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Central Glass (4044) · RiskMaterialisedLatest Other Disclosures (2026-09-16): "Mitigated"

Rising Raw Material Prices and Stable Procurement of Specialty Raw Materials

First written in FY2016. 6 of 19 entries say "Restated". Latest entry: 2026-09-16.

19entries
11years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018MaterialisedFY2025-H1 – FY2026-H12016: 120162017: 120172018: 120182019: 020192020: 120202021: 120212022: 420222023: 220232024: 220242025: 120252026: 52026
Same theme, other companies
Disruption of raw material procurement due to dependence on specific suppliersA theme 83 companies write about · 85 as a headwind · 0 as a tailwind

Central Glass moved to the "Worse" side of this theme in 2024, 3 years after the typical company in this theme (2021).

The whole theme swung hardest in 2021: 24 of 53 companies on the "Worse" side.

17 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 83 companies compared. The sentences above are computed from all 83.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「In electronic materials, sales increased 8.1% year on year to ¥26,202 million, mainly due to higher sales of specialty gas products as leading-edge logic manufacturers increased production in response to growing demand for semiconductors for AI applications. Operating profit, however, fell ¥12 million year on year to ¥3,986 million, partly due to higher costs, including raw material costs.」

    The increase in costs, including raw material costs, actually resulted in lower operating profit in the electronic materials business.
  2. FY2026-H1MaterialisedAnnual report

    「In electronic materials, sales increased 4.7% year on year to ¥12,431 million, despite lower sales of some products due to inventory adjustments for NAND memory and other products and temporary declines in sales of some products associated with changes in transaction formats. The increase was driven by higher sales of products for AI semiconductors and other applications. Operating profit, however, fell ¥662 million year on year to ¥2,043 million, partly due to higher costs, including raw material costs.」

    The company states that higher costs, including raw material costs, actually contributed to the decline in operating profit in the electronic materials business.
  3. FY2025-H1MaterialisedAnnual report

    「Although sales of the core coated fertilizers remained firm, fertilizer sales fell below the same period of the previous year because selling prices declined as raw material prices decreased.」

    The company states that fluctuations in raw material prices affected the decline in fertilizer revenue through lower selling prices.
  4. FY2024-Q3RestatedAnnual report

    「During the nine-month period of the current consolidated fiscal year, prices, particularly for imported materials, continued to rise due to geopolitical factors and foreign exchange movements. However, supported by the government's economic measures, corporate earnings improved and personal consumption also showed signs of recovery, resulting in a gradual recovery trend.」

    The company states that prices, particularly for imported materials, continue to rise, indicating that risks related to raw material prices and the procurement environment remain.
  5. FY2024-Q1RestatedAnnual report

    「During the nine-month period of the current consolidated fiscal year, the outlook for the Japanese economy remained uncertain, as raw material and fuel prices remained high and consumer prices continued to rise, although」

    The company describes the continued high level of raw material and fuel prices, indicating that the risk of raw material price fluctuations remains.
  6. FY2023-Q3MitigatedAnnual report

    「Sales exceeded the same period of the previous year because the company revised its product prices in response to surging raw material and fuel prices.」

    The company states that it revised product prices for glass, chemicals, fertilizers and other products in response to surging raw material and fuel prices.
  7. FY2023-Q2MitigatedAnnual report

    「The company revised its product prices in response to surging raw material and fuel prices.」

    In response to surging raw material and fuel prices, the company revised product prices for architectural glass, automotive glass, glass fiber, chemicals, fertilizers and other products.
  8. FY2023-Q1RestatedAnnual report

    「The challenging environment has persisted, with the yen depreciating sharply, raw material and fuel prices rising, and supply chains disrupted by lockdowns in major Chinese cities.」

    The depreciation of the yen and surge in raw material and fuel prices continue to be described as part of the actual economic environment.
  9. FY2022MaterialisedAnnual report

    「During the current consolidated fiscal year, the Japanese economy remained in a difficult situation. Although the spread of COVID-19 vaccinations enabled further progress in balancing infection control with economic and social activity, the yen depreciated sharply and raw material and fuel prices surged.」

    The continued surge in raw material and fuel prices is described as part of the actual economic environment, indicating that the risk of raw material price fluctuations has materialized.
  10. FY2022-Q3MaterialisedAnnual report

    「During the nine-month period of the current consolidated fiscal year, the Japanese economy remained in a difficult situation, despite the effects of COVID-19 vaccinations becoming apparent, due to the continued depreciation of the yen and surging raw material and fuel prices.」

    The surge in raw material prices is described as part of the actual economic environment, indicating that the risk of raw material price fluctuations has materialized.
  11. FY2021RestatedAnnual report

    「We are promoting measures to ensure stable procurement, including reducing purchase prices for raw materials and using crude oil derivatives and stockpiling key raw materials. However, if procurement is delayed because of surging market prices or difficulty obtaining supplies, this may affect the financial condition and operating results of the Group.」

    The company continues to disclose measures for stable procurement, including crude oil derivatives and stockpiling key raw materials, as well as the risks of price surges and procurement delays.
  12. FY2020MitigatedAnnual report

    「We are promoting measures to ensure stable procurement, including reducing purchase prices for raw materials and using crude oil derivatives and stockpiling key raw materials, but」

    The company explicitly identifies crude oil derivatives and stockpiling key raw materials as measures to address raw material price and procurement risks.
  13. FY2018RestatedAnnual report

    「The Group's products use raw materials such as heavy fuel oil, which are affected by market price fluctuations, and specialty materials available from only a limited number of suppliers.」

    The company continues to explain the risks of soaring raw material prices and delays in procuring specialty materials.
  14. FY2017RestatedAnnual report

    「The Group's products use raw materials such as heavy fuel oil, which are affected by market price fluctuations, and specialty materials available from only a limited number of suppliers.」

    The company continues to explain the risks of soaring raw material prices and delays in procuring specialty materials.
  15. FY2016First statedAnnual report

    「The Group is working to reduce the purchase prices of raw materials and secure stable procurement, but if market prices rise or procurement is delayed due to difficulty obtaining supplies, this may affect the Group's operating results and financial position.」

    The company uses raw materials such as heavy fuel oil, whose prices fluctuate with market conditions, as well as specialty materials available from only a limited number of suppliers.
Moved together

"Overseas Legal and Regulatory, Political and Social, and Geopolitical Risks" moved the same way as this thread, in the same document, in 5 of its 19 moves.

554433★123456
  1. ★This thread
  2. 1Overseas Legal and Regulatory, Political and Social, and Geopolitical Risks5×
  3. 2Economic Trends and Market Fluctuations in Construction, Automotive, LCD and Semiconductor Industries5×
  4. 3Competition from Rivals and Dependence on Certain Major Customers4×
  5. 4Production Stagnation Caused by Semiconductor and Component Shortages4×
  6. 5Structural Reform of Existing Base Businesses3×
  7. 6Proactive overseas expansion and strengthening of the Group’s management foundation3×

★ 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 Central Glass yet. It last moved in the Other Disclosures of 2026-09-16: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rising Raw Material Prices and Stable Procurement of Specialty Raw Materials | Central Glass Co.,Ltd. (4044) | Komori