RestatedAnnual report

    「Although sales increased due in part to higher sales volumes to China and other emerging Asian markets, profit declined under the impact of higher raw material and fuel prices.」

    The situation in which higher raw material and fuel prices actually drive a decline in operating profit in the superabsorbent polymers segment continues.
  20. FY2018-Q2RestatedAnnual report

    「Although revenue increased due to higher sales volumes, including sales to China and other emerging Asian markets, operating profit declined because raw material and fuel prices rose, among other factors.」

    The situation in which higher raw material and fuel prices actually drive a decline in operating profit in the superabsorbent polymers segment continues.
  21. FY2018-Q1MaterialisedAnnual report

    「Operating income declined due to higher raw material and fuel prices.」

    Higher raw material and fuel prices actually became a factor behind the decline in operating profit in the superabsorbent polymers segment.
  22. FY2017First statedAnnual report

    「The purchase prices of raw materials, fuel and other items procured by the Group may fluctuate sharply depending on the supply-demand balance and market conditions. If these purchase prices rise sharply, delays in passing the increases through to product prices and other factors may adversely affect the Group's operating results.」

    Sharp increases in raw material and fuel prices and delays in passing them through to product prices are cited as market and supply risks affecting performance.
Moved together

"Impact of softer product prices following the decline in crude oil prices and yen appreciation" moved the same way as this thread, in the same document, in 4 of its 22 moves.

443322★123456
  1. ★This thread
  2. 1Impact of softer product prices following the decline in crude oil prices and yen appreciation4×
  3. 2Financial Base with a 52.2% Equity Ratio4×
  4. 3Revision to the Performance-Linked Executive Compensation System3×
  5. 4Foreign Exchange Losses Due to Sharp Currency Movements3×
  6. 5Improving capital efficiency and enhancing shareholder returns through share repurchases2×
  7. 6Payment of a year-end dividend2×

★ 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 Sumitomo Seika Chemicals Company,Limited. yet. It last moved in the Revision to the earnings forecast of 2026-08-06: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Sharp Fluctuations in Raw Material and Fuel Prices and Delays in Passing Them Through to Product Prices | Sumitomo Seika Chemicals Company,Limited. (4008) | Komori