Risk of shortages and price increases in key raw materials
First written in FY2016. 9 of 19 entries say "Restated". Latest entry: 2026-05-14.
Nippon Soda moved to the "Worse" side of this theme in 2018, 5 years before the typical company in this theme (2023).
The whole theme swung hardest in 2018: 4 of 16 companies on the "Worse" side.
2 other companies' latest entry also says "Worsened".
- 2026-05-14WorsenedEarnings presentation
「原燃料価格の値上げ要請が一部で発生 原燃料価格の上昇分は、販売価格の改定により収益性の維持を図る 長期化した場合に備え、複数ソース化を進めることで安定調達に取り組む」
中東情勢緊迫化に関連して、原燃料価格の値上げ要請と調達制約の想定を示し、販売価格改定と複数ソース化を対応策として記載した。 - FY2024Diversification of suppliers and sales price revisions explicitly statedAnnual report
「The Group seeks to secure a stable supply of raw materials by diversifying its suppliers and procurement sources. In response to higher raw material prices, it seeks to mitigate the impact on operating results through measures including cost reductions and sales price revisions.」
As measures addressing key raw material risks, the company explicitly cites diversification of suppliers and procurement sources and sales price revisions, in addition to its existing stable procurement efforts. - FY2024-Q3RestatedAnnual report
「During the nine months ended the third quarter, the company was affected by a substantial rise in raw material and fuel prices. However, due mainly to higher sales in the agricultural chemicals, chemicals and trading businesses, sales price revisions, and inventory valuation gains resulting from higher raw material and fuel prices, revenue was ¥124.253 billion, up 23.5% year on year, while operating profit was ¥14.781 billion, up 129.6%.」
The substantial rise in raw material and fuel prices continued, and the company responded with measures including sales price revisions. The impact of higher prices and offsetting factors such as higher sales and inventory valuation gains continued to be reported. - FY2024-Q2RestatedAnnual report
「During the six months ended the second quarter, the company implemented sales price revisions in response to a substantial rise in raw material and fuel prices. However, due to lower sales in Chemical Materials, Agribusiness and other operations, revenue was ¥68.902 billion, down 14.7% year on year, while operating profit was ¥6.458 billion, down 28.0%.」
The substantial rise in raw material and fuel prices and sales price revisions in response to it have continued. Company-wide revenue and operating profit fell below the levels of the same period of the previous year due to lower sales. - FY2024-Q1RestatedAnnual report
「Although the company continued to revise selling prices in response to the substantial increase in raw material and fuel prices from the previous fiscal year, revenue for the cumulative period was ¥8.746 billion, down 25.9% year on year, because Alkaline S.A.S., formerly a consolidated subsidiary, was excluded from consolidation following the transfer of all its shares.」
The substantial rise in raw material and fuel prices continued, and sales price revisions have continued from the previous fiscal year. The company reported both measures to address price increases and a decline in revenue resulting from Alkaline being excluded from consolidation. - FY2023-Q3RestatedAnnual report
「During the nine months ended the third quarter, the company was affected by a substantial rise in raw material and fuel prices. However, due mainly to higher sales in the agricultural chemicals, chemicals and trading businesses, sales price revisions, and inventory valuation gains resulting from higher raw material and fuel prices, revenue was ¥124.253 billion, up 23.5% year on year, while operating profit was ¥14.781 billion, up 129.6%.」
The substantial rise in raw material and fuel prices continued to be reflected in the results, while measures and offsetting factors including sales price revisions, higher sales, and inventory valuation gains were also reported. - FY2023-Q2RestatedAnnual report
「During the six months ended the second quarter, the company was affected by a substantial rise in raw material and fuel prices. However, due mainly to higher sales in the agricultural chemicals, chemicals and trading businesses and other operations, sales price revisions, and inventory valuation gains resulting from higher raw material and fuel prices, revenue was ¥80.742 billion, up 25.3% year on year, while operating profit was ¥8.975 billion, up 157.3%.」
The substantial rise in raw material and fuel prices continued to be reflected in the results, while the impact of sales price revisions and inventory valuation gains was also reported. - FY2023-Q1WorsenedAnnual report
「During the three months ended the first quarter, the company was affected by a substantial rise in raw material and fuel prices. However, due mainly to higher sales in the agricultural chemicals, chemicals and trading businesses, sales price revisions, and inventory valuation gains resulting from higher raw material and fuel prices, revenue was ¥40.441 billion, up 27.1% year on year, while operating profit was ¥5.838 billion, up 149.6%.」
The rise in raw material and fuel prices materialised as a “substantial increase.” Sales price revisions and inventory valuation gains were reported, indicating measures to address or offset the impact. - FY2022-Q3RestatedAnnual report
