Risk of rising logistics costs
First written in FY2019-Q3. 11 of 23 entries say "Materialised", first in FY2019. Latest entry: FY2026.
Maruo Calcium moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2026: 18 of 26 companies on the "Worse" side.
7 other companies' latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「Against this economic backdrop, the Group worked to secure sales by reviewing selling prices in response to soaring raw material and logistics costs, but」
The Company states that soaring raw material and logistics costs were reflected in the business environment during the current fiscal year and were addressed by reviewing selling prices. Freight expense in selling, general and administrative expenses decreased from ¥651.467 million in the previous fiscal year to ¥643.799 million. - FY2026-H1Decrease in freight costsAnnual report
「Freight expense ¥324.257 million ¥307.902 million」
Freight expense in selling, general and administrative expenses decreased from ¥324.257 million in the same interim period of the previous year to ¥307.902 million. The change in an expense item related to logistics costs is described. - FY2025MaterialisedAnnual report
「Due to higher costs resulting from surging raw material and energy prices and increases in labor and equipment costs, higher logistics costs, and lower production volumes caused by machinery problems at a subsidiary, operating income was ¥5 million, down 95.8% year on year.」
Higher logistics costs were reflected in the actual cost environment, and freight expense in selling, general and administrative expenses increased from ¥628.244 million in the previous fiscal year to ¥651.467 million. - FY2025-H1MaterialisedAnnual report
「Amid higher manufacturing costs resulting from increases in raw material and energy costs, as well as higher logistics costs, operating income was ¥19 million, down 74.8% from the same interim period of the previous year.」
Higher logistics costs were reflected in the actual manufacturing and sales environment and contributed to the decline in operating income for the interim period. Freight expense in selling, general and administrative expenses also increased from ¥318.498 million in the same interim period of the previous year to ¥324.257 million. - FY2024Decrease in freight costsAnnual report
「Freight expense ¥843.278 million ¥628.244 million」
Freight expense in selling, general and administrative expenses decreased from ¥843.278 million in the previous fiscal year to ¥628.244 million in the current fiscal year. The change in an expense item related to the risk of rising logistics costs is described. - FY2024-Q3RestatedAnnual report
「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The overall risk disclosure reconfirms that there have been no new developments or material changes concerning the risk of rising logistics costs. - FY2024-Q2Decrease in freight costsAnnual report
「Freight expense ¥454.436 million ¥318.498 million」
Freight expense in selling, general and administrative expenses decreased from ¥454.436 million in the same period of the previous year to ¥318.498 million. The change in an expense item related to the risk of rising logistics costs is described. - FY2024-Q1MaterialisedAnnual report
「In response to soaring raw material, energy and logistics costs, the company had almost completed passing higher costs through to selling prices by the end of the first quarter. However, due to a decline in overseas sales, net sales fell by ¥101 million year on year to ¥3.077 billion, down 3.2%.」
The Company states that the surge in logistics costs has materialized in the business environment and that the pass-through to selling prices is nearly complete. - FY2023MaterialisedAnnual report
「The principal selling, general and administrative expense items and amounts for the current fiscal year are as follows.」
Freight expense increased from ¥624.570 million in the previous fiscal year to ¥843.278 million. The surge in logistics costs is reflected in the expense item for the current fiscal year. - FY2023-Q2MaterialisedAnnual report
「Freight expense ¥296.693 million ¥454.436 million」
Freight expense in selling, general and administrative expenses increased from ¥296.693 million in the same period of the previous year to ¥454.436 million, indicating that higher logistics costs are reflected in the expense item. - FY2023-Q1MaterialisedAnnual report
「Net sales were ¥3,178 million, up ¥453 million year on year, mainly because increases in raw material, fuel and export transportation costs were passed through to product prices.」
The Company states that higher prices for export transportation and other costs actually occurred and were passed through to product prices. Rising logistics costs have been reflected in business operations. - FY2022MaterialisedAnnual report
「As demand rose sharply with the resumption of economic activity, shortages of components, particularly semiconductors, higher prices for resources such as crude oil, and disruptions to logistics networks caused by container shortages affected economic activity,」
Disruptions to logistics networks caused by container shortages have materialized as an actual impact on economic activity. Freight expense in selling, general and administrative expenses also increased from ¥498.870 million in the previous fiscal year to ¥624.570 million. - FY2022-Q3RestatedAnnual report
「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The overall risk disclosure reconfirms that there have been no new developments or material changes concerning the risk of rising logistics costs. - FY2022-Q2MaterialisedAnnual report
「Freight expense ¥231.822 million ¥296.693 million」
Freight expense in selling, general and administrative expenses increased from ¥231.822 million in the same period of the previous year to ¥296.693 million in the cumulative second quarter of the current fiscal year, indicating that higher logistics costs are reflected in the expense item. - FY2022-Q1RestatedAnnual report
「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The overall risk disclosure reconfirms that there have been no new developments or material changes concerning the risk of rising logistics costs. - FY2021-Q2RestatedAnnual report
「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The overall risk disclosure reconfirms that there have been no new developments or material changes concerning the risk of rising logistics costs. - FY2021-Q1RestatedAnnual report
「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The overall risk disclosure reconfirms that there have been no new developments or material changes concerning the risk of rising logistics costs. - FY2020MaterialisedAnnual report
「In terms of earnings, operating income was ¥114 million, down ¥399 million, or 77.7%, year on year, due to lower revenue, increased depreciation expenses resulting from capital investment, and higher transportation costs.」
The Company explicitly identifies higher transportation costs as a factor contributing to lower operating income. Freight expense in selling, general and administrative expenses also increased from ¥554.487 million in the previous fiscal year to ¥568.110 million in the current fiscal year. - FY2020-Q3RestatedAnnual report
「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The overall risk disclosure reconfirms that there have been no new developments or material changes concerning the risk of rising logistics costs. - FY2020-Q2RestatedAnnual report
「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The overall risk disclosure reconfirms that there have been no new developments or material changes concerning the risk of rising logistics costs. - FY2020-Q1RestatedAnnual report
「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The overall risk disclosure reconfirms that there have been no new developments or material changes concerning the risk of rising logistics costs. - FY2019MaterialisedAnnual report
「In terms of earnings, the Company expects operating income of ¥270 million, down ¥244 million, or 47.5%, year on year; ordinary income of ¥390 million, down ¥260 million, or 40.0%; and net income attributable to owners of the parent of ¥250 million, down ¥154 million, or 38.2%, due to higher raw material, fuel and transportation costs and increased depreciation expenses resulting from capital investment.」
The Company explicitly identifies higher transportation costs as a factor contributing to lower profit in the next fiscal year. Freight expense in selling, general and administrative expenses also increased from ¥506.909 million in the previous fiscal year to ¥554.487 million in the current fiscal year. - FY2019-Q3First statedAnnual report
「Logistics costs have also begun to rise noticeably.」
The Company has explicitly identified rising logistics costs as cost pressure in the external environment for the first time. No direct impact on business performance or countermeasures were stated.