「During the nine months ended the third quarter, the company was affected by higher raw material and fuel prices. However, due mainly to increased sales in the chemicals and trading businesses, revenue was ¥100.603 billion, up 8.1% year on year, while operating profit was ¥6.437 billion, up 31.2%.」
The impact of higher raw material and fuel prices continued to be reflected in the results. Meanwhile, revenue and operating profit increased due mainly to higher sales. - FY2020RestatedAnnual report
「In addition to working to secure a stable supply of raw materials, the Group seeks to mitigate the impact on operating results of higher raw material prices through measures including cost reductions and appropriately passing costs on to sales prices.」
In response to the risk of shortages and price increases for key raw materials, the company explicitly cites stable procurement, cost reductions, and passing costs on through sales prices as measures. - FY2020-Q2MaterialisedAnnual report
「In the chemicals business, the company began selling materials for secondary batteries, but sales of industrial chemicals, pharmaceutical and industrial disinfectants declined. The business was also affected by higher raw material and fuel prices.」
Higher raw material and fuel prices also materialised in the second quarter, affecting the earnings environment in the chemicals business. - FY2020-Q1MaterialisedAnnual report
「Due to production and shipment adjustments resulting from delays in procuring raw materials and other factors, sales of the insecticide Mos-pilan for export decreased, and revenue for the period to date was ¥7.192 billion, down 8.9% year on year.」
Delays in procuring raw materials actually resulted in production and shipment adjustments and lower export sales of Mos-pilan, causing revenue in the agricultural chemicals business to decline 8.9% year on year. Higher raw material prices were also cited as a factor behind the decline in company-wide operating profit. - FY2019MaterialisedAnnual report
「Stricter environmental regulations in China resulted in production delays caused by delays in procuring raw materials and the impact of higher raw material and fuel prices. Meanwhile, R&D expenses and commissioned testing costs decreased as a result of developing new agrochemicals and expanding the applications of existing products.」
Delays in procuring raw materials, resulting production delays, and higher raw material and fuel prices actually affected the agricultural chemicals business in the current fiscal year. - FY2019-Q3MaterialisedAnnual report
「During the nine months ended the third quarter, the company implemented sales price revisions in the chemicals business. However, due to the impact of higher raw material and fuel prices and, in the agricultural chemicals business, sales being deferred to the fourth quarter because of production delays resulting from delays in procuring raw materials, revenue was ¥101.062 billion, up 2.7% year on year, while operating profit was ¥1.936 billion, down 40.7%.」
In addition to higher raw material and fuel prices, production delays caused by delays in procuring raw materials and the resulting deferral of sales to the fourth quarter actually occurred, and operating profit declined 40.7% year on year. - FY2019-Q2MaterialisedAnnual report
「During the six months ended the second quarter, the company implemented sales price revisions in the chemicals business. However, due to higher raw material and fuel prices and a decline in plant construction work in the construction business, revenue was ¥66.3 billion, up 4.2% year on year, while operating profit was ¥1.86 billion, down 17.1%.」
Higher raw material and fuel prices materialised, and although sales prices were revised, operating profit declined 17.1% year on year. - FY2019-Q1MaterialisedAnnual report
「Although the cumulative consolidated first-quarter period was affected by higher raw material and fuel prices, net sales rose 9.1% year on year to ¥32,323 million and operating profit rose 7.3% to ¥1,655 million, owing to firm export sales of agricultural chemicals and price revisions in the chemicals business.」
The previously disclosed risk of rising raw material prices was reflected in the results as the impact of higher raw material and fuel prices. Meanwhile, revenue and operating profit increased due to measures including sales price revisions. - FY2018RestatedAnnual report
「The Group works to secure a stable supply of raw materials. However, if it is unable to secure the key raw materials it needs or raw material prices rise sharply, this may have a material impact on the Group’s results.」
The company reiterates the risk of shortages and price increases for key raw materials and its policy of securing a stable supply. - FY2017RestatedAnnual report
「The Group works to secure a stable supply of raw materials. However, if it is unable to secure the key raw materials it needs or raw material prices rise sharply, this may have a material impact on the Group’s results.」
The company reiterates the risk of shortages and price increases for key raw materials and its policy of securing a stable supply. - FY2016First statedAnnual report
「The Group works to secure a stable supply of raw materials. However, if it is unable to secure the key raw materials it needs or raw material prices rise sharply, this may have a material impact on the Group’s results.」
While assuming continued procurement efforts, the company indicates the possibility of raw material shortages and sharp price increases.